Purchases and Sales Made in Q4 2023 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 2023. 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 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-69.3K- 19.57% |
$3.48M - $4.06M
|
285K
$19.1M
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-75.9K- 19.98% |
$3.82M - $4.45M
|
304K
$20.4M
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-104K- 15.0% |
$5.22M - $6.09M
|
588K
$39.5M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-113K- 17.84% |
$5.66M - $6.6M
|
518K
$34.8M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-121K- 10.67% |
$6.1M - $7.12M
|
1.02M
$68.2M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-142K- 26.53% |
$7.13M - $8.31M
|
392K
$26.3M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-163K- 45.41% |
$8.18M - $9.54M
|
196K
$13.1M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-244K- 26.76% |
$12.3M - $14.3M
|
667K
$44.8M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-290K- 55.17% |
$14.6M - $17M
|
235K
$15.8M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-301K- 99.94% |
$15.1M - $17.6M
|
167
$11.2K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-348K- 92.96% |
$17.5M - $20.4M
|
26.3K
$1.77M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-452K- 25.45% |
$22.8M - $26.5M
|
1.33M
$89M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-669K- 12.93% |
$33.7M - $39.2M
|
4.5M
$302M
|