Purchases and Sales Made in Q4 2022 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 2022. 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 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.8K+ 3.96% |
$344K - $393K
|
205K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.75K+ 103.55% |
$342K - $391K
|
15.2K
$1.08M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.46K+ 5.68% |
$329K - $376K
|
139K
$9.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
7.36K+ 16.53% |
$325K - $371K
|
51.9K
$3.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
7.15K+ 357600.0% |
$315K - $361K
|
7.15K
$507K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7.01K+ 9.25% |
$309K - $353K
|
82.8K
$5.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
6.79K+ 4.71% |
$299K - $342K
|
151K
$10.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
6.79KNew |
$299K - $342K
|
6.79K
$481K
|
|
|
Jan 31, 2023
Q4 2022
|
F
|
BUY
|
- |
6.32KNew |
$278K - $318K
|
6.32K
$447K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
6.28K+ 0.81% |
$277K - $317K
|
779K
$55.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.22KNew |
$274K - $313K
|
6.22K
$441K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.19KNew |
$273K - $312K
|
6.19K
$438K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
5.84K+ 17.2% |
$257K - $294K
|
39.8K
$2.82M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5.7KNew |
$251K - $287K
|
5.7K
$404K
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
5.56K+ 1.35% |
$245K - $280K
|
417K
$29.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
5.56K+ 25.36% |
$245K - $280K
|
27.5K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.3K+ 15.02% |
$234K - $267K
|
40.6K
$2.87M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
5.14K+ 33.34% |
$227K - $259K
|
20.6K
$1.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.13K+ 3.68% |
$226K - $259K
|
144K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.12KNew |
$226K - $258K
|
5.12K
$363K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.98K+ 27.26% |
$219K - $251K
|
23.2K
$1.65M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
4.95K+ 11.81% |
$218K - $249K
|
46.9K
$3.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.82K+ 2.98% |
$213K - $243K
|
166K
$11.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
BUY
|
- |
4.8KNew |
$212K - $242K
|
4.8K
$340K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.74K+ 91.13% |
$209K - $239K
|
9.93K
$704K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.7KNew |
$207K - $237K
|
4.7K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.69K+ 9.93% |
$207K - $237K
|
52K
$3.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4.59K+ 24.88% |
$202K - $231K
|
23K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.57K+ 9.49% |
$201K - $230K
|
52.7K
$3.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.54K+ 3.03% |
$200K - $229K
|
154K
$10.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.44KNew |
$196K - $224K
|
4.44K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.43K+ 56.92% |
$195K - $223K
|
12.2K
$865K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4.42K+ 193.18% |
$195K - $223K
|
6.7K
$475K
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.29KNew |
$189K - $216K
|
4.29K
$304K
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.93K+ 13.81% |
$173K - $198K
|
32.3K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
3.69KNew |
$163K - $186K
|
3.69K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.6KNew |
$159K - $181K
|
3.6K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.37K+ 53.81% |
$149K - $170K
|
9.64K
$683K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.27K+ 28.62% |
$144K - $165K
|
14.7K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
3.2K+ 19.56% |
$141K - $161K
|
19.6K
$1.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.11K+ 4.46% |
$137K - $157K
|
72.8K
$5.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
3.08K+ 7.37% |
$136K - $155K
|
44.9K
$3.18M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.07K+ 4.75% |
$135K - $155K
|
67.8K
$4.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.96KNew |
$131K - $149K
|
2.96K
$210K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.88KNew |
$127K - $145K
|
2.88K
$204K
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.7K+ 6.36% |
$119K - $136K
|
45.1K
$3.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
2.64K+ 9.97% |
$117K - $133K
|
29.2K
$2.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.61K+ 5.85% |
$115K - $132K
|
47.2K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.57K+ 12.18% |
$113K - $130K
|
23.7K
$1.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.57K+ 4.86% |
$113K - $129K
|
55.4K
$3.92M
|