Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.59KNew |
$501K - $536K
|
9.59K
$702K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.46K+ 128.78% |
$495K - $529K
|
16.8K
$1.23M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.87K+ 215.36% |
$464K - $496K
|
13K
$951K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.73KNew |
$457K - $488K
|
8.73K
$639K
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
8.43KNew |
$441K - $472K
|
8.43K
$617K
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.4KNew |
$439K - $470K
|
8.4K
$615K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
8.39KNew |
$439K - $469K
|
8.39K
$614K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.35KNew |
$437K - $467K
|
8.35K
$611K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.93K+ 4.06% |
$415K - $443K
|
203K
$14.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
7.68KNew |
$402K - $429K
|
7.68K
$562K
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.67K+ 21.54% |
$401K - $429K
|
43.3K
$3.17M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.65KNew |
$400K - $428K
|
7.65K
$560K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.48K+ 163.41% |
$392K - $419K
|
12.1K
$883K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.37K+ 855.98% |
$386K - $412K
|
8.23K
$603K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.28K+ 3.48% |
$381K - $407K
|
216K
$15.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.09K+ 54.33% |
$371K - $396K
|
20.1K
$1.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.03K+ 4.0% |
$368K - $393K
|
183K
$13.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
7.02K+ 8.04% |
$367K - $393K
|
94.3K
$6.91M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.9K+ 7.11% |
$361K - $386K
|
104K
$7.6M
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6.88K+ 5.13% |
$360K - $385K
|
141K
$10.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
6.81K+ 38.42% |
$356K - $381K
|
24.5K
$1.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.53KNew |
$341K - $365K
|
6.53K
$478K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.52K+ 3.31% |
$341K - $365K
|
203K
$14.9M
|
|
|
Nov 01, 2021
Q3 2021
|
F
|
BUY
|
- |
6.25K+ 122.96% |
$327K - $350K
|
11.3K
$830K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.2K+ 76.72% |
$324K - $347K
|
14.3K
$1.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.1K+ 179.35% |
$319K - $341K
|
9.5K
$695K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.03KNew |
$315K - $337K
|
6.03K
$441K
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.66KNew |
$296K - $316K
|
5.66K
$414K
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.44K+ 2.34% |
$285K - $304K
|
238K
$17.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.11KNew |
$267K - $286K
|
5.11K
$374K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
4.71KNew |
$246K - $263K
|
4.71K
$345K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.7KNew |
$246K - $263K
|
4.7K
$344K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.45K+ 7.93% |
$233K - $249K
|
60.6K
$4.44M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
4.44K+ 6.13% |
$232K - $248K
|
76.9K
$5.63M
|
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.22K+ 18.35% |
$221K - $236K
|
27.2K
$1.99M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.2K+ 5.37% |
$220K - $235K
|
82.3K
$6.03M
|
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.96K+ 5.96% |
$207K - $222K
|
70.4K
$5.16M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.89K+ 11.45% |
$204K - $218K
|
37.9K
$2.77M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.83K+ 3.82% |
$201K - $214K
|
104K
$7.63M
|
|
|
Nov 09, 2021
Q3 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.8KNew |
$199K - $212K
|
3.8K
$278K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.79K+ 7.9% |
$198K - $212K
|
51.8K
$3.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
3.78KNew |
$198K - $212K
|
3.78K
$277K
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
3.75K+ 28.23% |
$196K - $210K
|
17K
$1.25M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.47K+ 16.55% |
$182K - $194K
|
24.5K
$1.79M
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.32K+ 14.88% |
$174K - $186K
|
25.7K
$1.88M
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
3.27K+ 36.47% |
$171K - $183K
|
12.2K
$896K
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.17K+ 5.34% |
$166K - $177K
|
62.4K
$4.57M
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.81K+ 6.48% |
$147K - $157K
|
46.2K
$3.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.71K+ 12.4% |
$142K - $151K
|
24.5K
$1.8M
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
2.54K+ 29.76% |
$133K - $142K
|
11.1K
$810K
|