Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
215New |
$10.1K - $11.1K
|
215
$15.9K
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
209+ 1.09% |
$9.82K - $10.8K
|
19.4K
$1.44M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
205+ 1.49% |
$9.63K - $10.6K
|
13.9K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
204+ 1854.55% |
$9.58K - $10.5K
|
215
$15.9K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
201+ 0.61% |
$9.44K - $10.4K
|
33.3K
$2.46M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
196+ 392.0% |
$9.21K - $10.1K
|
246
$18.2K
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
178+ 0.78% |
$8.36K - $9.19K
|
22.9K
$1.7M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
177+ 2.07% |
$8.31K - $9.14K
|
8.74K
$648K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
167+ 3.52% |
$7.84K - $8.63K
|
4.91K
$364K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
158+ 1.28% |
$7.42K - $8.16K
|
12.5K
$927K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
102+ 2040.0% |
$4.79K - $5.27K
|
107
$7.93K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
100+ 1.25% |
$4.7K - $5.17K
|
8.11K
$601K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
93New |
$4.37K - $4.8K
|
93
$6.89K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
88New |
$4.13K - $4.55K
|
88
$6.52K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
73+ 0.27% |
$3.43K - $3.77K
|
27.1K
$2.01M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
73+ 0.48% |
$3.43K - $3.77K
|
15.3K
$1.13M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
72+ 0.11% |
$3.38K - $3.72K
|
67.8K
$5.03M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
67+ 0.19% |
$3.15K - $3.46K
|
35.1K
$2.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
61+ 0.39% |
$2.87K - $3.15K
|
15.7K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
60+ 0.28% |
$2.82K - $3.1K
|
21.3K
$1.58M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
44New |
$2.07K - $2.27K
|
44
$3.26K
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
BUY
|
- |
37+ 0.08% |
$1.74K - $1.91K
|
49K
$3.63M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
28+ 0.44% |
$1.32K - $1.45K
|
6.45K
$478K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
27+ 0.37% |
$1.27K - $1.39K
|
7.37K
$546K
|
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
27+ 6.47% |
$1.27K - $1.39K
|
444
$32.9K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
21New |
$986 - $1.08K
|
21
$1.56K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
19+ 0.01% |
$892 - $981
|
158K
$11.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 0.19% |
$376 - $413
|
4.11K
$305K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.16% |
$329 - $362
|
4.3K
$319K
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
6+ 0.03% |
$282 - $310
|
23.7K
$1.76M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.12% |
$282 - $310
|
4.95K
$367K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5+ 0.01% |
$235 - $258
|
37.3K
$2.77M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4+ 0.03% |
$188 - $207
|
15.7K
$1.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
4+ 0.06% |
$188 - $207
|
6.9K
$511K
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2+ 0.01% |
$93.9 - $103
|
37.2K
$2.76M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2+ 2.56% |
$93.9 - $103
|
80
$5.93K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.21% |
$47 - $51.7
|
473
$35.1K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$47 - $51.7
|
7.71K
$571K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 1.32% |
$47 - $51.7
|
77
$5.71K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-6- 0.04% |
$282 - $310
|
13.7K
$1.02M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-12Closed |
$564 - $620
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-16- 0.33% |
$752 - $826
|
4.88K
$361K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-22- 5.1% |
$1.03K - $1.14K
|
409
$30.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-26- -0.0% |
$1.22K - $1.34K
|
540K
$40.1M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-29- 8.95% |
$1.36K - $1.5K
|
295
$21.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-34- 0.11% |
$1.6K - $1.76K
|
31.6K
$2.34M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-34- 0.2% |
$1.6K - $1.76K
|
16.8K
$1.25M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-37- 0.4% |
$1.74K - $1.91K
|
9.1K
$675K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-52- 9.96% |
$2.44K - $2.69K
|
470
$34.8K
|