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 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
6.01K+ 30.75% |
$282K - $311K
|
25.6K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
5.82K+ 3.85% |
$274K - $301K
|
157K
$11.5M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.05KNew |
$237K - $261K
|
5.05K
$370K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.99K+ 99.74% |
$234K - $257K
|
9.98K
$731K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.9K+ 8.14% |
$230K - $253K
|
65.1K
$4.77M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.79K+ 1.0% |
$225K - $247K
|
482K
$35.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
4.75KNew |
$223K - $245K
|
4.75K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.72KNew |
$222K - $244K
|
4.72K
$346K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.62K+ 31.45% |
$217K - $239K
|
19.3K
$1.41M
|
|
|
Jun 14, 2023
Q1 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
4.58KNew |
$215K - $236K
|
4.58K
$335K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.4K+ 92.8% |
$207K - $227K
|
9.14K
$669K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.38K+ 87.42% |
$206K - $226K
|
9.4K
$688K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.31K+ 26.19% |
$202K - $222K
|
20.7K
$1.52M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.26K+ 8.34% |
$200K - $220K
|
55.3K
$4.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.21KNew |
$198K - $218K
|
4.21K
$309K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.17KNew |
$196K - $216K
|
4.17K
$306K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
4.11KNew |
$193K - $212K
|
4.11K
$301K
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
4.07KNew |
$191K - $210K
|
4.07K
$298K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
4.06KNew |
$191K - $210K
|
4.06K
$297K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
4.04KNew |
$190K - $209K
|
4.04K
$296K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.01K+ 8.22% |
$188K - $207K
|
52.8K
$3.86M
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4KNew |
$188K - $206K
|
4K
$293K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
3.96K+ 18.71% |
$186K - $204K
|
25.1K
$1.84M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.93K+ 4.06% |
$185K - $203K
|
101K
$7.38M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.93K+ 6.45% |
$184K - $203K
|
64.9K
$4.75M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.75K+ 6.64% |
$176K - $193K
|
60.2K
$4.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.59K+ 7.97% |
$169K - $186K
|
48.7K
$3.57M
|
|
|
May 04, 2023
Q1 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 2.45% |
$158K - $174K
|
140K
$10.3M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
3.24K+ 3.24% |
$152K - $167K
|
103K
$7.56M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.21K+ 1.93% |
$151K - $166K
|
170K
$12.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.05K+ 4.7% |
$143K - $158K
|
68.1K
$4.98M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.05K+ 6.79% |
$143K - $157K
|
47.9K
$3.51M
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.85K+ 17.81% |
$134K - $147K
|
18.9K
$1.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.58K+ 21.5% |
$121K - $133K
|
14.6K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.55K+ 12.24% |
$120K - $132K
|
23.4K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.52KNew |
$118K - $130K
|
2.52K
$185K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.52K+ 35.69% |
$118K - $130K
|
9.57K
$700K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.49KNew |
$117K - $128K
|
2.49K
$182K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.45K+ 7.58% |
$115K - $127K
|
34.8K
$2.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.36K+ 1.15% |
$111K - $122K
|
207K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.35K+ 17.63% |
$111K - $122K
|
15.7K
$1.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.21K+ 0.46% |
$104K - $114K
|
485K
$35.5M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.2K+ 8.18% |
$103K - $113K
|
29K
$2.13M
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
2.13K+ 0.55% |
$100K - $110K
|
392K
$28.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.02K+ 6.33% |
$94.6K - $104K
|
33.9K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2K+ 1.66% |
$94.1K - $104K
|
123K
$8.98M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.91K+ 1.92% |
$89.7K - $98.7K
|
101K
$7.42M
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.89K+ 1.02% |
$88.7K - $97.6K
|
186K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.82K+ 2.97% |
$85.3K - $93.8K
|
62.9K
$4.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.58KNew |
$74.1K - $81.5K
|
1.58K
$115K
|