Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.3K+ 5.64% |
$149K - $185K
|
61.7K
$4.46M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
3.28K+ 23.04% |
$148K - $184K
|
17.5K
$1.27M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.22K+ 5.88% |
$145K - $181K
|
57.9K
$4.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3.21K+ 0.84% |
$145K - $180K
|
386K
$27.9M
|
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.17K+ 2.26% |
$143K - $178K
|
144K
$10.4M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.17K+ 1.25% |
$143K - $178K
|
258K
$18.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.06K+ 24.84% |
$138K - $172K
|
15.4K
$1.11M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.06K+ 0.44% |
$138K - $172K
|
699K
$50.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.82K+ 2.87% |
$127K - $158K
|
101K
$7.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.71K+ 5.56% |
$123K - $152K
|
51.5K
$3.73M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.51K+ 7.66% |
$113K - $141K
|
35.2K
$2.55M
|
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.4K+ 9.24% |
$108K - $135K
|
28.4K
$2.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.4K+ 4.38% |
$108K - $135K
|
57.1K
$4.13M
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.4K+ 4.52% |
$108K - $135K
|
55.4K
$4M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.39K+ 54.34% |
$108K - $134K
|
6.79K
$491K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.13K+ 2.18% |
$96.3K - $120K
|
99.9K
$7.22M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.05K+ 18.92% |
$92.5K - $115K
|
12.9K
$930K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.85KNew |
$83.7K - $104K
|
1.85K
$134K
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.74K+ 3.2% |
$78.4K - $97.5K
|
55.9K
$4.04M
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
BUY
|
- |
1.7K+ 0.21% |
$76.6K - $95.2K
|
826K
$59.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.63K+ 32.63% |
$73.7K - $91.6K
|
6.63K
$479K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.63K+ 32.63% |
$73.7K - $91.6K
|
6.63K
$479K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.6K+ 4.68% |
$72.1K - $89.6K
|
35.7K
$2.58M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.53K+ 11.9% |
$68.9K - $85.6K
|
14.3K
$1.04M
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.52K+ 7.95% |
$68.7K - $85.4K
|
20.7K
$1.49M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.45KNew |
$65.6K - $81.5K
|
1.45K
$105K
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 4.6% |
$61.2K - $76K
|
30.8K
$2.22M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.31KNew |
$59.4K - $73.8K
|
1.31K
$95K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
1.26K+ 4.63% |
$57K - $70.8K
|
28.5K
$2.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.25K+ 34.48% |
$56.4K - $70.1K
|
4.87K
$352K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.24K+ 0.9% |
$56K - $69.6K
|
139K
$10M
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.24K+ 5.67% |
$56K - $69.6K
|
23.1K
$1.67M
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.23K+ 3.21% |
$55.5K - $69K
|
39.6K
$2.86M
|
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.22K+ 10.56% |
$55.1K - $68.5K
|
12.8K
$923K
|
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 1.8% |
$53.7K - $66.8K
|
67.4K
$4.87M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.06K+ 7.27% |
$48K - $59.7K
|
15.7K
$1.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.04K+ 1.52% |
$46.9K - $58.3K
|
69.1K
$5M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
1K+ 11.68% |
$45.2K - $56.2K
|
9.56K
$691K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
982+ 3.68% |
$44.4K - $55.1K
|
27.7K
$2M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
968+ 8.84% |
$43.7K - $54.4K
|
11.9K
$861K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
944+ 13.82% |
$42.7K - $53K
|
7.78K
$562K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
934+ 4.86% |
$42.2K - $52.4K
|
20.2K
$1.46M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
861+ 3.17% |
$38.9K - $48.3K
|
28K
$2.02M
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
759+ 1.53% |
$34.3K - $42.6K
|
50.5K
$3.65M
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
751+ 2.07% |
$33.9K - $42.2K
|
37.1K
$2.68M
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
726+ 3.24% |
$32.8K - $40.8K
|
23.2K
$1.67M
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
725+ 2.57% |
$32.8K - $40.7K
|
28.9K
$2.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
723+ 2.18% |
$32.7K - $40.6K
|
33.8K
$2.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
685+ 4.1% |
$31K - $38.5K
|
17.4K
$1.26M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
684+ 3.59% |
$30.9K - $38.4K
|
19.7K
$1.43M
|