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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
132+ 1.15% |
$6.78K - $7.76K
|
11.6K
$852K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
123New |
$6.32K - $7.23K
|
123
$9.01K
|
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
100+ 1.09% |
$5.14K - $5.88K
|
9.3K
$681K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
92+ 2.77% |
$4.73K - $5.41K
|
3.42K
$250K
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
88+ 0.31% |
$4.52K - $5.18K
|
28.2K
$2.06M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
87+ 6.01% |
$4.47K - $5.12K
|
1.54K
$112K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
85+ 38.29% |
$4.37K - $5K
|
307
$22.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
75New |
$3.85K - $4.41K
|
75
$5.49K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
64+ 0.21% |
$3.29K - $3.76K
|
30.4K
$2.23M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
63+ 4.69% |
$3.24K - $3.71K
|
1.41K
$103K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57+ 0.95% |
$2.93K - $3.35K
|
6.09K
$446K
|
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
49+ 0.32% |
$2.52K - $2.88K
|
15.4K
$1.13M
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
40New |
$2.05K - $2.35K
|
40
$2.93K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
34+ 0.7% |
$1.75K - $2K
|
4.89K
$358K
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
32+ 0.89% |
$1.64K - $1.88K
|
3.64K
$267K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
27+ 0.38% |
$1.39K - $1.59K
|
7.23K
$529K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
24+ 0.17% |
$1.23K - $1.41K
|
14.1K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
23New |
$1.18K - $1.35K
|
23
$1.68K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20+ 23.53% |
$1.03K - $1.18K
|
105
$7.69K
|
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
17+ 0.41% |
$873 - $1K
|
4.12K
$301K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6+ 0.14% |
$308 - $353
|
4.27K
$313K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4+ 0.04% |
$205 - $235
|
10.2K
$744K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.27% |
$103 - $118
|
735
$53.8K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.3% |
$103 - $118
|
667
$48.8K
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2+ 0.06% |
$103 - $118
|
3.62K
$265K
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$51.4 - $58.8
|
5.17K
$379K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-4- 57.14% |
$205 - $235
|
3
$220
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6- 0.07% |
$308 - $353
|
8.08K
$591K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10- 0.09% |
$514 - $588
|
11.6K
$852K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 0.08% |
$719 - $823
|
17.3K
$1.27M
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-15- 0.4% |
$770 - $882
|
3.71K
$272K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-23- 0.23% |
$1.18K - $1.35K
|
10.1K
$738K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-26- 0.11% |
$1.34K - $1.53K
|
24.7K
$1.81M
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-35- 0.59% |
$1.8K - $2.06K
|
5.93K
$434K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-39- 0.26% |
$2K - $2.29K
|
15.1K
$1.11M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-42- 0.27% |
$2.16K - $2.47K
|
15.5K
$1.13M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-48- 0.73% |
$2.47K - $2.82K
|
6.54K
$479K
|
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-55- 0.35% |
$2.82K - $3.24K
|
15.6K
$1.15M
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-70- 0.82% |
$3.6K - $4.12K
|
8.46K
$620K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-75- 0.94% |
$3.85K - $4.41K
|
7.89K
$578K
|
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-86- 1.23% |
$4.42K - $5.06K
|
6.92K
$507K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-108- 0.78% |
$5.55K - $6.35K
|
13.8K
$1.01M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-113- 0.46% |
$5.8K - $6.65K
|
24.6K
$1.8M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-117- 1.31% |
$6.01K - $6.88K
|
8.85K
$648K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-126- 0.65% |
$6.47K - $7.41K
|
19.2K
$1.41M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-127Closed |
$6.52K - $7.47K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-134- 0.39% |
$6.88K - $7.88K
|
34.2K
$2.5M
|
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-135- 0.35% |
$6.93K - $7.94K
|
38.3K
$2.81M
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-136- 0.91% |
$6.98K - $8K
|
14.8K
$1.08M
|