Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.3K+ 30.83% |
$66.5K - $76.2K
|
5.5K
$397K
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.27K+ 13.15% |
$65.3K - $74.8K
|
10.9K
$791K
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.16K+ 3.25% |
$59.5K - $68.2K
|
36.9K
$2.66M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.1K+ 7.03% |
$56.4K - $64.6K
|
16.7K
$1.21M
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.06K+ 9.52% |
$54.3K - $62.2K
|
12.2K
$879K
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.05K+ 10.67% |
$54K - $61.8K
|
10.9K
$788K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.04KNew |
$53.4K - $61.2K
|
1.04K
$75.2K
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
989+ 17.45% |
$50.8K - $58.2K
|
6.66K
$481K
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
949+ 22.44% |
$48.7K - $55.8K
|
5.18K
$374K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
921New |
$47.3K - $54.2K
|
921
$66.6K
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
902+ 10.96% |
$46.3K - $53.1K
|
9.14K
$660K
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
895+ 0.29% |
$46K - $52.6K
|
309K
$22.3M
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
875+ 11.39% |
$44.9K - $51.5K
|
8.56K
$619K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
810+ 6.23% |
$41.6K - $47.6K
|
13.8K
$998K
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
757+ 15.49% |
$38.9K - $44.5K
|
5.65K
$408K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
755+ 5.56% |
$38.8K - $44.4K
|
14.3K
$1.04M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
704+ 7.67% |
$36.2K - $41.4K
|
9.88K
$714K
|
|
May 13, 2022
Q1 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
673+ 18.63% |
$34.6K - $39.6K
|
4.29K
$310K
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
634+ 2.75% |
$32.6K - $37.3K
|
23.7K
$1.71M
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
600New |
$30.8K - $35.3K
|
600
$43.4K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
586+ 0.31% |
$30.1K - $34.5K
|
187K
$13.5M
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
569+ 0.64% |
$29.2K - $33.5K
|
89.3K
$6.45M
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
526+ 3.57% |
$27K - $30.9K
|
15.3K
$1.1M
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
519+ 4.59% |
$26.7K - $30.5K
|
11.8K
$855K
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
512+ 2.16% |
$26.3K - $30.1K
|
24.2K
$1.75M
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
504+ 1.95% |
$25.9K - $29.6K
|
26.4K
$1.91M
|
|
May 04, 2022
Q1 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
474+ 1.44% |
$24.3K - $27.9K
|
33.5K
$2.42M
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
465+ 1.3% |
$23.9K - $27.4K
|
36.3K
$2.62M
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
465New |
$23.9K - $27.4K
|
465
$33.6K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
454+ 6.09% |
$23.3K - $26.7K
|
7.91K
$572K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
442+ 99.77% |
$22.7K - $26K
|
885
$64K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
433+ 1.37% |
$22.2K - $25.5K
|
32K
$2.31M
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
408+ 1.53% |
$21K - $24K
|
27.1K
$1.96M
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
385New |
$19.8K - $22.6K
|
385
$27.8K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
355+ 6.97% |
$18.2K - $20.9K
|
5.45K
$394K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
302+ 5.54% |
$15.5K - $17.8K
|
5.76K
$416K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
301+ 2.86% |
$15.5K - $17.7K
|
10.8K
$782K
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
298+ 3.09% |
$15.3K - $17.5K
|
9.95K
$719K
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
281+ 69.21% |
$14.4K - $16.5K
|
687
$49.6K
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
263+ 0.33% |
$13.5K - $15.5K
|
80.4K
$5.81M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
262New |
$13.5K - $15.4K
|
262
$18.9K
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
257+ 5.53% |
$13.2K - $15.1K
|
4.9K
$354K
|
|
Apr 27, 2022
Q1 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
254+ 1.42% |
$13K - $14.9K
|
18.1K
$1.31M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
250+ 0.26% |
$12.8K - $14.7K
|
96.9K
$7.01M
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
233+ 22.64% |
$12K - $13.7K
|
1.26K
$91.2K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
230+ 10.98% |
$11.8K - $13.5K
|
2.33K
$168K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
213+ 10.4% |
$10.9K - $12.5K
|
2.26K
$163K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
181New |
$9.3K - $10.6K
|
181
$13.1K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150+ 1.23% |
$7.7K - $8.82K
|
12.3K
$889K
|
|
Apr 21, 2022
Q1 2022
|
Darrow Company, Inc.
|
BUY
|
- |
144+ 3.77% |
$7.4K - $8.47K
|
3.97K
$287K
|