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
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.12K- 4.63% |
$67.7K - $74.6K
|
23K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.12K- 3.6% |
$67.8K - $74.6K
|
29.9K
$2.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 5.14% |
$70.8K - $78K
|
21.5K
$1.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.17K- 22.36% |
$71.1K - $78.3K
|
4.07K
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.17K- 4.29% |
$71.3K - $78.5K
|
26.2K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.21K- 2.62% |
$73.4K - $80.9K
|
44.9K
$3.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.22K- 6.31% |
$74K - $81.5K
|
18.1K
$1.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.23K- 6.02% |
$74.7K - $82.3K
|
19.2K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.27K- 1.42% |
$76.8K - $84.6K
|
88.1K
$6.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.29K- 5.76% |
$78.5K - $86.4K
|
21.2K
$1.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.3K- 3.84% |
$78.6K - $86.5K
|
32.4K
$2.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-1.33K- 0.86% |
$80.4K - $88.5K
|
153K
$11M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.33K- 18.12% |
$80.9K - $89.1K
|
6.03K
$435K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.49K- 2.31% |
$90.1K - $99.2K
|
62.7K
$4.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.55K- 1.87% |
$93.8K - $103K
|
81K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.59K- 5.01% |
$96.4K - $106K
|
30.1K
$2.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.62K- 18.62% |
$98.6K - $109K
|
7.1K
$512K
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-1.69K- 2.32% |
$102K - $113K
|
70.9K
$5.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.7K- 2.67% |
$103K - $114K
|
62.1K
$4.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.74K- 22.37% |
$105K - $116K
|
6.03K
$435K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.77K- 0.44% |
$107K - $118K
|
404K
$29.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.94K- 0.65% |
$118K - $129K
|
295K
$21.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.96K- 8.37% |
$119K - $131K
|
21.4K
$1.55M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.97K- 26.04% |
$120K - $132K
|
5.6K
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-2K- 4.94% |
$122K - $134K
|
38.6K
$2.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-2.06K- 12.82% |
$125K - $137K
|
14K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.06K- 0.28% |
$125K - $137K
|
721K
$52M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.08K- 2.27% |
$126K - $139K
|
89.6K
$6.46M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.1K- 21.72% |
$127K - $140K
|
7.55K
$545K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.19K- 0.48% |
$133K - $146K
|
450K
$32.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.2K- 2.45% |
$133K - $147K
|
87.4K
$6.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.31K- 67.48% |
$140K - $154K
|
1.11K
$80.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.33K- 15.59% |
$141K - $156K
|
12.6K
$910K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.36K- 3.28% |
$143K - $158K
|
69.6K
$5.02M
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-2.5K- 35.46% |
$152K - $167K
|
4.56K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.52K- 19.21% |
$153K - $168K
|
10.6K
$765K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.63K- 9.02% |
$159K - $175K
|
26.5K
$1.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.75K- 4.54% |
$167K - $184K
|
57.8K
$4.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.88K- 47.92% |
$174K - $192K
|
3.13K
$225K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.93K- 8.06% |
$178K - $196K
|
33.4K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.99K- 13.48% |
$182K - $200K
|
19.2K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.09K- 19.71% |
$187K - $206K
|
12.6K
$907K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.37K- 3.61% |
$204K - $225K
|
90K
$6.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.62K- 1.24% |
$220K - $242K
|
289K
$20.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.73K- 9.71% |
$227K - $249K
|
34.7K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.78K- 2.85% |
$230K - $253K
|
129K
$9.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.8K- 4.02% |
$231K - $254K
|
90.7K
$6.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-3.85K- 33.35% |
$234K - $257K
|
7.7K
$555K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.86K- 21.51% |
$234K - $258K
|
14.1K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-3.92K- 0.57% |
$238K - $262K
|
680K
$49.1M
|