Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
24.7KNew |
$1.23M - $1.34M
|
24.7K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
23.1K+ 111.47% |
$1.15M - $1.26M
|
43.9K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$1.13M - $1.24M
|
22.7K
$1.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
22.6K+ 15.92% |
$1.13M - $1.23M
|
165K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21.7K+ 860.4% |
$1.08M - $1.18M
|
24.2K
$1.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.2K+ 1.65% |
$1.01M - $1.1M
|
1.25M
$88.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
19.4K+ 1.32% |
$965K - $1.06M
|
1.49M
$105M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.2K+ 21.14% |
$906K - $991K
|
104K
$7.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
15.5KNew |
$769K - $841K
|
15.5K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15KNew |
$744K - $814K
|
15K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
14.1KNew |
$704K - $770K
|
14.1K
$1M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
13.6K+ 13.21% |
$679K - $743K
|
117K
$8.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.9K+ 12.83% |
$594K - $650K
|
105K
$7.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.5K+ 11.67% |
$573K - $627K
|
110K
$7.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
11.3K+ 18.94% |
$564K - $617K
|
71.2K
$5.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
11.2K+ 44.78% |
$559K - $612K
|
36.4K
$2.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.35K+ 3.23% |
$465K - $509K
|
299K
$21.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9.1K+ 14.46% |
$453K - $496K
|
72K
$5.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
8.67K+ 62.3% |
$431K - $472K
|
22.6K
$1.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
8.61KNew |
$428K - $469K
|
8.61K
$610K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.58K+ 3.39% |
$427K - $467K
|
261K
$18.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.54K+ 8.36% |
$425K - $465K
|
111K
$7.84M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8K+ 5.12% |
$398K - $436K
|
164K
$11.6M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
7.52KNew |
$374K - $409K
|
7.52K
$533K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.35K+ 3.2% |
$366K - $400K
|
237K
$16.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
7.16K+ 20.87% |
$356K - $390K
|
41.5K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.05KNew |
$351K - $384K
|
7.05K
$500K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.67K+ 1.73% |
$332K - $363K
|
392K
$27.8M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.21K+ 16.14% |
$309K - $338K
|
44.6K
$3.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.19K+ 2.43% |
$308K - $337K
|
261K
$18.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.02K+ 68.8% |
$299K - $328K
|
14.8K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5.85K+ 1.21% |
$291K - $318K
|
490K
$34.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.83K+ 20.08% |
$290K - $317K
|
34.9K
$2.47M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.68K+ 40.8% |
$283K - $309K
|
19.6K
$1.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.65KNew |
$281K - $307K
|
5.65K
$400K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.53K+ 14.55% |
$275K - $301K
|
43.5K
$3.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
5.51KNew |
$274K - $300K
|
5.51K
$390K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.49KNew |
$273K - $299K
|
5.49K
$389K
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
5.28K+ 4.47% |
$263K - $287K
|
123K
$8.73M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.25KNew |
$261K - $286K
|
5.25K
$372K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.23K+ 8.07% |
$260K - $285K
|
70K
$4.96M
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.21K+ 0.74% |
$259K - $283K
|
713K
$50.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.95KNew |
$246K - $269K
|
4.95K
$351K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.84K+ 93.6% |
$241K - $264K
|
10K
$710K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.82K+ 21.85% |
$240K - $262K
|
26.9K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
4.74K+ 3.02% |
$236K - $258K
|
162K
$11.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.68K+ 9.76% |
$233K - $255K
|
52.6K
$3.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.68K+ 23.92% |
$233K - $255K
|
24.2K
$1.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.67KNew |
$232K - $254K
|
4.67K
$331K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.66KNew |
$232K - $254K
|
4.66K
$330K
|