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 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-727- 10.66% |
$34.1K - $37.5K
|
6.09K
$446K
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-730- 7.02% |
$34.3K - $37.7K
|
9.67K
$708K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-771- 8.14% |
$36.2K - $39.8K
|
8.71K
$638K
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-773- 2.65% |
$36.3K - $39.9K
|
28.4K
$2.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-778- 0.45% |
$36.5K - $40.2K
|
173K
$12.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-793- 3.37% |
$37.2K - $41K
|
22.8K
$1.67M
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-801- 0.11% |
$37.6K - $41.4K
|
707K
$51.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-802- 7.78% |
$37.7K - $41.4K
|
9.5K
$696K
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-811- 0.24% |
$38.1K - $41.9K
|
342K
$25M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-816- 3.0% |
$38.3K - $42.1K
|
26.4K
$1.93M
|
|
|
May 01, 2023
Q1 2023
|
F
|
SELL
|
- |
-831- 13.16% |
$39K - $42.9K
|
5.48K
$402K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-912- 9.18% |
$42.8K - $47.1K
|
9.02K
$661K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-974- 2.67% |
$45.7K - $50.3K
|
35.5K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1K- 6.59% |
$47.2K - $51.9K
|
14.2K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.01K- 0.88% |
$47.3K - $52K
|
114K
$8.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.12K- 13.06% |
$52.6K - $57.8K
|
7.46K
$546K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1.14K- 2.86% |
$53.5K - $58.9K
|
38.8K
$2.84M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.17K- 8.55% |
$54.8K - $60.2K
|
12.5K
$913K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.17K- 8.55% |
$54.8K - $60.2K
|
12.5K
$913K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.2K- 5.14% |
$56.1K - $61.7K
|
22K
$1.61M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.22K- 1.61% |
$57.2K - $62.9K
|
74.4K
$5.45M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.23K- 11.86% |
$57.6K - $63.3K
|
9.11K
$667K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.24K- 2.39% |
$58.2K - $64K
|
50.7K
$3.71M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.24K- 11.76% |
$58.2K - $64K
|
9.3K
$681K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.28K- 10.96% |
$59.9K - $65.9K
|
10.4K
$759K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.28K- 0.8% |
$60.3K - $66.3K
|
160K
$11.7M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 10.44% |
$60.8K - $66.9K
|
11.1K
$814K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 8.89% |
$63.4K - $69.7K
|
13.8K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.51K- 1.57% |
$70.8K - $77.8K
|
94.2K
$6.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-1.55K- 18.87% |
$72.8K - $80.1K
|
6.66K
$488K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.66K- 12.65% |
$78.1K - $85.9K
|
11.5K
$841K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.69K- 0.85% |
$79.6K - $87.5K
|
197K
$14.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.76K- 7.52% |
$82.6K - $90.9K
|
21.6K
$1.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.78K- 4.97% |
$83.5K - $91.8K
|
34K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.83K- 7.54% |
$86K - $94.6K
|
22.5K
$1.64M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.89K- 18.79% |
$88.8K - $97.7K
|
8.17K
$599K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.96K- 8.72% |
$92K - $101K
|
20.5K
$1.5M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.97K- 6.93% |
$92.6K - $102K
|
26.5K
$1.94M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2K- 14.4% |
$93.9K - $103K
|
11.9K
$871K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.01K- 7.29% |
$94.4K - $104K
|
25.6K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.04K- 20.85% |
$95.8K - $105K
|
7.74K
$567K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-2.04K- 9.66% |
$96K - $106K
|
19.1K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.08K- 17.08% |
$97.7K - $107K
|
10.1K
$739K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2.29K- 11.71% |
$108K - $118K
|
17.3K
$1.27M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.35K- 26.88% |
$111K - $122K
|
6.4K
$469K
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.4K- 13.22% |
$112K - $124K
|
15.7K
$1.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-2.55K- 5.65% |
$120K - $132K
|
42.6K
$3.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.67K- 10.37% |
$126K - $138K
|
23.1K
$1.69M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.68K- 11.82% |
$126K - $138K
|
20K
$1.46M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.88K- 17.14% |
$135K - $149K
|
13.9K
$1.02M
|