Purchases and Sales Made in Q2 2024 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 2024. 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 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
66.2K+ 77.24% |
$4.02M - $4.43M
|
152K
$10.3M
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.28K+ 4.64% |
$77.6K - $85.4K
|
28.9K
$1.95M
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
347+ 1.67% |
$21.1K - $23.2K
|
21.2K
$1.43M
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
235+ 1.55% |
$14.3K - $15.7K
|
15.4K
$1.04M
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-2.5K- 35.46% |
$152K - $167K
|
4.56K
$307K
|