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 |
---|---|---|---|---|---|---|---|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
5.65K+ 26.15% |
$290K - $332K
|
27.2K
$1.99M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.61KNew |
$288K - $330K
|
5.61K
$411K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.38K+ 3.93% |
$276K - $317K
|
142K
$10.4M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
5.26K+ 129.92% |
$270K - $309K
|
9.31K
$681K
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
5.26K+ 107.48% |
$270K - $309K
|
10.1K
$743K
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
5.26KNew |
$270K - $309K
|
5.26K
$385K
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.1K+ 29.21% |
$262K - $300K
|
22.5K
$1.65M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5KNew |
$257K - $294K
|
5K
$366K
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.93KNew |
$253K - $290K
|
4.93K
$361K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.52K+ 25.75% |
$232K - $266K
|
22.1K
$1.61M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.4KNew |
$226K - $259K
|
4.4K
$322K
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
4.23K+ 11.51% |
$217K - $249K
|
41K
$3M
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
4.14KNew |
$213K - $243K
|
4.14K
$303K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.76K+ 6.14% |
$193K - $221K
|
64.9K
$4.75M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.75KNew |
$192K - $220K
|
3.75K
$274K
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.7K+ 4.86% |
$190K - $217K
|
79.8K
$5.85M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.66KNew |
$188K - $215K
|
3.66K
$268K
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
3.32K+ 176.02% |
$170K - $195K
|
5.2K
$381K
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.32K+ 12.7% |
$170K - $195K
|
29.4K
$2.16M
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.09K+ 2.45% |
$158K - $182K
|
129K
$9.43M
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.07K+ 22.63% |
$158K - $180K
|
16.6K
$1.22M
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.04K+ 1.35% |
$156K - $179K
|
228K
$16.7M
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.96K+ 9.14% |
$152K - $174K
|
35.4K
$2.59M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.94K+ 8.35% |
$151K - $173K
|
38.1K
$2.79M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.93K+ 6.06% |
$151K - $172K
|
51.3K
$3.76M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.89K+ 13.69% |
$148K - $170K
|
24K
$1.76M
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.87K+ 6.11% |
$147K - $169K
|
49.7K
$3.64M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.76K+ 8.13% |
$142K - $163K
|
36.8K
$2.69M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.62K+ 494.33% |
$134K - $154K
|
3.14K
$230K
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.61K+ 2.38% |
$134K - $154K
|
112K
$8.23M
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.56K+ 12.91% |
$131K - $151K
|
22.4K
$1.64M
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.54K+ 3.16% |
$131K - $150K
|
82.9K
$6.07M
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
2.34K+ 1.84% |
$120K - $138K
|
129K
$9.48M
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.13K+ 16.48% |
$109K - $125K
|
15.1K
$1.1M
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.11K+ 8.07% |
$108K - $124K
|
28.2K
$2.07M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.09K+ 1.54% |
$107K - $123K
|
138K
$10.1M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.07K+ 90.37% |
$107K - $122K
|
4.37K
$320K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2K+ 21.05% |
$103K - $118K
|
11.5K
$842K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.98K+ 28.99% |
$102K - $117K
|
8.83K
$646K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.89KNew |
$96.8K - $111K
|
1.89K
$138K
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
1.88K+ 16.58% |
$96.7K - $111K
|
13.2K
$970K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.69K+ 1.75% |
$86.8K - $99.4K
|
98.4K
$7.2M
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.64K+ 3.47% |
$84K - $96.2K
|
48.8K
$3.58M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.5K+ 0.24% |
$77.2K - $88.5K
|
620K
$45.4M
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.5K+ 1.77% |
$77K - $88.2K
|
86.3K
$6.32M
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.48K+ 0.17% |
$75.9K - $86.9K
|
849K
$62.2M
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.45K+ 7.09% |
$74.3K - $85.1K
|
21.8K
$1.6M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.44K+ 7.48% |
$73.9K - $84.6K
|
20.7K
$1.51M
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.38K+ 4.34% |
$70.8K - $81.1K
|
33.1K
$2.43M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.34KNew |
$68.9K - $78.9K
|
1.34K
$98.2K
|