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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
396+ 3.58% |
$20.7K - $22.1K
|
11.4K
$827K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
396+ 3.58% |
$20.7K - $22.1K
|
11.4K
$827K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
394+ 2.54% |
$20.6K - $22K
|
15.9K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
389+ 1.24% |
$20.4K - $21.8K
|
31.7K
$2.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
372New |
$19.5K - $20.8K
|
372
$26.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
362+ 6.11% |
$18.9K - $20.2K
|
6.29K
$455K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
313New |
$16.4K - $17.5K
|
313
$22.6K
|
|
|
Oct 22, 2021
Q3 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
300+ 2.98% |
$15.7K - $16.8K
|
10.4K
$750K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
297New |
$15.5K - $16.6K
|
297
$21.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
293+ 32.63% |
$15.3K - $16.4K
|
1.19K
$86.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
292+ 0.26% |
$15.3K - $16.3K
|
111K
$8.02M
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
287+ 0.52% |
$15K - $16.1K
|
55.9K
$4.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
273+ 0.3% |
$14.3K - $15.3K
|
92.5K
$6.69M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
262New |
$13.7K - $14.7K
|
262
$18.9K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
262New |
$13.7K - $14.7K
|
262
$18.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
242+ 0.36% |
$12.7K - $13.5K
|
68.3K
$4.94M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
209+ 1.32% |
$10.9K - $11.7K
|
16.1K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
207+ 2.99% |
$10.8K - $11.6K
|
7.13K
$515K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
164New |
$8.58K - $9.17K
|
164
$11.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
157+ 2.67% |
$8.21K - $8.78K
|
6.04K
$437K
|
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
147+ 1.63% |
$7.69K - $8.22K
|
9.19K
$664K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
99+ 9.02% |
$5.18K - $5.54K
|
1.2K
$86.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
95+ 1.77% |
$4.97K - $5.31K
|
5.47K
$395K
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
70+ 0.94% |
$3.66K - $3.92K
|
7.54K
$545K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
50+ 0.27% |
$2.62K - $2.8K
|
18.5K
$1.34M
|
|
|
Oct 13, 2021
Q3 2021
|
Bck Partners, Inc.
|
BUY
|
- |
39+ 0.6% |
$2.04K - $2.18K
|
6.56K
$474K
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
30+ 0.49% |
$1.57K - $1.68K
|
6.1K
$441K
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
25+ 0.13% |
$1.31K - $1.4K
|
19.3K
$1.4M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 1.23% |
$1.26K - $1.34K
|
1.98K
$143K
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
20+ 0.28% |
$1.05K - $1.12K
|
7.08K
$512K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 0.41% |
$1.05K - $1.12K
|
4.84K
$350K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18+ 26.87% |
$942 - $1.01K
|
85
$6.14K
|
|
|
Nov 10, 2021
Q3 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
12+ 3.03% |
$628 - $671
|
408
$29.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
7+ 0.02% |
$366 - $392
|
33.9K
$2.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7+ 0.16% |
$366 - $392
|
4.3K
$311K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
5+ 0.02% |
$262 - $280
|
26.1K
$1.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5New |
$262 - $280
|
5
$361
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4New |
$209 - $224
|
4
$289
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4+ 0.1% |
$209 - $224
|
4.16K
$301K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.3% |
$105 - $112
|
663
$47.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.26% |
$105 - $112
|
762
$55.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2- 0.02% |
$105 - $112
|
10.7K
$771K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.15% |
$209 - $224
|
2.58K
$186K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-10Closed |
$523 - $559
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14- 0.3% |
$732 - $783
|
4.64K
$335K
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-16- 1.43% |
$837 - $895
|
1.1K
$79.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-18- 0.25% |
$942 - $1.01K
|
7.33K
$529K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-18- 4.21% |
$942 - $1.01K
|
410
$29.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-20- 0.24% |
$1.05K - $1.12K
|
8.28K
$598K
|