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
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-35.7K- 10.71% |
$2.05M - $2.29M
|
297K
$21.5M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-36K- 54.03% |
$2.06M - $2.31M
|
30.6K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.3K- 7.76% |
$2.14M - $2.39M
|
444K
$32.1M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-45.1K- 13.64% |
$2.59M - $2.89M
|
286K
$20.6M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-46.8K- 26.06% |
$2.68M - $3M
|
133K
$9.59M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.1K- 3.7% |
$2.82M - $3.15M
|
1.28M
$92.2M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-51.5K- 53.89% |
$2.96M - $3.31M
|
44.1K
$3.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-64.3K- 11.53% |
$3.69M - $4.12M
|
493K
$35.6M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-66.8K- 26.2% |
$3.83M - $4.28M
|
188K
$13.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-73.5K- 94.5% |
$4.22M - $4.72M
|
4.28K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-79.2K- 52.17% |
$4.54M - $5.08M
|
72.6K
$5.25M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-79.4K- 16.02% |
$4.56M - $5.09M
|
416K
$30.1M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-88.3K- 15.02% |
$5.07M - $5.67M
|
500K
$36.1M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-107K- 12.23% |
$6.14M - $6.86M
|
767K
$55.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-108K- 12.15% |
$6.19M - $6.92M
|
779K
$56.3M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-109K- 70.31% |
$6.27M - $7.01M
|
46.1K
$3.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-125K- 18.16% |
$7.17M - $8.01M
|
563K
$40.7M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-126K- 43.07% |
$7.21M - $8.07M
|
166K
$12M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-126K- 20.23% |
$7.23M - $8.08M
|
497K
$35.9M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-140K- 46.12% |
$8.04M - $8.99M
|
164K
$11.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-165K- 31.75% |
$9.44M - $10.6M
|
354K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-194K- 82.44% |
$11.1M - $12.5M
|
41.3K
$2.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-211K- 56.37% |
$12.1M - $13.5M
|
163K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-342K- 3.9% |
$19.6M - $21.9M
|
8.43M
$609M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-343K- 33.11% |
$19.7M - $22M
|
694K
$50.1M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-353K- 32.77% |
$20.2M - $22.6M
|
723K
$52.3M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-404K- 68.26% |
$23.2M - $25.9M
|
188K
$13.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-432K- 92.96% |
$24.8M - $27.7M
|
32.7K
$2.36M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-622K- 99.26% |
$35.7M - $39.9M
|
4.66K
$337K
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-651K- 98.41% |
$37.4M - $41.8M
|
10.5K
$759K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-727K- 95.32% |
$41.7M - $46.7M
|
35.7K
$2.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.56M- 56.78% |
$147M - $164M
|
1.95M
$141M
|