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 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.49K+ 18.84% |
$130K - $139K
|
15.7K
$1.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.47K+ 7.13% |
$129K - $138K
|
37.1K
$2.72M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.47KNew |
$129K - $138K
|
2.47K
$181K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.33K+ 14.23% |
$122K - $130K
|
18.7K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.28K+ 3.88% |
$119K - $127K
|
61K
$4.46M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.26K+ 0.63% |
$118K - $126K
|
360K
$26.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.04K+ 37.34% |
$107K - $114K
|
7.5K
$549K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.93K+ 6.61% |
$101K - $108K
|
31.1K
$2.28M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.58K+ 2.77% |
$82.7K - $88.4K
|
58.7K
$4.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.57K+ 30.01% |
$82.2K - $87.9K
|
6.81K
$499K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.46K+ 5.16% |
$76.4K - $81.7K
|
29.8K
$2.18M
|
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
BUY
|
- |
1.41K+ 1.14% |
$73.6K - $78.7K
|
125K
$9.18M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.37K+ 5.88% |
$71.7K - $76.7K
|
24.7K
$1.81M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.36K+ 13.93% |
$70.9K - $75.8K
|
11.1K
$812K
|
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.34K+ 6.16% |
$70.3K - $75.2K
|
23.2K
$1.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.33K+ 4.56% |
$69.7K - $74.6K
|
30.6K
$2.24M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.31K+ 10.45% |
$68.7K - $73.4K
|
13.9K
$1.02M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 5.67% |
$66.6K - $71.2K
|
23.7K
$1.74M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.26K+ 15.75% |
$65.7K - $70.2K
|
9.23K
$675K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.25K+ 6.33% |
$65.6K - $70.1K
|
21.1K
$1.54M
|
|
|
Oct 21, 2021
Q3 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.07K+ 8.51% |
$56K - $59.8K
|
13.6K
$999K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.04K+ 1.09% |
$54.4K - $58.1K
|
96.5K
$7.07M
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
1.03KNew |
$53.8K - $57.6K
|
1.03K
$75.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
968+ 21.73% |
$50.6K - $54.1K
|
5.42K
$397K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
944+ 0.77% |
$49.4K - $52.8K
|
123K
$9.04M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
943+ 24.91% |
$49.3K - $52.7K
|
4.73K
$346K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
926+ 4.01% |
$48.4K - $51.8K
|
24K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
909+ 11.97% |
$47.6K - $50.8K
|
8.5K
$623K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
846+ 3.15% |
$44.3K - $47.3K
|
27.7K
$2.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
820+ 3.59% |
$42.9K - $45.9K
|
23.7K
$1.73M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
818+ 12.34% |
$42.8K - $45.8K
|
7.45K
$545K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
774+ 1.07% |
$40.5K - $43.3K
|
73.4K
$5.38M
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
748+ 3.49% |
$39.1K - $41.8K
|
22.2K
$1.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
735+ 0.9% |
$38.5K - $41.1K
|
82.8K
$6.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
700+ 2.94% |
$36.6K - $39.2K
|
24.5K
$1.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
643+ 0.85% |
$33.6K - $36K
|
75.9K
$5.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
590New |
$30.9K - $33K
|
590
$43.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
582+ 0.95% |
$30.5K - $32.6K
|
62.2K
$4.55M
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
581+ 7.81% |
$30.4K - $32.5K
|
8.02K
$588K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
556+ 4.73% |
$29.1K - $31.1K
|
12.3K
$901K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
522New |
$27.3K - $29.2K
|
522
$38.2K
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
520+ 8.37% |
$27.2K - $29.1K
|
6.73K
$493K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
483+ 4.85% |
$25.3K - $27K
|
10.5K
$765K
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
474+ 12.29% |
$24.8K - $26.5K
|
4.33K
$317K
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
450New |
$23.5K - $25.2K
|
450
$32.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
443New |
$23.2K - $24.8K
|
443
$32.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
437+ 2.11% |
$22.9K - $24.4K
|
21.1K
$1.54M
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
433+ 0.48% |
$22.7K - $24.2K
|
89.9K
$6.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
419+ 2.92% |
$21.9K - $23.4K
|
14.8K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
415+ 1.33% |
$21.7K - $23.2K
|
31.6K
$2.32M
|