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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
54+ 3.84% |
$2.44K - $3.03K
|
1.46K
$105K
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
49+ 0.17% |
$2.21K - $2.75K
|
29.4K
$2.12M
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
37+ 0.47% |
$1.67K - $2.08K
|
7.95K
$574K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
34New |
$1.54K - $1.91K
|
34
$2.46K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33+ 2.57% |
$1.49K - $1.85K
|
1.32K
$95.2K
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
29+ 0.4% |
$1.31K - $1.63K
|
7.28K
$526K
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20+ 0.18% |
$904 - $1.12K
|
10.9K
$790K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
14+ 60.87% |
$633 - $786
|
37
$2.67K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.06% |
$181 - $225
|
6.77K
$489K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.54% |
$181 - $225
|
739
$53.4K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
4New |
$181 - $225
|
4
$289
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
BUY
|
- |
4+ 0.05% |
$181 - $225
|
8.54K
$617K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.45% |
$136 - $168
|
670
$48.4K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.43% |
$90.4 - $112
|
467
$33.8K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$45.2 - $56.2
|
874
$63.2K
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 1.33% |
$45.2 - $56.2
|
76
$5.49K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.52% |
$45.2 - $56.2
|
67
$4.84K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1- -0.0% |
$45.2 - $56.2
|
34.2K
$2.47M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 1.96% |
$45.2 - $56.2
|
50
$3.61K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3- 0.02% |
$136 - $168
|
15.3K
$1.11M
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-9- 0.18% |
$407 - $505
|
4.89K
$353K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-10- 0.23% |
$452 - $562
|
4.36K
$315K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16- 0.12% |
$723 - $898
|
13.8K
$997K
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-29- 0.03% |
$1.31K - $1.63K
|
89.2K
$6.45M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-32- 0.32% |
$1.45K - $1.8K
|
9.85K
$712K
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38- 0.81% |
$1.72K - $2.13K
|
4.66K
$337K
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-40- 0.23% |
$1.81K - $2.25K
|
17.1K
$1.23M
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-50- 12.99% |
$2.26K - $2.81K
|
335
$24.2K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-57- 0.41% |
$2.58K - $3.2K
|
13.7K
$990K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-58- 2.31% |
$2.62K - $3.26K
|
2.45K
$177K
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-60- 0.76% |
$2.71K - $3.37K
|
7.83K
$566K
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-91- 0.36% |
$4.11K - $5.11K
|
25.3K
$1.83M
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-99- 0.31% |
$4.47K - $5.56K
|
32K
$2.31M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-99- 0.14% |
$4.47K - $5.56K
|
70K
$5.06M
|
|
Aug 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-109- 0.24% |
$4.93K - $6.12K
|
44.9K
$3.25M
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-140- 2.16% |
$6.33K - $7.86K
|
6.34K
$458K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-150- 2.62% |
$6.78K - $8.42K
|
5.58K
$403K
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-151- 1.62% |
$6.82K - $8.48K
|
9.15K
$661K
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-154- 0.85% |
$6.96K - $8.65K
|
18K
$1.3M
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-157- 22.85% |
$7.09K - $8.82K
|
530
$38.3K
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-159- 1.34% |
$7.19K - $8.93K
|
11.7K
$844K
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-159- 0.54% |
$7.19K - $8.93K
|
29.2K
$2.11M
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-161- 0.48% |
$7.28K - $9.04K
|
33.5K
$2.42M
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-164Closed |
$7.41K - $9.21K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-171- 1.09% |
$7.73K - $9.6K
|
15.5K
$1.12M
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-181Closed |
$8.18K - $10.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-184- 0.93% |
$8.31K - $10.3K
|
19.7K
$1.42M
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-206- 2.26% |
$9.31K - $11.6K
|
8.93K
$645K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-208- 0.65% |
$9.4K - $11.7K
|
31.8K
$2.3M
|