Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
Apr 07, 2021
Q1 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$463K - $503K
|
10.2K
$710K
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
10.1K+ 64.91% |
$459K - $499K
|
25.6K
$1.79M
|
|
Apr 14, 2021
Q1 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9.3K+ 7.94% |
$423K - $460K
|
126K
$8.82M
|
|
Apr 09, 2021
Q1 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.22K+ 11.08% |
$419K - $456K
|
92.4K
$6.45M
|
|
Apr 28, 2021
Q1 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
8.27K+ 169.21% |
$376K - $409K
|
13.2K
$918K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
7.89K+ 0.94% |
$359K - $390K
|
845K
$59M
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
7.33K+ 14.0% |
$333K - $362K
|
59.7K
$4.17M
|
|
May 05, 2021
Q1 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
6.96K+ 9.89% |
$317K - $344K
|
77.4K
$5.4M
|
|
May 10, 2021
Q1 2021
|
Navalign, LLC
|
BUY
|
- |
6.16KNew |
$280K - $304K
|
6.16K
$430K
|
|
May 04, 2021
Q1 2021
|
Mjp Associates Inc
|
BUY
|
- |
5.96K+ 5.81% |
$271K - $295K
|
109K
$7.58M
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.79K+ 19.5% |
$263K - $286K
|
35.5K
$2.48M
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.78K+ 27.5% |
$263K - $286K
|
26.8K
$1.87M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$227K - $247K
|
5K
$349K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.74KNew |
$216K - $234K
|
4.74K
$331K
|
|
Apr 30, 2021
Q1 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.73K+ 88.96% |
$215K - $234K
|
10K
$701K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.72K+ 29.14% |
$214K - $233K
|
20.9K
$1.46M
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.38KNew |
$199K - $217K
|
4.38K
$306K
|
|
Apr 20, 2021
Q1 2021
|
Telemus Capital, LLC
|
BUY
|
- |
4.36K+ 86.73% |
$198K - $215K
|
9.38K
$655K
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
BUY
|
- |
4.19K+ 21.49% |
$190K - $207K
|
23.7K
$1.65M
|
|
May 14, 2021
Q1 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.15K+ 11.62% |
$189K - $205K
|
39.9K
$2.78M
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.08KNew |
$185K - $202K
|
4.08K
$285K
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
BUY
|
- |
3.85K+ 6.23% |
$175K - $190K
|
65.5K
$4.57M
|
|
Apr 20, 2021
Q1 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.38K+ 9.13% |
$154K - $167K
|
40.4K
$2.82M
|
|
May 04, 2021
Q1 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.27K+ 10.98% |
$149K - $162K
|
33K
$2.31M
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.96K+ 14.17% |
$135K - $147K
|
23.9K
$1.67M
|
|
May 20, 2021
Q1 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.88K+ 19.29% |
$131K - $142K
|
17.8K
$1.24M
|
|
May 06, 2021
Q1 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.69K+ 10.81% |
$122K - $133K
|
27.5K
$1.92M
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
BUY
|
- |
2.68K+ 71.06% |
$122K - $133K
|
6.45K
$450K
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.62K+ 8.95% |
$119K - $130K
|
32K
$2.23M
|
|
Apr 13, 2021
Q1 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.52K+ 2.49% |
$115K - $125K
|
104K
$7.24M
|
|
May 06, 2021
Q1 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.51K+ 0.35% |
$114K - $124K
|
725K
$50.6M
|
|
May 14, 2021
Q1 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.17K+ 7.51% |
$98.6K - $107K
|
31K
$2.17M
|
|
May 12, 2021
Q1 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.06K+ 55.13% |
$93.9K - $102K
|
5.81K
$405K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.05K+ 8.8% |
$93.1K - $101K
|
25.3K
$1.77M
|
|
Apr 29, 2021
Q1 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.02K+ 40.06% |
$91.9K - $99.9K
|
7.06K
$493K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2K+ 9.1% |
$91.1K - $99.1K
|
24K
$1.68M
|
|
May 14, 2021
Q1 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.94K+ 23.99% |
$88.2K - $95.9K
|
10K
$699K
|
|
Apr 23, 2021
Q1 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
1.81K+ 0.82% |
$82.1K - $89.2K
|
222K
$15.5M
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.8K+ 90.68% |
$81.9K - $89K
|
3.79K
$264K
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.69K+ 1.74% |
$77K - $83.7K
|
99.2K
$6.92M
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.59K+ 7.78% |
$72.2K - $78.5K
|
22K
$1.54M
|
|
Apr 27, 2021
Q1 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.54K+ 16.93% |
$70.1K - $76.2K
|
10.6K
$743K
|
|
May 07, 2021
Q1 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.37K+ 3.71% |
$62.4K - $67.9K
|
38.4K
$2.68M
|
|
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.36K+ 7.11% |
$61.7K - $67K
|
20.4K
$1.43M
|
|
May 17, 2021
Q1 2021
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.23K+ 1.52% |
$56K - $60.9K
|
82K
$5.72M
|
|
Apr 12, 2021
Q1 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.11K+ 9.33% |
$50.7K - $55.1K
|
13.1K
$911K
|
|
Apr 13, 2021
Q1 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.05K+ 1.03% |
$47.7K - $51.9K
|
103K
$7.18M
|
|
May 18, 2021
Q1 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.01K+ 15.59% |
$46.1K - $50.1K
|
7.51K
$524K
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
BUY
|
- |
1K+ 19.65% |
$45.5K - $49.4K
|
6.09K
$425K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1KNew |
$45.5K - $49.4K
|
1K
$69.8K
|