Purchases and Sales Made in Q4 2024 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 2024. 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 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.5MNew |
$104M - $111M
|
1.5M
$106M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.46MNew |
$101M - $108M
|
1.46M
$103M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.18M+ 7043.0% |
$81.6M - $87.5M
|
1.19M
$84.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.11M+ 6856.54% |
$77.2M - $82.8M
|
1.13M
$80.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
816K+ 94.81% |
$56.6M - $60.7M
|
1.68M
$119M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
618KNew |
$42.8M - $45.9M
|
618K
$43.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
402K+ 4736.28% |
$27.9M - $29.9M
|
411K
$29.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
312K+ 4157.74% |
$21.6M - $23.2M
|
319K
$22.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
294K+ 40.27% |
$20.4M - $21.8M
|
1.02M
$72.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
277KNew |
$19.2M - $20.6M
|
277K
$19.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
269K+ 43.16% |
$18.6M - $20M
|
892K
$63.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
255KNew |
$17.7M - $19M
|
255K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
190K+ 134.83% |
$13.2M - $14.1M
|
331K
$23.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
174KNew |
$12.1M - $13M
|
174K
$12.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
173KNew |
$12M - $12.8M
|
173K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
172K+ 16.98% |
$11.9M - $12.7M
|
1.18M
$83.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
164KNew |
$11.4M - $12.2M
|
164K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
153K+ 512.54% |
$10.6M - $11.4M
|
183K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
151K+ 198.42% |
$10.5M - $11.2M
|
227K
$16.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
132KNew |
$9.13M - $9.79M
|
132K
$9.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
109K+ 7.6% |
$7.52M - $8.07M
|
1.54M
$109M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
108K+ 5.64% |
$7.45M - $7.99M
|
2.01M
$143M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
104KNew |
$7.18M - $7.7M
|
104K
$7.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
98.2K+ 4.06% |
$6.81M - $7.3M
|
2.52M
$178M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
93.5KNew |
$6.48M - $6.95M
|
93.5K
$6.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
85.7KNew |
$5.94M - $6.37M
|
85.7K
$6.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
85.4KNew |
$5.92M - $6.35M
|
85.4K
$6.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
80.8K+ 2.74% |
$5.6M - $6M
|
3.03M
$215M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
76.6K+ 9.6% |
$5.31M - $5.69M
|
874K
$62M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
71.4K+ 420.87% |
$4.95M - $5.31M
|
88.4K
$6.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
69.7K+ 28.03% |
$4.83M - $5.18M
|
318K
$22.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
61.1K+ 327.89% |
$4.23M - $4.54M
|
79.7K
$5.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.8K+ 23.99% |
$3.8M - $4.07M
|
283K
$20.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
50.4KNew |
$3.49M - $3.74M
|
50.4K
$3.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
50.2K+ 9.07% |
$3.48M - $3.73M
|
604K
$42.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
48.2KNew |
$3.34M - $3.58M
|
48.2K
$3.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
43.2K+ 2.01% |
$2.99M - $3.21M
|
2.19M
$155M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
42.5K+ 4.37% |
$2.94M - $3.16M
|
1.01M
$71.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
41.8K+ 7.25% |
$2.89M - $3.1M
|
618K
$43.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
41.3KNew |
$2.86M - $3.07M
|
41.3K
$2.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
37.3K+ 2.48% |
$2.59M - $2.77M
|
1.54M
$109M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
36.6K+ 10.68% |
$2.53M - $2.72M
|
379K
$26.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
35.7K+ 24.44% |
$2.48M - $2.65M
|
182K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.4K+ 19.66% |
$2.45M - $2.63M
|
215K
$15.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
34.1KNew |
$2.36M - $2.53M
|
34.1K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
32.9K+ 17.04% |
$2.28M - $2.45M
|
226K
$16M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
30.1KNew |
$2.08M - $2.23M
|
30.1K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
29.5K+ 4.96% |
$2.05M - $2.19M
|
624K
$44.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
27.8KNew |
$1.92M - $2.06M
|
27.8K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26.8KNew |
$1.86M - $1.99M
|
26.8K
$1.9M
|