Purchases and Sales Made in Q4 2023 in Spdr Portfolio S&P 1500 Compos (SPTM)

SPTM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 1500 Compos (SPTM) during Q4 2023. 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 13, 2024 Q4 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
15
+ 0.18%
$755 - $880
8.13K $576K
Jan 29, 2024 Q4 2023
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
12
+ 0.3%
$604 - $704
4.03K $286K
Feb 08, 2024 Q4 2023
Orin Green Financial, LLC

BUY
 -
11
+ 0.27%
$553 - $645
4.1K $290K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
10
New
$503 - $587
10 $709
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
8
+ 0.03%
$402 - $469
22.9K $1.62M
Jan 12, 2024 Q4 2023
Wj Wealth Management, LLC

BUY
 -
4
+ 0.09%
$201 - $235
4.68K $331K
Jan 08, 2024 Q4 2023
Vigilare Wealth Management

BUY
 -
3
+ 0.04%
$151 - $176
6.91K $490K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
2
+ 0.76%
$101 - $117
266 $18.8K
Feb 07, 2024 Q4 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
2
+ 0.01%
$101 - $117
15.6K $1.11M
Jan 26, 2024 Q4 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
2
+ 0.42%
$101 - $117
479 $33.9K
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1
+ 0.96%
$50.3 - $58.7
105 $7.44K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 31, 2024 Q4 2023
Paladin Advisory Group, LLC

SELL
 -
-2
- 0.71%
$101 - $117
281 $19.9K
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

SELL
 -
-3
- 0.19%
$151 - $176
1.58K $112K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
SELL
 -
-4
- 66.67%
$201 - $235
2 $142
Jan 12, 2024 Q4 2023
Twelve Points Wealth Management LLC

SELL
 -
-5
- 0.05%
$252 - $293
9.23K $654K
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-5
- 0.08%
$252 - $293
6.01K $426K
Jan 30, 2024 Q4 2023
Telos Capital Management, Inc.

SELL
 -
-11
- 0.05%
$553 - $645
21.5K $1.53M
Jan 11, 2024 Q4 2023
Forvis Wealth Advisors, LLC

SELL
 -
-18
- 0.19%
$906 - $1.06K
9.35K $662K
Jan 22, 2024 Q4 2023
Fusion Capital, LLC

SELL
 -
-22
- 0.35%
$1.11K - $1.29K
6.21K $440K
Jan 12, 2024 Q4 2023
Rda Financial Network

SELL
 -
-30
- 0.48%
$1.51K - $1.76K
6.22K $441K
Feb 12, 2024 Q4 2023
Strategic Financial Planning, Inc.

SELL
 -
-32
- 0.09%
$1.61K - $1.88K
35.9K $2.54M
Feb 12, 2024 Q4 2023
Tfo Tdc, LLC

SELL
 -
-37
- 17.79%
$1.86K - $2.17K
171 $12.1K
Jan 10, 2024 Q4 2023
Olio Financial Planning

SELL
 -
-43
- 0.37%
$2.16K - $2.52K
11.7K $830K
Jan 31, 2024 Q4 2023
Annapolis Financial Services, LLC

SELL
 -
-46
- 0.17%
$2.31K - $2.7K
26.9K $1.91M
Jan 19, 2024 Q4 2023
Destiny Wealth Partners, LLC

SELL
 -
-57
- 0.63%
$2.87K - $3.34K
9.01K $638K
Feb 06, 2024 Q4 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-58
- 0.58%
$2.92K - $3.4K
9.92K $703K
Feb 01, 2024 Q4 2023
Nikulski Financial, Inc.

SELL
 -
-66
- 0.44%
$3.32K - $3.87K
15K $1.06M
Feb 14, 2024 Q4 2023
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-77
- 1.0%
$3.87K - $4.52K
7.64K $541K
Jan 05, 2024 Q4 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-79
- 0.29%
$3.97K - $4.63K
26.8K $1.9M
Jan 22, 2024 Q4 2023
Iron Horse Wealth Management, LLC

SELL
 -
-79
- 3.28%
$3.97K - $4.63K
2.33K $165K
Jan 31, 2024 Q4 2023
Gradient Capital Advisors, LLC

SELL
 -
-85
- 1.74%
$4.28K - $4.99K
4.81K $341K
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

SELL
 -
-86
- 0.62%
$4.33K - $5.04K
13.7K $974K
Feb 28, 2024 Q4 2023
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-97
- 0.45%
$4.88K - $5.69K
21.5K $1.52M
Feb 13, 2024 Q4 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-100
- 2.35%
$5.03K - $5.87K
4.15K $294K
Jan 18, 2024 Q4 2023
Future Financial Wealth Managment LLC

SELL
 -
-100
- 2.04%
$5.03K - $5.87K
4.81K $341K
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

SELL
 -
-104
- 0.48%
$5.23K - $6.1K
21.5K $1.52M
Jan 25, 2024 Q4 2023
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-105
- 0.44%
$5.28K - $6.16K
23.9K $1.69M
Jan 29, 2024 Q4 2023
Mbe Wealth Management, LLC

SELL
 -
-106
- 0.96%
$5.33K - $6.22K
10.9K $773K
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

SELL
 -
-109
- 0.32%
$5.48K - $6.39K
33.4K $2.37M
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-124
- 0.1%
$6.24K - $7.27K
119K $8.45M
Feb 06, 2024 Q4 2023
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-154
- 1.64%
$7.75K - $9.03K
9.23K $654K
Jan 25, 2024 Q4 2023
Firethorn Wealth Partners, LLC

SELL
 -
-166
- 3.06%
$8.35K - $9.74K
5.26K $372K
Feb 12, 2024 Q4 2023
Benedetti & Gucer, Inc.

SELL
 -
-173
- 0.26%
$8.7K - $10.1K
65.7K $4.66M
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-175
- 59.73%
$8.8K - $10.3K
118 $8.36K
Jan 17, 2024 Q4 2023
Brewster Financial Planning LLC

SELL
 -
-180
- 3.3%
$9.06K - $10.6K
5.27K $374K
Feb 08, 2024 Q4 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
SELL
 -
-180
- 0.71%
$9.06K - $10.6K
25.2K $1.79M
Jan 10, 2024 Q4 2023
Mc Naughton Wealth Management, LLC

SELL
 -
-189
- 4.7%
$9.51K - $11.1K
3.84K $272K
Mar 05, 2024 Q4 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-196
- 3.02%
$9.86K - $11.5K
6.3K $446K

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