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 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-777- 1.14% |
$35.3K - $38.4K
|
67.6K
$4.72M
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-828- 2.9% |
$37.7K - $40.9K
|
27.7K
$1.93M
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-866Closed |
$39.4K - $42.8K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-935- 6.33% |
$42.5K - $46.2K
|
13.8K
$966K
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-977- 5.8% |
$44.4K - $48.3K
|
15.9K
$1.11M
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-996Closed |
$45.3K - $49.2K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.03K- 1.54% |
$46.6K - $50.7K
|
65.7K
$4.59M
|
|
Apr 28, 2021
Q1 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.2K- 4.88% |
$54.5K - $59.3K
|
23.4K
$1.63M
|
|
Apr 21, 2021
Q1 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.21K- 2.01% |
$54.9K - $59.7K
|
58.9K
$4.11M
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.21KClosed |
$55.2K - $60K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.26K- 23.03% |
$57.4K - $62.4K
|
4.22K
$294K
|
|
May 14, 2021
Q1 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.29K- 8.41% |
$58.6K - $63.7K
|
14K
$979K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.29K- 92.6% |
$58.6K - $63.7K
|
103
$7.19K
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.32KClosed |
$59.9K - $65.1K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.34K- 4.46% |
$61.1K - $66.4K
|
28.8K
$2.01M
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.38K- 4.14% |
$62.9K - $68.3K
|
32K
$2.24M
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.39K- 1.08% |
$63.4K - $68.9K
|
127K
$8.87M
|
|
May 14, 2021
Q1 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.49K- 9.87% |
$67.6K - $73.5K
|
13.6K
$948K
|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 2.32% |
$69.2K - $75.2K
|
64K
$4.47M
|
|
May 03, 2021
Q1 2021
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.57K- 2.75% |
$71.4K - $77.6K
|
55.5K
$3.87M
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.57K- 1.57% |
$71.4K - $77.6K
|
98.6K
$6.88M
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.64K- 15.74% |
$74.6K - $81.1K
|
8.78K
$613K
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-1.64KClosed |
$74.7K - $81.2K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.66K- 20.47% |
$75.6K - $82.2K
|
6.46K
$451K
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.78K- 23.09% |
$81.1K - $88.2K
|
5.94K
$415K
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.99K- 5.63% |
$90.6K - $98.5K
|
33.4K
$2.33M
|
|
May 06, 2021
Q1 2021
|
Daniels&Tansey,Llp
|
SELL
|
- |
-2.03K- 5.44% |
$92.5K - $101K
|
35.4K
$2.47M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.05K- 32.55% |
$93.1K - $101K
|
4.24K
$296K
|
|
Apr 19, 2021
Q1 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.08K- 14.33% |
$94.6K - $103K
|
12.4K
$868K
|
|
Mar 28, 2023
Q1 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.16K- 11.03% |
$98.1K - $107K
|
17.4K
$1.22M
|
|
May 07, 2021
Q1 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.28K- 3.29% |
$104K - $113K
|
67.1K
$4.69M
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.43KClosed |
$111K - $120K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 55.66% |
$121K - $132K
|
2.12K
$148K
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.8KClosed |
$127K - $139K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.81K- 2.3% |
$128K - $139K
|
119K
$8.34M
|
|
Apr 30, 2021
Q1 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.05K- 0.82% |
$139K - $151K
|
371K
$25.9M
|
|
Apr 29, 2021
Q1 2021
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-3.07K- 12.55% |
$140K - $152K
|
21.4K
$1.49M
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.11K- 37.63% |
$142K - $154K
|
5.16K
$360K
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.12K- 20.4% |
$142K - $154K
|
12.2K
$851K
|
|
May 10, 2021
Q1 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.12K- 0.79% |
$142K - $154K
|
394K
$27.5M
|
|
Apr 06, 2021
Q1 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.23K- 4.92% |
$147K - $159K
|
62.3K
$4.35M
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.27K- 2.23% |
$148K - $161K
|
143K
$9.99M
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.5K- 13.87% |
$159K - $173K
|
21.7K
$1.52M
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.51K- 34.91% |
$160K - $174K
|
6.55K
$457K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-3.53K- 9.4% |
$161K - $175K
|
34K
$2.37M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.68K- 1.29% |
$167K - $182K
|
282K
$19.7M
|
|
Apr 06, 2021
Q1 2021
|
Private Trust CO Na
|
SELL
|
- |
-3.7K- 31.89% |
$168K - $183K
|
7.9K
$551K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.71K- 8.78% |
$169K - $183K
|
38.5K
$2.69M
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.9K- 45.59% |
$177K - $193K
|
4.66K
$325K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.94K- 20.48% |
$179K - $195K
|
15.3K
$1.07M
|