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 |
---|---|---|---|---|---|---|---|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
938+ 8.75% |
$42.7K - $46.4K
|
11.7K
$814K
|
|
May 10, 2021
Q1 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
854+ 3.05% |
$38.8K - $42.2K
|
28.9K
$2.01M
|
|
Apr 15, 2021
Q1 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
748+ 4.38% |
$34K - $37K
|
17.8K
$1.24M
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
688+ 5.23% |
$31.3K - $34K
|
13.9K
$967K
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
641+ 1.09% |
$29.2K - $31.7K
|
59.6K
$4.16M
|
|
May 17, 2021
Q1 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
605+ 2.62% |
$27.5K - $29.9K
|
23.7K
$1.65M
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
573+ 4.96% |
$26.1K - $28.3K
|
12.1K
$846K
|
|
May 12, 2021
Q1 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
527+ 1.63% |
$24K - $26.1K
|
32.8K
$2.29M
|
|
Apr 21, 2021
Q1 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
440+ 1.02% |
$20K - $21.8K
|
43.8K
$3.05M
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
BUY
|
- |
412New |
$18.7K - $20.4K
|
412
$28.8K
|
|
May 05, 2021
Q1 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
407+ 0.7% |
$18.5K - $20.1K
|
58.9K
$4.11M
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
362+ 3.22% |
$16.5K - $17.9K
|
11.6K
$811K
|
|
May 03, 2021
Q1 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
359+ 0.08% |
$16.3K - $17.7K
|
431K
$30.1M
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
257+ 1.02% |
$11.7K - $12.7K
|
25.4K
$1.77M
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
233+ 134.68% |
$10.6K - $11.5K
|
406
$28.3K
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
205New |
$9.32K - $10.1K
|
205
$14.3K
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
188+ 2.13% |
$8.55K - $9.29K
|
9K
$628K
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
159+ 8.42% |
$7.23K - $7.86K
|
2.05K
$143K
|
|
Apr 21, 2021
Q1 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
150+ 2.14% |
$6.82K - $7.42K
|
7.15K
$499K
|
|
May 14, 2021
Q1 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
138+ 1.72% |
$6.28K - $6.82K
|
8.15K
$569K
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
136+ 2.1% |
$6.19K - $6.72K
|
6.63K
$462K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
132+ 125.71% |
$6K - $6.53K
|
237
$16.5K
|
|
May 12, 2021
Q1 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
130+ 0.21% |
$5.91K - $6.43K
|
63.3K
$4.41M
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
125+ 0.39% |
$5.69K - $6.18K
|
31.8K
$2.22M
|
|
Apr 16, 2021
Q1 2021
|
Trust CO Of Vermont
|
BUY
|
- |
121New |
$5.5K - $5.98K
|
121
$8.45K
|
|
Apr 13, 2021
Q1 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
121+ 2.1% |
$5.5K - $5.98K
|
5.87K
$410K
|
|
Apr 28, 2021
Q1 2021
|
Dagco, Inc.
|
BUY
|
- |
117+ 0.59% |
$5.32K - $5.78K
|
19.9K
$1.39M
|
|
Apr 14, 2021
Q1 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
110+ 0.12% |
$5K - $5.44K
|
89.3K
$6.23M
|
|
May 05, 2021
Q1 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
100+ 1.14% |
$4.55K - $4.94K
|
8.84K
$617K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
93New |
$4.23K - $4.6K
|
93
$6.49K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
66New |
$3K - $3.26K
|
66
$4.61K
|
|
May 03, 2021
Q1 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
64+ 3.55% |
$2.91K - $3.16K
|
1.87K
$130K
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
60+ 0.97% |
$2.73K - $2.97K
|
6.22K
$434K
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
51+ 3.51% |
$2.32K - $2.52K
|
1.5K
$105K
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
48+ 0.23% |
$2.18K - $2.37K
|
20.7K
$1.44M
|
|
May 10, 2021
Q1 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
36+ 0.06% |
$1.64K - $1.78K
|
60.4K
$4.22M
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
27+ 7.32% |
$1.23K - $1.33K
|
396
$27.6K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
26New |
$1.18K - $1.29K
|
26
$1.81K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
25+ 11.36% |
$1.14K - $1.24K
|
245
$17.1K
|
|
Apr 27, 2021
Q1 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
23+ 0.33% |
$1.05K - $1.14K
|
7.05K
$492K
|
|
Apr 22, 2021
Q1 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
21+ 0.29% |
$955 - $1.04K
|
7.39K
$516K
|
|
May 06, 2021
Q1 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
16+ 0.06% |
$728 - $791
|
25.8K
$1.8M
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 13.04% |
$273 - $297
|
52
$3.63K
|
|
Apr 09, 2021
Q1 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5+ 0.14% |
$227 - $247
|
3.55K
$248K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.12% |
$182 - $198
|
3.48K
$243K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.34% |
$136 - $148
|
895
$62.5K
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.28% |
$91 - $98.9
|
725
$50.6K
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.3% |
$91 - $98.9
|
658
$45.9K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.0% |
$45.5 - $49.4
|
20.7K
$1.44M
|
|
Apr 22, 2021
Q1 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-6- 1.36% |
$273 - $297
|
435
$30.4K
|