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 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-139- 2.09% |
$7.14K - $8.18K
|
6.53K
$472K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-151- 0.28% |
$7.76K - $8.88K
|
54.7K
$3.96M
|
|
|
May 11, 2022
Q1 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-163- 0.3% |
$8.37K - $9.59K
|
54.9K
$3.97M
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-180- 4.72% |
$9.24K - $10.6K
|
3.64K
$263K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-198Closed |
$10.2K - $11.6K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-198- 1.71% |
$10.2K - $11.6K
|
11.4K
$825K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-200Closed |
$10.3K - $11.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-200Closed |
$10.3K - $11.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-222- 29.84% |
$11.4K - $13.1K
|
522
$37.7K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-247- 1.71% |
$12.7K - $14.5K
|
14.2K
$1.03M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-253- 86.35% |
$13K - $14.9K
|
40
$2.89K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-264Closed |
$13.6K - $15.5K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-268- 3.81% |
$13.8K - $15.8K
|
6.77K
$489K
|
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-270- 1.34% |
$13.9K - $15.9K
|
19.9K
$1.44M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-274- 3.17% |
$14.1K - $16.1K
|
8.38K
$606K
|
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-275- 1.42% |
$14.1K - $16.2K
|
19.1K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-277- 2.24% |
$14.2K - $16.3K
|
12.1K
$873K
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-278- 4.55% |
$14.3K - $16.4K
|
5.84K
$422K
|
|
|
May 11, 2022
Q1 2022
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-283- 2.1% |
$14.5K - $16.6K
|
13.2K
$955K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-374- 1.68% |
$19.2K - $22K
|
21.9K
$1.58M
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-388- 2.22% |
$19.9K - $22.8K
|
17.1K
$1.24M
|
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-406- 1.69% |
$20.9K - $23.9K
|
23.7K
$1.71M
|
|
|
Apr 19, 2022
Q1 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-408- 0.31% |
$21K - $24K
|
132K
$9.51M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-408- 7.89% |
$21K - $24K
|
4.76K
$344K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-414- 0.6% |
$21.3K - $24.4K
|
68.1K
$4.92M
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-415- 3.84% |
$21.3K - $24.4K
|
10.4K
$751K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-465- 4.13% |
$23.9K - $27.4K
|
10.8K
$781K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-465- 4.13% |
$23.9K - $27.4K
|
10.8K
$781K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-475- 1.47% |
$24.4K - $27.9K
|
31.9K
$2.31M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-505- 7.78% |
$25.9K - $29.7K
|
5.99K
$433K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-529- 20.53% |
$27.2K - $31.1K
|
2.05K
$148K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-547- 80.09% |
$28.1K - $32.2K
|
136
$9.83K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-615- 2.36% |
$31.6K - $36.2K
|
25.4K
$1.84M
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-639- 3.25% |
$32.8K - $37.6K
|
19K
$1.38M
|
|
|
May 06, 2022
Q1 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-654- 12.14% |
$33.6K - $38.5K
|
4.73K
$342K
|
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-774- 6.28% |
$39.8K - $45.5K
|
11.6K
$835K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-777- 47.09% |
$39.9K - $45.7K
|
873
$63.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-786- 2.86% |
$40.4K - $46.2K
|
26.7K
$1.93M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-794- 5.53% |
$40.8K - $46.7K
|
13.6K
$980K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-803Closed |
$41.2K - $47.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-808- 1.13% |
$41.5K - $47.5K
|
70.8K
$5.12M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-812- 16.1% |
$41.7K - $47.8K
|
4.23K
$306K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-852- 0.14% |
$43.8K - $50.1K
|
617K
$44.6M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-853Closed |
$43.8K - $50.2K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-889- 6.49% |
$45.7K - $52.3K
|
12.8K
$926K
|
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-903- 7.37% |
$46.4K - $53.1K
|
11.4K
$820K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-910- 14.06% |
$46.7K - $53.5K
|
5.56K
$402K
|
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
SELL
|
- |
-925- 7.33% |
$47.5K - $54.4K
|
11.7K
$845K
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-961- 10.12% |
$49.4K - $56.5K
|
8.54K
$617K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-985- 0.28% |
$50.6K - $57.9K
|
349K
$25.2M
|