Purchases and Sales Made in Q4 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 Q4 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
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
286
+ 1.19%
$19.8K - $21.2K
24.2K $1.64M
Jan 10, 2025 Q4 2024
Praetorian Wealth Management, Inc.

BUY
 -
275
+ 0.51%
$19.1K - $20.4K
54.7K $3.7M
Feb 11, 2025 Q4 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
275
New
$19.1K - $20.4K
275 $18.6K
Jan 23, 2025 Q4 2024
Paladin Advisory Group, LLC

BUY
 -
269
+ 64.05%
$18.6K - $20K
689 $46.6K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
255
New
$17.7K - $18.9K
255 $17.2K
Feb 13, 2025 Q4 2024
Concorde Asset Management, LLC

BUY
 -
248
+ 5.33%
$17.2K - $18.4K
4.9K $331K
Feb 10, 2025 Q4 2024
Img Wealth Management, Inc.

Jacksonville, FL
BUY
 -
239
New
$16.6K - $17.8K
239 $16.2K
Jan 30, 2025 Q4 2024
Trademark Financial Management, LLC

Bloomington, MN
BUY
 -
237
+ 6.86%
$16.4K - $17.6K
3.69K $249K
Jan 31, 2025 Q4 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
235
+ 5.2%
$16.3K - $17.5K
4.75K $321K
Feb 03, 2025 Q4 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
232
+ 7.33%
$16.1K - $17.2K
3.4K $230K
Jan 29, 2025 Q4 2024
Quent Capital, LLC

BUY
 -
223
+ 0.73%
$15.5K - $16.6K
30.9K $2.09M
Jan 27, 2025 Q4 2024
Jackson, Grant Investment Advisers, Inc.

BUY
 -
213
+ 1.06%
$14.8K - $15.8K
20.3K $1.37M
Feb 06, 2025 Q4 2024
Beam Wealth Advisors, Inc.

BUY
 -
183
+ 0.28%
$12.7K - $13.6K
65.4K $4.42M
Jan 27, 2025 Q4 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
178
+ 1.59%
$12.3K - $13.2K
11.4K $771K
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
175
New
$12.1K - $13K
175 $11.8K
Jan 15, 2025 Q4 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
161
+ 2.21%
$11.2K - $12K
7.45K $504K
Jan 17, 2025 Q4 2024
Independent Wealth Network Inc.

BUY
 -
155
+ 1.87%
$10.7K - $11.5K
8.42K $569K
Feb 13, 2025 Q4 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
132
+ 628.57%
$9.15K - $9.81K
153 $10.3K
Jan 13, 2025 Q4 2024
Pinnacle Wealth Management Group, Inc.

BUY
 -
129
+ 2.02%
$8.94K - $9.58K
6.52K $441K
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
123
New
$8.52K - $9.14K
123 $8.31K
Jan 21, 2025 Q4 2024
Echo Wealth Management, LLC

BUY
 -
122
+ 0.69%
$8.45K - $9.06K
17.8K $1.2M
Jan 13, 2025 Q4 2024
Sharper & Granite LLC

El Segundo, CA
BUY
 -
98
+ 0.48%
$6.79K - $7.28K
20.3K $1.37M
Jan 29, 2025 Q4 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
88
+ 5.0%
$6.1K - $6.54K
1.85K $125K
Feb 14, 2025 Q4 2024
Orion Capital Management LLC

BUY
 -
80
New
$5.54K - $5.94K
80 $5.41K
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
75
+ 0.33%
$5.2K - $5.57K
22.8K $1.54M
Jan 13, 2025 Q4 2024
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
74
+ 0.71%
$5.13K - $5.5K
10.5K $709K
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
70
+ 0.26%
$4.85K - $5.2K
27.5K $1.86M
Feb 05, 2025 Q4 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
68
+ 28.45%
$4.71K - $5.05K
307 $20.8K
Jan 13, 2025 Q4 2024
Tlwm

San Antonio, TX
BUY
 -
56
+ 0.41%
$3.88K - $4.16K
13.6K $919K
Feb 12, 2025 Q4 2024
Leeward Financial Partners, LLC

BUY
 -
54
+ 0.34%
$3.74K - $4.01K
16.1K $1.09M
Feb 06, 2025 Q4 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
53
+ 0.46%
$3.67K - $3.94K
11.5K $779K
Jan 30, 2025 Q4 2024
Jfs Wealth Advisors, LLC

BUY
 -
45
+ 0.18%
$3.12K - $3.34K
24.7K $1.67M
Feb 14, 2025 Q4 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
43
+ 0.71%
$2.98K - $3.19K
6.09K $412K
Feb 13, 2025 Q4 2024
Bank Of Montreal

Toronto, A6
BUY
 -
37
+ 1.65%
$2.56K - $2.75K
2.28K $154K
Jan 23, 2025 Q4 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
36
+ 0.18%
$2.49K - $2.67K
19.7K $1.33M
Feb 13, 2025 Q4 2024
Stuart Chaussee & Associates, Inc.

BUY
 -
31
+ 6.98%
$2.15K - $2.3K
475 $32.1K
Jan 16, 2025 Q4 2024
Wooster Corthell Wealth Management, Inc.

BUY
 -
29
+ 0.14%
$2.01K - $2.15K
20.7K $1.4M
Jan 16, 2025 Q4 2024
Bernardo Wealth Planning LLC

BUY
 -
26
+ 0.18%
$1.8K - $1.93K
14.4K $976K
Feb 14, 2025 Q4 2024
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
26
+ 0.34%
$1.8K - $1.93K
7.62K $515K
Jan 15, 2025 Q4 2024
Arkadios Wealth Advisors

BUY
 -
23
+ 0.28%
$1.59K - $1.71K
8.21K $555K
Jan 17, 2025 Q4 2024
Brighton Jones LLC

BUY
 -
22
+ 0.34%
$1.52K - $1.63K
6.44K $435K
Mar 04, 2025 Q4 2024
Brighton Jones LLC

BUY
 -
22
+ 0.34%
$1.52K - $1.63K
6.44K $435K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
21
New
$1.46K - $1.56K
21 $1.42K
Jan 29, 2025 Q4 2024
Balentine LLC

Atlanta, GA
BUY
 -
20
+ 0.01%
$1.39K - $1.49K
156K $10.6M
Feb 05, 2025 Q4 2024
Fusion Capital, LLC

BUY
 -
19
+ 0.31%
$1.32K - $1.41K
6.14K $415K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
15
New
$1.04K - $1.11K
15 $1.01K
Feb 11, 2025 Q4 2024
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
14
+ 0.34%
$970 - $1.04K
4.14K $280K
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
12
+ 0.19%
$832 - $892
6.21K $420K
Jan 17, 2025 Q4 2024
Red Door Wealth Management, LLC

BUY
 -
11
+ 0.35%
$762 - $817
3.15K $213K

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