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 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.16K- 4.12% |
$51.1K - $58.4K
|
27K
$1.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.22K- 6.11% |
$54K - $61.7K
|
18.8K
$1.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.38K- 5.55% |
$60.6K - $69.3K
|
23.4K
$1.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.47K- 23.28% |
$64.7K - $74K
|
4.84K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.55K- 0.46% |
$68.1K - $77.9K
|
336K
$23.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.56K- 8.51% |
$68.6K - $78.4K
|
16.7K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.62K- 3.71% |
$71.2K - $81.4K
|
41.9K
$2.97M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.62K- 10.06% |
$71.4K - $81.7K
|
14.5K
$1.03M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-1.65K- 19.31% |
$72.7K - $83.2K
|
6.9K
$489K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.66K- 0.8% |
$73.2K - $83.7K
|
205K
$14.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-1.77K- 11.44% |
$78K - $89.2K
|
13.7K
$971K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.79K- 7.37% |
$78.7K - $90K
|
22.5K
$1.59M
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.82K- 2.55% |
$80K - $91.5K
|
69.4K
$4.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.86K- 12.28% |
$81.8K - $93.6K
|
13.3K
$939K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.88K- 9.81% |
$82.7K - $94.5K
|
17.2K
$1.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.94K- 1.86% |
$85.7K - $97.9K
|
102K
$7.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.97K- 17.07% |
$86.9K - $99.4K
|
9.58K
$679K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.01K- 5.73% |
$88.6K - $101K
|
33.1K
$2.34M
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-2.1K- 16.77% |
$92.4K - $106K
|
10.4K
$737K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.12K- 2.3% |
$93.3K - $107K
|
90K
$6.37M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.15K- 18.47% |
$94.7K - $108K
|
9.48K
$671K
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.36K- 32.19% |
$104K - $119K
|
4.97K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.47K- 0.78% |
$109K - $124K
|
312K
$22.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.48K- 0.91% |
$109K - $125K
|
270K
$19.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.56K- 21.59% |
$113K - $129K
|
9.29K
$658K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.66K- 9.1% |
$117K - $134K
|
26.6K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.77K- 2.38% |
$122K - $140K
|
114K
$8.06M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.83K- 7.92% |
$125K - $143K
|
32.9K
$2.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-2.93K- 6.22% |
$129K - $148K
|
44.2K
$3.13M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.95K- 19.52% |
$130K - $149K
|
12.2K
$863K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-2.99K- 23.64% |
$132K - $151K
|
9.66K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-3.1K- 2.75% |
$137K - $156K
|
109K
$7.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.14K- 9.54% |
$139K - $158K
|
29.8K
$2.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.56K- 69.04% |
$157K - $179K
|
1.6K
$113K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.67K- 27.36% |
$162K - $185K
|
9.74K
$690K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-3.67K- 14.98% |
$162K - $185K
|
20.9K
$1.48M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.84K- 1.31% |
$169K - $193K
|
290K
$20.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.89K- 2.31% |
$171K - $196K
|
165K
$11.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.06K- 3.95% |
$179K - $205K
|
98.8K
$7M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.09K- 6.9% |
$180K - $206K
|
55.1K
$3.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.25K- 3.57% |
$187K - $214K
|
115K
$8.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.4K- 5.64% |
$194K - $222K
|
73.6K
$5.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.4K- 38.94% |
$194K - $222K
|
6.9K
$489K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-4.4K- 1.22% |
$194K - $222K
|
356K
$25.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.56K- 28.23% |
$201K - $230K
|
11.6K
$822K
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-4.8K- 10.72% |
$211K - $242K
|
39.9K
$2.83M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-4.99K- 9.46% |
$220K - $251K
|
47.7K
$3.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.35K- 4.69% |
$236K - $270K
|
109K
$7.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.44K- 7.87% |
$240K - $274K
|
63.6K
$4.51M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.69K- 45.31% |
$251K - $287K
|
6.87K
$487K
|