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 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-174- 0.73% |
$9.09K - $9.8K
|
23.5K
$1.72M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-181- 0.74% |
$9.45K - $10.2K
|
24.4K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-190- 4.46% |
$9.92K - $10.7K
|
4.07K
$298K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-194- 2.09% |
$10.1K - $10.9K
|
9.07K
$664K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-202- 0.22% |
$10.5K - $11.4K
|
92.1K
$6.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-204- 0.76% |
$10.7K - $11.5K
|
26.7K
$1.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-220- 2.66% |
$11.5K - $12.4K
|
8.07K
$591K
|
|
|
Oct 17, 2023
Q3 2023
|
Brewster Financial Planning LLC
|
SELL
|
- |
-223- 3.93% |
$11.6K - $12.6K
|
5.45K
$400K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-243- 2.56% |
$12.7K - $13.7K
|
9.23K
$676K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-243- 5.21% |
$12.7K - $13.7K
|
4.42K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-245- 3.78% |
$12.8K - $13.8K
|
6.23K
$456K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-269- 0.77% |
$14K - $15.1K
|
34.9K
$2.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-269- 2.91% |
$14K - $15.1K
|
8.97K
$657K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-272- 10.14% |
$14.2K - $15.3K
|
2.41K
$177K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-297- 2.93% |
$15.5K - $16.7K
|
9.85K
$722K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-310- 0.97% |
$16.2K - $17.5K
|
31.7K
$2.32M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-357- 4.29% |
$18.6K - $20.1K
|
7.97K
$584K
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-370- 6.29% |
$19.3K - $20.8K
|
5.51K
$404K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-376- 4.53% |
$19.6K - $21.2K
|
7.92K
$580K
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-390- 1.7% |
$20.4K - $22K
|
22.5K
$1.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-395- 1.5% |
$20.6K - $22.2K
|
25.9K
$1.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-396- 4.14% |
$20.7K - $22.3K
|
9.17K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-402- 1.29% |
$21K - $22.6K
|
30.8K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-427- 0.17% |
$22.3K - $24K
|
255K
$18.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-454- 8.74% |
$23.7K - $25.6K
|
4.74K
$347K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-459- 1.22% |
$24K - $25.8K
|
37.1K
$2.72M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-468- 2.73% |
$24.4K - $26.4K
|
16.7K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-545- 4.92% |
$28.5K - $30.7K
|
10.5K
$771K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-575- 7.57% |
$30K - $32.4K
|
7.02K
$514K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-609- 2.59% |
$31.8K - $34.3K
|
22.9K
$1.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-619- 3.36% |
$32.3K - $34.9K
|
17.8K
$1.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-638- 8.48% |
$33.3K - $35.9K
|
6.88K
$504K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-654- 46.65% |
$34.2K - $36.8K
|
748
$54.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-665- 5.7% |
$34.7K - $37.4K
|
11K
$806K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-676- 10.38% |
$35.3K - $38.1K
|
5.84K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-697- 4.8% |
$36.4K - $39.2K
|
13.8K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-713- 7.06% |
$37.2K - $40.1K
|
9.38K
$687K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-714- 2.89% |
$37.3K - $40.2K
|
24K
$1.76M
|
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-752- 13.07% |
$39.3K - $42.3K
|
5K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-756- 2.08% |
$39.5K - $42.6K
|
35.7K
$2.61M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-757- 19.61% |
$39.5K - $42.6K
|
3.1K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-757- 19.61% |
$39.5K - $42.6K
|
3.1K
$227K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-767- 13.5% |
$40.1K - $43.2K
|
4.91K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-770- 10.16% |
$40.2K - $43.4K
|
6.81K
$499K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-802- 6.03% |
$41.9K - $45.2K
|
12.5K
$916K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-804- 1.8% |
$42K - $45.3K
|
43.8K
$3.21M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-853- 10.41% |
$44.5K - $48K
|
7.34K
$538K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-872- 1.47% |
$45.5K - $49.1K
|
58.5K
$4.28M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-880- 5.17% |
$46K - $49.6K
|
16.2K
$1.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-893- 2.63% |
$46.6K - $50.3K
|
33K
$2.42M
|