Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.57K+ 2.89% |
$113K - $129K
|
91.4K
$6.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.44K+ 4.23% |
$107K - $123K
|
60K
$4.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.37K+ 10.8% |
$105K - $120K
|
24.3K
$1.73M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.35K+ 16.66% |
$104K - $118K
|
16.4K
$1.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.19K+ 12.69% |
$96.4K - $110K
|
19.4K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.16K+ 100.0% |
$95.2K - $109K
|
4.32K
$306K
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.8K+ 1.9% |
$79.4K - $90.7K
|
96.5K
$6.84M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.79K+ 22.4% |
$78.9K - $90.2K
|
9.78K
$693K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.76K+ 1.21% |
$77.6K - $88.8K
|
147K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.72K+ 12.02% |
$75.7K - $86.6K
|
16K
$1.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.59K+ 36.96% |
$70K - $80.1K
|
5.88K
$417K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.58K+ 6.05% |
$69.6K - $79.5K
|
27.7K
$1.96M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.55KNew |
$68.5K - $78.3K
|
1.55K
$110K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.55K+ 5.74% |
$68.1K - $77.9K
|
28.4K
$2.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.32K+ 6.67% |
$58.3K - $66.6K
|
21.1K
$1.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.28K+ 12.58% |
$56.6K - $64.7K
|
11.5K
$814K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.24K+ 4.92% |
$54.7K - $62.5K
|
26.5K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.21K+ 20.72% |
$53.3K - $61K
|
7.05K
$499K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.19K+ 2.39% |
$52.3K - $59.8K
|
50.8K
$3.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
1.18K+ 14.87% |
$52.2K - $59.6K
|
9.14K
$648K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.11K+ 13.42% |
$48.8K - $55.8K
|
9.35K
$663K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.1K+ 17.19% |
$48.5K - $55.5K
|
7.5K
$531K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.1K+ 20.69% |
$48.5K - $55.4K
|
6.41K
$454K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.1K+ 3.43% |
$48.4K - $55.4K
|
33.1K
$2.34M
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.05K+ 22.47% |
$46.4K - $53K
|
5.73K
$406K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
955+ 4.08% |
$42.1K - $48.1K
|
24.4K
$1.73M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
935+ 3.06% |
$41.2K - $47.1K
|
31.5K
$2.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
922+ 3.33% |
$40.7K - $46.5K
|
28.6K
$2.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
896New |
$39.5K - $45.2K
|
896
$63.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
884+ 1.56% |
$39K - $44.6K
|
57.7K
$4.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
840+ 18.18% |
$37K - $42.3K
|
5.46K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
822+ 2.26% |
$36.2K - $41.4K
|
37.2K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
812+ 9.9% |
$35.8K - $40.9K
|
9.02K
$639K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
800+ 0.41% |
$35.3K - $40.3K
|
196K
$13.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
752+ 12.4% |
$33.2K - $37.9K
|
6.82K
$483K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
731New |
$32.2K - $36.8K
|
731
$51.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
722+ 7.53% |
$31.8K - $36.4K
|
10.3K
$730K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
714+ 5.53% |
$31.5K - $36K
|
13.6K
$966K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
714+ 5.53% |
$31.5K - $36K
|
13.6K
$966K
|
|
|
Feb 09, 2023
Q4 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
713+ 6.76% |
$31.4K - $35.9K
|
11.3K
$797K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
601+ 2.16% |
$26.5K - $30.3K
|
28.4K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
571New |
$25.2K - $28.8K
|
571
$40.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
552New |
$24.3K - $27.8K
|
552
$39.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
508+ 2.84% |
$22.4K - $25.6K
|
18.4K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
496+ 0.59% |
$21.9K - $25K
|
84.6K
$6M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
477New |
$21K - $24K
|
477
$33.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
422+ 7.62% |
$18.6K - $21.3K
|
5.96K
$422K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
418+ 2.54% |
$18.4K - $21.1K
|
16.9K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
377+ 0.62% |
$16.6K - $19K
|
60.9K
$4.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
376+ 6.22% |
$16.6K - $19K
|
6.43K
$455K
|