Purchases and Sales Made in Q2 2022 in Spdr Portfolio S&P 1500 Compos (SPTM)

SPTM Quotes by TradingView

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 29, 2022 Q2 2022
Retirement Capital Strategies

SELL
 -
-6.29K
Closed
$284K - $353K
0 $0
Jul 14, 2022 Q2 2022
Butensky & Cohen Financial Security, Inc

SELL
 -
-6.53K
Closed
$295K - $366K
0 $0
Aug 06, 2024 Q2 2022
Hantz Financial Services, Inc.

SELL
 -
-6.81K
- 99.11%
$308K - $383K
61 $4.41K
Aug 15, 2022 Q2 2022
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-6.94K
- 12.42%
$313K - $390K
48.9K $3.54M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-7.15K
- 18.27%
$323K - $402K
32K $2.31M
Aug 09, 2022 Q2 2022
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-7.23K
Closed
$327K - $406K
0 $0
Aug 12, 2022 Q2 2022
Westover Capital Advisors, LLC

Wilmington, DE
SELL
 -
-7.38K
Closed
$334K - $414K
0 $0
Aug 09, 2022 Q2 2022
Rinkey Investments

San Diego, CA
SELL
 -
-7.59K
- 1.92%
$343K - $426K
388K $28M
Jul 18, 2022 Q2 2022
Waller Financial Planning Group, Inc

SELL
 -
-7.67K
- 22.33%
$347K - $431K
26.7K $1.93M
Aug 09, 2022 Q2 2022
Sentinel Pension Advisors Inc

Wakefield, MA
SELL
 -
-7.73K
- 3.54%
$349K - $434K
211K $15.2M
Aug 15, 2022 Q2 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-8.25K
- 3.28%
$373K - $463K
243K $17.6M
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

SELL
 -
-8.42K
- 46.82%
$380K - $473K
9.56K $691K
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-8.72K
Closed
$394K - $489K
0 $0
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-8.72K
- 2.5%
$394K - $490K
340K $24.6M
Jul 08, 2022 Q2 2022
Pure Financial Advisors, LLC

SELL
 -
-9.25K
- 2.99%
$418K - $519K
300K $21.7M
Jul 20, 2022 Q2 2022
F

SELL
 -
-9.65K
- 65.5%
$436K - $542K
5.08K $367K
Aug 09, 2022 Q2 2022
Reuter James Wealth Management, LLC

Oklahoma City, OK
SELL
 -
-10K
- 29.89%
$453K - $563K
23.5K $1.7M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
SELL
 -
-10.8K
- 7.56%
$486K - $604K
132K $9.51M
Jul 27, 2022 Q2 2022
Black Diamond Financial, LLC

SELL
 -
-10.9K
Closed
$493K - $613K
0 $0
Jul 11, 2022 Q2 2022
Mc Naughton Wealth Management, LLC

SELL
 -
-10.9K
- 20.54%
$494K - $614K
42.3K $3.06M
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-11.2K
- 51.2%
$507K - $630K
10.7K $773K
Aug 03, 2022 Q2 2022
Oakwell Private Wealth Management, LLC

SELL
 -
-11.5K
- 26.76%
$521K - $648K
31.6K $2.28M
Jul 22, 2022 Q2 2022
Truist Financial Corp

SELL
 -
-11.6K
- 9.39%
$524K - $651K
112K $8.09M
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-11.7K
Closed
$529K - $657K
0 $0
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-12.4K
- 7.64%
$561K - $697K
150K $10.8M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-13.3K
- 60.13%
$599K - $745K
8.79K $635K
Aug 05, 2022 Q2 2022
L.M. Kohn & Company

SELL
 -
-13.3K
- 58.49%
$603K - $749K
9.47K $685K
Aug 11, 2022 Q2 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-13.8K
- 2.0%
$625K - $777K
676K $48.9M
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-14.4K
Closed
$649K - $806K
0 $0
Aug 11, 2022 Q2 2022
Triad Financial Advisors, Inc.

Greensboro, NC
SELL
 -
-15.3K
- 64.02%
$693K - $861K
8.62K $623K
Aug 10, 2022 Q2 2022
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-15.8K
- 57.95%
$712K - $885K
11.4K $826K
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-17.1K
- 25.1%
$771K - $959K
50.9K $3.68M
Jul 21, 2022 Q2 2022
Peterson Wealth Advisors, LLC

SELL
 -
-17.1K
- 8.98%
$774K - $962K
174K $12.5M
Jul 28, 2022 Q2 2022
Outlook Wealth Advisors, LLC

SELL
 -
-18.7K
- 23.3%
$847K - $1.05M
61.7K $4.46M
Jul 13, 2022 Q2 2022
Sfg Wealth Management, Llc.

SELL
 -
-20K
- 14.3%
$906K - $1.13M
120K $8.68M
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-20.3K
- 19.57%
$915K - $1.14M
83.3K $6.02M
Jul 21, 2022 Q2 2022
Shore Point Advisors, LLC

SELL
 -
-21K
- 79.79%
$951K - $1.18M
5.33K $385K
Aug 15, 2022 Q2 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
SELL
 -
-22.1K
- 2.61%
$1M - $1.24M
827K $59.8M
Aug 15, 2022 Q2 2022
Fsa Wealth Management LLC

Needham, MA
SELL
 -
-23.5K
Closed
$1.06M - $1.32M
0 $0
Jul 28, 2022 Q2 2022
Professional Financial Advisors, LLC

SELL
 -
-23.9K
- 2.22%
$1.08M - $1.34M
1.05M $76.1M
Aug 03, 2022 Q2 2022
Assetmark, Inc

SELL
 -
-25.8K
- 46.46%
$1.17M - $1.45M
29.7K $2.15M
Jul 13, 2022 Q2 2022
Allworth Financial LP

SELL
 -
-26.7K
- 3.26%
$1.2M - $1.5M
791K $57.2M
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-28.2K
- 76.81%
$1.28M - $1.59M
8.53K $616K
Aug 11, 2022 Q2 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-30.4K
Closed
$1.37M - $1.71M
0 $0
Aug 10, 2022 Q2 2022
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-32.3K
- 78.85%
$1.46M - $1.81M
8.66K $626K
Jul 11, 2022 Q2 2022
D. Scott Neal, Inc.

SELL
 -
-33.5K
Closed
$1.51M - $1.88M
0 $0
Jul 29, 2022 Q2 2022
Aptus Capital Advisors, LLC

SELL
 -
-35.4K
- 54.58%
$1.6M - $1.99M
29.5K $2.13M
Jul 14, 2022 Q2 2022
Brio Consultants, LLC

SELL
 -
-37.7K
Closed
$1.7M - $2.12M
0 $0
Mar 23, 2023 Q2 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-37.8K
- 17.11%
$1.71M - $2.12M
183K $13.2M

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