Purchases and Sales Made in Q3 2024 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 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 15, 2024 Q3 2024
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
1.12K
+ 1.22%
$70.9K - $78.5K
93.2K $6.91M
Nov 14, 2024 Q3 2024
Betterment LLC

New York, NY
BUY
 -
1.11K
+ 3.49%
$70.4K - $78K
33K $2.45M
Nov 12, 2024 Q3 2024
L & S Advisors Inc

Los Angeles, CA
BUY
 -
1.07K
+ 10.93%
$67.8K - $75.1K
10.9K $806K
Nov 04, 2024 Q3 2024
Armbruster Capital Management, Inc.

BUY
 -
1.02K
+ 9.07%
$64.4K - $71.3K
12.2K $907K
Nov 08, 2024 Q3 2024
Wedbush Securities Inc

BUY
 -
990
+ 8.5%
$62.6K - $69.4K
12.6K $936K
Oct 09, 2024 Q3 2024
Dlk Investment Management, LLC

Solana Beach, CA
BUY
 -
917
+ 9.2%
$58K - $64.2K
10.9K $806K
Oct 09, 2024 Q3 2024
Red Mountain Financial, LLC

Fort Collins, CO
BUY
 -
898
+ 7.58%
$56.8K - $62.9K
12.7K $944K
Oct 15, 2024 Q3 2024
Fma Wealth Management, LLC

Duxbury, MA
BUY
 -
890
+ 4.35%
$56.3K - $62.4K
21.4K $1.58M
Nov 13, 2024 Q3 2024
Avantax Advisory Services, Inc.

BUY
 -
878
+ 12.35%
$55.6K - $61.5K
7.99K $592K
Oct 15, 2024 Q3 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
823
New
$52.1K - $57.7K
823 $61K
Nov 05, 2024 Q3 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
799
+ 21.5%
$50.6K - $56K
4.52K $335K
Oct 28, 2024 Q3 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
789
+ 14.01%
$49.9K - $55.3K
6.42K $476K
Nov 12, 2024 Q3 2024
Wrenne Financial Planning LLC

Lexington, KY
BUY
 -
740
+ 2.96%
$46.8K - $51.8K
25.8K $1.91M
Oct 25, 2024 Q3 2024
Better Money Decisions, LLC

BUY
 -
725
+ 3.69%
$45.9K - $50.8K
20.4K $1.51M
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
722
New
$45.7K - $50.6K
722 $53.5K
Oct 21, 2024 Q3 2024
Crew Capital Management, Ltd.

BUY
 -
657
+ 8.81%
$41.6K - $46K
8.11K $601K
Nov 21, 2024 Q3 2024
Aldebaran Financial Inc.

BUY
 -
651
+ 0.98%
$41.2K - $45.6K
66.9K $4.96M
Nov 13, 2024 Q3 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
648
+ 6.54%
$41K - $45.4K
10.6K $782K
Nov 14, 2024 Q3 2024
Sequent Planning LLC

Omaha, NE
BUY
 -
617
+ 5.87%
$39K - $43.2K
11.1K $824K
Oct 29, 2024 Q3 2024
Tkg Advisors, LLC

BUY
 -
597
+ 0.84%
$37.8K - $41.8K
71.9K $5.33M
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
554
+ 1.23%
$35.1K - $38.8K
45.6K $3.38M
Oct 16, 2024 Q3 2024
G&S Capital LLC

BUY
 -
541
+ 0.34%
$34.2K - $37.9K
157K $11.7M
Oct 07, 2024 Q3 2024
Richard P Slaughter Associates Inc

BUY
 -
538
+ 3.11%
$34K - $37.7K
17.8K $1.32M
Oct 24, 2024 Q3 2024
Colton Groome Financial Advisors, LLC

BUY
 -
526
+ 2.54%
$33.3K - $36.9K
21.2K $1.57M
Oct 07, 2024 Q3 2024
Dynamic Advisor Solutions LLC

BUY
 -
513
+ 7.94%
$32.5K - $35.9K
6.98K $517K
Nov 05, 2024 Q3 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
510
+ 40.93%
$32.3K - $35.7K
1.76K $130K
Oct 31, 2024 Q3 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
510
+ 6.3%
$32.3K - $35.7K
8.6K $638K
Nov 12, 2024 Q3 2024
Blair William & CO

Chicago, IL
BUY
 -
500
+ 41.6%
$31.6K - $35K
1.7K $126K
Oct 18, 2024 Q3 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
486
+ 1.16%
$30.8K - $34K
42.3K $3.14M
Nov 01, 2024 Q3 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
484
+ 1.71%
$30.6K - $33.9K
28.8K $2.13M
Nov 14, 2024 Q3 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
477
+ 0.93%
$30.2K - $33.4K
51.9K $3.85M
Oct 15, 2024 Q3 2024
Insight Advisors, LLC

Newtown, PA
BUY
 -
444
+ 2.85%
$28.1K - $31.1K
16K $1.19M
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
423
New
$26.8K - $29.6K
423 $31.3K
Oct 28, 2024 Q3 2024
Adams Wealth Management

BUY
 -
418
+ 8.6%
$26.5K - $29.3K
5.28K $391K
Oct 28, 2024 Q3 2024
Cache Tech Inc.

Logan, UT
BUY
 -
418
+ 8.6%
$26.5K - $29.3K
5.28K $391K
Oct 21, 2024 Q3 2024
Horst & Graben Wealth Management LLC

BUY
 -
381
+ 7.65%
$24.1K - $26.7K
5.36K $397K
Oct 04, 2024 Q3 2024
Hbw Advisory Services LLC

BUY
 -
375
+ 0.25%
$23.7K - $26.3K
152K $11.3M
Oct 18, 2024 Q3 2024
Alta Wealth Advisors LLC

BUY
 -
365
+ 1.94%
$23.1K - $25.6K
19.2K $1.42M
Oct 24, 2024 Q3 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
338
+ 6.27%
$21.4K - $23.7K
5.73K $425K
Oct 30, 2024 Q3 2024
Balentine LLC

Atlanta, GA
BUY
 -
330
+ 0.21%
$20.9K - $23.1K
156K $11.6M
Oct 22, 2024 Q3 2024
Tempus Wealth Planning, LLC

BUY
 -
308
+ 0.34%
$19.5K - $21.6K
91K $6.75M
Oct 08, 2024 Q3 2024
Partnership Wealth Management, LLC

Towson, MD
BUY
 -
300
+ 6.58%
$19K - $21K
4.86K $360K
Oct 30, 2024 Q3 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
274
+ 3.9%
$17.3K - $19.2K
7.29K $540K
Nov 15, 2024 Q3 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
254
New
$16.1K - $17.8K
254 $18.8K
Nov 14, 2024 Q3 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
254
New
$16.1K - $17.8K
254 $18.8K
Nov 07, 2024 Q3 2024
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
246
+ 2.31%
$15.6K - $17.2K
10.9K $808K
Oct 15, 2024 Q3 2024
Spire Wealth Management

BUY
 -
235
+ 31.0%
$14.9K - $16.5K
993 $73.6K
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
235
+ 2.57%
$14.9K - $16.5K
9.38K $695K
Nov 12, 2024 Q3 2024
Citigroup Inc

BUY
 -
230
+ 1437.5%
$14.6K - $16.1K
246 $18.2K

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