Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
25K+ 90.66% |
$1.1M - $1.26M
|
52.6K
$3.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
24.7KNew |
$1.09M - $1.25M
|
24.7K
$1.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
24.4KNew |
$1.07M - $1.23M
|
24.4K
$1.65M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
23.4KNew |
$1.03M - $1.18M
|
23.4K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
22.2K+ 1.57% |
$979K - $1.12M
|
1.44M
$97.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.5K+ 12.2% |
$949K - $1.09M
|
198K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.5KNew |
$946K - $1.08M
|
21.5K
$1.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
21.2KNew |
$935K - $1.07M
|
21.2K
$1.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
21.2KNew |
$933K - $1.07M
|
21.2K
$1.43M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
20.4K+ 2.79% |
$900K - $1.03M
|
752K
$50.8M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
20.3KNew |
$895K - $1.02M
|
20.3K
$1.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20.1K+ 38.12% |
$885K - $1.01M
|
72.7K
$4.91M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
19.6KNew |
$864K - $987K
|
19.6K
$1.32M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
19.2KNew |
$848K - $970K
|
19.2K
$1.3M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
18.3K+ 1.44% |
$805K - $920K
|
1.29M
$87.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
18K+ 2.6% |
$791K - $905K
|
708K
$47.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.7K+ 194.87% |
$782K - $894K
|
26.8K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
17.7K+ 3.71% |
$780K - $892K
|
494K
$33.4M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
17.1KNew |
$755K - $864K
|
17.1K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
16.3K+ 38.79% |
$718K - $820K
|
58.2K
$3.94M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.3K+ 8.04% |
$674K - $771K
|
205K
$13.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
15.2KNew |
$670K - $766K
|
15.2K
$1.03M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
15K+ 4.47% |
$660K - $755K
|
350K
$23.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
14.4K+ 40.26% |
$634K - $725K
|
50.1K
$3.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.3K+ 17.23% |
$630K - $721K
|
97.3K
$6.58M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
14.2KNew |
$624K - $713K
|
14.2K
$956K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
13.7KNew |
$605K - $691K
|
13.7K
$927K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.4KNew |
$589K - $673K
|
13.4K
$903K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
13.3K+ 81.1% |
$585K - $669K
|
29.6K
$2M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.7K+ 4.88% |
$559K - $640K
|
273K
$18.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12K+ 4221.83% |
$529K - $604K
|
12.3K
$830K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12KNew |
$529K - $604K
|
12K
$810K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
11.2K+ 1.44% |
$494K - $565K
|
788K
$53.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
11K+ 7.51% |
$486K - $555K
|
158K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10.9KNew |
$480K - $549K
|
10.9K
$736K
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
10.8K+ 3.26% |
$477K - $546K
|
343K
$23.2M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
10.5KNew |
$464K - $531K
|
10.5K
$711K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10.5K+ 2.26% |
$461K - $527K
|
473K
$31.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.3K+ 19.32% |
$456K - $521K
|
63.9K
$4.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.3KNew |
$456K - $521K
|
10.3K
$698K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9.71K+ 41.52% |
$428K - $490K
|
33.1K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.71K+ 26.83% |
$428K - $489K
|
45.9K
$3.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
9.5K+ 6.7% |
$419K - $479K
|
151K
$10.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
9.44K+ 6.87% |
$416K - $476K
|
147K
$9.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
8.75KNew |
$386K - $441K
|
8.75K
$592K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
8.6K+ 9.87% |
$379K - $433K
|
95.7K
$6.47M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.57KNew |
$378K - $432K
|
8.57K
$579K
|
|
|
Feb 07, 2023
Q4 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
8.29K+ 8.59% |
$365K - $418K
|
105K
$7.08M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8.18K+ 6.25% |
$361K - $412K
|
139K
$9.39M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8.13K+ 2.1% |
$358K - $410K
|
395K
$26.7M
|