Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
841KNew |
$44M - $47M
|
841K
$60.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
618K+ 24.98% |
$32.4M - $34.6M
|
3.09M
$224M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
561K+ 11.01% |
$29.3M - $31.4M
|
5.65M
$409M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
483KNew |
$25.3M - $27M
|
483K
$34.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
390K+ 81.41% |
$20.4M - $21.8M
|
870K
$62.8M
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
200KNew |
$10.5M - $11.2M
|
200K
$14.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
187K+ 14.54% |
$9.8M - $10.5M
|
1.48M
$107M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
182K+ 156.03% |
$9.55M - $10.2M
|
299K
$21.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
134KNew |
$7.03M - $7.51M
|
134K
$9.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
132K+ 27.18% |
$6.92M - $7.39M
|
619K
$44.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
127K+ 9.24% |
$6.66M - $7.12M
|
1.5M
$109M
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
121K+ 38.45% |
$6.34M - $6.78M
|
436K
$31.5M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
108K+ 36.72% |
$5.67M - $6.07M
|
404K
$29.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
105KNew |
$5.47M - $5.84M
|
105K
$7.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
94.2K+ 8.66% |
$4.93M - $5.27M
|
1.18M
$85.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
74.2K+ 7.71% |
$3.88M - $4.15M
|
1.04M
$74.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
66.5K+ 33.31% |
$3.48M - $3.72M
|
266K
$19.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
63.9K+ 11.01% |
$3.34M - $3.57M
|
644K
$46.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
51.1K+ 5.3% |
$2.67M - $2.86M
|
1.01M
$73.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.7KNew |
$2.5M - $2.67M
|
47.7K
$3.45M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.8K+ 6.7% |
$2.45M - $2.62M
|
745K
$53.8M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42KNew |
$2.2M - $2.35M
|
42K
$3.04M
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
41.1K+ 11.23% |
$2.15M - $2.3M
|
407K
$29.4M
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
38.3K+ 5.85% |
$2.01M - $2.14M
|
694K
$50.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
36.8K+ 7.0% |
$1.92M - $2.06M
|
562K
$40.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.6K+ 32.57% |
$1.86M - $1.99M
|
145K
$10.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.6K+ 2.61% |
$1.65M - $1.77M
|
1.24M
$89.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.9K+ 15.1% |
$1.56M - $1.67M
|
228K
$16.5M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
25.9K+ 1142.21% |
$1.35M - $1.45M
|
28.2K
$2.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
25.6K+ 1.91% |
$1.34M - $1.43M
|
1.36M
$98.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25.4K+ 9.6% |
$1.33M - $1.42M
|
290K
$20.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
24.3KNew |
$1.27M - $1.36M
|
24.3K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Freedom Day Solutions, LLC
|
BUY
|
- |
24.3K+ 165.14% |
$1.27M - $1.36M
|
38.9K
$2.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.2K+ 19.1% |
$1.06M - $1.13M
|
126K
$9.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
19.8K+ 2.67% |
$1.04M - $1.11M
|
762K
$55.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 2.64% |
$985K - $1.05M
|
731K
$52.8M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.6K+ 1.36% |
$974K - $1.04M
|
1.38M
$100M
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
16.1K+ 4.24% |
$842K - $900K
|
395K
$28.6M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
15.6KNew |
$817K - $874K
|
15.6K
$1.13M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.4K+ 135.83% |
$807K - $863K
|
26.8K
$1.94M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
14.2K+ 1.63% |
$742K - $794K
|
887K
$64.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
14K+ 11.59% |
$730K - $780K
|
134K
$9.71M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.5K+ 4.12% |
$709K - $757K
|
342K
$24.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
13K+ 2.56% |
$682K - $729K
|
523K
$37.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
12.5K+ 155.47% |
$653K - $698K
|
20.5K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
12.4KNew |
$646K - $691K
|
12.4K
$893K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
11.7K+ 20.74% |
$614K - $656K
|
68.3K
$4.93M
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.7K+ 7.02% |
$562K - $601K
|
164K
$11.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.6K+ 10.33% |
$554K - $593K
|
113K
$8.18M
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9.62K+ 5.71% |
$503K - $538K
|
178K
$12.9M
|