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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-57- 0.1% |
$2.68K - $2.94K
|
54.7K
$4M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-59- 3.8% |
$2.77K - $3.05K
|
1.5K
$109K
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-66- 0.29% |
$3.1K - $3.41K
|
23K
$1.68M
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-67- 0.36% |
$3.15K - $3.46K
|
18.3K
$1.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-73- 1.33% |
$3.43K - $3.77K
|
5.41K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-80- 1.03% |
$3.76K - $4.13K
|
7.71K
$565K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-82- 0.4% |
$3.85K - $4.24K
|
20.5K
$1.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-89- 0.37% |
$4.18K - $4.6K
|
24.3K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 1.13% |
$4.7K - $5.17K
|
8.73K
$639K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-102- 95.33% |
$4.79K - $5.27K
|
5
$366
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-108- 0.33% |
$5.07K - $5.58K
|
33K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-118- 0.45% |
$5.54K - $6.09K
|
25.9K
$1.89M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-123- 5.06% |
$5.78K - $6.35K
|
2.31K
$169K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-130- 4.51% |
$6.11K - $6.71K
|
2.75K
$202K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-136- 0.43% |
$6.39K - $7.02K
|
31.3K
$2.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-177- 20.92% |
$8.31K - $9.14K
|
669
$49K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-193- 0.09% |
$9.07K - $9.97K
|
205K
$15M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-204- 0.98% |
$9.58K - $10.5K
|
20.7K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-216- 0.89% |
$10.1K - $11.2K
|
24.1K
$1.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-228- 1.91% |
$10.7K - $11.8K
|
11.7K
$856K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-233- 1.02% |
$10.9K - $12K
|
22.7K
$1.66M
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-238- 0.78% |
$11.2K - $12.3K
|
30.2K
$2.21M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-266- 2.76% |
$12.5K - $13.7K
|
9.38K
$687K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-267- 3.89% |
$12.5K - $13.8K
|
6.6K
$483K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-268- 1.01% |
$12.6K - $13.8K
|
26.3K
$1.93M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-274- 4.09% |
$12.9K - $14.2K
|
6.43K
$471K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-299- 0.26% |
$14K - $15.4K
|
113K
$8.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-347- 0.36% |
$16.3K - $17.9K
|
96.2K
$7.04M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-350- 7.23% |
$16.4K - $18.1K
|
4.49K
$329K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-362- 2.09% |
$17K - $18.7K
|
16.9K
$1.24M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-410- 3.67% |
$19.3K - $21.2K
|
10.8K
$789K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-412Closed |
$19.4K - $21.3K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-419- 2.51% |
$19.7K - $21.6K
|
16.3K
$1.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-428- 0.91% |
$20.1K - $22.1K
|
46.4K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-446- 1.83% |
$20.9K - $23K
|
24K
$1.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-451- 4.63% |
$21.2K - $23.3K
|
9.29K
$680K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-455- 35.74% |
$21.4K - $23.5K
|
818
$59.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-493- 0.56% |
$23.2K - $25.5K
|
86.9K
$6.37M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-512- 5.24% |
$24K - $26.4K
|
9.26K
$678K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-537- 8.38% |
$25.2K - $27.7K
|
5.87K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-556- 3.18% |
$26.1K - $28.7K
|
17K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-556- 0.46% |
$26.1K - $28.7K
|
121K
$8.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-571- 5.58% |
$26.8K - $29.5K
|
9.67K
$708K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-588- 0.41% |
$27.6K - $30.4K
|
144K
$10.5M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-592- 2.08% |
$27.8K - $30.6K
|
27.9K
$2.04M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-606- 3.54% |
$28.5K - $31.3K
|
16.5K
$1.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-612- 6.02% |
$28.7K - $31.6K
|
9.56K
$700K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-619- 1.48% |
$29.1K - $32K
|
41.3K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-655- 0.8% |
$30.8K - $33.8K
|
81.2K
$5.95M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-668- 2.86% |
$31.4K - $34.5K
|
22.7K
$1.66M
|