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 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.1K- 5.99% |
$1.93M - $2.12M
|
645K
$47.8M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-42.8K- 11.63% |
$2.01M - $2.21M
|
325K
$24.1M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-43.4K- 25.9% |
$2.04M - $2.24M
|
124K
$9.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-43.9K- 10.37% |
$2.06M - $2.27M
|
379K
$28.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-45.1K- 5.99% |
$2.12M - $2.33M
|
707K
$52.4M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53.3K- 47.07% |
$2.5M - $2.75M
|
60K
$4.44M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-54K- 74.18% |
$2.54M - $2.79M
|
18.8K
$1.39M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-63.1K- 26.47% |
$2.97M - $3.26M
|
175K
$13M
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-63.9K- 62.07% |
$3M - $3.3M
|
39K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-64.1K- 5.16% |
$3.01M - $3.31M
|
1.18M
$87.4M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-67.3K- 91.62% |
$3.16M - $3.48M
|
6.16K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-72.6K- 78.95% |
$3.41M - $3.75M
|
19.4K
$1.43M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-79.7K- 88.56% |
$3.74M - $4.11M
|
10.3K
$763K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-80KClosed |
$3.76M - $4.13M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-81.2K- 24.17% |
$3.81M - $4.19M
|
255K
$18.9M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-81.9K- 71.83% |
$3.85M - $4.23M
|
32.1K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-82.1K- 13.47% |
$3.85M - $4.24M
|
527K
$39.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-90.2K- 93.71% |
$4.24M - $4.66M
|
6.06K
$449K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-91.9K- 12.69% |
$4.32M - $4.75M
|
632K
$46.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-122K- 83.24% |
$5.74M - $6.32M
|
24.6K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-122K- 87.52% |
$5.75M - $6.32M
|
17.4K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-145K- 24.04% |
$6.82M - $7.5M
|
459K
$34M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-180K- 28.46% |
$8.44M - $9.28M
|
452K
$33.5M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-196K- 74.42% |
$9.22M - $10.1M
|
67.5K
$5M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-199K- 16.63% |
$9.34M - $10.3M
|
996K
$73.8M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-230K- 67.63% |
$10.8M - $11.9M
|
110K
$8.15M
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-264K- 97.86% |
$12.4M - $13.6M
|
5.77K
$428K
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-583K- 98.02% |
$27.4M - $30.1M
|
11.8K
$874K
|