Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.4K+ 210.71% |
$1.11M - $1.24M
|
28.6K
$2.12M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
17.3KNew |
$995K - $1.11M
|
17.3K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.2K+ 104.06% |
$930K - $1.04M
|
31.8K
$2.36M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
15.4K+ 20.06% |
$886K - $990K
|
92.4K
$6.85M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
14.9K+ 39.63% |
$855K - $956K
|
52.5K
$3.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
13.6K+ 4.54% |
$779K - $871K
|
313K
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.9K+ 1.1% |
$741K - $829K
|
1.19M
$87.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.9K+ 1.1% |
$741K - $829K
|
1.19M
$87.9M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.8K+ 7.48% |
$734K - $821K
|
184K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
12.5K+ 6.85% |
$718K - $803K
|
195K
$14.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12.3K+ 303.82% |
$708K - $791K
|
16.4K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12K+ 4.15% |
$691K - $772K
|
302K
$22.4M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.5KNew |
$658K - $736K
|
11.5K
$850K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11K+ 24420.0% |
$631K - $705K
|
11K
$818K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
10.9KNew |
$625K - $699K
|
10.9K
$808K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
9.87K+ 17.54% |
$566K - $633K
|
66.2K
$4.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
9.87K+ 0.68% |
$566K - $633K
|
1.46M
$108M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
9.8KNew |
$562K - $629K
|
9.8K
$727K
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
9.75K+ 100.7% |
$559K - $625K
|
19.4K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.75K+ 17.83% |
$559K - $625K
|
64.4K
$4.77M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.48KNew |
$544K - $608K
|
9.48K
$702K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
9.34K+ 6.62% |
$536K - $599K
|
150K
$11.1M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.58KNew |
$492K - $551K
|
8.58K
$636K
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
7.89K+ 15.83% |
$453K - $506K
|
57.7K
$4.28M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.88K+ 2.67% |
$452K - $506K
|
303K
$22.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
7.7KNew |
$442K - $494K
|
7.7K
$571K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.62K+ 20.38% |
$437K - $489K
|
45K
$3.34M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
7.46K+ 18.93% |
$428K - $479K
|
46.9K
$3.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.27K+ 70.59% |
$417K - $466K
|
17.6K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.18KNew |
$412K - $461K
|
7.18K
$532K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.03K+ 5.1% |
$403K - $451K
|
145K
$10.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.02KNew |
$403K - $450K
|
7.02K
$520K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7K+ 102.04% |
$402K - $449K
|
13.9K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.25K+ 66.4% |
$359K - $401K
|
15.7K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
6.2KNew |
$356K - $398K
|
6.2K
$459K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
6KNew |
$344K - $385K
|
6K
$445K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6K+ 42.49% |
$344K - $385K
|
20.1K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.77K+ 6.55% |
$331K - $370K
|
93.9K
$6.96M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.68K+ 24.84% |
$326K - $365K
|
28.6K
$2.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
5.57K+ 8.73% |
$320K - $358K
|
69.4K
$5.14M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.51KNew |
$316K - $353K
|
5.51K
$408K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.26K+ 6.09% |
$302K - $337K
|
91.6K
$6.78M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.21K+ 85.93% |
$299K - $334K
|
11.3K
$835K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.09KNew |
$292K - $326K
|
5.09K
$377K
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
5.06K+ 9.35% |
$290K - $325K
|
59.2K
$4.39M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.98K+ 7.44% |
$286K - $320K
|
72K
$5.34M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
4.89K+ 16.63% |
$281K - $314K
|
34.3K
$2.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.86K+ 0.86% |
$279K - $312K
|
573K
$42.4M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.63KNew |
$265K - $297K
|
4.63K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.53K+ 3.22% |
$260K - $290K
|
145K
$10.7M
|