Purchases and Sales Made in Q3 2023 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 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
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
853
+ 14.47%
$44.5K - $48K
6.75K $456K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
839
New
$43.8K - $47.2K
839 $56.7K
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
760
+ 2.09%
$39.7K - $42.8K
37.1K $2.51M
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
738
+ 3.69%
$38.5K - $41.6K
20.8K $1.4M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
711
+ 2.02%
$37.1K - $40K
35.8K $2.42M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
679
+ 1.55%
$35.5K - $38.2K
44.6K $3.01M
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
673
+ 0.63%
$35.1K - $37.9K
107K $7.26M
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
672
+ 7.17%
$35.1K - $37.8K
10K $679K
Oct 17, 2023 Q3 2023
Armbruster Capital Management, Inc.

BUY
 -
617
+ 6.35%
$32.2K - $34.7K
10.3K $698K
Feb 02, 2024 Q3 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
550
+ 3.22%
$28.7K - $31K
17.7K $1.19M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
506
+ 171.53%
$26.4K - $28.5K
801 $54.1K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
493
+ 3.17%
$25.7K - $27.8K
16K $1.08M
Nov 14, 2023 Q3 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
432
+ 6.52%
$22.6K - $24.3K
7.05K $477K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
417
+ 169.51%
$21.8K - $23.5K
663 $44.8K
Oct 10, 2023 Q3 2023
Richard P Slaughter Associates Inc

BUY
 -
355
+ 1.41%
$18.5K - $20K
25.5K $1.72M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
349
+ 3.12%
$18.2K - $19.7K
11.5K $779K
Oct 30, 2023 Q3 2023
Orca Investment Management, LLC

BUY
 -
328
+ 7.18%
$17.1K - $18.5K
4.9K $331K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
325
+ 0.31%
$17K - $18.3K
105K $7.12M
Oct 10, 2023 Q3 2023
Successful Portfolios LLC

BUY
 -
315
+ 4.61%
$16.4K - $17.7K
7.15K $483K
Nov 03, 2023 Q3 2023
Compass Financial Group, Inc.

BUY
 -
312
+ 0.63%
$16.3K - $17.6K
49.9K $3.38M
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
273
+ 0.27%
$14.3K - $15.4K
102K $6.92M
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
269
+ 1.01%
$14K - $15.1K
26.9K $1.82M
Nov 14, 2023 Q3 2023
Isthmus Partners, LLC

Madison, WI
BUY
 -
252
+ 0.33%
$13.2K - $14.2K
76.3K $5.15M
Nov 15, 2023 Q3 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
238
+ 1.06%
$12.4K - $13.4K
22.8K $1.54M
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
211
+ 1.5%
$11K - $11.9K
14.3K $965K
Oct 12, 2023 Q3 2023
Slate Stone Wealth, LLC

BUY
 -
200
+ 2.34%
$10.4K - $11.3K
8.74K $590K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
182
+ 1.05%
$9.5K - $10.2K
17.4K $1.18M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
177
+ 1.33%
$9.24K - $9.97K
13.5K $914K
Oct 17, 2023 Q3 2023
Nikulski Financial, Inc.

BUY
 -
159
+ 1.06%
$8.3K - $8.95K
15.1K $1.02M
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
157
+ 1.67%
$8.2K - $8.84K
9.57K $647K
Oct 25, 2023 Q3 2023
Bck Partners, Inc.

BUY
 -
157
+ 1.9%
$8.2K - $8.84K
8.41K $568K
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
155
+ 3.88%
$8.09K - $8.73K
4.15K $280K
Oct 24, 2023 Q3 2023
Horst & Graben Wealth Management LLC

BUY
 -
132
+ 1.99%
$6.89K - $7.43K
6.76K $457K
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
130
+ 52.42%
$6.79K - $7.32K
378 $25.5K
Oct 13, 2023 Q3 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
129
+ 1.02%
$6.74K - $7.26K
12.8K $865K
Oct 11, 2023 Q3 2023
Praetorian Wealth Management, Inc.

BUY
 -
126
+ 0.2%
$6.58K - $7.1K
63.3K $4.28M
Oct 10, 2023 Q3 2023
Tlwm

San Antonio, TX
BUY
 -
103
+ 0.66%
$5.38K - $5.8K
15.8K $1.06M
Nov 01, 2023 Q3 2023
Paulson Wealth Management Inc.

BUY
 -
100
+ 1.74%
$5.22K - $5.63K
5.83K $394K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
97
+ 1.77%
$5.07K - $5.46K
5.59K $378K
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
86
+ 0.36%
$4.49K - $4.84K
24.2K $1.64M
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
82
+ 0.03%
$4.28K - $4.62K
276K $18.6M
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
80
New
$4.18K - $4.5K
80 $5.41K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
67
New
$3.5K - $3.77K
67 $4.53K
Oct 31, 2023 Q3 2023
Leeward Financial Partners, LLC

BUY
 -
61
+ 0.39%
$3.19K - $3.43K
15.8K $1.07M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
60
+ 0.61%
$3.13K - $3.38K
9.98K $674K
Oct 25, 2023 Q3 2023
Penobscot Wealth Management

BUY
 -
53
+ 0.39%
$2.77K - $2.98K
13.8K $933K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
50
+ 5.13%
$2.61K - $2.82K
1.03K $69.3K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
49
New
$2.56K - $2.76K
49 $3.31K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
46
+ 3.12%
$2.4K - $2.59K
1.52K $103K

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