Purchases and Sales Made in Q1 2024 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 2024. 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 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.67MNew |
$211M - $236M
|
3.67M
$266M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.78M+ 174.77% |
$102M - $114M
|
2.79M
$202M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
913K+ 136.91% |
$52.4M - $58.6M
|
1.58M
$114M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
406KNew |
$23.3M - $26M
|
406K
$29.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
343K+ 11.67% |
$19.7M - $22M
|
3.28M
$237M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
203K+ 16.0% |
$11.7M - $13M
|
1.47M
$106M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
146K+ 23.01% |
$8.4M - $9.39M
|
782K
$56.5M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
121K+ 31.41% |
$6.95M - $7.76M
|
506K
$36.6M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
109K+ 12.36% |
$6.27M - $7.01M
|
993K
$71.8M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
83.5KNew |
$4.79M - $5.36M
|
83.5K
$6.03M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
80.5K+ 18.55% |
$4.62M - $5.16M
|
514K
$37.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
72.1K+ 849.98% |
$4.14M - $4.63M
|
80.6K
$5.83M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
70.1K+ 3.06% |
$4.02M - $4.5M
|
2.36M
$171M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
67.3K+ 98.58% |
$3.86M - $4.32M
|
136K
$9.8M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
65.3K+ 25.66% |
$3.74M - $4.19M
|
320K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.6K+ 127.51% |
$3.02M - $3.37M
|
93.8K
$6.78M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
51.8KNew |
$2.97M - $3.32M
|
51.8K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
51.3K+ 3.5% |
$2.95M - $3.29M
|
1.52M
$110M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
47.2KNew |
$2.71M - $3.03M
|
47.2K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.2KNew |
$2.6M - $2.9M
|
45.2K
$3.27M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
42.2K+ 4.49% |
$2.42M - $2.7M
|
982K
$71M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
40.9K+ 787.18% |
$2.35M - $2.62M
|
46.1K
$3.33M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
40.4KNew |
$2.32M - $2.59M
|
40.4K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.2K+ 20.56% |
$2.31M - $2.58M
|
236K
$17M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
34.9K+ 4.64% |
$2M - $2.24M
|
787K
$56.8M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
34.8KNew |
$2M - $2.24M
|
34.8K
$2.52M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
34.6K+ 2.66% |
$1.99M - $2.22M
|
1.34M
$96.8M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
33.1K+ 6.28% |
$1.9M - $2.12M
|
560K
$40.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.8K+ 2.7% |
$1.88M - $2.11M
|
1.25M
$90.4M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
29.2KNew |
$1.68M - $1.87M
|
29.2K
$2.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29K+ 1.39% |
$1.66M - $1.86M
|
2.11M
$153M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28.3K+ 136.0% |
$1.63M - $1.82M
|
49.1K
$3.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
27.6KNew |
$1.58M - $1.77M
|
27.6K
$1.99M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26.3K+ 40.32% |
$1.51M - $1.69M
|
91.7K
$6.63M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.2KNew |
$1.5M - $1.68M
|
26.2K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26K+ 94.64% |
$1.49M - $1.67M
|
53.5K
$3.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
25.5K+ 5.61% |
$1.46M - $1.64M
|
480K
$34.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
25.5KNew |
$1.46M - $1.63M
|
25.5K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
25.4KNew |
$1.46M - $1.63M
|
25.4K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
25KNew |
$1.43M - $1.6M
|
25K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.6K+ 27.0% |
$1.41M - $1.58M
|
116K
$8.36M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24.1KNew |
$1.38M - $1.55M
|
24.1K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
24K+ 4.56% |
$1.38M - $1.54M
|
550K
$39.8M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
23.3K+ 1135.41% |
$1.34M - $1.5M
|
25.4K
$1.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
22.4K+ 2.6% |
$1.29M - $1.44M
|
885K
$63.9M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.3K+ 122.5% |
$1.28M - $1.43M
|
40.5K
$2.93M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.7K+ 30.18% |
$1.25M - $1.39M
|
93.8K
$6.78M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.2K+ 7.59% |
$1.22M - $1.36M
|
301K
$21.7M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
19.9KNew |
$1.14M - $1.27M
|
19.9K
$1.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
19.8K+ 5.8% |
$1.14M - $1.27M
|
361K
$26.1M
|