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 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4.11KClosed |
$187K - $203K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.23K- 10.61% |
$192K - $209K
|
35.6K
$2.48M
|
|
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-4.26K- 0.46% |
$194K - $211K
|
928K
$64.8M
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-4.3K- 2.25% |
$196K - $213K
|
187K
$13M
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.66K- 0.87% |
$212K - $230K
|
532K
$37.1M
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.69K- 2.39% |
$213K - $232K
|
191K
$13.4M
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.88K- 40.81% |
$222K - $241K
|
7.07K
$494K
|
|
Apr 19, 2021
Q1 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-5.15KClosed |
$234K - $255K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.16K- 39.91% |
$235K - $255K
|
7.77K
$542K
|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
SELL
|
- |
-5.3K- 47.42% |
$241K - $262K
|
5.88K
$410K
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.55K- 7.54% |
$252K - $274K
|
68K
$4.75M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.68K- 0.85% |
$258K - $281K
|
664K
$46.4M
|
|
Apr 14, 2021
Q1 2021
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-5.7K- 8.56% |
$259K - $282K
|
60.9K
$4.25M
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.74K- 38.55% |
$261K - $284K
|
9.15K
$639K
|
|
Apr 23, 2021
Q1 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-5.76K- 2.24% |
$262K - $285K
|
251K
$17.5M
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.8K- 9.21% |
$264K - $287K
|
57.2K
$3.99M
|
|
Apr 15, 2021
Q1 2021
|
G&S Capital LLC
|
SELL
|
- |
-5.95K- 4.69% |
$271K - $294K
|
121K
$8.44M
|
|
Jun 01, 2021
Q1 2021
|
F
|
SELL
|
- |
-6.46KClosed |
$294K - $319K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-6.48K- 4.52% |
$295K - $320K
|
137K
$9.55M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.91KClosed |
$314K - $342K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-7.22KClosed |
$328K - $357K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-7.27K- 21.18% |
$331K - $359K
|
27.1K
$1.89M
|
|
Apr 28, 2021
Q1 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-7.39K- 9.36% |
$336K - $365K
|
71.5K
$4.99M
|
|
May 17, 2021
Q1 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-7.49KClosed |
$341K - $370K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-7.57KClosed |
$344K - $374K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-7.58K- 23.09% |
$345K - $375K
|
25.3K
$1.76M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-7.89K- 0.93% |
$359K - $390K
|
837K
$58.4M
|
|
May 13, 2021
Q1 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.94K- 34.25% |
$361K - $393K
|
15.2K
$1.06M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.99K- 15.25% |
$363K - $395K
|
44.4K
$3.1M
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.46K- 12.46% |
$385K - $418K
|
59.4K
$4.15M
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-8.5KClosed |
$387K - $420K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-8.78K- 17.27% |
$399K - $434K
|
42.1K
$2.94M
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.11K- 38.48% |
$414K - $450K
|
14.6K
$1.02M
|
|
Apr 20, 2021
Q1 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-9.17K- 13.09% |
$417K - $453K
|
60.9K
$4.25M
|
|
May 10, 2021
Q1 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-9.17K- 5.41% |
$417K - $454K
|
160K
$11.2M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.33K- 0.75% |
$425K - $461K
|
1.23M
$86.1M
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 26.19% |
$484K - $526K
|
30K
$2.09M
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
SELL
|
- |
-10.9K- 66.36% |
$494K - $537K
|
5.5K
$384K
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-10.9K- 59.71% |
$496K - $539K
|
7.36K
$513K
|
|
May 04, 2021
Q1 2021
|
Savant Capital, LLC
|
SELL
|
- |
-11.2K- 7.01% |
$511K - $556K
|
149K
$10.4M
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.5K- 5.55% |
$570K - $619K
|
213K
$14.9M
|
|
May 17, 2021
Q1 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-13.2K- 19.55% |
$599K - $651K
|
54.2K
$3.78M
|
|
Apr 26, 2021
Q1 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-14.1K- 12.13% |
$640K - $696K
|
102K
$7.11M
|
|
Apr 20, 2021
Q1 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-15.9K- 7.16% |
$724K - $787K
|
206K
$14.4M
|
|
May 03, 2021
Q1 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-16K- 4.31% |
$729K - $793K
|
356K
$24.9M
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-17.8KClosed |
$812K - $882K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-18K- 14.07% |
$817K - $888K
|
110K
$7.66M
|
|
Apr 28, 2021
Q1 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-18K- 7.12% |
$821K - $892K
|
235K
$16.4M
|
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-18.1K- 40.3% |
$823K - $895K
|
26.8K
$1.87M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.5K- 4.36% |
$843K - $917K
|
406K
$28.4M
|