Purchases and Sales Made in Q1 2023 in Spdr Portfolio S&P 1500 Compos (SPTM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 1500 Compos (SPTM) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 1500 COMPOS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.9K- 2.83% |
$136K - $150K
|
99.5K
$7.29M
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-2.93K- 5.54% |
$137K - $151K
|
50K
$3.66M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.38K- 13.39% |
$159K - $175K
|
21.9K
$1.6M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.66K- 62.13% |
$172K - $189K
|
2.23K
$163K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.81K- 8.31% |
$179K - $197K
|
42.1K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.97K- 2.01% |
$187K - $205K
|
194K
$14.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-4.28K- 7.42% |
$201K - $221K
|
53.4K
$3.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.38K- 20.93% |
$205K - $226K
|
16.5K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.65K- 9.74% |
$218K - $240K
|
43.1K
$3.15M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.69K- 8.1% |
$220K - $242K
|
53.2K
$3.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.6K- 3.4% |
$263K - $289K
|
159K
$11.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.74K- 5.81% |
$270K - $297K
|
93K
$6.81M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5.76K- 14.25% |
$271K - $298K
|
34.7K
$2.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.77K- 1.99% |
$271K - $298K
|
284K
$20.8M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-6.13K- 4.41% |
$288K - $316K
|
133K
$9.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.23K- 66.99% |
$292K - $322K
|
3.07K
$225K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.42K- 11.21% |
$301K - $331K
|
50.8K
$3.72M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.75K- 12.24% |
$317K - $349K
|
48.4K
$3.54M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-7.14K- 99.79% |
$335K - $369K
|
15
$1.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-7.41K- 38.12% |
$348K - $383K
|
12K
$880K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-7.47K- 12.46% |
$351K - $386K
|
52.5K
$3.84M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-7.82K- 17.68% |
$367K - $404K
|
36.4K
$2.67M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.99K- 65.45% |
$375K - $412K
|
4.22K
$309K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-8.13K- 2.06% |
$382K - $420K
|
387K
$28.3M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-8.13K- 2.06% |
$382K - $420K
|
387K
$28.3M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-8.22K- 1.47% |
$386K - $425K
|
553K
$40.5M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-8.75K- 35.43% |
$411K - $452K
|
15.9K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8.88K- 5.1% |
$417K - $459K
|
165K
$12.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-8.91K- 4.54% |
$418K - $460K
|
188K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.7K- 16.73% |
$502K - $552K
|
53.2K
$3.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-10.9K- 40.51% |
$514K - $565K
|
16.1K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.7K- 4.54% |
$689K - $757K
|
308K
$22.6M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-16K- 5.4% |
$752K - $827K
|
281K
$20.5M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18K- 85.74% |
$847K - $931K
|
3K
$220K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-18.8K- 5.29% |
$883K - $971K
|
337K
$24.7M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-20.5K- 69.1% |
$962K - $1.06M
|
9.16K
$670K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-23K- 2.09% |
$1.08M - $1.19M
|
1.08M
$78.8M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-23K- 24.2% |
$1.08M - $1.19M
|
72.1K
$5.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23.5K- 26.6% |
$1.1M - $1.21M
|
64.8K
$4.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-23.8K- 6.33% |
$1.12M - $1.23M
|
352K
$25.8M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-28K- 65.65% |
$1.32M - $1.45M
|
14.7K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-28.7K- 38.92% |
$1.35M - $1.48M
|
45K
$3.29M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-28.8K- 54.67% |
$1.35M - $1.49M
|
23.9K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.3K- 80.31% |
$1.47M - $1.61M
|
7.67K
$561K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-32.8K- 99.85% |
$1.54M - $1.7M
|
50
$3.66K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-33.5K- 38.75% |
$1.57M - $1.73M
|
52.9K
$3.87M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-35.3K- 88.68% |
$1.66M - $1.82M
|
4.5K
$329K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-38.4K- 9.15% |
$1.8M - $1.98M
|
381K
$27.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-39.1K- 35.96% |
$1.84M - $2.02M
|
69.7K
$5.1M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-40.1K- 9.49% |
$1.88M - $2.07M
|
382K
$28M
|