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 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.03K- 4.1% |
$53K - $60.7K
|
24.1K
$1.77M
|
|
|
Apr 18, 2022
Q1 2022
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.06K- 7.74% |
$54.6K - $62.5K
|
12.7K
$928K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.07K- 15.73% |
$54.9K - $62.9K
|
5.73K
$419K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.07KClosed |
$55K - $63K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.09K- 21.69% |
$56.1K - $64.3K
|
3.95K
$289K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.12K- 13.42% |
$57.7K - $66.1K
|
7.25K
$531K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.17K- 14.47% |
$60K - $68.8K
|
6.91K
$506K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.21K- 15.01% |
$62K - $71K
|
6.83K
$500K
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.21K- 11.36% |
$62.4K - $71.4K
|
9.47K
$694K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.23K- 6.7% |
$63.2K - $72.4K
|
17.1K
$1.25M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.23K- 7.46% |
$63.4K - $72.6K
|
15.3K
$1.12M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.25K- 3.2% |
$64.1K - $73.5K
|
37.8K
$2.77M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.28K- 2.55% |
$65.7K - $75.3K
|
48.9K
$3.58M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.4K- 35.71% |
$71.6K - $82.1K
|
2.51K
$184K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.4KClosed |
$72.1K - $82.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.42KClosed |
$72.7K - $83.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.44K- 16.29% |
$73.8K - $84.5K
|
7.38K
$540K
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.46K- 6.1% |
$74.8K - $85.7K
|
22.4K
$1.64M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.49K- 9.43% |
$76.7K - $87.9K
|
14.4K
$1.05M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.56K- 1.57% |
$80.3K - $91.9K
|
98.1K
$7.19M
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 2.03% |
$85.1K - $97.5K
|
80.2K
$5.87M
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-1.66K- 0.83% |
$85.4K - $97.8K
|
198K
$14.5M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.77K- 3.14% |
$91.1K - $104K
|
54.7K
$4.01M
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.84K- 5.9% |
$94.3K - $108K
|
29.3K
$2.15M
|
|
|
Apr 18, 2022
Q1 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.92K- 4.03% |
$98.4K - $113K
|
45.7K
$3.34M
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-2.08K- 3.78% |
$107K - $122K
|
53K
$3.88M
|
|
|
May 09, 2022
Q1 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.11K- 4.47% |
$108K - $124K
|
45.1K
$3.3M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.15K- 8.94% |
$110K - $126K
|
21.9K
$1.6M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.2K- 7.77% |
$113K - $129K
|
26.1K
$1.91M
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.24K- 6.12% |
$115K - $132K
|
34.3K
$2.51M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.37K- 3.22% |
$122K - $139K
|
71.1K
$5.21M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.4K- 0.93% |
$123K - $141K
|
255K
$18.6M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.4K- 32.39% |
$123K - $141K
|
5K
$366K
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.52K- 7.91% |
$130K - $148K
|
29.3K
$2.15M
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.53K- 7.97% |
$130K - $149K
|
29.3K
$2.14M
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.54K- 9.59% |
$131K - $149K
|
23.9K
$1.75M
|
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-2.56K- 7.25% |
$132K - $151K
|
32.8K
$2.4M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.59K- 7.13% |
$133K - $152K
|
33.7K
$2.47M
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-2.6K- 39.33% |
$133K - $153K
|
4K
$293K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.67KClosed |
$137K - $157K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.84K- 37.94% |
$146K - $167K
|
4.65K
$340K
|
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-2.95K- 8.08% |
$152K - $174K
|
33.6K
$2.46M
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-3.14K- 21.35% |
$161K - $184K
|
11.6K
$846K
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.15K- 46.12% |
$162K - $185K
|
3.68K
$269K
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-3.19K- 16.78% |
$164K - $188K
|
15.8K
$1.16M
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3.28K- 5.55% |
$169K - $193K
|
55.9K
$4.09M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.43K- 72.79% |
$176K - $202K
|
1.28K
$94K
|
|
|
May 04, 2022
Q1 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-3.44K- 4.16% |
$177K - $202K
|
79.3K
$5.81M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.47KClosed |
$178K - $204K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.52K- 10.37% |
$181K - $207K
|
30.4K
$2.23M
|