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 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
127New |
$6.73K - $7.46K
|
127
$8.58K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
115+ 1.62% |
$6.09K - $6.76K
|
7.2K
$487K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
112+ 5.65% |
$5.93K - $6.58K
|
2.1K
$142K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100+ 1.15% |
$5.3K - $5.87K
|
8.83K
$597K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
92+ 0.38% |
$4.88K - $5.4K
|
24.6K
$1.66M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
90+ 1.77% |
$4.77K - $5.29K
|
5.17K
$350K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
76+ 0.44% |
$4.03K - $4.46K
|
17.5K
$1.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
67New |
$3.55K - $3.94K
|
67
$4.53K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
66New |
$3.5K - $3.88K
|
66
$4.46K
|
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
BUY
|
- |
56+ 0.36% |
$2.97K - $3.29K
|
15.7K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
47+ 0.15% |
$2.49K - $2.76K
|
31.2K
$2.11M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
41New |
$2.17K - $2.41K
|
41
$2.77K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
30+ 0.13% |
$1.59K - $1.76K
|
23.7K
$1.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
26+ 0.31% |
$1.38K - $1.53K
|
8.38K
$566K
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
22+ 0.27% |
$1.17K - $1.29K
|
8.05K
$544K
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
20+ 0.53% |
$1.06K - $1.17K
|
3.82K
$258K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.33% |
$848 - $940
|
4.86K
$328K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 0.08% |
$742 - $822
|
17.3K
$1.17M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
13+ 0.21% |
$689 - $764
|
6.12K
$413K
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
9+ 2.21% |
$477 - $529
|
417
$28.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.06% |
$424 - $470
|
13K
$879K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.69% |
$265 - $294
|
733
$49.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.3% |
$106 - $117
|
665
$44.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$53 - $58.7
|
6.42K
$434K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.0% |
$53 - $58.7
|
21.1K
$1.43M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$53 - $58.7
|
4.89K
$331K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$53 - $58.7
|
4.05K
$274K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-4- 0.98% |
$212 - $235
|
406
$27.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4Closed |
$212 - $235
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10- 0.21% |
$530 - $587
|
4.72K
$319K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-20- 0.23% |
$1.06K - $1.17K
|
8.53K
$577K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-30- 2.72% |
$1.59K - $1.76K
|
1.07K
$72.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31- 29.52% |
$1.64K - $1.82K
|
74
$5K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-32- 2.21% |
$1.7K - $1.88K
|
1.42K
$95.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-38- 0.88% |
$2.01K - $2.23K
|
4.26K
$288K
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-40- 0.02% |
$2.12K - $2.35K
|
245K
$16.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-44- 0.94% |
$2.33K - $2.58K
|
4.62K
$312K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-45Closed |
$2.38K - $2.64K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-52- 0.28% |
$2.76K - $3.05K
|
18.4K
$1.24M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-56- 1.48% |
$2.97K - $3.29K
|
3.73K
$252K
|
|
|
Jan 25, 2022
Q4 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-57- 0.07% |
$3.02K - $3.35K
|
82.8K
$5.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-70- 1.34% |
$3.71K - $4.11K
|
5.17K
$350K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-104- 12.26% |
$5.51K - $6.11K
|
744
$50.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-105Closed |
$5.56K - $6.17K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-110- 1.83% |
$5.83K - $6.46K
|
5.9K
$399K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-130- 1.61% |
$6.89K - $7.64K
|
7.97K
$538K
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-133- 0.19% |
$7.05K - $7.81K
|
69.4K
$4.69M
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-138- 1.2% |
$7.31K - $8.11K
|
11.3K
$765K
|
|
|
Feb 01, 2022
Q4 2021
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-145- 1.06% |
$7.68K - $8.52K
|
13.5K
$912K
|