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 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
469+ 1.06% |
$28.5K - $31.3K
|
44.6K
$3.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
459+ 14.13% |
$27.9K - $30.7K
|
3.71K
$267K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
444+ 2.31% |
$26.9K - $29.7K
|
19.6K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
432+ 4.61% |
$26.2K - $28.9K
|
9.81K
$708K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
431New |
$26.2K - $28.8K
|
431
$31.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
426+ 7.05% |
$25.9K - $28.5K
|
6.47K
$466K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
400New |
$24.3K - $26.7K
|
400
$28.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
392New |
$23.8K - $26.2K
|
392
$28.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
347+ 1.67% |
$21.1K - $23.2K
|
21.2K
$1.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
341+ 4.79% |
$20.7K - $22.8K
|
7.46K
$538K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
337+ 1.99% |
$20.5K - $22.5K
|
17.3K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
313+ 0.6% |
$19K - $20.9K
|
52.6K
$3.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
301+ 1.05% |
$18.3K - $20.1K
|
28.9K
$2.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
293+ 2.56% |
$17.8K - $19.6K
|
11.8K
$848K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
275+ 4.57% |
$16.7K - $18.4K
|
6.29K
$454K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
236+ 1.01% |
$14.3K - $15.8K
|
23.5K
$1.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
235+ 1.55% |
$14.3K - $15.7K
|
15.4K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
222+ 1.88% |
$13.5K - $14.8K
|
12K
$868K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
219+ 1.3% |
$13.3K - $14.6K
|
17K
$1.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
175+ 15.49% |
$10.6K - $11.7K
|
1.31K
$94.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
170New |
$10.3K - $11.4K
|
170
$12.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
141New |
$8.56K - $9.42K
|
141
$10.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
132+ 1.44% |
$8.01K - $8.82K
|
9.32K
$672K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
131+ 0.67% |
$7.95K - $8.75K
|
19.6K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
125+ 0.3% |
$7.59K - $8.35K
|
41.5K
$2.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
123+ 2.46% |
$7.46K - $8.22K
|
5.13K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
121+ 1.24% |
$7.34K - $8.09K
|
9.9K
$714K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
107New |
$6.49K - $7.15K
|
107
$7.72K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
107+ 1.63% |
$6.49K - $7.15K
|
6.69K
$482K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
106New |
$6.43K - $7.08K
|
106
$7.65K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
101+ 0.5% |
$6.13K - $6.75K
|
20.3K
$1.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
97+ 0.63% |
$5.89K - $6.48K
|
15.6K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
90+ 0.26% |
$5.46K - $6.01K
|
34.1K
$2.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
83+ 35.93% |
$5.04K - $5.55K
|
314
$22.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
81+ 1.13% |
$4.92K - $5.41K
|
7.22K
$521K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
80+ 1.26% |
$4.86K - $5.35K
|
6.41K
$462K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
78+ 0.09% |
$4.73K - $5.21K
|
83.6K
$6.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
64New |
$3.88K - $4.28K
|
64
$4.62K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
57+ 0.94% |
$3.46K - $3.81K
|
6.1K
$440K
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
56+ 0.35% |
$3.4K - $3.74K
|
16K
$1.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
47+ 1.01% |
$2.85K - $3.14K
|
4.7K
$339K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
39+ 0.79% |
$2.37K - $2.61K
|
4.98K
$359K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
36New |
$2.18K - $2.41K
|
36
$2.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
32+ 0.22% |
$1.94K - $2.14K
|
14.7K
$1.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
30+ 0.35% |
$1.82K - $2K
|
8.61K
$621K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
28+ 0.22% |
$1.7K - $1.87K
|
12.8K
$925K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
27+ 0.18% |
$1.64K - $1.8K
|
15.4K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
24+ 0.36% |
$1.46K - $1.6K
|
6.78K
$489K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
24+ 0.09% |
$1.46K - $1.6K
|
28K
$2.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23+ 0.32% |
$1.4K - $1.54K
|
7.11K
$513K
|