Purchases and Sales Made in Q2 2023 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 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
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
1.21K
New
$60.1K - $65.8K
1.21K $86.2K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.17K
+ 5.32%
$58.1K - $63.6K
23.1K $1.65M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
1.15K
New
$57.2K - $62.6K
1.15K $82K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
1.12K
+ 9.52%
$55.5K - $60.8K
12.8K $915K
Aug 14, 2023 Q2 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
1.1K
New
$54.5K - $59.6K
1.1K $78.1K
Aug 30, 2023 Q2 2023
Aifg Consultants Ltd.

Halfmoon, NY
BUY
 -
1.08K
+ 0.58%
$53.6K - $58.7K
187K $13.4M
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
1.02K
New
$50.7K - $55.5K
1.02K $72.7K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
975
New
$48.5K - $53.1K
975 $69.5K
Jul 13, 2023 Q2 2023
Falcon Wealth Planning

BUY
 -
965
+ 17.39%
$48K - $52.5K
6.51K $464K
Aug 01, 2023 Q2 2023
Astoria Strategic Wealth, Inc.

BUY
 -
905
+ 4.8%
$45K - $49.3K
19.8K $1.41M
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
886
+ 7.11%
$44.1K - $48.2K
13.4K $952K
Jul 06, 2023 Q2 2023
Richard P Slaughter Associates Inc

BUY
 -
868
+ 3.57%
$43.2K - $47.3K
25.1K $1.79M
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
811
+ 2.49%
$40.3K - $44.2K
33.3K $2.38M
Jul 31, 2023 Q2 2023
Echo Wealth Management, LLC

BUY
 -
776
+ 2.73%
$38.6K - $42.2K
29.2K $2.08M
Aug 14, 2023 Q2 2023
Adams Wealth Management

BUY
 -
760
+ 18.66%
$37.8K - $41.4K
4.83K $344K
Aug 07, 2023 Q2 2023
Wealth Advisory Solutions, LLC

BUY
 -
740
+ 3.1%
$36.8K - $40.3K
24.6K $1.75M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
734
+ 1.81%
$36.5K - $40K
41.3K $2.94M
Jul 28, 2023 Q2 2023
Detalus Advisors, LLC

BUY
 -
668
+ 7.29%
$33.2K - $36.4K
9.83K $700K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
656
+ 6.83%
$32.6K - $35.7K
10.3K $731K
Aug 09, 2023 Q2 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
651
+ 5.5%
$32.4K - $35.4K
12.5K $890K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
621
+ 44.61%
$30.9K - $33.8K
2.01K $143K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
604
+ 8.2%
$30K - $32.9K
7.97K $568K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
600
New
$29.9K - $32.7K
600 $42.8K
Jul 18, 2023 Q2 2023
Little House Capital LLC

Braintree, MA
BUY
 -
581
+ 0.78%
$28.9K - $31.6K
75K $5.34M
Feb 02, 2024 Q2 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
579
+ 3.5%
$28.8K - $31.5K
17.1K $1.22M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
557
New
$27.7K - $30.3K
557 $39.7K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
552
New
$27.5K - $30.1K
552 $39.3K
Aug 01, 2023 Q2 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
550
+ 3.38%
$27.4K - $29.9K
16.8K $1.2M
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
524
+ 0.56%
$26.1K - $28.5K
94.7K $6.75M
Jul 26, 2023 Q2 2023
Ervin Investment Management, LLC

BUY
 -
414
+ 0.26%
$20.6K - $22.5K
160K $11.4M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
393
+ 2.8%
$19.6K - $21.4K
14.4K $1.03M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
389
+ 1.2%
$19.4K - $21.2K
32.9K $2.35M
Aug 03, 2023 Q2 2023
Armbruster Capital Management, Inc.

BUY
 -
331
+ 3.53%
$16.5K - $18K
9.71K $692K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
304
New
$15.1K - $16.5K
304 $21.7K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
295
+ 1.44%
$14.7K - $16.1K
20.8K $1.48M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
279
+ 6.68%
$13.9K - $15.2K
4.45K $317K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
272
+ 1.3%
$13.5K - $14.8K
21.2K $1.51M
Aug 01, 2023 Q2 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
262
New
$13K - $14.3K
262 $18.7K
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
221
+ 3.45%
$11K - $12K
6.62K $472K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
206
New
$10.2K - $11.2K
206 $14.7K
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
204
+ 463.64%
$10.1K - $11.1K
248 $17.7K
Aug 11, 2023 Q2 2023
Solano Wealth Management, Inc.

Fairfield, CA
BUY
 -
185
+ 4.04%
$9.2K - $10.1K
4.76K $339K
Aug 01, 2023 Q2 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
163
+ 1.3%
$8.11K - $8.87K
12.7K $904K
Jul 27, 2023 Q2 2023
Nikulski Financial, Inc.

BUY
 -
156
+ 1.06%
$7.76K - $8.49K
14.9K $1.06M
Aug 09, 2023 Q2 2023
Better Money Decisions, LLC

BUY
 -
140
+ 0.76%
$6.97K - $7.62K
18.4K $1.31M
Jul 19, 2023 Q2 2023
Darrow Company, Inc.

BUY
 -
139
+ 2.48%
$6.92K - $7.57K
5.75K $410K
Jul 20, 2023 Q2 2023
Bck Partners, Inc.

BUY
 -
138
+ 1.7%
$6.87K - $7.51K
8.25K $588K
Aug 08, 2023 Q2 2023
Belvedere Trading LLC

BUY
 -
138
New
$6.87K - $7.51K
138 $9.84K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
104
New
$5.17K - $5.66K
104 $7.41K

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