Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-11.7K- 5.53% |
$620K - $688K
|
200K
$14.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-12.3K- 6.57% |
$650K - $721K
|
174K
$12.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.5K- 6.24% |
$716K - $793K
|
203K
$14.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.7K- 6.76% |
$728K - $807K
|
190K
$13.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.7K- 9.68% |
$777K - $861K
|
137K
$9.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21.1KClosed |
$1.12M - $1.24M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-24.3KClosed |
$1.29M - $1.43M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-26K- 14.24% |
$1.38M - $1.53M
|
157K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27K- 85.58% |
$1.43M - $1.58M
|
4.54K
$322K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-30.2K- 3.41% |
$1.6M - $1.78M
|
857K
$60.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-36.2K- 3.06% |
$1.92M - $2.13M
|
1.15M
$81.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-42.6K- 58.02% |
$2.26M - $2.5M
|
30.8K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-47.7KClosed |
$2.53M - $2.8M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48.5K- 6.64% |
$2.57M - $2.85M
|
682K
$48.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-53.8K- 57.88% |
$2.85M - $3.16M
|
39.1K
$2.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-59.7K- 22.41% |
$3.16M - $3.51M
|
207K
$14.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-60.6K- 14.56% |
$3.21M - $3.56M
|
356K
$25.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-79.4K- 3.84% |
$4.21M - $4.66M
|
1.99M
$141M
|
|
|
Feb 14, 2022
Q4 2021
|
Kemper Corp
|
SELL
|
- |
-117K- 43.15% |
$6.22M - $6.89M
|
155K
$11M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-132K- 15.61% |
$6.99M - $7.75M
|
713K
$50.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-132K- 54.0% |
$7.02M - $7.78M
|
113K
$7.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-135K- 25.31% |
$7.13M - $7.91M
|
397K
$28.1M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-152K- 19.79% |
$8.05M - $8.93M
|
616K
$43.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-171K- 5.54% |
$9.08M - $10.1M
|
2.92M
$207M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-198K- 33.54% |
$10.5M - $11.6M
|
392K
$27.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-771K- 94.96% |
$40.9M - $45.3M
|
40.9K
$2.9M
|