Purchases and Sales Made in Q1 2022 in Spdr Portfolio S&P 1500 Compos (SPTM)

SPTM Quotes by TradingView

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
Apr 21, 2022 Q1 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
1.3K
+ 30.83%
$66.5K - $76.2K
5.5K $402K
Apr 18, 2022 Q1 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.27K
+ 13.15%
$65.3K - $74.8K
10.9K $802K
Apr 12, 2022 Q1 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
1.16K
+ 3.25%
$59.5K - $68.2K
36.9K $2.7M
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

BUY
 -
1.1K
+ 7.03%
$56.4K - $64.6K
16.7K $1.22M
May 16, 2022 Q1 2022
Echo Wealth Management, LLC

BUY
 -
1.06K
+ 9.52%
$54.3K - $62.2K
12.2K $891K
May 06, 2022 Q1 2022
Tempus Wealth Planning, LLC

BUY
 -
1.05K
+ 10.67%
$54K - $61.8K
10.9K $798K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.04K
New
$53.4K - $61.2K
1.04K $76.1K
May 05, 2022 Q1 2022
Armbruster Capital Management, Inc.

BUY
 -
989
+ 17.45%
$50.8K - $58.2K
6.66K $487K
Apr 26, 2022 Q1 2022
Orca Investment Management, LLC

BUY
 -
949
+ 22.44%
$48.7K - $55.8K
5.18K $379K
May 10, 2022 Q1 2022
Meeder Asset Management Inc

BUY
 -
921
New
$47.3K - $54.2K
921 $67.4K
Apr 12, 2022 Q1 2022
Pure Financial Advisors, LLC

BUY
 -
895
+ 0.29%
$46K - $52.6K
309K $22.6M
Apr 06, 2022 Q1 2022
Murphy Capital Management Inc

BUY
 -
875
+ 11.39%
$44.9K - $51.5K
8.56K $627K
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
810
+ 6.23%
$41.6K - $47.6K
13.8K $1.01M
May 05, 2022 Q1 2022
Falcon Wealth Planning

BUY
 -
757
+ 15.49%
$38.9K - $44.5K
5.65K $413K
May 16, 2022 Q1 2022
V Wealth Advisors LLC

BUY
 -
755
+ 5.56%
$38.8K - $44.4K
14.3K $1.05M
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
704
+ 7.67%
$36.2K - $41.4K
9.88K $724K
May 13, 2022 Q1 2022
Lumbard & Kellner, LLC

Hollis, NH
BUY
 -
673
+ 18.63%
$34.6K - $39.6K
4.29K $314K
Apr 21, 2022 Q1 2022
Dagco, Inc.

BUY
 -
634
+ 2.75%
$32.6K - $37.3K
23.7K $1.74M
May 06, 2022 Q1 2022
Fairfield, Bush & Co.

Darien, CT
BUY
 -
600
New
$30.8K - $35.3K
600 $43.9K
May 05, 2022 Q1 2022
Larson Financial Group LLC

BUY
 -
586
+ 0.31%
$30.1K - $34.5K
187K $13.7M
Apr 14, 2022 Q1 2022
Praetorian Wealth Management, Inc.

BUY
 -
569
+ 0.64%
$29.2K - $33.5K
89.3K $6.54M
May 06, 2022 Q1 2022
Astoria Strategic Wealth, Inc.

BUY
 -
526
+ 3.57%
$27K - $30.9K
15.3K $1.12M
Apr 21, 2022 Q1 2022
Moseley Investment Management Inc

BUY
 -
519
+ 4.59%
$26.7K - $30.5K
11.8K $866K
Apr 19, 2024 Q1 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
512
+ 2.16%
$26.3K - $30.1K
24.2K $1.78M
Apr 26, 2022 Q1 2022
Shore Point Advisors, LLC

BUY
 -
504
+ 1.95%
$25.9K - $29.6K
26.4K $1.93M
May 04, 2022 Q1 2022
D. Scott Neal, Inc.

BUY
 -
474
+ 1.44%
$24.3K - $27.9K
33.5K $2.45M
May 06, 2022 Q1 2022
Fingerlakes Wealth Management, Inc.

BUY
 -
465
+ 1.3%
$23.9K - $27.4K
36.3K $2.66M
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
465
New
$23.9K - $27.4K
465 $34K
May 13, 2022 Q1 2022
Brighton Jones LLC

BUY
 -
454
+ 6.09%
$23.3K - $26.7K
7.91K $579K
May 10, 2022 Q1 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
442
+ 99.77%
$22.7K - $26K
885 $64.8K
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

BUY
 -
433
+ 1.37%
$22.2K - $25.5K
32K $2.34M
Apr 25, 2022 Q1 2022
Westside Investment Management, Inc.

BUY
 -
408
+ 1.53%
$21K - $24K
27.1K $1.99M
May 16, 2022 Q1 2022
First Manhattan CO

New York, NY
BUY
 -
385
New
$19.8K - $22.6K
385 $28.2K
Apr 29, 2022 Q1 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
355
+ 6.97%
$18.2K - $20.9K
5.45K $399K
May 04, 2022 Q1 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
302
+ 5.54%
$15.5K - $17.8K
5.76K $421K
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
301
+ 2.86%
$15.5K - $17.7K
10.8K $792K
May 16, 2022 Q1 2022
Tlwm

San Antonio, TX
BUY
 -
298
+ 3.09%
$15.3K - $17.5K
9.95K $728K
Apr 25, 2022 Q1 2022
Tfo Tdc, LLC

BUY
 -
281
+ 69.21%
$14.4K - $16.5K
687 $50.3K
Jul 28, 2022 Q1 2022
Outlook Wealth Advisors, LLC

BUY
 -
263
+ 0.33%
$13.5K - $15.5K
80.4K $5.89M
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
262
New
$13.5K - $15.4K
262 $19.2K
Apr 27, 2022 Q1 2022
Horst & Graben Wealth Management LLC

BUY
 -
257
+ 5.53%
$13.2K - $15.1K
4.9K $359K
Apr 27, 2022 Q1 2022
Wooster Corthell Wealth Management, Inc.

BUY
 -
254
+ 1.42%
$13K - $14.9K
18.1K $1.33M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
250
+ 0.26%
$12.8K - $14.7K
96.9K $7.1M
Apr 13, 2022 Q1 2022
Freedman Financial Associates, Inc.

Peabody, MA
BUY
 -
233
+ 22.64%
$12K - $13.7K
1.26K $92.4K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
230
+ 10.98%
$11.8K - $13.5K
2.33K $170K
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
213
+ 10.4%
$10.9K - $12.5K
2.26K $166K
May 16, 2022 Q1 2022
Siena Capital LLC

Cincinnati, OH
BUY
 -
181
New
$9.3K - $10.6K
181 $13.3K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
150
+ 1.23%
$7.7K - $8.82K
12.3K $901K
Apr 21, 2022 Q1 2022
Darrow Company, Inc.

BUY
 -
144
+ 3.77%
$7.4K - $8.47K
3.97K $290K

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