Purchases and Sales Made in Q2 2023 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 2023. 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 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
549KNew |
$27.3M - $29.9M
|
549K
$40.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
535K+ 16.42% |
$26.6M - $29.1M
|
3.79M
$276M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
426KNew |
$21.2M - $23.2M
|
426K
$31.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
298KNew |
$14.8M - $16.2M
|
298K
$21.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
255KNew |
$12.7M - $13.9M
|
255K
$18.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
238K+ 215.92% |
$11.8M - $12.9M
|
348K
$25.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
205K+ 180.28% |
$10.2M - $11.1M
|
318K
$23.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
203K+ 312.87% |
$10.1M - $11M
|
267K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
180K+ 3639.96% |
$8.95M - $9.8M
|
185K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
179K+ 540.16% |
$8.91M - $9.75M
|
212K
$15.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
168K+ 47.31% |
$8.34M - $9.13M
|
522K
$38.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
163K+ 15.18% |
$8.13M - $8.89M
|
1.24M
$90.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
162K+ 24.33% |
$8.05M - $8.81M
|
827K
$60.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
140K+ 281.14% |
$6.98M - $7.64M
|
190K
$13.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
126K+ 6.14% |
$6.29M - $6.88M
|
2.19M
$159M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
114K+ 11.19% |
$5.65M - $6.19M
|
1.13M
$82.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
112K+ 24.75% |
$5.56M - $6.09M
|
564K
$41.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
107KNew |
$5.31M - $5.81M
|
107K
$7.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
104K+ 9.91% |
$5.19M - $5.68M
|
1.16M
$84.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
103K+ 13.07% |
$5.15M - $5.63M
|
895K
$65.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
93KNew |
$4.63M - $5.06M
|
93K
$6.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
83.4KNew |
$4.15M - $4.54M
|
83.4K
$6.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
82.8KNew |
$4.12M - $4.51M
|
82.8K
$6.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
82.6KNew |
$4.11M - $4.5M
|
82.6K
$6.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.5K+ 0.96% |
$3.36M - $3.67M
|
7.07M
$515M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
63.6K+ 15.74% |
$3.17M - $3.46M
|
468K
$34.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
60.5K+ 11.37% |
$3.01M - $3.29M
|
592K
$43.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
56.6K+ 16.04% |
$2.82M - $3.08M
|
410K
$29.9M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
56.2K+ 4.13% |
$2.8M - $3.06M
|
1.42M
$103M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
54.2K+ 1458.72% |
$2.7M - $2.95M
|
57.9K
$4.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52.6K+ 36.68% |
$2.61M - $2.86M
|
196K
$14.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
51.5K+ 132.0% |
$2.56M - $2.81M
|
90.6K
$6.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
50.6K+ 6.17% |
$2.52M - $2.76M
|
871K
$63.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
49.4K+ 119.79% |
$2.46M - $2.69M
|
90.7K
$6.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49.1K+ 40.43% |
$2.44M - $2.67M
|
171K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.2K+ 78.77% |
$2.35M - $2.57M
|
107K
$7.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44K+ 8.35% |
$2.19M - $2.4M
|
571K
$41.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
43.4K+ 35.36% |
$2.16M - $2.36M
|
166K
$12.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
41.7K+ 30.34% |
$2.07M - $2.27M
|
179K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.6K+ 286.54% |
$1.97M - $2.16M
|
53.5K
$3.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
39K+ 2.34% |
$1.94M - $2.12M
|
1.7M
$124M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
37.9K+ 330.35% |
$1.89M - $2.07M
|
49.4K
$3.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
32.5K+ 5.76% |
$1.61M - $1.77M
|
596K
$43.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
32K+ 53.15% |
$1.59M - $1.74M
|
92.2K
$6.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
31.3KNew |
$1.56M - $1.7M
|
31.3K
$2.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
30.2K+ 12.48% |
$1.5M - $1.64M
|
272K
$19.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
28.3K+ 249.14% |
$1.41M - $1.54M
|
39.6K
$2.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.1K+ 2.82% |
$1.4M - $1.53M
|
1.02M
$74.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
25.9K+ 280.15% |
$1.29M - $1.41M
|
35.1K
$2.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25.8K+ 4.98% |
$1.28M - $1.41M
|
544K
$39.7M
|