Purchases and Sales Made in Q3 2023 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 2023. 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 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.37K+ 22.55% |
$228K - $246K
|
23.7K
$1.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.09K+ 4.5% |
$214K - $230K
|
95K
$6.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.9KNew |
$203K - $219K
|
3.9K
$285K
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.83KNew |
$200K - $216K
|
3.83K
$281K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.79K+ 4.81% |
$198K - $213K
|
82.6K
$6.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.78K+ 5.39% |
$197K - $213K
|
73.8K
$5.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.68K+ 10.66% |
$192K - $207K
|
38.1K
$2.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.65K+ 5.06% |
$191K - $205K
|
75.7K
$5.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.55K+ 4.74% |
$185K - $200K
|
78.5K
$5.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.44KNew |
$179K - $193K
|
3.44K
$252K
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
3.3K+ 6.54% |
$172K - $186K
|
53.7K
$3.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
3.16K+ 0.8% |
$165K - $178K
|
398K
$29.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.08K+ 0.88% |
$161K - $173K
|
351K
$25.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.93K+ 27.14% |
$153K - $165K
|
13.7K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.88K+ 15.94% |
$150K - $162K
|
20.9K
$1.53M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.82K+ 279.58% |
$147K - $159K
|
3.83K
$280K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.66K+ 4.21% |
$139K - $150K
|
65.9K
$4.82M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.63KNew |
$137K - $148K
|
2.63K
$192K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.5K+ 14.25% |
$130K - $141K
|
20K
$1.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.27K+ 5.74% |
$119K - $128K
|
41.9K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
2.26K+ 0.41% |
$118K - $127K
|
552K
$40.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.17K+ 20.09% |
$113K - $122K
|
13K
$949K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.04K+ 9.82% |
$106K - $115K
|
22.8K
$1.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
1.97K+ 1.22% |
$103K - $111K
|
164K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.94K+ 6.02% |
$101K - $109K
|
34.2K
$2.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.88K+ 3.57% |
$98.1K - $106K
|
54.5K
$3.99M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.87K+ 10.14% |
$97.7K - $105K
|
20.3K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
1.85K+ 38.28% |
$96.6K - $104K
|
6.68K
$489K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.73K+ 0.58% |
$90.5K - $97.6K
|
301K
$22M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
1.65K+ 4.03% |
$86.3K - $93K
|
42.7K
$3.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.59K+ 1.8% |
$83K - $89.5K
|
90.1K
$6.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.55K+ 2.18% |
$80.8K - $87.2K
|
72.7K
$5.32M
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
1.43K+ 0.89% |
$74.9K - $80.7K
|
162K
$11.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 30.25% |
$70.1K - $75.6K
|
5.78K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.24K+ 2.84% |
$64.5K - $69.6K
|
44.8K
$3.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.21K+ 48.44% |
$63.4K - $68.4K
|
3.72K
$272K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.19K+ 3.31% |
$62.1K - $67K
|
37.2K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.15K+ 5.91% |
$60.3K - $65K
|
20.7K
$1.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.09K+ 3.99% |
$56.9K - $61.3K
|
28.4K
$2.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.06K+ 6.38% |
$55.5K - $59.8K
|
17.7K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.06K+ 5.34% |
$55.1K - $59.5K
|
20.8K
$1.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.03K+ 4.85% |
$53.6K - $57.8K
|
22.2K
$1.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.02K+ 1.75% |
$53.4K - $57.5K
|
59.6K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
999+ 1.54% |
$52.2K - $56.3K
|
65.8K
$4.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
921+ 1.84% |
$48.1K - $51.9K
|
50.9K
$3.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
913+ 0.31% |
$47.7K - $51.4K
|
295K
$21.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
875+ 19.96% |
$45.7K - $49.3K
|
5.26K
$385K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
862+ 3.43% |
$45K - $48.5K
|
26K
$1.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
862+ 3.43% |
$45K - $48.5K
|
26K
$1.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
861+ 2.6% |
$45K - $48.5K
|
33.9K
$2.48M
|