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 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
4+ 0.11% |
$277 - $297
|
3.51K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.05% |
$208 - $223
|
5.88K
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.04% |
$208 - $223
|
7.03K
$498K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.1% |
$139 - $149
|
2.07K
$146K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2+ 0.01% |
$139 - $149
|
30.6K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.37% |
$69.3 - $74.3
|
269
$19.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.21% |
$69.3 - $74.3
|
485
$34.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.01% |
$69.3 - $74.3
|
12.5K
$883K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1New |
$69.3 - $74.3
|
1
$70.9
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-3- 0.06% |
$208 - $223
|
4.85K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4- 0.05% |
$277 - $297
|
7.62K
$540K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4- 0.06% |
$277 - $297
|
6.7K
$475K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-10- 0.06% |
$693 - $743
|
17K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-10- 0.17% |
$693 - $743
|
5.73K
$406K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-11- 34.38% |
$762 - $817
|
21
$1.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-13- 0.04% |
$901 - $966
|
33.4K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-16- 0.2% |
$1.11K - $1.19K
|
8.1K
$574K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-18- 0.34% |
$1.25K - $1.34K
|
5.24K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-22- 0.14% |
$1.52K - $1.63K
|
15.4K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-22- 0.04% |
$1.52K - $1.63K
|
58K
$4.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32- 12.21% |
$2.22K - $2.38K
|
230
$16.3K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-36- 0.97% |
$2.49K - $2.67K
|
3.67K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-39- 1.0% |
$2.7K - $2.9K
|
3.85K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-40- 0.84% |
$2.77K - $2.97K
|
4.71K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-40- 2.19% |
$2.77K - $2.97K
|
1.79K
$127K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-41- 0.76% |
$2.84K - $3.05K
|
5.36K
$380K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.74% |
$2.91K - $3.12K
|
5.63K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-43- 0.14% |
$2.98K - $3.19K
|
31.6K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-46- 0.06% |
$3.19K - $3.42K
|
79K
$5.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-48- 0.73% |
$3.33K - $3.57K
|
6.55K
$464K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-56- 0.4% |
$3.88K - $4.16K
|
14K
$990K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-57- 34.97% |
$3.95K - $4.24K
|
106
$7.51K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-58- 0.46% |
$4.02K - $4.31K
|
12.6K
$891K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-60- 1.63% |
$4.16K - $4.46K
|
3.62K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-62- 0.72% |
$4.3K - $4.61K
|
8.52K
$604K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-65- 0.6% |
$4.5K - $4.83K
|
10.8K
$768K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-67- 6.75% |
$4.64K - $4.98K
|
926
$65.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-69- 0.68% |
$4.78K - $5.13K
|
10.1K
$715K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-72- 2.58% |
$4.99K - $5.35K
|
2.72K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-72- 1.64% |
$4.99K - $5.35K
|
4.32K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-89- 0.49% |
$6.17K - $6.61K
|
17.9K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-91- 1.01% |
$6.31K - $6.76K
|
8.88K
$629K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-91- 1.7% |
$6.31K - $6.76K
|
5.27K
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-96- 10.11% |
$6.65K - $7.13K
|
854
$60.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-98- 1.57% |
$6.79K - $7.28K
|
6.13K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-102- 1.56% |
$7.07K - $7.58K
|
6.45K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-116- 0.55% |
$8.04K - $8.62K
|
21K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-119- 2.54% |
$8.25K - $8.84K
|
4.56K
$323K
|