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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-2.33K- 8.81% |
$116K - $127K
|
24.1K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.34K- 5.42% |
$116K - $127K
|
40.7K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.43K- 38.05% |
$121K - $132K
|
3.95K
$281K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.43K- 15.42% |
$121K - $132K
|
13.3K
$948K
|
|
|
Aug 08, 2023
Q2 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.54K- 0.46% |
$127K - $138K
|
550K
$39.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.78K- 8.46% |
$138K - $151K
|
30.1K
$2.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-2.82K- 13.24% |
$140K - $153K
|
18.5K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-2.84K- 7.31% |
$141K - $154K
|
36K
$2.56M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.17K- 14.11% |
$158K - $172K
|
19.3K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-3.25K- 20.65% |
$162K - $177K
|
12.5K
$890K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-3.41K- 6.39% |
$170K - $186K
|
50K
$3.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.45K- 1.75% |
$171K - $188K
|
193K
$13.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.47K- 10.02% |
$173K - $189K
|
31.2K
$2.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-3.49K- 3.51% |
$174K - $190K
|
96K
$6.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.53K- 34.06% |
$175K - $192K
|
6.83K
$487K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-3.75K- 58.28% |
$186K - $204K
|
2.68K
$191K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-3.79K- 39.17% |
$188K - $206K
|
5.88K
$419K
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.95K- 2.85% |
$196K - $215K
|
134K
$9.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.96K- 0.73% |
$197K - $216K
|
536K
$38.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.46K- 31.33% |
$222K - $243K
|
9.77K
$697K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-4.62K- 44.82% |
$230K - $251K
|
5.68K
$405K
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-4.85K- 6.0% |
$241K - $264K
|
76K
$5.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-4.85K- 7.13% |
$241K - $264K
|
63.2K
$4.51M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.13K- 77.69% |
$255K - $279K
|
1.47K
$105K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-5.23K- 27.38% |
$260K - $285K
|
13.9K
$989K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.37K- 3.34% |
$267K - $292K
|
155K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.6K- 10.66% |
$278K - $305K
|
46.9K
$3.34M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.6K- 38.22% |
$279K - $305K
|
9.05K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.96K- 57.7% |
$297K - $324K
|
4.37K
$311K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.13K- 3.71% |
$305K - $334K
|
159K
$11.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-6.67K- 3.56% |
$332K - $363K
|
181K
$12.9M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.88K- 36.62% |
$342K - $374K
|
11.9K
$849K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7.6K- 2.72% |
$378K - $414K
|
272K
$19.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.66K- 1.98% |
$381K - $417K
|
379K
$27M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-7.81K- 16.14% |
$389K - $425K
|
40.6K
$2.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-7.83K- 4.38% |
$389K - $426K
|
171K
$12.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.35K- 2.94% |
$415K - $454K
|
275K
$19.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-8.43K- 9.42% |
$420K - $459K
|
81.1K
$5.78M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-8.48K- 12.49% |
$422K - $461K
|
59.4K
$4.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.97K- 69.99% |
$446K - $488K
|
3.85K
$274K
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-9.26K- 2.36% |
$461K - $504K
|
383K
$27.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.29K- 0.4% |
$462K - $506K
|
2.33M
$166M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-9.57K- 1.16% |
$476K - $521K
|
812K
$57.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.66K- 14.83% |
$481K - $526K
|
55.5K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.86K- 23.41% |
$490K - $537K
|
32.2K
$2.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-11.5K- 3.53% |
$570K - $624K
|
314K
$22.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-11.6K- 16.09% |
$577K - $632K
|
60.5K
$4.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12K- 1.86% |
$597K - $654K
|
633K
$45.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-12.4K- 53.64% |
$617K - $675K
|
10.7K
$763K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-12.9K- 28.74% |
$643K - $704K
|
32K
$2.28M
|