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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
235+ 31.0% |
$14.9K - $16.5K
|
993
$67.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
230+ 1437.5% |
$14.6K - $16.1K
|
246
$16.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
224+ 0.39% |
$14.2K - $15.7K
|
58K
$3.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
224+ 2.14% |
$14.2K - $15.7K
|
10.7K
$722K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
216+ 1.56% |
$13.7K - $15.1K
|
14K
$949K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
215+ 3.47% |
$13.6K - $15.1K
|
6.42K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
213+ 434.69% |
$13.5K - $14.9K
|
262
$17.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
206+ 1.05% |
$13K - $14.4K
|
19.8K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
196+ 0.28% |
$12.4K - $13.7K
|
71.1K
$4.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
189+ 0.28% |
$12K - $13.2K
|
66.7K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
186+ 3.39% |
$11.8K - $13K
|
5.68K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
184+ 11.67% |
$11.6K - $12.9K
|
1.76K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
177+ 0.03% |
$11.2K - $12.4K
|
589K
$39.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
153+ 1.97% |
$9.68K - $10.7K
|
7.91K
$535K
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
146+ 1.73% |
$9.24K - $10.2K
|
8.58K
$580K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
136+ 34.0% |
$8.61K - $9.53K
|
536
$36.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
135+ 0.23% |
$8.54K - $9.46K
|
59.4K
$4.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
134+ 46.85% |
$8.48K - $9.39K
|
420
$28.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
124+ 6.39% |
$7.85K - $8.69K
|
2.07K
$140K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
108+ 122.73% |
$6.83K - $7.57K
|
196
$13.2K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
105+ 0.5% |
$6.64K - $7.36K
|
21.1K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
95+ 0.66% |
$6.01K - $6.66K
|
14.5K
$977K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
93+ 0.21% |
$5.89K - $6.52K
|
44.1K
$2.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
74+ 2.37% |
$4.68K - $5.18K
|
3.2K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
67+ 0.11% |
$4.24K - $4.69K
|
63K
$4.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
62+ 4.51% |
$3.92K - $4.34K
|
1.44K
$97.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
57+ 53.77% |
$3.61K - $3.99K
|
163
$11K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
54+ 1.01% |
$3.42K - $3.78K
|
5.4K
$365K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
52+ 0.33% |
$3.29K - $3.64K
|
16K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 3.83% |
$3.16K - $3.5K
|
1.36K
$91.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
41New |
$2.59K - $2.87K
|
41
$2.77K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
40+ 0.21% |
$2.53K - $2.8K
|
19.3K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
34+ 0.57% |
$2.15K - $2.38K
|
6.05K
$409K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
34+ 0.5% |
$2.15K - $2.38K
|
6.78K
$458K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
30+ 0.46% |
$1.9K - $2.1K
|
6.59K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24+ 0.32% |
$1.52K - $1.68K
|
7.59K
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
21+ 0.34% |
$1.33K - $1.47K
|
6.12K
$414K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
19+ 0.28% |
$1.2K - $1.33K
|
6.7K
$453K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
13+ 0.32% |
$823 - $911
|
4.12K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
13+ 0.31% |
$823 - $911
|
4.21K
$284K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12+ 0.11% |
$759 - $841
|
10.9K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
11+ 0.05% |
$696 - $771
|
20.8K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10+ 0.32% |
$633 - $701
|
3.14K
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 55.56% |
$633 - $701
|
28
$1.89K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
9+ 0.22% |
$570 - $631
|
4.06K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
7+ 0.04% |
$443 - $490
|
17.9K
$1.21M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.1% |
$380 - $420
|
5.74K
$388K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
5+ 0.05% |
$316 - $350
|
9.32K
$630K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4+ 0.12% |
$253 - $280
|
3.23K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.06% |
$253 - $280
|
7.03K
$475K
|