Purchases and Sales Made in Q1 2022 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 Q1 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
Apr 21, 2022 Q1 2022
Flagship Private Wealth, LLC

SELL
 -
-3.57K
Closed
$183K - $210K
0 $0
Apr 06, 2022 Q1 2022
First National Bank Of Mount Dora, Trust Investment Services

SELL
 -
-3.57K
Closed
$184K - $210K
0 $0
May 17, 2022 Q1 2022
Broderick Brian C

SELL
 -
-3.6K
- 10.71%
$185K - $212K
30K $2.03M
May 09, 2022 Q1 2022
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-3.84K
Closed
$197K - $226K
0 $0
May 02, 2022 Q1 2022
Integrated Capital Management, Inc.

SELL
 -
-3.94K
- 3.88%
$203K - $232K
97.6K $6.59M
Apr 22, 2022 Q1 2022
Benedetti & Gucer, Inc.

SELL
 -
-4.03K
- 5.81%
$207K - $237K
65.3K $4.42M
Apr 08, 2022 Q1 2022
Mc Naughton Wealth Management, LLC

SELL
 -
-4.24K
- 7.38%
$218K - $249K
53.2K $3.6M
Apr 27, 2022 Q1 2022
Girard Partners Ltd.

SELL
 -
-4.42K
Closed
$227K - $260K
0 $0
Apr 21, 2022 Q1 2022
First Heartland Consultants, Inc.

SELL
 -
-4.6K
- 12.33%
$236K - $271K
32.7K $2.21M
May 10, 2022 Q1 2022
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-4.66K
- 34.86%
$240K - $274K
8.72K $589K
Oct 18, 2024 Q1 2022
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-5.09K
- 3.5%
$262K - $300K
140K $9.5M
May 10, 2022 Q1 2022
Wrapmanager Inc

SELL
 -
-5.29K
Closed
$272K - $311K
0 $0
May 06, 2022 Q1 2022
Wealth Management Solutions, LLC

SELL
 -
-5.47K
- 1.93%
$281K - $322K
278K $18.8M
Apr 12, 2022 Q1 2022
Boston Standard Wealth Management, LLC

SELL
 -
-5.56K
- 1.64%
$286K - $327K
334K $22.6M
May 25, 2022 Q1 2022
Affinia Financial Group, LLC

Burlington, MA
SELL
 -
-5.63K
- 11.28%
$289K - $331K
44.3K $2.99M
May 02, 2022 Q1 2022
Sheets Smith Wealth Management

SELL
 -
-5.76K
- 18.7%
$296K - $339K
25.1K $1.69M
Aug 31, 2022 Q1 2022
Acute Investment Advisory, LLC

Mesa, AZ
SELL
 -
-5.92K
Closed
$304K - $348K
0 $0
Apr 04, 2022 Q1 2022
Garrett Investment Advisors LLC

SELL
 -
-5.94K
- 10.06%
$305K - $349K
53.1K $3.59M
Apr 21, 2022 Q1 2022
Bck Partners, Inc.

SELL
 -
-6.18K
Closed
$317K - $363K
0 $0
May 04, 2022 Q1 2022
Iag Wealth Partners, LLC

SELL
 -
-6.21K
- 3.56%
$319K - $365K
168K $11.4M
May 12, 2022 Q1 2022
Jrm Investment Counsel, LLC

SELL
 -
-6.32K
- 24.82%
$325K - $372K
19.2K $1.29M
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

SELL
 -
-6.37K
- 3.05%
$327K - $375K
202K $13.7M
May 11, 2022 Q1 2022
Gsa Capital Partners LLP

London, X0
SELL
 -
-6.46K
Closed
$332K - $380K
0 $0
May 13, 2022 Q1 2022
Better Money Decisions, LLC

SELL
 -
-6.68K
- 31.92%
$343K - $393K
14.3K $963K
Mar 28, 2023 Q1 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-6.95K
- 57.96%
$357K - $409K
5.04K $341K
Apr 21, 2022 Q1 2022
Peterson Wealth Advisors, LLC

SELL
 -
-7.29K
- 3.68%
$375K - $429K
191K $12.9M
May 05, 2022 Q1 2022
Savant Capital, LLC

SELL
 -
-7.67K
- 6.46%
$394K - $451K
111K $7.51M
May 05, 2022 Q1 2022
Financial Sense Advisors, Inc.

SELL
 -
-8.05K
Closed
$413K - $473K
0 $0
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-8.27K
- 2.79%
$425K - $487K
288K $19.5M
May 09, 2022 Q1 2022
Badgley Phelps Wealth Managers, LLC

SELL
 -
-8.4K
Closed
$431K - $494K
0 $0
May 26, 2022 Q1 2022
Sutton Place Investors LLC

Katonah, NY
SELL
 -
-8.56K
- 30.1%
$440K - $503K
19.9K $1.34M
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-9.24K
- 36.45%
$474K - $543K
16.1K $1.09M
May 11, 2022 Q1 2022
Joseph Group Capital Management

Columbus, OH
SELL
 -
-9.36K
- 26.5%
$481K - $551K
26K $1.76M
Apr 26, 2022 Q1 2022
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-10K
- 2.55%
$515K - $589K
383K $25.9M
May 16, 2022 Q1 2022
Ubs Group Ag

SELL
 -
-10.8K
- 7.61%
$556K - $636K
131K $8.87M
May 12, 2022 Q1 2022
Jt Stratford LLC

Gainesville, GA
SELL
 -
-11K
- 16.89%
$566K - $648K
54.2K $3.66M
May 20, 2022 Q1 2022
Sawtooth Solutions, LLC

SELL
 -
-12.6K
Closed
$648K - $742K
0 $0
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-14.1K
- 44.75%
$722K - $826K
17.4K $1.17M
May 12, 2022 Q1 2022
Facet Wealth, Inc.

SELL
 -
-14.5K
- 7.49%
$742K - $850K
178K $12.1M
May 12, 2022 Q1 2022
Hap Trading, LLC

New York, NY
SELL
 -
-15.1K
Closed
$776K - $889K
0 $0
May 05, 2022 Q1 2022
Foresight Capital Management Advisors, Inc.

SELL
 -
-15.3K
- 70.28%
$787K - $901K
6.48K $438K
May 13, 2022 Q1 2022
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-15.5K
Closed
$795K - $910K
0 $0
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-15.7K
- 18.71%
$804K - $921K
68K $4.6M
Apr 21, 2022 Q1 2022
Copperwynd Financial, LLC

SELL
 -
-17.5K
Closed
$898K - $1.03M
0 $0
May 13, 2022 Q1 2022
Money Concepts Capital Corp

SELL
 -
-18.1K
- 4.57%
$932K - $1.07M
379K $25.6M
Apr 22, 2022 Q1 2022
Sfg Wealth Management, Llc.

SELL
 -
-18.8K
- 11.82%
$965K - $1.11M
140K $9.47M
Apr 19, 2022 Q1 2022
Mjp Associates Inc

SELL
 -
-18.8K
- 13.78%
$968K - $1.11M
118K $7.97M
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

SELL
 -
-19.1K
- 51.46%
$979K - $1.12M
18K $1.22M
May 16, 2022 Q1 2022
Brinker Capital Investments, LLC

SELL
 -
-20.3K
- 49.55%
$1.04M - $1.19M
20.7K $1.4M

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