Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.5K+ 305.42% |
$852K - $943K
|
17.9K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13.4K+ 260.94% |
$848K - $938K
|
18.5K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
13.3K+ 7.37% |
$840K - $930K
|
193K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.1K+ 12.11% |
$830K - $919K
|
121K
$9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12K+ 49962.5% |
$759K - $840K
|
12K
$890K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12K+ 3.71% |
$757K - $838K
|
334K
$24.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
11.3K+ 2.05% |
$714K - $791K
|
563K
$41.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
10.9KNew |
$688K - $761K
|
10.9K
$805K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.8K+ 10.28% |
$682K - $755K
|
116K
$8.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 89.56% |
$681K - $754K
|
22.8K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.7K+ 25.75% |
$676K - $748K
|
52.1K
$3.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10.5K+ 9.55% |
$664K - $735K
|
120K
$8.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$663K - $734K
|
10.5K
$776K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.72K+ 1.94% |
$615K - $681K
|
512K
$37.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
9.42K+ 8.16% |
$596K - $660K
|
125K
$9.25M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.28K+ 3.21% |
$587K - $650K
|
298K
$22.1M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.07K+ 212.06% |
$574K - $635K
|
13.3K
$989K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.07KNew |
$574K - $635K
|
9.07K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.06KNew |
$573K - $635K
|
9.06K
$671K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.49KNew |
$538K - $595K
|
8.49K
$629K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
8.45K+ 10.43% |
$535K - $592K
|
89.5K
$6.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.34K+ 6.82% |
$528K - $584K
|
131K
$9.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
8.11KNew |
$513K - $568K
|
8.11K
$601K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.6K+ 39.51% |
$481K - $532K
|
26.8K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.41K+ 2.37% |
$469K - $519K
|
320K
$23.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
7.4K+ 7.41% |
$468K - $519K
|
107K
$7.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.35K+ 96.15% |
$465K - $515K
|
15K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7.3K+ 56.87% |
$462K - $511K
|
20.1K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.26K+ 1.13% |
$459K - $508K
|
650K
$48.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
7.17K+ 24.21% |
$454K - $502K
|
36.8K
$2.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
7.09K+ 1.28% |
$449K - $497K
|
562K
$41.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
6.99KNew |
$442K - $490K
|
6.99K
$518K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.87K+ 80.63% |
$435K - $481K
|
15.4K
$1.14M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.68KNew |
$423K - $468K
|
6.68K
$495K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.15K+ 11.07% |
$389K - $431K
|
61.7K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.98KNew |
$379K - $419K
|
5.98K
$443K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
5.85K+ 7.0% |
$370K - $410K
|
89.4K
$6.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.69K+ 6.11% |
$360K - $399K
|
98.8K
$7.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.54K+ 150.12% |
$350K - $388K
|
9.23K
$684K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.13K+ 32.17% |
$325K - $360K
|
21.1K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.97K+ 6.69% |
$315K - $348K
|
79.3K
$5.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.8K+ 4.9% |
$304K - $336K
|
103K
$7.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.65KNew |
$294K - $326K
|
4.65K
$345K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.6KNew |
$291K - $322K
|
4.6K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.28K+ 4.1% |
$271K - $300K
|
109K
$8.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.27K+ 5.02% |
$270K - $299K
|
89.4K
$6.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
4.21KNew |
$266K - $295K
|
4.21K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.19KNew |
$265K - $294K
|
4.19K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.19K+ 6.02% |
$265K - $294K
|
73.8K
$5.47M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
4.16KNew |
$263K - $291K
|
4.16K
$308K
|