Purchases and Sales Made in Q1 2023 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 2023. 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 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
21.9K+ 82.57% |
$1.03M - $1.13M
|
48.5K
$3.55M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.9KNew |
$1.03M - $1.13M
|
21.9K
$1.61M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
21KNew |
$986K - $1.08M
|
21K
$1.54M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.9K+ 1.93% |
$935K - $1.03M
|
1.05M
$77.1M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
18.8K+ 30.25% |
$881K - $969K
|
80.8K
$5.91M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
18.7K+ 22.65% |
$881K - $968K
|
102K
$7.43M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
17.8K+ 2.23% |
$838K - $921K
|
819K
$60M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
17.7K+ 18.14% |
$833K - $916K
|
116K
$8.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.6K+ 12.68% |
$826K - $909K
|
156K
$11.5M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
17.5K+ 4.47% |
$822K - $904K
|
409K
$30M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 20.62% |
$819K - $901K
|
102K
$7.47M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
17.2K+ 4.91% |
$807K - $888K
|
367K
$26.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16.9K+ 6.19% |
$793K - $872K
|
290K
$21.2M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.8K+ 34.94% |
$788K - $866K
|
64.8K
$4.74M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
16.3K+ 94.2% |
$764K - $841K
|
33.6K
$2.46M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16.2KNew |
$759K - $835K
|
16.2K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.4K+ 68.18% |
$724K - $796K
|
38K
$2.78M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
15.2K+ 2.33% |
$715K - $786K
|
667K
$48.9M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.1K+ 5.16% |
$710K - $781K
|
308K
$22.6M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
15KNew |
$704K - $774K
|
15K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.8K+ 310.7% |
$694K - $764K
|
19.5K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.3K+ 126.53% |
$673K - $741K
|
25.7K
$1.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
13.2K+ 12.61% |
$620K - $682K
|
118K
$8.64M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.7K+ 49.41% |
$597K - $656K
|
38.4K
$2.81M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.9K+ 56.29% |
$561K - $617K
|
33.2K
$2.43M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
11.8K+ 1.51% |
$554K - $609K
|
791K
$57.9M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
11.7KNew |
$551K - $606K
|
11.7K
$859K
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11.4K+ 9.0% |
$536K - $590K
|
138K
$10.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.3KNew |
$533K - $586K
|
11.3K
$831K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11.3K+ 2.4% |
$532K - $585K
|
484K
$35.4M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 8.4% |
$522K - $574K
|
143K
$10.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
11K+ 2.42% |
$515K - $566K
|
464K
$34M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
10.6K+ 52.13% |
$497K - $547K
|
30.9K
$2.26M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.3K+ 6.66% |
$482K - $530K
|
164K
$12M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.1KNew |
$476K - $523K
|
10.1K
$742K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.84K+ 2.62% |
$462K - $508K
|
386K
$28.2M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
9.73K+ 19.42% |
$457K - $503K
|
59.8K
$4.38M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.26K+ 39.76% |
$435K - $478K
|
32.5K
$2.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
9.24KNew |
$434K - $477K
|
9.24K
$676K
|
|
|
Apr 14, 2023
Q1 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
9.17K+ 6.08% |
$431K - $474K
|
160K
$11.7M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.61K+ 15.32% |
$357K - $393K
|
57.2K
$4.19M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.15K+ 11.24% |
$336K - $369K
|
70.8K
$5.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
6.95K+ 5.37% |
$326K - $359K
|
136K
$9.98M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.92K+ 97.32% |
$325K - $358K
|
14K
$1.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
6.83K+ 24.84% |
$321K - $353K
|
34.3K
$2.51M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
6.61K+ 11.94% |
$311K - $341K
|
62K
$4.54M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.48K+ 2.9% |
$304K - $334K
|
230K
$16.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.42K+ 12.63% |
$301K - $331K
|
57.2K
$4.19M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.37KNew |
$299K - $329K
|
6.37K
$467K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6.31K+ 79.2% |
$296K - $326K
|
14.3K
$1.04M
|