Purchases and Sales Made in Q1 2023 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.47K+ 11.07% |
$69K - $75.8K
|
14.7K
$1.09M
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.4K+ 1.53% |
$65.6K - $72.1K
|
92.8K
$6.88M
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.39KNew |
$65.4K - $71.9K
|
1.39K
$103K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.38K+ 0.39% |
$64.8K - $71.3K
|
353K
$26.2M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.32K+ 19.99% |
$62.1K - $68.3K
|
7.94K
$588K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$54.6K - $60K
|
1.16K
$86.1K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.11K+ 40.26% |
$52K - $57.2K
|
3.86K
$286K
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1K+ 16.8% |
$47K - $51.7K
|
6.96K
$516K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
943+ 2.85% |
$44.3K - $48.7K
|
34K
$2.52M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
927+ 0.52% |
$43.5K - $47.9K
|
179K
$13.3M
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
925New |
$43.4K - $47.8K
|
925
$68.6K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
840+ 1.15% |
$39.5K - $43.4K
|
73.8K
$5.47M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
833+ 10.86% |
$39.1K - $43K
|
8.5K
$630K
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
BUY
|
- |
809+ 16.84% |
$38K - $41.8K
|
5.61K
$416K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
804+ 4.0% |
$37.8K - $41.5K
|
20.9K
$1.55M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
734+ 52.58% |
$34.5K - $37.9K
|
2.13K
$158K
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
731New |
$34.3K - $37.8K
|
731
$54.2K
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
703+ 3.03% |
$33K - $36.3K
|
23.9K
$1.77M
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
684+ 119.79% |
$32.1K - $35.3K
|
1.26K
$93K
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
677+ 2.31% |
$31.8K - $35K
|
30K
$2.22M
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
642+ 0.8% |
$30.2K - $33.2K
|
80.8K
$5.99M
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
586+ 6.87% |
$27.5K - $30.3K
|
9.12K
$676K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
582+ 6.46% |
$27.3K - $30.1K
|
9.6K
$711K
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
550+ 2.94% |
$25.8K - $28.4K
|
19.3K
$1.43M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
541+ 4.41% |
$25.4K - $27.9K
|
12.8K
$950K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
514+ 4.48% |
$24.1K - $26.5K
|
12K
$889K
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
507+ 0.57% |
$23.8K - $26.2K
|
90K
$6.67M
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
497+ 5.19% |
$23.3K - $25.7K
|
10.1K
$747K
|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
435+ 3.87% |
$20.4K - $22.5K
|
11.7K
$866K
|
|
Apr 13, 2023
Q1 2023
|
Bck Partners, Inc.
|
BUY
|
- |
427+ 5.55% |
$20.1K - $22.1K
|
8.12K
$601K
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
426+ 1.49% |
$20K - $22K
|
29K
$2.15M
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
423+ 5.31% |
$19.9K - $21.8K
|
8.39K
$622K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
412New |
$19.4K - $21.3K
|
412
$30.5K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
393+ 18.99% |
$18.5K - $20.3K
|
2.46K
$182K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
393+ 18.99% |
$18.5K - $20.3K
|
2.46K
$182K
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
335+ 6.43% |
$15.7K - $17.3K
|
5.55K
$411K
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
323+ 2.11% |
$15.2K - $16.7K
|
15.6K
$1.16M
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
295+ 3.79% |
$13.9K - $15.2K
|
8.07K
$598K
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
293New |
$13.8K - $15.1K
|
293
$21.7K
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
291+ 0.2% |
$13.7K - $15K
|
147K
$10.9M
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
284+ 1.96% |
$13.3K - $14.7K
|
14.8K
$1.09M
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
270+ 0.46% |
$12.7K - $13.9K
|
58.5K
$4.34M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
266New |
$12.5K - $13.7K
|
266
$19.7K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
262New |
$12.3K - $13.5K
|
262
$19.4K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
258+ 2.27% |
$12.1K - $13.3K
|
11.6K
$862K
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
255+ 3.49% |
$12K - $13.2K
|
7.57K
$561K
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
243+ 2.1% |
$11.4K - $12.6K
|
11.8K
$877K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
230New |
$10.8K - $11.9K
|
230
$17K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
230+ 4.11% |
$10.8K - $11.9K
|
5.83K
$432K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
220+ 0.8% |
$10.3K - $11.4K
|
27.9K
$2.07M
|