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 10, 2021
Q1 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-22- 0.25% |
$1K - $1.09K
|
8.71K
$608K
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-25- 0.12% |
$1.14K - $1.24K
|
21.4K
$1.49M
|
|
Apr 23, 2021
Q1 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-29- 0.15% |
$1.32K - $1.43K
|
19.2K
$1.34M
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-40- 0.78% |
$1.82K - $1.98K
|
5.11K
$357K
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-54Closed |
$2.46K - $2.67K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-61- 0.36% |
$2.77K - $3.02K
|
16.7K
$1.16M
|
|
Apr 26, 2021
Q1 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-67- 0.81% |
$3.05K - $3.31K
|
8.24K
$575K
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-89- 1.17% |
$4.05K - $4.4K
|
7.53K
$526K
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-96- 1.04% |
$4.37K - $4.75K
|
9.13K
$637K
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-98Closed |
$4.46K - $4.85K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-103- 1.48% |
$4.68K - $5.09K
|
6.84K
$478K
|
|
May 05, 2021
Q1 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-117- 0.24% |
$5.32K - $5.78K
|
47.7K
$3.33M
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-150- 1.43% |
$6.82K - $7.42K
|
10.3K
$720K
|
|
May 17, 2021
Q1 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-158- 3.18% |
$7.19K - $7.81K
|
4.81K
$336K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-159- 1.24% |
$7.23K - $7.86K
|
12.7K
$887K
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-160- 6.1% |
$7.28K - $7.91K
|
2.47K
$172K
|
|
May 11, 2021
Q1 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-165- 2.33% |
$7.5K - $8.16K
|
6.92K
$483K
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-180- 3.63% |
$8.19K - $8.9K
|
4.78K
$334K
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-193- 2.21% |
$8.78K - $9.54K
|
8.54K
$596K
|
|
Apr 23, 2021
Q1 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-196- 2.76% |
$8.91K - $9.69K
|
6.92K
$483K
|
|
Apr 29, 2021
Q1 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-207- 2.89% |
$9.41K - $10.2K
|
6.96K
$486K
|
|
Apr 14, 2021
Q1 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-213- 0.9% |
$9.69K - $10.5K
|
23.5K
$1.64M
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-240- 0.2% |
$10.9K - $11.9K
|
123K
$8.55M
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-259Closed |
$11.8K - $12.8K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-259- 5.86% |
$11.8K - $12.8K
|
4.16K
$290K
|
|
Nov 07, 2023
Q1 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-267- 35.74% |
$12.1K - $13.2K
|
480
$33.5K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-384- 30.14% |
$17.5K - $19K
|
890
$62.1K
|
|
Apr 28, 2021
Q1 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-403- 2.94% |
$18.3K - $19.9K
|
13.3K
$929K
|
|
Apr 14, 2021
Q1 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-426- 0.75% |
$19.4K - $21.1K
|
56K
$3.91M
|
|
May 12, 2021
Q1 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-460- 5.24% |
$20.9K - $22.7K
|
8.32K
$581K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-467- 8.41% |
$21.2K - $23.1K
|
5.08K
$355K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-495- 1.26% |
$22.5K - $24.5K
|
38.8K
$2.71M
|
|
Apr 30, 2021
Q1 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-508- 1.51% |
$23.1K - $25.1K
|
33.1K
$2.31M
|
|
Apr 29, 2021
Q1 2021
|
Wt Wealth Management
|
SELL
|
- |
-527- 3.58% |
$24K - $26.1K
|
14.2K
$992K
|
|
May 28, 2021
Q1 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-528- 0.87% |
$24K - $26.1K
|
60.1K
$4.19M
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-534- 0.29% |
$24.3K - $26.4K
|
181K
$12.6M
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-543- 0.52% |
$24.7K - $26.8K
|
103K
$7.22M
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-552Closed |
$25.1K - $27.3K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-567- 15.26% |
$25.8K - $28K
|
3.15K
$220K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-595- 0.51% |
$27.1K - $29.4K
|
117K
$8.16M
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-610Closed |
$27.7K - $30.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-614- 1.1% |
$27.9K - $30.4K
|
55.2K
$3.85M
|
|
Apr 14, 2021
Q1 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-616- 2.74% |
$28K - $30.5K
|
21.9K
$1.53M
|
|
Apr 26, 2021
Q1 2021
|
Retirement Planning Group
|
SELL
|
- |
-625- 10.47% |
$28.4K - $30.9K
|
5.35K
$373K
|
|
Apr 28, 2021
Q1 2021
|
Bck Partners, Inc.
|
SELL
|
- |
-711- 10.01% |
$32.3K - $35.2K
|
6.39K
$446K
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-713Closed |
$32.4K - $35.3K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Fusion Capital, LLC
|
SELL
|
- |
-721- 10.62% |
$32.8K - $35.6K
|
6.07K
$423K
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-736- 4.02% |
$33.5K - $36.4K
|
17.6K
$1.23M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-742- 1.79% |
$33.7K - $36.7K
|
40.6K
$2.83M
|
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-773- 4.68% |
$35.2K - $38.2K
|
15.8K
$1.1M
|