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 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-480- 1.27% |
$27.5K - $30.8K
|
37.3K
$2.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-488- 0.07% |
$28K - $31.3K
|
684K
$49.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-496- 5.02% |
$28.5K - $31.8K
|
9.39K
$680K
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-502- 4.64% |
$28.8K - $32.2K
|
10.3K
$747K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-505- 0.19% |
$29K - $32.4K
|
269K
$19.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-512- 3.41% |
$29.4K - $32.8K
|
14.5K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-517- 7.36% |
$29.7K - $33.2K
|
6.51K
$472K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-519- 9.39% |
$29.8K - $33.3K
|
5.01K
$363K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-525- 6.49% |
$30.1K - $33.7K
|
7.57K
$549K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-553- 2.59% |
$31.7K - $35.5K
|
20.8K
$1.51M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-583- 60.73% |
$33.5K - $37.4K
|
377
$27.3K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-588- 2.19% |
$33.7K - $37.7K
|
26.3K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-765- 1.57% |
$43.9K - $49.1K
|
47.9K
$3.47M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-771- 6.93% |
$44.2K - $49.5K
|
10.4K
$750K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-776- 11.23% |
$44.5K - $49.8K
|
6.14K
$445K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-790- 1.44% |
$45.3K - $50.7K
|
53.9K
$3.91M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-792- 1.92% |
$45.4K - $50.8K
|
40.4K
$2.92M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-826- 2.6% |
$47.4K - $53K
|
31K
$2.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-853- 36.59% |
$48.9K - $54.7K
|
1.48K
$107K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-876- 1.3% |
$50.3K - $56.2K
|
66.4K
$4.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-926- 4.09% |
$53.1K - $59.4K
|
21.7K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-938- 11.7% |
$53.8K - $60.2K
|
7.08K
$513K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-950- 13.74% |
$54.5K - $60.9K
|
5.96K
$432K
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
SELL
|
- |
-1K- 3.45% |
$57.4K - $64.2K
|
28K
$2.03M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.02K- 4.74% |
$58.5K - $65.4K
|
20.5K
$1.48M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.04K- 4.15% |
$59.8K - $66.9K
|
24.1K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.07K- 3.77% |
$61.5K - $68.7K
|
27.4K
$1.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.1K- 1.32% |
$63.2K - $70.7K
|
82.6K
$5.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.11K- 6.88% |
$63.7K - $71.3K
|
15K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.13K- 8.21% |
$64.7K - $72.4K
|
12.6K
$914K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.16K- 12.29% |
$66.4K - $74.3K
|
8.27K
$599K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.16K- 5.2% |
$66.5K - $74.3K
|
21.1K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 13.18% |
$67.9K - $75.9K
|
7.79K
$565K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.21K- 16.61% |
$69.3K - $77.5K
|
6.06K
$439K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.27K- 7.56% |
$72.8K - $81.3K
|
15.5K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 5.3% |
$72.9K - $81.5K
|
22.7K
$1.65M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.28K- 7.78% |
$73.5K - $82.2K
|
15.2K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.4K- 10.18% |
$80.3K - $89.8K
|
12.4K
$895K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.43K- 4.94% |
$82.2K - $91.9K
|
27.6K
$2M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.46K- 57.5% |
$83.5K - $93.4K
|
1.08K
$78K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.53K- 4.04% |
$87.9K - $98.3K
|
36.4K
$2.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.58K- 23.43% |
$90.8K - $101K
|
5.17K
$375K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.63K- 18.82% |
$93.5K - $105K
|
7.03K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.65K- 20.29% |
$94.6K - $106K
|
6.48K
$469K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.65K- 8.95% |
$94.8K - $106K
|
16.8K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-1.75K- 17.3% |
$100K - $112K
|
8.36K
$606K
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.82K- 1.37% |
$104K - $117K
|
131K
$9.49M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.83K- 28.97% |
$105K - $117K
|
4.49K
$325K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.86K- 64.78% |
$106K - $119K
|
1.01K
$73.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.86K- 1.42% |
$107K - $119K
|
129K
$9.33M
|