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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.06M+ 6024.92% |
$64.2M - $70.7M
|
1.08M
$77.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
552KNew |
$33.5M - $36.9M
|
552K
$39.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
355K+ 4.21% |
$21.5M - $23.7M
|
8.78M
$634M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
331K+ 59.05% |
$20.1M - $22.1M
|
891K
$64.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
311K+ 95.42% |
$18.9M - $20.8M
|
637K
$45.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
203K+ 26.51% |
$12.3M - $13.6M
|
971K
$70M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
169K+ 5.14% |
$10.2M - $11.3M
|
3.45M
$249M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
143K+ 6388.47% |
$8.68M - $9.55M
|
145K
$10.5M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
127KNew |
$7.7M - $8.48M
|
127K
$9.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
95.1KNew |
$5.77M - $6.36M
|
95.1K
$6.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
71.2K+ 29.54% |
$4.32M - $4.76M
|
312K
$22.5M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
66.2K+ 77.24% |
$4.02M - $4.43M
|
152K
$11M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
65.6KNew |
$3.98M - $4.39M
|
65.6K
$4.73M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
62.3K+ 6.35% |
$3.78M - $4.17M
|
1.04M
$75.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
61.7K+ 19.3% |
$3.74M - $4.12M
|
381K
$27.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
50.3K+ 5.69% |
$3.05M - $3.36M
|
935K
$67.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
49.4K+ 3.69% |
$3M - $3.3M
|
1.39M
$100M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.7K+ 2.02% |
$2.59M - $2.86M
|
2.16M
$155M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
42.5K+ 8.39% |
$2.58M - $2.84M
|
549K
$39.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
35.9K+ 4.56% |
$2.18M - $2.4M
|
822K
$59.3M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
34.1K+ 64.95% |
$2.07M - $2.28M
|
86.6K
$6.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
32.6K+ 4.63% |
$1.98M - $2.18M
|
737K
$53.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.7K+ 2.67% |
$1.92M - $2.12M
|
1.22M
$87.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.7K+ 2.67% |
$1.92M - $2.12M
|
1.22M
$87.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
30.4K+ 2.0% |
$1.84M - $2.03M
|
1.55M
$112M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
29.8KNew |
$1.81M - $1.99M
|
29.8K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.7K+ 13.68% |
$1.56M - $1.72M
|
213K
$15.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
25.3KNew |
$1.54M - $1.69M
|
25.3K
$1.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25K+ 2.0% |
$1.52M - $1.67M
|
1.28M
$92M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
22.1K+ 4.61% |
$1.34M - $1.48M
|
502K
$36.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
21.4KNew |
$1.3M - $1.43M
|
21.4K
$1.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20.1K+ 6.66% |
$1.22M - $1.34M
|
322K
$23.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
19.9K+ 364.99% |
$1.21M - $1.33M
|
25.3K
$1.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
18.4K+ 27.58% |
$1.12M - $1.23M
|
85.1K
$6.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.9K+ 40.78% |
$1.09M - $1.2M
|
61.8K
$4.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 1.17% |
$1.04M - $1.15M
|
1.49M
$107M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.1K+ 171.25% |
$1.04M - $1.14M
|
27K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16.8K+ 14.34% |
$1.02M - $1.12M
|
134K
$9.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
16KNew |
$974K - $1.07M
|
16K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
16KNew |
$968K - $1.07M
|
16K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
15.7K+ 11.59% |
$954K - $1.05M
|
151K
$10.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
15.6K+ 15.65% |
$947K - $1.04M
|
115K
$8.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
15K+ 11.44% |
$909K - $1M
|
146K
$10.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
14K+ 7.17% |
$849K - $935K
|
209K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
14K+ 8.4% |
$847K - $932K
|
180K
$13M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
13.7KNew |
$832K - $917K
|
13.7K
$989K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12.7K+ 1.28% |
$771K - $849K
|
1.01M
$72.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.6K+ 8.73% |
$768K - $845K
|
157K
$11.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
12.2K+ 1.94% |
$741K - $816K
|
640K
$46.2M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
11.9K+ 3.07% |
$721K - $794K
|
398K
$28.7M
|