Purchases and Sales Made in Q3 2022 in Spdr Portfolio S&P 1500 Compos (SPTM)

SPTM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 1500 Compos (SPTM) during Q3 2022. 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
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
19.2K
New
$848K - $1.02M
19.2K $1.36M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
18.7K
+ 9.09%
$827K - $994K
225K $15.9M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
17.9K
+ 3.8%
$787K - $947K
488K $34.6M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
17.6K
+ 11.11%
$778K - $936K
176K $12.5M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
16.9K
+ 18.32%
$746K - $897K
109K $7.74M
Oct 28, 2022 Q3 2022
Freedom Day Solutions, LLC

BUY
 -
14.2K
+ 17.29%
$627K - $754K
96.5K $6.83M
Nov 10, 2022 Q3 2022
Investors Research Corp

BUY
 -
13.9K
+ 10.83%
$611K - $735K
142K $10M
Oct 21, 2022 Q3 2022
Trilogy Capital Inc.

BUY
 -
13.5K
New
$596K - $717K
13.5K $958K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
13.4K
+ 1.06%
$590K - $709K
1.27M $90M
Nov 07, 2022 Q3 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
12.9K
+ 10.88%
$570K - $686K
132K $9.34M
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
12.6K
New
$554K - $666K
12.6K $890K
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
12.5K
+ 69.69%
$551K - $662K
30.4K $2.15M
Nov 10, 2022 Q3 2022
Bank Ozk

BUY
 -
12.4K
New
$547K - $658K
12.4K $879K
Oct 25, 2022 Q3 2022
Tillar Wenstrup Advisors, LLC

BUY
 -
12.2K
+ 5.6%
$539K - $648K
231K $16.3M
Nov 10, 2022 Q3 2022
N.E.W. Advisory Services LLC

BUY
 -
11.8K
+ 4.34%
$522K - $628K
285K $20.2M
Nov 04, 2022 Q3 2022
Redwood Financial Network Corp

BUY
 -
11.7K
+ 48.79%
$517K - $621K
35.7K $2.53M
Nov 14, 2022 Q3 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
11.3K
New
$498K - $599K
11.3K $801K
Oct 27, 2022 Q3 2022
Oakwell Private Wealth Management, LLC

BUY
 -
11.3K
+ 35.68%
$497K - $597K
42.8K $3.04M
Nov 09, 2022 Q3 2022
Professional Financial Advisors, LLC

BUY
 -
10.9K
+ 1.04%
$482K - $579K
1.06M $75.3M
Nov 07, 2022 Q3 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
10.5K
+ 4.62%
$465K - $559K
239K $16.9M
Nov 10, 2022 Q3 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
10.2K
New
$449K - $540K
10.2K $721K
Oct 27, 2022 Q3 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
10.1K
+ 59.97%
$447K - $538K
27K $1.92M
Nov 02, 2022 Q3 2022
Treasure Coast Financial Planning

BUY
 -
9.86K
+ 2.42%
$435K - $523K
418K $29.6M
Oct 31, 2022 Q3 2022
Exchange Capital Management, Inc.

BUY
 -
9.27K
+ 17.99%
$409K - $492K
60.8K $4.31M
Oct 13, 2022 Q3 2022
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
9.13K
+ 10.66%
$403K - $484K
94.7K $6.71M
Oct 18, 2022 Q3 2022
Flynn Zito Capital Management, LLC

BUY
 -
7.99K
New
$352K - $424K
7.99K $566K
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

BUY
 -
7.69K
+ 103.58%
$339K - $408K
15.1K $1.07M
Nov 01, 2022 Q3 2022
Howard Wealth Management, LLC

Madison, CT
BUY
 -
7.41K
New
$327K - $393K
7.41K $525K
Oct 18, 2022 Q3 2022
Wj Wealth Management, LLC

BUY
 -
7.33K
New
$323K - $389K
7.33K $520K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
7.3K
+ 11.82%
$322K - $387K
69K $4.89M
Oct 13, 2022 Q3 2022
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
7.01K
+ 76.56%
$309K - $372K
16.2K $1.14M
Oct 13, 2022 Q3 2022
Trinity Wealth Management, LLC

BUY
 -
6.56K
+ 18.3%
$289K - $348K
42.4K $3.01M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
6.31K
New
$278K - $334K
6.31K $447K
Oct 13, 2022 Q3 2022
Good Life Advisors, LLC

BUY
 -
6.11K
+ 17.1%
$269K - $324K
41.8K $2.96M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
5.96K
New
$263K - $316K
5.96K $422K
Oct 17, 2022 Q3 2022
Gps Wealth Strategies Group, LLC

BUY
 -
5.83K
+ 25.78%
$257K - $309K
28.4K $2.01M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
5.66K
New
$249K - $300K
5.66K $401K
Nov 07, 2022 Q3 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
5.65K
New
$249K - $300K
5.65K $401K
Nov 14, 2022 Q3 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
5.56K
+ 114.23%
$245K - $295K
10.4K $739K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
5.45K
+ 5.6%
$240K - $289K
103K $7.29M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
5.31K
New
$234K - $282K
5.31K $376K
Oct 20, 2022 Q3 2022
S.E.E.D. Planning Group LLC

BUY
 -
5.24K
New
$231K - $278K
5.24K $371K
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.23K
+ 11.08%
$231K - $278K
52.5K $3.72M
Nov 16, 2022 Q3 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
5.11K
New
$225K - $271K
5.11K $362K
Nov 14, 2022 Q3 2022
Echo Wealth Management, LLC

BUY
 -
4.97K
+ 23.09%
$219K - $264K
26.5K $1.88M
Oct 25, 2022 Q3 2022
Benedetti & Gucer, Inc.

BUY
 -
4.96K
+ 7.62%
$219K - $263K
70K $4.96M
Nov 14, 2022 Q3 2022
Bokf, Na

Tulsa, OK
BUY
 -
4.95K
+ 30.76%
$218K - $262K
21K $1.49M
Nov 01, 2022 Q3 2022
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
4.94K
+ 12.46%
$218K - $262K
44.6K $3.16M
Nov 14, 2022 Q3 2022
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
4.76K
New
$210K - $252K
4.76K $337K

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