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 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-243- 2.66% |
$15.4K - $17K
|
8.9K
$652K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-251- 1.57% |
$15.9K - $17.6K
|
15.8K
$1.15M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-260- 1.69% |
$16.5K - $18.2K
|
15.2K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-260- 2.81% |
$16.5K - $18.2K
|
9K
$659K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-266- 0.07% |
$16.8K - $18.6K
|
361K
$26.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-270- 3.51% |
$17.1K - $18.9K
|
7.43K
$544K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-282- 1.92% |
$17.8K - $19.8K
|
14.4K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-297- 4.57% |
$18.8K - $20.8K
|
6.2K
$454K
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
SELL
|
- |
-300- 1.07% |
$19K - $21K
|
27.7K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-302- 1.25% |
$19.1K - $21.2K
|
23.9K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-305- 1.51% |
$19.3K - $21.4K
|
19.9K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-315- 12.48% |
$19.9K - $22.1K
|
2.21K
$162K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-321- 1.17% |
$20.3K - $22.5K
|
27.1K
$1.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-322- 1.4% |
$20.4K - $22.6K
|
22.7K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-330- 0.44% |
$20.9K - $23.1K
|
75.5K
$5.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-346- 4.02% |
$21.9K - $24.2K
|
8.27K
$605K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-349- 0.39% |
$22.1K - $24.5K
|
89.2K
$6.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-353- 1.14% |
$22.3K - $24.7K
|
30.6K
$2.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-356- 5.25% |
$22.5K - $24.9K
|
6.42K
$470K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-359- 5.96% |
$22.7K - $25.2K
|
5.67K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-365- 1.59% |
$23.1K - $25.6K
|
22.6K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-371- 0.57% |
$23.5K - $26K
|
65.3K
$4.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-375- 7.42% |
$23.7K - $26.3K
|
4.68K
$343K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-383- 6.79% |
$24.2K - $26.8K
|
5.26K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-395- 1.51% |
$25K - $27.7K
|
25.8K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-395- 5.1% |
$25K - $27.7K
|
7.35K
$538K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-406- 53.77% |
$25.7K - $28.4K
|
349
$25.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-442- 0.29% |
$28K - $31K
|
152K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-479- 2.23% |
$30.3K - $33.6K
|
21K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-483- 4.02% |
$30.6K - $33.8K
|
11.5K
$845K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-503- 5.93% |
$31.8K - $35.2K
|
7.98K
$585K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-506- 34.75% |
$32K - $35.5K
|
950
$69.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-509- 33.05% |
$32.2K - $35.7K
|
1.03K
$75.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-548- 6.27% |
$34.7K - $38.4K
|
8.19K
$600K
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-550- 2.59% |
$34.8K - $38.5K
|
20.7K
$1.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-555- 5.02% |
$35.1K - $38.9K
|
10.5K
$768K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-564- 68.28% |
$35.7K - $39.5K
|
262
$19.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-571- 9.48% |
$36.1K - $40K
|
5.45K
$399K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-594- 3.09% |
$37.6K - $41.6K
|
18.6K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-598- 5.56% |
$37.8K - $41.9K
|
10.2K
$744K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-617- 3.04% |
$39K - $43.2K
|
19.7K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-618- 3.13% |
$39.1K - $43.3K
|
19.1K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-621- 2.41% |
$39.3K - $43.5K
|
25.2K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-629- 7.87% |
$39.8K - $44.1K
|
7.37K
$539K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-647- 2.17% |
$40.9K - $45.3K
|
29.2K
$2.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-664- 1.41% |
$42K - $46.5K
|
46.5K
$3.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-727- 3.39% |
$46K - $50.9K
|
20.7K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-771- 4.14% |
$48.8K - $54K
|
17.9K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-777- 13.23% |
$49.2K - $54.4K
|
5.1K
$373K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-781- 2.95% |
$49.4K - $54.7K
|
25.7K
$1.88M
|