Purchases and Sales Made in Q1 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
26.1KNew |
$1.34M - $1.53M
|
26.1K
$1.91M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
26K+ 70.36% |
$1.33M - $1.53M
|
62.9K
$4.61M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
24.1K+ 677.22% |
$1.24M - $1.42M
|
27.7K
$2.03M
|
|
|
May 10, 2022
Q1 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
23.4KNew |
$1.2M - $1.38M
|
23.4K
$1.72M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
22.8KNew |
$1.17M - $1.34M
|
22.8K
$1.67M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
22.5K+ 9.18% |
$1.16M - $1.33M
|
268K
$19.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
22.3K+ 25.88% |
$1.15M - $1.31M
|
109K
$7.95M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
19.3K+ 2.58% |
$994K - $1.14M
|
770K
$56.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
17.1K+ 8.05% |
$877K - $1M
|
229K
$16.8M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17K+ 20.95% |
$871K - $998K
|
98K
$7.17M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.8K+ 78.66% |
$864K - $989K
|
38.2K
$2.8M
|
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
16.4K+ 13.64% |
$842K - $964K
|
137K
$10M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
16.3KNew |
$839K - $960K
|
16.3K
$1.2M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.9K+ 5.05% |
$816K - $935K
|
331K
$24.2M
|
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 30.38% |
$792K - $907K
|
66.2K
$4.85M
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
15K+ 57.95% |
$771K - $883K
|
40.9K
$3M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
14.6K+ 9.15% |
$748K - $857K
|
174K
$12.7M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.2KNew |
$729K - $834K
|
14.2K
$1.04M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7K+ 2.01% |
$704K - $806K
|
696K
$51M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
13.6K+ 212.4% |
$700K - $802K
|
20.1K
$1.47M
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12.8K+ 188.22% |
$658K - $754K
|
19.6K
$1.44M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
12.3K+ 56.64% |
$634K - $726K
|
34.1K
$2.5M
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
12.2K+ 15.9% |
$628K - $719K
|
89.1K
$6.52M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
11.5K+ 26.14% |
$591K - $677K
|
55.5K
$4.07M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.4K+ 71.94% |
$588K - $673K
|
27.4K
$2M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3K+ 59.51% |
$580K - $664K
|
30.3K
$2.22M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
11.1K+ 53.07% |
$572K - $655K
|
32.1K
$2.35M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1K+ 39.94% |
$570K - $653K
|
38.9K
$2.85M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
10.9K+ 7.23% |
$562K - $644K
|
162K
$11.9M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
10.9KNew |
$560K - $642K
|
10.9K
$799K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10.7K+ 65.2% |
$551K - $631K
|
27.2K
$1.99M
|
|
|
May 04, 2022
Q1 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
10.5K+ 19.7% |
$541K - $620K
|
64K
$4.69M
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
10K+ 0.72% |
$514K - $589K
|
1.39M
$102M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.34K+ 4.52% |
$479K - $549K
|
216K
$15.8M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
9.23K+ 15.17% |
$474K - $543K
|
70.1K
$5.13M
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.96K+ 6.44% |
$460K - $527K
|
148K
$10.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8.7K+ 34.53% |
$447K - $512K
|
33.9K
$2.48M
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
8.01K+ 18.52% |
$411K - $471K
|
51.3K
$3.75M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.64K+ 6.26% |
$392K - $449K
|
130K
$9.5M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.29K+ 7.57% |
$374K - $429K
|
104K
$7.58M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.19KNew |
$369K - $423K
|
7.19K
$526K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.83K+ 16665.85% |
$351K - $402K
|
6.87K
$503K
|
|
|
May 13, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
6.75KNew |
$346K - $397K
|
6.75K
$494K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.39K+ 274.84% |
$328K - $376K
|
8.72K
$638K
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
BUY
|
- |
6.29KNew |
$323K - $370K
|
6.29K
$461K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.21K+ 16.02% |
$319K - $365K
|
45K
$3.29M
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.21KNew |
$319K - $365K
|
6.21K
$454K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
6.13K+ 12.42% |
$315K - $360K
|
55.5K
$4.06M
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.01K+ 3.59% |
$308K - $353K
|
173K
$12.7M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.83K+ 3.58% |
$300K - $343K
|
169K
$12.3M
|