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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-41.1K- 41.76% |
$2.15M - $2.3M
|
57.4K
$4.2M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-48.8K- 26.74% |
$2.55M - $2.73M
|
134K
$9.78M
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-59.6K- 96.11% |
$3.12M - $3.33M
|
2.42K
$177K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-64.1K- 7.32% |
$3.35M - $3.59M
|
812K
$59.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-110K- 12.48% |
$5.73M - $6.12M
|
768K
$56.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-185K- 8.21% |
$9.68M - $10.3M
|
2.07M
$151M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-229K- 97.47% |
$12M - $12.8M
|
5.95K
$436K
|
|
|
Oct 07, 2021
Q3 2021
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-13M- 97.47% |
$683M - $730M
|
339K
$24.8M
|