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 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.21K- 6.55% |
$203K - $225K
|
45.8K
$3.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.25K- 40.64% |
$205K - $227K
|
4.74K
$321K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-3.7K- 2.38% |
$234K - $259K
|
152K
$10.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.87K- 2.96% |
$245K - $271K
|
127K
$8.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.97K- 6.84% |
$251K - $278K
|
54.1K
$3.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.03K- 1.64% |
$255K - $282K
|
242K
$16.4M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-4.07K- 65.6% |
$257K - $285K
|
2.13K
$144K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-4.13K- 60.24% |
$262K - $290K
|
2.73K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-4.31K- 2.36% |
$273K - $302K
|
179K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.31K- 16.27% |
$273K - $302K
|
22.2K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-4.32K- 19.42% |
$273K - $303K
|
17.9K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.63K- 4.83% |
$293K - $324K
|
91.1K
$6.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5.01K- 82.58% |
$317K - $351K
|
1.06K
$71.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-5.03K- 1.86% |
$318K - $352K
|
265K
$17.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-5.09K- 0.75% |
$322K - $357K
|
675K
$45.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5.33K- 1.62% |
$337K - $373K
|
324K
$21.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-5.34K- 23.25% |
$338K - $374K
|
17.6K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.37K- 1.86% |
$340K - $376K
|
283K
$19.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-5.96K- 18.24% |
$377K - $417K
|
26.7K
$1.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-6.19K- 16.17% |
$392K - $434K
|
32.1K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.33K- 2.27% |
$401K - $444K
|
273K
$18.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.44K- 23.01% |
$408K - $451K
|
21.5K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-6.61K- 19.8% |
$418K - $463K
|
26.8K
$1.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.01K- 6.94% |
$443K - $491K
|
94K
$6.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.14K- 0.33% |
$452K - $500K
|
2.15M
$145M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.41K- 41.76% |
$469K - $519K
|
10.3K
$699K
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-7.67K- 12.36% |
$485K - $538K
|
54.4K
$3.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-7.72K- 0.77% |
$489K - $541K
|
998K
$67.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.1K- 37.16% |
$513K - $567K
|
13.7K
$926K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8.26K- 5.58% |
$523K - $579K
|
140K
$9.44M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-8.45K- 57.29% |
$535K - $592K
|
6.3K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.73K- 5.05% |
$552K - $611K
|
164K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8.94K- 7.36% |
$566K - $627K
|
113K
$7.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.55K- 9.25% |
$605K - $669K
|
93.8K
$6.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-9.66K- 5.26% |
$612K - $677K
|
174K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.85K- 3.1% |
$624K - $690K
|
308K
$20.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.1K- 6.09% |
$703K - $778K
|
171K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.1K- 16.81% |
$763K - $845K
|
59.6K
$4.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-12.1K- 51.79% |
$763K - $845K
|
11.2K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12.4K- 23.25% |
$785K - $869K
|
40.9K
$2.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.4K- 0.45% |
$845K - $936K
|
2.95M
$199M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-13.6K- 2.14% |
$862K - $954K
|
623K
$42.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-14.1K- 42.29% |
$891K - $986K
|
19.2K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.9K- 11.55% |
$942K - $1.04M
|
114K
$7.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-16K- 63.03% |
$1.01M - $1.12M
|
9.37K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.8K- 4.1% |
$1.06M - $1.17M
|
392K
$26.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-19.8K- 10.14% |
$1.26M - $1.39M
|
176K
$11.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-20.6K- 4.4% |
$1.31M - $1.45M
|
448K
$30.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-21.4K- 33.78% |
$1.35M - $1.5M
|
41.9K
$2.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-24.6K- 2.99% |
$1.55M - $1.72M
|
798K
$53.9M
|