Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
874+ 4.52% |
$46.3K - $51.3K
|
20.2K
$1.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
868+ 5.88% |
$46K - $51K
|
15.6K
$1.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
862+ 3.24% |
$45.7K - $50.6K
|
27.5K
$1.86M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
803New |
$42.6K - $47.2K
|
803
$54.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
758+ 145.21% |
$40.2K - $44.5K
|
1.28K
$86.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
733+ 7.07% |
$38.8K - $43.1K
|
11.1K
$751K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
725+ 3.13% |
$38.4K - $42.6K
|
23.9K
$1.62M
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
706+ 1.53% |
$37.4K - $41.5K
|
46.9K
$3.17M
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
636+ 14.25% |
$33.7K - $37.4K
|
5.1K
$345K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
629+ 6.82% |
$33.3K - $36.9K
|
9.85K
$666K
|
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
598+ 9.97% |
$31.7K - $35.1K
|
6.6K
$446K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
597+ 2.16% |
$31.6K - $35.1K
|
28.3K
$1.91M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
560+ 1.53% |
$29.7K - $32.9K
|
37K
$2.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
526New |
$27.9K - $30.9K
|
526
$35.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
481+ 49.74% |
$25.5K - $28.3K
|
1.45K
$97.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
480New |
$25.4K - $28.2K
|
480
$32.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
460+ 5.0% |
$24.4K - $27K
|
9.65K
$652K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
429+ 0.69% |
$22.7K - $25.2K
|
62.9K
$4.25M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
400+ 6.57% |
$21.2K - $23.5K
|
6.49K
$439K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
380+ 2.72% |
$20.1K - $22.3K
|
14.4K
$970K
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
374+ 5.95% |
$19.8K - $22K
|
6.66K
$450K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
369+ 1.56% |
$19.6K - $21.7K
|
24K
$1.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
325New |
$17.2K - $19.1K
|
325
$22K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
315+ 7.27% |
$16.7K - $18.5K
|
4.65K
$314K
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
314+ 3.69% |
$16.6K - $18.4K
|
8.82K
$596K
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
296+ 0.94% |
$15.7K - $17.4K
|
31.9K
$2.15M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
294+ 2.66% |
$15.6K - $17.3K
|
11.4K
$768K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
293New |
$15.5K - $17.2K
|
293
$19.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
264New |
$14K - $15.5K
|
264
$17.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
258New |
$13.7K - $15.2K
|
258
$17.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
255+ 3.33% |
$13.5K - $15K
|
7.9K
$534K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
250+ 0.24% |
$13.2K - $14.7K
|
105K
$7.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
241+ 1.81% |
$12.8K - $14.2K
|
13.6K
$916K
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
238+ 0.42% |
$12.6K - $14K
|
57.4K
$3.88M
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
216+ 1.91% |
$11.4K - $12.7K
|
11.5K
$777K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
216+ 0.81% |
$11.4K - $12.7K
|
26.7K
$1.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
213+ 0.31% |
$11.3K - $12.5K
|
68.5K
$4.63M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
213+ 1.11% |
$11.3K - $12.5K
|
19.4K
$1.31M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
199+ 8.06% |
$10.5K - $11.7K
|
2.67K
$180K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
198New |
$10.5K - $11.6K
|
198
$13.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
194+ 3.55% |
$10.3K - $11.4K
|
5.67K
$383K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
182+ 3.86% |
$9.64K - $10.7K
|
4.89K
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
174+ 0.18% |
$9.22K - $10.2K
|
96.7K
$6.53M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
168+ 0.09% |
$8.9K - $9.87K
|
186K
$12.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
153+ 1.93% |
$8.11K - $8.99K
|
8.08K
$546K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
152New |
$8.05K - $8.93K
|
152
$10.3K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
150+ 1.99% |
$7.95K - $8.81K
|
7.69K
$519K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
146+ 12.21% |
$7.74K - $8.58K
|
1.34K
$90.7K
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
138+ 2.37% |
$7.31K - $8.11K
|
5.97K
$403K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
130+ 32.58% |
$6.89K - $7.64K
|
529
$35.8K
|