Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.8K- 4.02% |
$231K - $254K
|
90.7K
$6.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-3.85K- 33.35% |
$234K - $257K
|
7.7K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.86K- 21.51% |
$234K - $258K
|
14.1K
$951K
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-3.92K- 0.57% |
$238K - $262K
|
680K
$46M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-4.06K- 8.25% |
$246K - $271K
|
45.1K
$3.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.09K- 31.88% |
$248K - $273K
|
8.74K
$590K
|
|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
SELL
|
- |
-4.64K- 23.92% |
$281K - $310K
|
14.7K
$997K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.78K- 2.99% |
$290K - $320K
|
155K
$10.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-4.8K- 99.83% |
$291K - $321K
|
8
$541
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-4.9KClosed |
$298K - $328K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.01K- 3.96% |
$304K - $335K
|
122K
$8.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-5.04K- 2.68% |
$306K - $337K
|
183K
$12.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.2K- 2.75% |
$316K - $348K
|
184K
$12.4M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.48K- 2.82% |
$333K - $366K
|
189K
$12.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5.68K- 0.39% |
$345K - $380K
|
1.46M
$98.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-5.95K- 2.15% |
$361K - $398K
|
270K
$18.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6K- 4.68% |
$364K - $401K
|
122K
$8.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.29K- 48.95% |
$382K - $421K
|
6.56K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.4K- 5.53% |
$388K - $428K
|
109K
$7.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.41K- 2.24% |
$389K - $428K
|
279K
$18.9M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.56K- 22.29% |
$398K - $438K
|
22.9K
$1.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-6.74K- 4.36% |
$409K - $451K
|
148K
$10M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-6.8K- 4.18% |
$413K - $454K
|
156K
$10.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7.35K- 1.77% |
$446K - $491K
|
409K
$27.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.38K- 9.15% |
$448K - $493K
|
73.2K
$4.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.42K- 2.92% |
$450K - $496K
|
246K
$16.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-7.43K- 9.35% |
$451K - $496K
|
72.1K
$4.87M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.73K- 64.37% |
$469K - $516K
|
4.28K
$289K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-7.89K- 4.82% |
$479K - $527K
|
156K
$10.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-8.14K- 1.45% |
$494K - $544K
|
555K
$37.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-8.15K- 2.5% |
$495K - $545K
|
317K
$21.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.36K- 7.42% |
$507K - $559K
|
104K
$7.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.59K- 7.02% |
$521K - $574K
|
114K
$7.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.48K- 1.59% |
$575K - $634K
|
588K
$39.8M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.63K- 5.27% |
$584K - $643K
|
173K
$11.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-9.63K- 5.88% |
$585K - $644K
|
154K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 3.15% |
$650K - $716K
|
330K
$22.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11K- 99.78% |
$668K - $736K
|
24
$1.62K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-11.5K- 7.8% |
$696K - $767K
|
136K
$9.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.3K- 30.34% |
$746K - $822K
|
28.2K
$1.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.2K- 9.99% |
$799K - $880K
|
119K
$8.02M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-13.4K- 4.04% |
$812K - $894K
|
318K
$21.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.1K- 39.28% |
$856K - $942K
|
21.8K
$1.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-14.1K- 5.18% |
$858K - $944K
|
259K
$17.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-17.1K- 47.96% |
$1.04M - $1.14M
|
18.5K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-17.2K- 47.22% |
$1.04M - $1.15M
|
19.2K
$1.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-19.2K- 2.47% |
$1.17M - $1.28M
|
760K
$51.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-19.4K- 9.0% |
$1.18M - $1.29M
|
196K
$13.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-20.4K- 3.99% |
$1.24M - $1.36M
|
490K
$33.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.7K- 23.18% |
$1.32M - $1.45M
|
72K
$4.87M
|