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 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
91+ 0.47% |
$4.53K - $4.95K
|
19.5K
$1.39M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
73+ 0.72% |
$3.63K - $3.97K
|
10.1K
$723K
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
73+ 0.45% |
$3.63K - $3.97K
|
16.1K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
72+ 0.37% |
$3.58K - $3.92K
|
19.4K
$1.38M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
65+ 0.33% |
$3.23K - $3.54K
|
20K
$1.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
63+ 0.4% |
$3.13K - $3.43K
|
15.7K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
54+ 0.39% |
$2.69K - $2.94K
|
13.8K
$980K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
50+ 0.05% |
$2.49K - $2.72K
|
96.4K
$6.87M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
46+ 0.29% |
$2.29K - $2.5K
|
15.7K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
45+ 0.19% |
$2.24K - $2.45K
|
23.4K
$1.67M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
43+ 0.13% |
$2.14K - $2.34K
|
33.6K
$2.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
42+ 0.5% |
$2.09K - $2.29K
|
8.43K
$601K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
40+ 0.11% |
$1.99K - $2.18K
|
37.2K
$2.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.4% |
$1.84K - $2.01K
|
9.33K
$665K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
30+ 0.4% |
$1.49K - $1.63K
|
7.6K
$542K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23+ 0.39% |
$1.14K - $1.25K
|
5.9K
$420K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
23+ 8.65% |
$1.14K - $1.25K
|
289
$20.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
23+ 0.36% |
$1.14K - $1.25K
|
6.48K
$462K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21+ 7.72% |
$1.04K - $1.14K
|
293
$20.9K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
21+ 0.24% |
$1.04K - $1.14K
|
8.73K
$622K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.06% |
$846 - $925
|
26.3K
$1.88M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
14+ 0.09% |
$697 - $762
|
16K
$1.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
14+ 0.34% |
$697 - $762
|
4.12K
$294K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 8.02% |
$647 - $708
|
175
$12.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
12+ 0.3% |
$597 - $653
|
4.01K
$286K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
12+ 0.49% |
$597 - $653
|
2.47K
$176K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 0.19% |
$398 - $436
|
4.12K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
5+ 0.02% |
$249 - $272
|
23.7K
$1.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
5+ 33.33% |
$249 - $272
|
20
$1.43K
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4+ 0.01% |
$199 - $218
|
31.6K
$2.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4+ 0.09% |
$199 - $218
|
4.22K
$301K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
BUY
|
- |
4+ 0.06% |
$199 - $218
|
6.91K
$492K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2+ 0.01% |
$99.5 - $109
|
30.9K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.42% |
$99.5 - $109
|
475
$33.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$49.8 - $54.4
|
7.71K
$550K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.49% |
$49.8 - $54.4
|
68
$4.85K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.38% |
$49.8 - $54.4
|
263
$18.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$49.8 - $54.4
|
11.1K
$792K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.01% |
$49.8 - $54.4
|
7.46K
$532K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-7- 3.26% |
$348 - $381
|
208
$14.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-12- 0.1% |
$597 - $653
|
11.7K
$832K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-21Closed |
$1.04K - $1.14K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-24- 0.4% |
$1.19K - $1.31K
|
6.03K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-34- 0.34% |
$1.69K - $1.85K
|
10.1K
$720K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 0.81% |
$1.74K - $1.91K
|
4.26K
$304K
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-66- 0.04% |
$3.28K - $3.59K
|
170K
$12.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-67- 16.38% |
$3.33K - $3.65K
|
342
$24.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-67- 0.67% |
$3.33K - $3.65K
|
9.92K
$707K
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-78- 0.34% |
$3.88K - $4.25K
|
22.9K
$1.63M
|