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
Nov 14, 2022 Q3 2022
Aldebaran Financial Inc.

BUY
 -
1.14K
+ 2.57%
$50.4K - $60.6K
45.5K $3.23M
Nov 09, 2022 Q3 2022
Glassman Wealth Services

BUY
 -
1.1K
+ 21.2%
$48.7K - $58.5K
6.31K $447K
Nov 14, 2022 Q3 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
1.04K
+ 4.43%
$45.9K - $55.2K
24.5K $1.74M
Nov 14, 2022 Q3 2022
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
1.03K
+ 3.56%
$45.4K - $54.6K
30K $2.12M
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
965
+ 18.65%
$42.6K - $51.2K
6.14K $435K
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
877
+ 6.03%
$38.7K - $46.5K
15.4K $1.09M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
803
+ 3.46%
$35.4K - $42.6K
24K $1.7M
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
771
+ 0.41%
$34K - $40.9K
190K $13.5M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
764
+ 11.52%
$33.7K - $40.5K
7.39K $524K
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
764
+ 11.52%
$33.7K - $40.5K
7.39K $524K
Oct 19, 2022 Q3 2022
L.M. Kohn & Company

BUY
 -
736
+ 7.77%
$32.5K - $39K
10.2K $723K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
678
+ 22600.0%
$29.9K - $36K
681 $48.3K
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
636
+ 5.84%
$28.1K - $33.7K
11.5K $817K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
620
+ 14.22%
$27.3K - $32.9K
4.98K $353K
Nov 09, 2022 Q3 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
619
+ 5.26%
$27.3K - $32.8K
12.4K $878K
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
BUY
 -
609
+ 6.64%
$26.9K - $32.3K
9.78K $693K
Oct 28, 2022 Q3 2022
Fingerlakes Wealth Management, Inc.

BUY
 -
550
+ 1.48%
$24.3K - $29.2K
37.6K $2.67M
Oct 20, 2022 Q3 2022
Nikulski Financial, Inc.

BUY
 -
533
+ 3.42%
$23.5K - $28.3K
16.1K $1.14M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
519
+ 0.74%
$22.9K - $27.5K
70.5K $5M
Oct 19, 2022 Q3 2022
Armbruster Capital Management, Inc.

BUY
 -
506
+ 8.78%
$22.3K - $26.8K
6.27K $444K
Oct 18, 2022 Q3 2022
Praetorian Wealth Management, Inc.

BUY
 -
489
+ 0.55%
$21.6K - $25.9K
89.7K $6.36M
Oct 31, 2022 Q3 2022
Wooster Corthell Wealth Management, Inc.

BUY
 -
489
+ 2.72%
$21.6K - $25.9K
18.4K $1.31M
Oct 11, 2022 Q3 2022
Helen Stephens Group, LLC

BUY
 -
480
+ 2.27%
$21.2K - $25.5K
21.6K $1.53M
Nov 10, 2022 Q3 2022
Affinia Financial Group, LLC

Burlington, MA
BUY
 -
451
+ 1.02%
$19.9K - $23.9K
44.7K $3.17M
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
443
New
$19.5K - $23.5K
443 $31.4K
Oct 18, 2022 Q3 2022
Karp Capital Management Corp

BUY
 -
417
New
$18.4K - $22.1K
417 $29.5K
Oct 28, 2022 Q3 2022
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
407
+ 1.83%
$18K - $21.6K
22.6K $1.6M
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
400
+ 6.67%
$17.6K - $21.2K
6.4K $454K
Nov 02, 2022 Q3 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
389
New
$17.2K - $20.6K
389 $27.6K
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
383
+ 0.28%
$16.9K - $20.3K
139K $9.88M
Oct 14, 2022 Q3 2022
Toth Financial Advisory Corp

BUY
 -
376
New
$16.6K - $19.9K
376 $26.6K
Oct 28, 2022 Q3 2022
Bridgeworth, LLC

Birmingham, AL
BUY
 -
375
+ 2.22%
$16.5K - $19.9K
17.2K $1.22M
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
367
+ 0.91%
$16.2K - $19.5K
40.8K $2.89M
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
347
+ 3.52%
$15.3K - $18.4K
10.2K $723K
Oct 05, 2022 Q3 2022
Beacon Capital Management, LLC

BUY
 -
337
+ 9.2%
$14.9K - $17.9K
4K $283K
Oct 28, 2022 Q3 2022
Better Money Decisions, LLC

BUY
 -
327
+ 1.86%
$14.4K - $17.3K
17.9K $1.27M
Oct 11, 2022 Q3 2022
Stewardship Advisors, LLC

BUY
 -
314
+ 1.52%
$13.9K - $16.7K
21K $1.49M
Oct 20, 2022 Q3 2022
First Heartland Consultants, Inc.

BUY
 -
314
+ 0.89%
$13.9K - $16.7K
35.5K $2.52M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
311
+ 3.54%
$13.7K - $16.5K
9.1K $645K
Oct 17, 2022 Q3 2022
Alta Wealth Advisors LLC

BUY
 -
307
+ 1.33%
$13.5K - $16.3K
23.4K $1.66M
Oct 05, 2022 Q3 2022
Capital Investment Advisors, LLC

BUY
 -
285
+ 4.83%
$12.6K - $15.1K
6.19K $438K
Nov 04, 2022 Q3 2022
Cx Institutional

BUY
 -
270
+ 0.8%
$11.9K - $14.3K
33.9K $2.4M
Oct 24, 2022 Q3 2022
Horst & Graben Wealth Management LLC

BUY
 -
253
+ 4.79%
$11.2K - $13.4K
5.54K $392K
Oct 11, 2022 Q3 2022
Richard P Slaughter Associates Inc

BUY
 -
247
+ 1.07%
$10.9K - $13.1K
23.4K $1.66M
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
244
+ 0.13%
$10.8K - $12.9K
188K $13.3M
Oct 31, 2022 Q3 2022
Merit Financial Group, LLC

BUY
 -
237
+ 0.17%
$10.5K - $12.6K
137K $9.74M
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
204
New
$9K - $10.8K
204 $14.5K
Nov 07, 2022 Q3 2022
Jnba Financial Advisors

BUY
 -
203
+ 3.64%
$8.95K - $10.8K
5.78K $410K
Nov 09, 2022 Q3 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
200
New
$8.82K - $10.6K
200 $14.2K

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