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 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 17.32% |
$65.8K - $73.5K
|
7.76K
$561K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.13K+ 0.35% |
$65K - $72.7K
|
326K
$23.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.11K+ 22.47% |
$63.6K - $71.1K
|
6.04K
$436K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.04KNew |
$59.6K - $66.7K
|
1.04K
$75.1K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.02K+ 10.17% |
$58.2K - $65.1K
|
11K
$795K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
936+ 0.65% |
$53.7K - $60K
|
144K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
871+ 0.48% |
$50K - $55.9K
|
182K
$13.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
783+ 1.35% |
$44.9K - $50.2K
|
58.9K
$4.25M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
776+ 4.21% |
$44.5K - $49.8K
|
19.2K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
760+ 12.01% |
$43.6K - $48.8K
|
7.09K
$512K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
733+ 6.93% |
$42.1K - $47K
|
11.3K
$817K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
686+ 0.75% |
$39.4K - $44K
|
92.1K
$6.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
667+ 0.38% |
$38.3K - $42.8K
|
178K
$12.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
601+ 2.65% |
$34.5K - $38.6K
|
23.3K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
600+ 1.7% |
$34.4K - $38.5K
|
35.9K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
558+ 5.12% |
$32K - $35.8K
|
11.5K
$829K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
518+ 9.45% |
$29.7K - $33.2K
|
6K
$433K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
500+ 5.42% |
$28.7K - $32.1K
|
9.73K
$703K
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
491+ 2.24% |
$28.2K - $31.5K
|
22.5K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
485New |
$27.8K - $31.1K
|
485
$35.1K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
483+ 2.37% |
$27.7K - $31K
|
20.8K
$1.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
480New |
$27.5K - $30.8K
|
480
$34.7K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
466+ 7.93% |
$26.7K - $29.9K
|
6.34K
$458K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
437New |
$25.1K - $28K
|
437
$31.6K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
405+ 2.22% |
$23.2K - $26K
|
18.6K
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
403+ 4.14% |
$23.1K - $25.9K
|
10.1K
$732K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
376+ 4.1% |
$21.6K - $24.1K
|
9.55K
$690K
|
|
|
Apr 15, 2024
Q1 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
374+ 0.23% |
$21.5K - $24K
|
166K
$12M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
354+ 8.24% |
$20.3K - $22.7K
|
4.65K
$336K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
350+ 39.06% |
$20.1K - $22.5K
|
1.25K
$90K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
342+ 0.66% |
$19.6K - $21.9K
|
52.3K
$3.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
323+ 1.48% |
$18.5K - $20.7K
|
22.2K
$1.6M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
317+ 0.41% |
$18.2K - $20.3K
|
76.8K
$5.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
310New |
$17.8K - $19.9K
|
310
$22.4K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
285+ 5.12% |
$16.4K - $18.3K
|
5.85K
$423K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
262New |
$15K - $16.8K
|
262
$18.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
258+ 0.39% |
$14.8K - $16.6K
|
65.9K
$4.76M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
231New |
$13.3K - $14.8K
|
231
$16.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
209New |
$12K - $13.4K
|
209
$15.1K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
187+ 0.42% |
$10.7K - $12K
|
44.9K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
170+ 0.79% |
$9.75K - $10.9K
|
21.7K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
168New |
$9.64K - $10.8K
|
168
$12.1K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
154+ 1.06% |
$8.84K - $9.88K
|
14.7K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
147+ 0.6% |
$8.43K - $9.43K
|
24.5K
$1.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
145+ 0.95% |
$8.32K - $9.3K
|
15.4K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
130+ 325.0% |
$7.46K - $8.34K
|
170
$12.3K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
121New |
$6.94K - $7.76K
|
121
$8.74K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
111+ 1.22% |
$6.37K - $7.12K
|
9.19K
$664K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
102+ 0.06% |
$5.85K - $6.54K
|
164K
$11.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
102+ 1.64% |
$5.85K - $6.54K
|
6.33K
$457K
|