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 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.47K+ 4.7% |
$256K - $287K
|
99.6K
$7.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.4KNew |
$252K - $282K
|
4.4K
$318K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.07K+ 4.25% |
$234K - $261K
|
99.8K
$7.23M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
4.03KNew |
$231K - $258K
|
4.03K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.89KNew |
$223K - $249K
|
3.89K
$282K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.86K+ 6.14% |
$221K - $247K
|
66.7K
$4.83M
|
|
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
3.78KNew |
$217K - $243K
|
3.78K
$274K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
3.75KNew |
$215K - $241K
|
3.75K
$272K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.73KNew |
$214K - $239K
|
3.73K
$270K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.7KNew |
$212K - $237K
|
3.7K
$268K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.59KNew |
$206K - $230K
|
3.59K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.59K+ 60.06% |
$206K - $230K
|
9.57K
$693K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.56K+ 28.57% |
$204K - $228K
|
16K
$1.16M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.55KNew |
$204K - $228K
|
3.55K
$258K
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
3.54KNew |
$203K - $227K
|
3.54K
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.54KNew |
$203K - $227K
|
3.54K
$257K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.47KNew |
$199K - $223K
|
3.47K
$251K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.42K+ 6.33% |
$196K - $219K
|
57.4K
$4.16M
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
3.3K+ 1.56% |
$189K - $212K
|
215K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.25KNew |
$186K - $208K
|
3.25K
$235K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.25KNew |
$186K - $208K
|
3.25K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.18K+ 3.73% |
$182K - $204K
|
88.4K
$6.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.12KNew |
$179K - $200K
|
3.12K
$226K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.97K+ 18.2% |
$171K - $191K
|
19.3K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.81K+ 0.09% |
$161K - $180K
|
3M
$218M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.74K+ 12.06% |
$157K - $176K
|
25.4K
$1.84M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
2.68K+ 1.38% |
$154K - $172K
|
197K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.51K+ 51.29% |
$144K - $161K
|
7.41K
$537K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.49K+ 24.03% |
$143K - $159K
|
12.8K
$929K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.44K+ 7.43% |
$140K - $157K
|
35.3K
$2.56M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.35K+ 15.99% |
$135K - $151K
|
17K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.33K+ 2.29% |
$134K - $150K
|
104K
$7.53M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.28K+ 9.44% |
$131K - $146K
|
26.4K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.22K+ 47.24% |
$127K - $142K
|
6.92K
$501K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.21K+ 9.56% |
$127K - $142K
|
25.4K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.17K+ 14.1% |
$124K - $139K
|
17.6K
$1.27M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.14KNew |
$123K - $137K
|
2.14K
$155K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.07K+ 26.21% |
$119K - $133K
|
9.96K
$722K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.96K+ 3.63% |
$113K - $126K
|
56.1K
$4.06M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.96K+ 29.74% |
$113K - $126K
|
8.56K
$620K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
1.93K+ 49.17% |
$111K - $124K
|
5.84K
$423K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.9K+ 11.51% |
$109K - $122K
|
18.4K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.88K+ 11.75% |
$108K - $121K
|
17.9K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.87K+ 4.42% |
$107K - $120K
|
44.1K
$3.2M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.73K+ 1.36% |
$99.1K - $111K
|
129K
$9.32M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.58K+ 5.9% |
$90.6K - $101K
|
28.4K
$2.05M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.44K+ 72100.0% |
$82.7K - $92.5K
|
1.44K
$105K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 7.99% |
$78.7K - $88K
|
18.6K
$1.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.33K+ 1.34% |
$76.4K - $85.4K
|
101K
$7.32M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.31K+ 3.35% |
$75.2K - $84K
|
40.4K
$2.93M
|