Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.2KClosed |
$1.73M - $2.15M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-41K- 10.58% |
$1.85M - $2.3M
|
346K
$24.5M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-42.1K- 40.59% |
$1.9M - $2.36M
|
61.6K
$4.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-42.7K- 17.86% |
$1.93M - $2.4M
|
197K
$13.9M
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-43.7K- 19.06% |
$1.97M - $2.45M
|
185K
$13.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.7K- 73.02% |
$2.15M - $2.68M
|
17.6K
$1.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-51.8K- 60.6% |
$2.34M - $2.91M
|
33.6K
$2.38M
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-59.5K- 84.87% |
$2.69M - $3.34M
|
10.6K
$751K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-59.8K- 20.77% |
$2.7M - $3.36M
|
228K
$16.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-63K- 19.06% |
$2.85M - $3.54M
|
268K
$18.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-69.3K- 12.85% |
$3.13M - $3.89M
|
470K
$33.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-69.5K- 32.18% |
$3.14M - $3.9M
|
146K
$10.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-71K- 60.17% |
$3.21M - $3.99M
|
47K
$3.33M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-73.7K- 39.84% |
$3.33M - $4.14M
|
111K
$7.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-74.1K- 43.92% |
$3.35M - $4.16M
|
94.6K
$6.69M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-85.3K- 6.42% |
$3.86M - $4.79M
|
1.24M
$88M
|
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-95K- 36.2% |
$4.29M - $5.33M
|
167K
$11.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-113K- 14.63% |
$5.09M - $6.32M
|
657K
$46.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-118K- 74.89% |
$5.34M - $6.64M
|
39.7K
$2.81M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-122K- 8.19% |
$5.52M - $6.86M
|
1.37M
$97M
|
|
|
Oct 28, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-138K- 50.0% |
$6.23M - $7.74M
|
138K
$9.76M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-148K- 7.74% |
$6.68M - $8.3M
|
1.76M
$125M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-148K- 23.94% |
$6.7M - $8.33M
|
471K
$33.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-152K- 71.39% |
$6.88M - $8.55M
|
61K
$4.32M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-155K- 49.57% |
$6.98M - $8.68M
|
157K
$11.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-161K- 10.06% |
$7.3M - $9.07M
|
1.44M
$102M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-164K- 22.59% |
$7.39M - $9.18M
|
561K
$39.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-164K- 81.86% |
$7.43M - $9.23M
|
36.4K
$2.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-219K- 25.05% |
$9.91M - $12.3M
|
656K
$46.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-235K- 25.35% |
$10.6M - $13.2M
|
692K
$49M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-332K- 20.35% |
$15M - $18.6M
|
1.3M
$91.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-431K- 98.2% |
$19.5M - $24.2M
|
7.91K
$560K
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-543K- 91.75% |
$24.5M - $30.5M
|
48.8K
$3.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.16M- 15.64% |
$52.3M - $65M
|
6.24M
$442M
|