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 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-85.2K- 37.87% |
$3.76M - $4.29M
|
140K
$9.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-89.4K- 6.71% |
$3.94M - $4.51M
|
1.24M
$88.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-91.3K- 11.19% |
$4.02M - $4.6M
|
724K
$51.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-91.4K- 84.64% |
$4.03M - $4.61M
|
16.6K
$1.18M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-92.5K- 50.1% |
$4.08M - $4.66M
|
92.1K
$6.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-109K- 8.47% |
$4.79M - $5.47M
|
1.17M
$83.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-122K- 50.46% |
$5.39M - $6.16M
|
120K
$8.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-143K- 4.26% |
$6.29M - $7.19M
|
3.2M
$227M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-149K- 59.87% |
$6.58M - $7.52M
|
100K
$7.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-154K- 82.83% |
$6.78M - $7.75M
|
31.9K
$2.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-170K- 30.34% |
$7.49M - $8.56M
|
390K
$27.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-223K- 48.56% |
$9.83M - $11.2M
|
236K
$16.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-262K- 38.27% |
$11.6M - $13.2M
|
423K
$30M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-283K- 14.69% |
$12.5M - $14.2M
|
1.64M
$116M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-289K- 19.31% |
$12.8M - $14.6M
|
1.21M
$85.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-317K- 39.94% |
$14M - $16M
|
477K
$33.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-381K- 58.11% |
$16.8M - $19.2M
|
275K
$19.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-628K- 48.79% |
$27.7M - $31.7M
|
659K
$46.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.3M- 77.55% |
$57.3M - $65.5M
|
376K
$26.6M
|