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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.41K+ 6.03% |
$272K - $317K
|
95.1K
$6.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
5.11K+ 102.14% |
$257K - $300K
|
10.1K
$720K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.05K+ 108.34% |
$254K - $296K
|
9.71K
$692K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.04KNew |
$254K - $296K
|
5.04K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.94K+ 41.87% |
$248K - $289K
|
16.7K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.9KNew |
$246K - $287K
|
4.9K
$349K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.68KNew |
$235K - $274K
|
4.68K
$333K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.62K+ 1.15% |
$232K - $271K
|
405K
$28.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.55KNew |
$229K - $267K
|
4.55K
$324K
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
4.53K+ 3.53% |
$228K - $266K
|
133K
$9.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.32K+ 28.97% |
$217K - $254K
|
19.2K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.32KNew |
$217K - $253K
|
4.32K
$308K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
4.3K+ 3.4% |
$216K - $252K
|
131K
$9.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.27K+ 7.17% |
$215K - $251K
|
63.8K
$4.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
4.25K+ 5.84% |
$214K - $249K
|
77K
$5.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.18K+ 10.31% |
$210K - $245K
|
44.7K
$3.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
4.18KNew |
$210K - $245K
|
4.18K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4.1KNew |
$206K - $240K
|
4.1K
$292K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.06KNew |
$204K - $238K
|
4.06K
$289K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
3.96K+ 2.89% |
$199K - $232K
|
141K
$10.1M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.94K+ 3.11% |
$198K - $231K
|
131K
$9.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.87K+ 33.03% |
$195K - $227K
|
15.6K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.84KNew |
$193K - $225K
|
3.84K
$274K
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
3.82K+ 2.36% |
$192K - $224K
|
166K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.8KNew |
$191K - $223K
|
3.8K
$271K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.74K+ 26.2% |
$188K - $219K
|
18K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.71K+ 3.13% |
$187K - $218K
|
122K
$8.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
3.69KNew |
$186K - $217K
|
3.69K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.68KNew |
$185K - $216K
|
3.68K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
3.63K+ 1.91% |
$183K - $213K
|
194K
$13.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.61KNew |
$182K - $212K
|
3.61K
$257K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.6KNew |
$181K - $211K
|
3.6K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.51KNew |
$177K - $206K
|
3.51K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.49K+ 14.53% |
$176K - $205K
|
27.5K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.48KNew |
$175K - $204K
|
3.48K
$248K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.47KNew |
$174K - $203K
|
3.47K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.4K+ 11.98% |
$171K - $200K
|
31.8K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.17K+ 6.17% |
$159K - $186K
|
54.5K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.15K+ 1.29% |
$158K - $185K
|
246K
$17.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.02K+ 2.78% |
$152K - $177K
|
112K
$7.97M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
3.01K+ 11.58% |
$151K - $177K
|
29K
$2.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
3.01K+ 11.58% |
$151K - $177K
|
29K
$2.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
2.97K+ 7.52% |
$149K - $174K
|
42.5K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.93K+ 41.47% |
$147K - $172K
|
9.98K
$711K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.7K+ 3.26% |
$136K - $158K
|
85.3K
$6.08M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
2.55K+ 4.74% |
$128K - $149K
|
56.3K
$4.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.38K+ 17.29% |
$120K - $139K
|
16.1K
$1.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.32K+ 9.1% |
$117K - $136K
|
27.8K
$1.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
2.28K+ 6.15% |
$115K - $134K
|
39.4K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.19K+ 37.48% |
$110K - $128K
|
8.02K
$572K
|