Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.7K- 31.41% |
$236K - $275K
|
10.3K
$726K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4.77K- 5.39% |
$240K - $280K
|
83.7K
$5.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.95K- 2.45% |
$249K - $290K
|
197K
$14M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-5.2K- 18.64% |
$261K - $305K
|
22.7K
$1.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.23K- 5.11% |
$263K - $307K
|
97.2K
$6.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-5.3K- 2.93% |
$266K - $311K
|
176K
$12.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.32K- 11.98% |
$268K - $312K
|
39.1K
$2.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.34K- 5.07% |
$269K - $313K
|
99.9K
$7.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.41K- 26.96% |
$272K - $317K
|
14.7K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.64K- 7.32% |
$284K - $331K
|
71.4K
$5.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.81K- 3.08% |
$292K - $341K
|
183K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.53K- 14.9% |
$329K - $383K
|
37.3K
$2.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.59K- 14.79% |
$331K - $386K
|
38K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.97K- 4.83% |
$351K - $409K
|
137K
$9.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-7.03K- 4.46% |
$354K - $412K
|
151K
$10.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.46K- 2.16% |
$376K - $438K
|
339K
$24M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.77K- 20.88% |
$391K - $455K
|
29.4K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.26K- 2.69% |
$416K - $484K
|
299K
$21.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.42K- 3.38% |
$474K - $553K
|
270K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.52K- 99.53% |
$479K - $558K
|
45
$3.19K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-14.1K- 5.1% |
$707K - $824K
|
262K
$18.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-16.3K- 10.58% |
$820K - $956K
|
138K
$9.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-16.4K- 2.34% |
$824K - $961K
|
685K
$48.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-16.5K- 4.56% |
$830K - $967K
|
345K
$24.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-16.7K- 49.35% |
$842K - $982K
|
17.2K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.9K- 39.93% |
$900K - $1.05M
|
26.9K
$1.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-18K- 13.92% |
$904K - $1.05M
|
111K
$7.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-19K- 2.1% |
$955K - $1.11M
|
887K
$62.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-19K- 49.79% |
$956K - $1.11M
|
19.2K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-20K- 5.72% |
$1.01M - $1.18M
|
331K
$23.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-20.1K- 3.49% |
$1.01M - $1.18M
|
557K
$39.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-20.1K- 66.17% |
$1.01M - $1.18M
|
10.3K
$729K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20.6K- 0.98% |
$1.03M - $1.21M
|
2.08M
$148M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.1K- 10.1% |
$1.06M - $1.23M
|
187K
$13.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-22.2K- 2.51% |
$1.12M - $1.3M
|
862K
$61M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-23.4K- 1.58% |
$1.17M - $1.37M
|
1.45M
$103M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-24.3K- 7.89% |
$1.22M - $1.42M
|
283K
$20.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-25.2K- 54.57% |
$1.27M - $1.48M
|
21K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-26.1K- 73.28% |
$1.31M - $1.53M
|
9.53K
$675K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.7K- 2.69% |
$1.49M - $1.74M
|
1.08M
$76.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-33.2K- 16.87% |
$1.67M - $1.95M
|
164K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-33.6K- 97.22% |
$1.69M - $1.97M
|
960
$67.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-36.9K- 77.32% |
$1.86M - $2.16M
|
10.8K
$766K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.4K- 7.21% |
$1.88M - $2.19M
|
481K
$34M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.9K- 21.83% |
$1.96M - $2.28M
|
139K
$9.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-40.3K- 9.73% |
$2.03M - $2.36M
|
374K
$26.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-40.4K- 10.81% |
$2.03M - $2.37M
|
333K
$23.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-40.8K- 5.36% |
$2.05M - $2.39M
|
719K
$50.9M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42.2K- 23.46% |
$2.13M - $2.48M
|
138K
$9.75M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.6K- 3.66% |
$2.24M - $2.62M
|
1.17M
$83M
|