Purchases and Sales Made in Q3 2024 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 2024. 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 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.95KNew |
$250K - $276K
|
3.95K
$289K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.87KNew |
$245K - $271K
|
3.87K
$283K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
3.8K+ 6.42% |
$240K - $266K
|
62.9K
$4.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3.74K+ 0.67% |
$237K - $262K
|
564K
$41.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.74KNew |
$236K - $262K
|
3.74K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.74KNew |
$236K - $262K
|
3.74K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.61K+ 4.3% |
$228K - $253K
|
87.5K
$6.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.57K+ 4.05% |
$226K - $250K
|
91.7K
$6.72M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.56K+ 13.16% |
$225K - $249K
|
30.6K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.51K+ 6.67% |
$222K - $246K
|
56.1K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.48K+ 4.75% |
$220K - $244K
|
76.7K
$5.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.39K+ 61.65% |
$215K - $238K
|
8.89K
$651K
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.35K+ 4.43% |
$212K - $235K
|
79.1K
$5.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.3K+ 70.16% |
$209K - $231K
|
8.01K
$587K
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
3.25K+ 85.85% |
$205K - $227K
|
7.03K
$515K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.24K+ 20.0% |
$205K - $227K
|
19.4K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.17KNew |
$200K - $222K
|
3.17K
$232K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.15K+ 19.65% |
$199K - $221K
|
19.2K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.08KNew |
$195K - $216K
|
3.08K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
3.08K+ 2.11% |
$195K - $216K
|
149K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 4.79% |
$195K - $216K
|
67.4K
$4.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3KNew |
$190K - $210K
|
3K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3KNew |
$190K - $210K
|
3K
$220K
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.93KNew |
$185K - $205K
|
2.93K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.92KNew |
$185K - $204K
|
2.92K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.9KNew |
$184K - $203K
|
2.9K
$212K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.89K+ 7.72% |
$183K - $203K
|
40.3K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.89KNew |
$183K - $202K
|
2.89K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
2.26K+ 0.46% |
$143K - $159K
|
492K
$36.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.25K+ 1.54% |
$143K - $158K
|
149K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.21K+ 78.01% |
$140K - $155K
|
5.05K
$370K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.18K+ 8.63% |
$138K - $153K
|
27.4K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.14K+ 0.54% |
$135K - $150K
|
400K
$29.3M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.08K+ 16.29% |
$131K - $145K
|
14.8K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.05K+ 7.39% |
$130K - $144K
|
29.8K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2K+ 36.48% |
$127K - $140K
|
7.49K
$549K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.82K+ 6.31% |
$115K - $128K
|
30.7K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.79K+ 1.11% |
$113K - $125K
|
164K
$12M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.76K+ 6.79% |
$112K - $124K
|
27.7K
$2.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.55K+ 6.52% |
$98K - $109K
|
25.3K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.52KNew |
$96.1K - $106K
|
1.52K
$111K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.48K+ 2.95% |
$93.4K - $103K
|
51.6K
$3.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
1.45K+ 0.46% |
$91.5K - $101K
|
319K
$23.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.36K+ 1.39% |
$86.1K - $95.3K
|
99.5K
$7.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.2KNew |
$75.7K - $83.8K
|
1.2K
$87.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
1.17K+ 0.71% |
$73.8K - $81.8K
|
167K
$12.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 4.84% |
$72.1K - $79.9K
|
24.7K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.13KNew |
$71.4K - $79.1K
|
1.13K
$82.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.12K+ 1.22% |
$70.9K - $78.5K
|
93.2K
$6.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.11K+ 3.49% |
$70.4K - $78K
|
33K
$2.42M
|