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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-65- 0.19% |
$3.73K - $4.17K
|
33.4K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-66- 0.25% |
$3.79K - $4.23K
|
26.5K
$1.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-67- 0.48% |
$3.84K - $4.3K
|
13.8K
$997K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-75- 1.25% |
$4.3K - $4.81K
|
5.92K
$429K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-78- 7.43% |
$4.48K - $5K
|
972
$70.4K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-91- 77.12% |
$5.22K - $5.84K
|
27
$1.96K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-106- 0.38% |
$6.08K - $6.8K
|
28K
$2.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-106- 2.59% |
$6.08K - $6.8K
|
3.99K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-110- 1.64% |
$6.31K - $7.06K
|
6.58K
$477K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-118- 3.81% |
$6.77K - $7.57K
|
2.98K
$216K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-121- 0.11% |
$6.94K - $7.76K
|
109K
$7.86M
|
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-125- 1.59% |
$7.17K - $8.02K
|
7.74K
$561K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-129- 0.63% |
$7.4K - $8.28K
|
20.2K
$1.46M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-142- 3.7% |
$8.15K - $9.11K
|
3.69K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-148- 0.49% |
$8.49K - $9.49K
|
30.3K
$2.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-151- 5.2% |
$8.66K - $9.69K
|
2.75K
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-155- 2.94% |
$8.89K - $9.94K
|
5.12K
$371K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-164- 0.45% |
$9.41K - $10.5K
|
36.3K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-165- 2.66% |
$9.47K - $10.6K
|
6.04K
$438K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-175- 1.35% |
$10K - $11.2K
|
12.8K
$929K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-181- 0.37% |
$10.4K - $11.6K
|
49.2K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-197- 0.45% |
$11.3K - $12.6K
|
44K
$3.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-203- 12.86% |
$11.6K - $13K
|
1.38K
$99.6K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-217- 1.88% |
$12.5K - $13.9K
|
11.3K
$819K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-219- 0.62% |
$12.6K - $14K
|
34.8K
$2.52M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-225- 3.25% |
$12.9K - $14.4K
|
6.7K
$485K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-232- 2.93% |
$13.3K - $14.9K
|
7.69K
$557K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-238- 1.24% |
$13.7K - $15.3K
|
18.9K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-243- 0.89% |
$13.9K - $15.6K
|
27K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-246- 0.37% |
$14.1K - $15.8K
|
65.5K
$4.74M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-250- 4.39% |
$14.3K - $16K
|
5.45K
$395K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-250- 6.02% |
$14.3K - $16K
|
3.9K
$283K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-263- 2.41% |
$15.1K - $16.9K
|
10.6K
$772K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-266- 0.85% |
$15.3K - $17.1K
|
31K
$2.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-281- 4.11% |
$16.1K - $18K
|
6.55K
$474K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-288- 4.56% |
$16.5K - $18.5K
|
6.03K
$437K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-300- 4.81% |
$17.2K - $19.2K
|
5.94K
$430K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-364- 1.53% |
$20.9K - $23.4K
|
23.5K
$1.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-371- 1.33% |
$21.3K - $23.8K
|
27.5K
$1.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-381- 10.58% |
$21.9K - $24.4K
|
3.22K
$233K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-398- 1.85% |
$22.8K - $25.5K
|
21.1K
$1.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-400- 15.23% |
$23K - $25.7K
|
2.23K
$161K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-410- 10.71% |
$23.5K - $26.3K
|
3.42K
$248K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-412- 1.27% |
$23.6K - $26.4K
|
32.1K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-434- 4.25% |
$24.9K - $27.8K
|
9.78K
$709K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-452- 5.98% |
$25.9K - $29K
|
7.11K
$515K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-452- 7.41% |
$25.9K - $29K
|
5.65K
$409K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-466- 5.05% |
$26.7K - $29.9K
|
8.76K
$635K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-469- 1.14% |
$26.9K - $30.1K
|
40.8K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-475- 1.6% |
$27.3K - $30.5K
|
29.1K
$2.11M
|