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 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.18K+ 6220.0% |
$110K - $128K
|
2.21K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.16K+ 58.01% |
$109K - $127K
|
5.88K
$419K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.1K+ 29.63% |
$106K - $123K
|
9.2K
$656K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.05K+ 4.28% |
$103K - $120K
|
50K
$3.56M
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.99K+ 7.85% |
$100K - $117K
|
27.4K
$1.95M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.86K+ 1.98% |
$93.5K - $109K
|
95.8K
$6.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.83KNew |
$92K - $107K
|
1.83K
$130K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.78K+ 0.33% |
$89.4K - $104K
|
546K
$38.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.73K+ 8.28% |
$87.2K - $102K
|
22.7K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.69KNew |
$85.2K - $99.3K
|
1.69K
$121K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.55K+ 4.33% |
$78K - $90.9K
|
37.4K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.54K+ 32.22% |
$77.5K - $90.3K
|
6.32K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.54K+ 3.88% |
$77.3K - $90.1K
|
41.1K
$2.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 65.97% |
$76.6K - $89.3K
|
3.83K
$273K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.49K+ 9.23% |
$75K - $87.4K
|
17.6K
$1.26M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.49KNew |
$74.8K - $87.2K
|
1.49K
$106K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.46K+ 135.32% |
$73.3K - $85.4K
|
2.53K
$180K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.42K+ 2.5% |
$71.3K - $83.1K
|
58.1K
$4.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
1.38K+ 29.38% |
$69.3K - $80.8K
|
6.07K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.32K+ 1.52% |
$66.4K - $77.4K
|
88.2K
$6.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.3K+ 33.32% |
$65.3K - $76.1K
|
5.19K
$370K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.29K+ 1.43% |
$65.1K - $75.8K
|
91.4K
$6.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.25K+ 1.9% |
$62.8K - $73.3K
|
67K
$4.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.18K+ 1.09% |
$59.1K - $68.9K
|
109K
$7.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.14K+ 5.47% |
$57.4K - $66.9K
|
22K
$1.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.13KNew |
$56.8K - $66.2K
|
1.13K
$80.5K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.11KNew |
$55.6K - $64.9K
|
1.11K
$78.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.1K+ 13.76% |
$55.2K - $64.4K
|
9.08K
$647K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.05KNew |
$52.8K - $61.6K
|
1.05K
$74.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.05KNew |
$52.7K - $61.5K
|
1.05K
$74.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.03K+ 2.02% |
$51.6K - $60.2K
|
51.9K
$3.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.01K+ 10.58% |
$50.9K - $59.4K
|
10.6K
$754K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
845+ 3.06% |
$42.5K - $49.6K
|
28.4K
$2.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
839+ 10.73% |
$42.2K - $49.2K
|
8.66K
$617K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
827New |
$41.6K - $48.5K
|
827
$58.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
802+ 7.77% |
$40.3K - $47K
|
11.1K
$793K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
796+ 3.97% |
$40K - $46.7K
|
20.8K
$1.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
785+ 3.65% |
$39.5K - $46K
|
22.3K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
767+ 1.24% |
$38.6K - $45K
|
62.8K
$4.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
764New |
$38.4K - $44.8K
|
764
$54.5K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
749+ 4.23% |
$37.7K - $43.9K
|
18.5K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
735+ 11.68% |
$37K - $43.1K
|
7.03K
$501K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
718+ 1.71% |
$36.1K - $42.1K
|
42.6K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
713+ 0.75% |
$35.9K - $41.8K
|
95.6K
$6.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
635New |
$31.9K - $37.2K
|
635
$45.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
600New |
$30.2K - $35.2K
|
600
$42.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
589+ 10.98% |
$29.6K - $34.5K
|
5.95K
$424K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
587+ 3.29% |
$29.5K - $34.4K
|
18.4K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
580+ 2.55% |
$29.2K - $34K
|
23.3K
$1.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
567+ 2.39% |
$28.5K - $33.3K
|
24.3K
$1.73M
|