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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5.74K- 5.28% |
$253K - $289K
|
103K
$7.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-5.77K- 24.04% |
$254K - $291K
|
18.2K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.98K- 19.66% |
$264K - $301K
|
24.4K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6K- 43.5% |
$264K - $302K
|
7.79K
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.23K- 55.5% |
$275K - $314K
|
5K
$354K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-6.52K- 56.53% |
$287K - $329K
|
5.01K
$355K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.66K- 0.96% |
$293K - $335K
|
686K
$48.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-7.12K- 23.51% |
$314K - $359K
|
23.2K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.31K- 41.38% |
$322K - $368K
|
10.3K
$733K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.46K- 3.62% |
$329K - $376K
|
198K
$14.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.66K- 61.77% |
$338K - $386K
|
4.74K
$336K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.92K- 1.41% |
$393K - $450K
|
625K
$44.3M
|
|
|
Apr 14, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-9.17K- 5.73% |
$404K - $462K
|
151K
$10.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-9.63K- 5.13% |
$424K - $485K
|
178K
$12.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9.75K- 36.04% |
$430K - $491K
|
17.3K
$1.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-9.8K- 16.12% |
$432K - $494K
|
51K
$3.61M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.97K- 15.01% |
$440K - $503K
|
56.4K
$4M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.3K- 28.86% |
$452K - $517K
|
25.3K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.3K- 14.6% |
$454K - $519K
|
60.2K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-11.4K- 52.71% |
$503K - $575K
|
10.2K
$725K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-11.7K- 4.97% |
$515K - $588K
|
223K
$15.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-12.4K- 28.94% |
$546K - $625K
|
30.4K
$2.16M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12.6K- 11.41% |
$556K - $635K
|
97.8K
$6.93M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.9K- 38.86% |
$568K - $650K
|
20.3K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13K- 3.88% |
$575K - $657K
|
323K
$22.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13.4K- 54.16% |
$590K - $675K
|
11.3K
$803K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-14.9K- 3.19% |
$659K - $753K
|
453K
$32.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-15.1K- 65.52% |
$667K - $763K
|
7.96K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.6K- 42.3% |
$730K - $835K
|
22.6K
$1.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.6K- 30.07% |
$910K - $1.04M
|
48K
$3.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21K- 19.19% |
$924K - $1.06M
|
88.2K
$6.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-21.4K- 55.35% |
$944K - $1.08M
|
17.3K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-22.5K- 59.52% |
$991K - $1.13M
|
15.3K
$1.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.5K- 55.22% |
$994K - $1.14M
|
18.3K
$1.3M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-23.5K- 20.69% |
$1.03M - $1.18M
|
90K
$6.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-24.3K- 2.95% |
$1.07M - $1.23M
|
801K
$56.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.7K- 16.82% |
$1.09M - $1.24M
|
122K
$8.64M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-25.1K- 4.95% |
$1.11M - $1.27M
|
483K
$34.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-25.9K- 6.2% |
$1.14M - $1.3M
|
392K
$27.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-32.6K- 55.09% |
$1.44M - $1.64M
|
26.6K
$1.88M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-36.8K- 8.06% |
$1.62M - $1.85M
|
419K
$29.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-39K- 50.03% |
$1.72M - $1.97M
|
38.9K
$2.76M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-41.7K- 43.02% |
$1.84M - $2.1M
|
55.2K
$3.91M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-43K- 18.62% |
$1.89M - $2.17M
|
188K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-47.1K- 47.68% |
$2.08M - $2.37M
|
51.7K
$3.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-54.6K- 53.11% |
$2.41M - $2.75M
|
48.2K
$3.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-56K- 43.4% |
$2.47M - $2.82M
|
73K
$5.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-62.3K- 2.75% |
$2.75M - $3.14M
|
2.2M
$156M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-69.6K- 14.16% |
$3.07M - $3.51M
|
422K
$29.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-77.9K- 20.81% |
$3.44M - $3.93M
|
297K
$21M
|