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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-103- 19.29% |
$4.54K - $5.19K
|
431
$30.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-110- 0.52% |
$4.85K - $5.55K
|
20.9K
$1.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-170- 2.43% |
$7.5K - $8.57K
|
6.83K
$484K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-175- 51.93% |
$7.72K - $8.82K
|
162
$11.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-175- 2.4% |
$7.72K - $8.82K
|
7.11K
$504K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-208- 1.36% |
$9.17K - $10.5K
|
15.1K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-210- 53.44% |
$9.26K - $10.6K
|
183
$13K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-215- 3.77% |
$9.48K - $10.8K
|
5.49K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-218- 3.75% |
$9.61K - $11K
|
5.6K
$397K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-221- 1.09% |
$9.74K - $11.1K
|
20.1K
$1.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-240- 1.31% |
$10.6K - $12.1K
|
18.1K
$1.28M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-267- 0.3% |
$11.8K - $13.5K
|
89.5K
$6.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-271- 2.14% |
$11.9K - $13.7K
|
12.4K
$879K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-287- 3.35% |
$12.7K - $14.5K
|
8.29K
$587K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-289- 5.87% |
$12.7K - $14.6K
|
4.63K
$328K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-300- 1.15% |
$13.2K - $15.1K
|
25.8K
$1.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-307- 0.13% |
$13.5K - $15.5K
|
239K
$16.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-331- 96.78% |
$14.6K - $16.7K
|
11
$779
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-361- 7.05% |
$15.9K - $18.2K
|
4.76K
$337K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-368- 2.72% |
$16.2K - $18.6K
|
13.1K
$932K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-369- 6.38% |
$16.3K - $18.6K
|
5.41K
$383K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-376- 3.25% |
$16.6K - $19K
|
11.2K
$792K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-393- 15.96% |
$17.3K - $19.8K
|
2.07K
$147K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-393- 2.52% |
$17.3K - $19.8K
|
15.2K
$1.08M
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-394- 0.87% |
$17.4K - $19.9K
|
45.2K
$3.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-423- 1.98% |
$18.7K - $21.3K
|
20.9K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-434- 3.55% |
$19.1K - $21.9K
|
11.8K
$835K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-437- 9.37% |
$19.3K - $22K
|
4.23K
$300K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-507- 1.49% |
$22.4K - $25.6K
|
33.6K
$2.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-509- 0.81% |
$22.4K - $25.7K
|
62K
$4.39M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-563- 1.55% |
$24.8K - $28.4K
|
35.8K
$2.53M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
SELL
|
- |
-595- 0.43% |
$26.2K - $30K
|
139K
$9.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-597- 2.0% |
$26.3K - $30.1K
|
29.3K
$2.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-600- 2.16% |
$26.5K - $30.2K
|
27.2K
$1.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-629- 4.33% |
$27.7K - $31.7K
|
13.9K
$984K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-634- 2.71% |
$28K - $32K
|
22.7K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-749- 3.12% |
$33K - $37.8K
|
23.3K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-761- 26.89% |
$33.6K - $38.4K
|
2.07K
$147K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-763- 4.79% |
$33.6K - $38.5K
|
15.2K
$1.08M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-784- 3.13% |
$34.6K - $39.5K
|
24.3K
$1.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-795- 17.08% |
$35.1K - $40.1K
|
3.86K
$274K
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-796- 6.26% |
$35.1K - $40.1K
|
11.9K
$844K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-812- 3.03% |
$35.8K - $40.9K
|
26K
$1.84M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-822- 13.29% |
$36.2K - $41.4K
|
5.36K
$380K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-849- 0.62% |
$37.4K - $42.8K
|
137K
$9.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-874- 7.91% |
$38.5K - $44.1K
|
10.2K
$721K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-930- 0.53% |
$41K - $46.9K
|
174K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-948- 1.83% |
$41.8K - $47.8K
|
50.8K
$3.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.13K- 10.06% |
$49.6K - $56.7K
|
10.1K
$713K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 3.0% |
$49.7K - $56.9K
|
36.5K
$2.59M
|