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 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.9K+ 273.86% |
$721K - $793K
|
16.2K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10.1K+ 1.84% |
$614K - $676K
|
560K
$40.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.88K+ 3.28% |
$600K - $660K
|
311K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.06K+ 116.29% |
$550K - $606K
|
16.9K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.69K+ 1.69% |
$528K - $581K
|
523K
$37.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.52KNew |
$517K - $569K
|
8.52K
$614K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
8.52K+ 14.75% |
$517K - $569K
|
66.3K
$4.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.29K+ 9.48% |
$503K - $554K
|
95.7K
$6.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.97K+ 129.73% |
$484K - $532K
|
14.1K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.8K+ 1.57% |
$473K - $521K
|
504K
$36.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
7.68K+ 52.74% |
$466K - $513K
|
22.2K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.57KNew |
$459K - $506K
|
7.57K
$546K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
7.53K+ 8.15% |
$457K - $503K
|
99.9K
$7.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
7.29K+ 28.77% |
$443K - $487K
|
32.6K
$2.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
6.81KNew |
$413K - $455K
|
6.81K
$491K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.74K+ 3.79% |
$409K - $450K
|
185K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
6.55K+ 4.35% |
$397K - $438K
|
157K
$11.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.38K+ 12.99% |
$387K - $427K
|
55.5K
$4.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.25K+ 0.9% |
$379K - $418K
|
700K
$50.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.97K+ 153.51% |
$362K - $399K
|
9.85K
$711K
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.95K+ 2.01% |
$361K - $397K
|
301K
$21.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.94K+ 5.71% |
$360K - $397K
|
110K
$7.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5.69K+ 1508.22% |
$345K - $380K
|
6.06K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.51K+ 3.12% |
$335K - $368K
|
182K
$13.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.5KNew |
$334K - $368K
|
5.5K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.49KNew |
$333K - $367K
|
5.49K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.39KNew |
$327K - $360K
|
5.39K
$389K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.3K+ 9.82% |
$321K - $354K
|
59.2K
$4.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.26KNew |
$319K - $351K
|
5.26K
$379K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.24K+ 5.26% |
$318K - $350K
|
105K
$7.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
5.1K+ 7.71% |
$310K - $341K
|
71.3K
$5.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
5.01K+ 29.81% |
$304K - $335K
|
21.8K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.93K+ 557.18% |
$299K - $330K
|
5.82K
$420K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.91K+ 7.07% |
$298K - $328K
|
74.3K
$5.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
4.86KNew |
$295K - $325K
|
4.86K
$350K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.81K+ 7.19% |
$292K - $321K
|
71.7K
$5.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.66K+ 103.74% |
$283K - $311K
|
9.15K
$660K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.41KNew |
$268K - $295K
|
4.41K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.26K+ 1327.41% |
$259K - $285K
|
4.58K
$330K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
4.18K+ 48.84% |
$254K - $279K
|
12.7K
$919K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.11K+ 4.38% |
$250K - $275K
|
98.1K
$7.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.1K+ 6.96% |
$249K - $274K
|
63K
$4.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.69KNew |
$224K - $247K
|
3.69K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.63K+ 57.19% |
$220K - $242K
|
9.97K
$719K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.45KNew |
$209K - $230K
|
3.45K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.43K+ 2.06% |
$208K - $229K
|
170K
$12.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$202K - $222K
|
3.32K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.3K+ 11.55% |
$200K - $221K
|
31.9K
$2.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.27K+ 45.56% |
$199K - $219K
|
10.5K
$754K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
3.21K+ 6.86% |
$195K - $215K
|
50.1K
$3.61M
|