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
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
198
+ 16.53%
$8.73K - $10.5K
1.4K $98.9K
Nov 07, 2022 Q3 2022
Bck Partners, Inc.

BUY
 -
181
+ 2.53%
$7.98K - $9.6K
7.34K $520K
Nov 14, 2022 Q3 2022
Vista Investment Management

Pittsburgh, PA
BUY
 -
179
+ 3.18%
$7.9K - $9.49K
5.82K $412K
Oct 12, 2022 Q3 2022
Mjp Associates Inc

BUY
 -
178
+ 0.38%
$7.85K - $9.44K
47.2K $3.34M
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
158
+ 28.99%
$6.97K - $8.38K
703 $49.8K
Nov 09, 2022 Q3 2022
Westside Investment Management, Inc.

BUY
 -
152
+ 0.54%
$6.7K - $8.06K
28.2K $2M
Nov 04, 2022 Q3 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
143
+ 1.66%
$6.31K - $7.58K
8.76K $621K
Nov 03, 2022 Q3 2022
Slate Stone Wealth, LLC

BUY
 -
124
+ 1.3%
$5.47K - $6.58K
9.68K $686K
Oct 14, 2022 Q3 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
114
New
$5.03K - $6.05K
114 $8.08K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
93
+ 48.69%
$4.1K - $4.93K
284 $20.1K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
73
+ 1.22%
$3.22K - $3.87K
6.07K $430K
Nov 03, 2022 Q3 2022
Leeward Financial Partners, LLC

BUY
 -
70
+ 0.45%
$3.09K - $3.71K
15.6K $1.1M
Nov 01, 2022 Q3 2022
Astoria Strategic Wealth, Inc.

BUY
 -
66
+ 0.46%
$2.91K - $3.5K
14.3K $1.01M
Nov 14, 2022 Q3 2022
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
47
+ 0.16%
$2.07K - $2.49K
29.4K $2.08M
Nov 14, 2022 Q3 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
32
+ 0.21%
$1.41K - $1.7K
15.3K $1.09M
Oct 17, 2022 Q3 2022
Independent Wealth Network Inc.

BUY
 -
30
+ 0.41%
$1.32K - $1.59K
7.31K $518K
Oct 20, 2022 Q3 2022
Focused Wealth Management, Inc

BUY
 -
28
+ 0.57%
$1.24K - $1.49K
4.91K $348K
Jul 20, 2023 Q3 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
21
+ 0.18%
$926 - $1.11K
11.6K $819K
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

BUY
 -
19
+ 0.2%
$838 - $1.01K
9.58K $679K
Nov 10, 2022 Q3 2022
Fusion Capital, LLC

BUY
 -
17
+ 0.28%
$750 - $902
6.05K $429K
Oct 20, 2022 Q3 2022
Waller Financial Planning Group, Inc

BUY
 -
11
+ 0.04%
$485 - $583
26.7K $1.89M
Oct 20, 2022 Q3 2022
Vigilare Wealth Management

BUY
 -
4
+ 0.05%
$176 - $212
8.55K $606K
Oct 12, 2022 Q3 2022
Horan Securities, Inc.

BUY
 -
3
+ 0.41%
$132 - $159
742 $52.6K
Oct 28, 2022 Q3 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
2
+ 0.43%
$88.2 - $106
469 $33.2K
Nov 14, 2022 Q3 2022
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
1
+ 0.01%
$44.1 - $53
11.4K $810K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 20, 2022 Q3 2022
Wt Wealth Management

SELL
 -
-1
- 0.02%
$44.1 - $53
5.63K $399K
Aug 07, 2024 Q3 2022
Abound Wealth Management

Franklin, TN
SELL
 -
-2
- 0.76%
$88.2 - $106
260 $18.4K
Nov 14, 2022 Q3 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-7
- 0.05%
$309 - $371
13.8K $977K
Oct 18, 2022 Q3 2022
Firethorn Wealth Partners, LLC

SELL
 -
-8
- 0.1%
$353 - $424
7.91K $560K
Nov 14, 2022 Q3 2022
Sanctuary Wealth Management, L.L.C.

SELL
 -
-19
- 0.15%
$838 - $1.01K
12.7K $897K
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-19
- 3.44%
$838 - $1.01K
534 $37.8K
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
SELL
 -
-27
- 0.35%
$1.19K - $1.43K
7.78K $551K
Oct 20, 2022 Q3 2022
Psi Advisors, LLC

SELL
 -
-29
- 3.32%
$1.28K - $1.54K
845 $59.9K
Nov 10, 2022 Q3 2022
Citigroup Inc

SELL
 -
-35
- 94.59%
$1.54K - $1.86K
2 $142
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

SELL
 -
-42
- 0.15%
$1.85K - $2.23K
27.7K $1.96M
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
SELL
 -
-44
- 13.13%
$1.94K - $2.33K
291 $20.6K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-57
- 0.78%
$2.51K - $3.02K
7.29K $516K
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

SELL
 -
-57
- 0.17%
$2.51K - $3.02K
34.1K $2.42M
Nov 02, 2022 Q3 2022
Paulson Wealth Management Inc.

SELL
 -
-57
- 1.2%
$2.51K - $3.02K
4.68K $332K
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

SELL
 -
-63
- 0.36%
$2.78K - $3.34K
17.3K $1.22M
Nov 09, 2022 Q3 2022
Seaside Wealth Management, Inc.

Carlsbad, CA
SELL
 -
-65
- 0.29%
$2.87K - $3.45K
22K $1.56M
Nov 04, 2022 Q3 2022
Detalus Advisors, LLC

SELL
 -
-85
- 0.52%
$3.75K - $4.51K
16.4K $1.16M
Nov 08, 2022 Q3 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-87
- 1.66%
$3.84K - $4.61K
5.16K $365K
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-105
Closed
$4.63K - $5.57K
0 $0
Nov 01, 2022 Q3 2022
Prestige Wealth Management Group LLC

SELL
 -
-109
- 2.29%
$4.81K - $5.78K
4.66K $330K
Oct 13, 2022 Q3 2022
Moseley Investment Management Inc

SELL
 -
-126
- 1.08%
$5.56K - $6.68K
11.5K $818K
Nov 14, 2022 Q3 2022
Axim Planning & Wealth

Dayton, OH
SELL
 -
-129
- 9.82%
$5.69K - $6.84K
1.19K $84K
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

SELL
 -
-129
- 2.42%
$5.69K - $6.84K
5.2K $368K

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