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 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.88K- 4.42% |
$108K - $120K
|
40.6K
$3.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.91K- 7.25% |
$109K - $122K
|
24.4K
$1.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.01K- 28.95% |
$116K - $129K
|
4.94K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.02K- 86.29% |
$116K - $130K
|
321
$23.8K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.02K- 29.19% |
$116K - $130K
|
4.9K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.04K- 0.34% |
$117K - $131K
|
598K
$44.3M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.08K- 3.03% |
$119K - $133K
|
66.5K
$4.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.16K- 22.62% |
$124K - $138K
|
7.37K
$546K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.17K- 22.8% |
$125K - $139K
|
7.36K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.19K- 2.39% |
$126K - $141K
|
89.4K
$6.63M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.24K- 2.49% |
$128K - $143K
|
87.5K
$6.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.47K- 15.85% |
$142K - $159K
|
13.1K
$973K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.51K- 21.91% |
$144K - $161K
|
8.93K
$662K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.51K- 68.92% |
$144K - $161K
|
1.13K
$83.7K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.51K- 2.62% |
$144K - $161K
|
93.3K
$6.92M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.56K- 0.56% |
$147K - $164K
|
453K
$33.5M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.56K- 38.61% |
$147K - $164K
|
4.07K
$302K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.57K- 2.94% |
$148K - $165K
|
85K
$6.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.66K- 2.74% |
$153K - $171K
|
94.5K
$7.01M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.7K- 1.37% |
$155K - $173K
|
195K
$14.4M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.89K- 8.35% |
$166K - $186K
|
31.7K
$2.35M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.93K- 40.28% |
$168K - $188K
|
4.34K
$322K
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-2.94K- 0.95% |
$169K - $189K
|
307K
$22.8M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.98K- 5.46% |
$171K - $191K
|
51.6K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.02K- 11.98% |
$173K - $194K
|
22.2K
$1.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.13K- 11.31% |
$180K - $201K
|
24.6K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.23K- 20.07% |
$186K - $207K
|
12.9K
$955K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-3.36K- 20.1% |
$193K - $215K
|
13.3K
$988K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.49K- 39.97% |
$200K - $224K
|
5.24K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3.49K- 9.38% |
$200K - $224K
|
33.7K
$2.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.53K- 47.29% |
$202K - $226K
|
3.93K
$291K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-3.61K- 2.4% |
$207K - $232K
|
147K
$10.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-3.65K- 4.59% |
$209K - $234K
|
75.9K
$5.62M
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-4.25K- 0.77% |
$244K - $272K
|
547K
$40.6M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.29K- 22.31% |
$246K - $275K
|
14.9K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-4.36K- 18.36% |
$250K - $280K
|
19.4K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.39K- 60.68% |
$252K - $282K
|
2.85K
$211K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-4.48K- 23.51% |
$257K - $287K
|
14.6K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.49K- 6.29% |
$257K - $288K
|
66.9K
$4.96M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-4.53K- 48.67% |
$260K - $291K
|
4.78K
$354K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-4.84K- 5.97% |
$278K - $311K
|
76.2K
$5.65M
|
|
|
May 03, 2024
Q1 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-4.94K- 1.49% |
$283K - $317K
|
326K
$24.1M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5.11K- 1.48% |
$293K - $327K
|
340K
$25.2M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-5.15K- 0.81% |
$295K - $330K
|
628K
$46.5M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.41K- 2.96% |
$310K - $347K
|
178K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.47K- 2.22% |
$314K - $351K
|
241K
$17.9M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.58K- 56.29% |
$320K - $358K
|
4.34K
$321K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-5.72K- 3.58% |
$328K - $367K
|
154K
$11.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.73K- 5.52% |
$329K - $368K
|
98.2K
$7.28M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-5.82K- 3.46% |
$334K - $373K
|
162K
$12M
|