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 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-14.2K- 3.47% |
$708K - $774K
|
395K
$28.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.4K- 5.12% |
$715K - $782K
|
266K
$19M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14.8K- 42.53% |
$736K - $806K
|
20K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.2K- 4.92% |
$755K - $826K
|
293K
$20.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-15.3K- 28.94% |
$762K - $833K
|
37.6K
$2.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-15.4K- 21.86% |
$766K - $838K
|
55K
$3.92M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-17.4K- 2.12% |
$866K - $947K
|
802K
$57.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.9K- 97.55% |
$939K - $1.03M
|
475
$33.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-19.6K- 5.57% |
$976K - $1.07M
|
333K
$23.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-22.2K- 13.93% |
$1.1M - $1.21M
|
137K
$9.75M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-22.3K- 5.89% |
$1.11M - $1.22M
|
357K
$25.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-23.2K- 20.08% |
$1.15M - $1.26M
|
92.3K
$6.58M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-23.4K- 6.13% |
$1.16M - $1.27M
|
358K
$25.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-23.4K- 6.13% |
$1.16M - $1.27M
|
358K
$25.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-26.8K- 29.83% |
$1.34M - $1.46M
|
63.1K
$4.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-28K- 41.44% |
$1.39M - $1.52M
|
39.5K
$2.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.2K- 17.8% |
$1.55M - $1.7M
|
144K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-37.9K- 20.02% |
$1.89M - $2.07M
|
152K
$10.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-38.9K- 8.02% |
$1.94M - $2.12M
|
446K
$31.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-40.5K- 28.16% |
$2.02M - $2.21M
|
103K
$7.37M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-42K- 79.55% |
$2.09M - $2.29M
|
10.8K
$769K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-42K- 79.55% |
$2.09M - $2.29M
|
10.8K
$769K
|
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-45.7K- 9.16% |
$2.28M - $2.49M
|
453K
$32.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-49.5K- 93.02% |
$2.46M - $2.69M
|
3.71K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-53.3K- 4.52% |
$2.65M - $2.9M
|
1.13M
$80.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-64.6K- 19.16% |
$3.21M - $3.52M
|
272K
$19.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-68.7K- 93.4% |
$3.42M - $3.74M
|
4.85K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-69K- 18.99% |
$3.43M - $3.76M
|
294K
$21M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-87.4K- 89.83% |
$4.35M - $4.76M
|
9.9K
$706K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-92.6K- 13.1% |
$4.61M - $5.04M
|
615K
$43.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-110K- 78.48% |
$5.48M - $6M
|
30.2K
$2.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-122K- 8.63% |
$6.07M - $6.65M
|
1.29M
$92.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-150K- 78.91% |
$7.47M - $8.18M
|
40.1K
$2.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-207K- 8.81% |
$10.3M - $11.3M
|
2.14M
$153M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-278K- 84.08% |
$13.8M - $15.1M
|
52.7K
$3.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-471K- 70.5% |
$23.4M - $25.6M
|
197K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-762K- 40.39% |
$37.9M - $41.5M
|
1.12M
$80.1M
|