Purchases and Sales Made in Q3 2022 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 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 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-149- 1.87% |
$6.57K - $7.9K
|
7.8K
$553K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-151- 14.63% |
$6.66K - $8.01K
|
881
$62.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-161- 0.3% |
$7.1K - $8.54K
|
52.9K
$3.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-188- 35.47% |
$8.29K - $9.97K
|
342
$24.2K
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-213- 4.22% |
$9.4K - $11.3K
|
4.84K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-213- 4.13% |
$9.4K - $11.3K
|
4.94K
$350K
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-228- 3.84% |
$10.1K - $12.1K
|
5.71K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-231- 0.63% |
$10.2K - $12.3K
|
36.2K
$2.56M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-244- 1.7% |
$10.8K - $12.9K
|
14.1K
$999K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-247- 0.98% |
$10.9K - $13.1K
|
25.1K
$1.78M
|
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-258- 2.22% |
$11.4K - $13.7K
|
11.4K
$806K
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-266- 0.83% |
$11.7K - $14.1K
|
31.7K
$2.25M
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-284- 2.22% |
$12.5K - $15.1K
|
12.5K
$885K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-294- 11.98% |
$13K - $15.6K
|
2.16K
$153K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-348- 10.95% |
$15.4K - $18.5K
|
2.83K
$201K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-352- 0.62% |
$15.5K - $18.7K
|
56.8K
$4.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-394- 0.88% |
$17.4K - $20.9K
|
44.6K
$3.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-403- 30.6% |
$17.8K - $21.4K
|
914
$64.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-433- 2.01% |
$19.1K - $23K
|
21.1K
$1.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-444- 1.89% |
$19.6K - $23.5K
|
23.1K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-457- 5.28% |
$20.2K - $24.2K
|
8.2K
$581K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-500- 1.98% |
$22.1K - $26.5K
|
24.8K
$1.75M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-503- 1.62% |
$22.2K - $26.7K
|
30.5K
$2.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-513- 2.07% |
$22.6K - $27.2K
|
24.2K
$1.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-610- 1.53% |
$26.9K - $32.4K
|
39.2K
$2.78M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-664- 2.33% |
$29.3K - $35.2K
|
27.8K
$1.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-665- 11.86% |
$29.3K - $35.3K
|
4.94K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-681- 5.28% |
$30K - $36.1K
|
12.2K
$865K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-697- 1.33% |
$30.7K - $37K
|
51.8K
$3.67M
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-697- 11.35% |
$30.7K - $37K
|
5.44K
$386K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-740- 2.76% |
$32.6K - $39.2K
|
26.1K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-751- 6.27% |
$33.1K - $39.8K
|
11.2K
$796K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-755- 3.44% |
$33.3K - $40K
|
21.2K
$1.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-765- 2.06% |
$33.7K - $40.6K
|
36.3K
$2.57M
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-791- 0.43% |
$34.9K - $42K
|
185K
$13.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-836- 9.66% |
$36.9K - $44.3K
|
7.82K
$554K
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-868- 14.77% |
$38.3K - $46K
|
5.01K
$355K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-920- 13.31% |
$40.6K - $48.8K
|
5.99K
$424K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-926- 10.42% |
$40.8K - $49.1K
|
7.96K
$564K
|
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-944- 6.93% |
$41.6K - $50.1K
|
12.7K
$899K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-945- 0.85% |
$41.7K - $50.1K
|
110K
$7.82M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-978- 5.61% |
$43.1K - $51.9K
|
16.5K
$1.17M
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-1.01K- 4.23% |
$44.4K - $53.4K
|
22.8K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.11K- 9.13% |
$49K - $58.9K
|
11K
$783K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.12K- 76.9% |
$49.5K - $59.5K
|
337
$23.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.15K- 8.32% |
$50.9K - $61.2K
|
12.7K
$901K
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 4.12% |
$52.7K - $63.3K
|
27.8K
$1.97M
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.24K- 5.5% |
$54.7K - $65.8K
|
21.3K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.29K- 0.53% |
$56.8K - $68.3K
|
242K
$17.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.36K- 17.1% |
$59.9K - $72.1K
|
6.59K
$467K
|