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 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-82- 0.24% |
$4.08K - $4.46K
|
33.9K
$2.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-86- 1.12% |
$4.28K - $4.68K
|
7.58K
$553K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-88- 0.14% |
$4.38K - $4.79K
|
64.8K
$4.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-92- 0.98% |
$4.58K - $5.01K
|
9.26K
$675K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-95- 0.98% |
$4.73K - $5.17K
|
9.57K
$698K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-103- 35.4% |
$5.12K - $5.61K
|
188
$13.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-119- 0.45% |
$5.92K - $6.48K
|
26.2K
$1.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-131- 71.58% |
$6.52K - $7.13K
|
52
$3.79K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-134- 0.77% |
$6.67K - $7.29K
|
17.2K
$1.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-148- 1.55% |
$7.36K - $8.06K
|
9.41K
$686K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-152- 0.9% |
$7.56K - $8.27K
|
16.8K
$1.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-162- 1.75% |
$8.06K - $8.82K
|
9.1K
$664K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-164- 0.72% |
$8.16K - $8.93K
|
22.6K
$1.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-183- 3.85% |
$9.1K - $9.96K
|
4.57K
$333K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-194- 2.03% |
$9.65K - $10.6K
|
9.37K
$683K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-197- 1.34% |
$9.8K - $10.7K
|
14.5K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-205- 2.41% |
$10.2K - $11.2K
|
8.3K
$605K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-219- 4.05% |
$10.9K - $11.9K
|
5.2K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-220- 3.78% |
$10.9K - $12K
|
5.61K
$409K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-222- 2.88% |
$11K - $12.1K
|
7.49K
$546K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-225- 4.16% |
$11.2K - $12.2K
|
5.19K
$378K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-229- 4.63% |
$11.4K - $12.5K
|
4.72K
$344K
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-238- 1.05% |
$11.8K - $13K
|
22.5K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-241- 1.61% |
$12K - $13.1K
|
14.7K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-255- 1.51% |
$12.7K - $13.9K
|
16.6K
$1.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-274- 1.14% |
$13.6K - $14.9K
|
23.9K
$1.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-280- 2.33% |
$13.9K - $15.2K
|
11.7K
$856K
|
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-303- 1.83% |
$15.1K - $16.5K
|
16.2K
$1.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-328- 3.04% |
$16.3K - $17.9K
|
10.4K
$762K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-329- 4.73% |
$16.4K - $17.9K
|
6.63K
$484K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-333- 1.52% |
$16.6K - $18.1K
|
21.6K
$1.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-359- 81.04% |
$17.9K - $19.5K
|
84
$6.13K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-372- 1.05% |
$18.5K - $20.3K
|
35.1K
$2.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-409- 6.14% |
$20.3K - $22.3K
|
6.25K
$456K
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-425- 4.4% |
$21.1K - $23.1K
|
9.24K
$674K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-431- 1.69% |
$21.4K - $23.5K
|
25.1K
$1.83M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-431- 1.69% |
$21.4K - $23.5K
|
25.1K
$1.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-442- 9.14% |
$22K - $24.1K
|
4.4K
$321K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-458- 20.56% |
$22.8K - $24.9K
|
1.77K
$129K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-470- 1.62% |
$23.4K - $25.6K
|
28.5K
$2.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-490- 3.22% |
$24.4K - $26.7K
|
14.7K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-499- 1.79% |
$24.8K - $27.2K
|
27.4K
$2M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-504- 40.16% |
$25.1K - $27.4K
|
751
$54.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-530- 10.79% |
$26.4K - $28.9K
|
4.38K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-543- 2.65% |
$27K - $29.6K
|
19.9K
$1.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-545- 6.04% |
$27.1K - $29.7K
|
8.47K
$618K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-568- 36.02% |
$28.3K - $30.9K
|
1.01K
$73.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Brewster Financial Planning LLC
|
SELL
|
- |
-573- 9.17% |
$28.5K - $31.2K
|
5.68K
$414K
|
|
|
Aug 08, 2023
Q2 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-614- 5.25% |
$30.5K - $33.4K
|
11.1K
$808K
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-705- 12.84% |
$35.1K - $38.4K
|
4.79K
$349K
|