Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-5.82K- 3.46% |
$334K - $373K
|
162K
$11.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-5.94K- 8.51% |
$341K - $381K
|
63.8K
$4.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-6.07K- 46.02% |
$348K - $389K
|
7.11K
$504K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.18K- 42.17% |
$355K - $397K
|
8.48K
$601K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.25K- 2.09% |
$359K - $401K
|
292K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.47K- 5.42% |
$371K - $415K
|
113K
$7.99M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.67K- 13.2% |
$383K - $428K
|
43.9K
$3.11M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-6.72K- 45.78% |
$386K - $431K
|
7.96K
$564K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-6.79K- 52.03% |
$390K - $436K
|
6.26K
$444K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.9K- 2.04% |
$396K - $442K
|
332K
$23.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.9K- 3.52% |
$396K - $443K
|
189K
$13.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-7.12K- 2.51% |
$408K - $456K
|
276K
$19.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.6K- 5.45% |
$436K - $487K
|
132K
$9.34M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-7.89K- 21.14% |
$452K - $506K
|
29.4K
$2.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.96K- 3.04% |
$457K - $510K
|
254K
$18M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-8.63K- 7.72% |
$495K - $554K
|
103K
$7.31M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.29K- 6.76% |
$533K - $596K
|
128K
$9.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-9.45K- 5.38% |
$542K - $606K
|
166K
$11.8M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9.65K- 5.87% |
$553K - $619K
|
155K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 91.6% |
$592K - $662K
|
947
$67.1K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.4K- 10.37% |
$595K - $665K
|
89.6K
$6.35M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-10.4K- 4.18% |
$596K - $666K
|
238K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 5.59% |
$601K - $672K
|
177K
$12.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-10.9K- 39.07% |
$624K - $697K
|
17K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11.2K- 8.13% |
$642K - $718K
|
127K
$8.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-11.2K- 70.0% |
$644K - $720K
|
4.81K
$341K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-11.5K- 6.7% |
$658K - $736K
|
160K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.5K- 23.09% |
$662K - $740K
|
38.4K
$2.72M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-11.7K- 4.11% |
$671K - $750K
|
273K
$19.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-12.5K- 30.3% |
$716K - $800K
|
28.7K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.3K- 60.97% |
$761K - $851K
|
8.49K
$601K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13.3K- 10.16% |
$761K - $851K
|
117K
$8.31M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-14.6K- 2.03% |
$839K - $938K
|
705K
$49.9M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.7K- 12.04% |
$845K - $945K
|
108K
$7.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-17K- 84.16% |
$975K - $1.09M
|
3.2K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17K- 12.22% |
$977K - $1.09M
|
122K
$8.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-17.3K- 66.06% |
$991K - $1.11M
|
8.87K
$629K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.4K- 15.28% |
$999K - $1.12M
|
96.5K
$6.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-17.6K- 83.9% |
$1.01M - $1.13M
|
3.38K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-18.2K- 50.31% |
$1.04M - $1.16M
|
17.9K
$1.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-18.2K- 3.44% |
$1.04M - $1.17M
|
510K
$36.2M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-18.6K- 4.58% |
$1.06M - $1.19M
|
386K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-19.9K- 14.71% |
$1.14M - $1.27M
|
115K
$8.16M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-23.2K- 70.64% |
$1.33M - $1.49M
|
9.65K
$683K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-23.5K- 91.95% |
$1.35M - $1.5M
|
2.05K
$145K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-24.8K- 11.97% |
$1.42M - $1.59M
|
183K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-26.2K- 68.93% |
$1.5M - $1.68M
|
11.8K
$837K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-27.1K- 67.84% |
$1.56M - $1.74M
|
12.9K
$911K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-28.8K- 50.27% |
$1.65M - $1.85M
|
28.5K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-31.7K- 28.5% |
$1.82M - $2.03M
|
79.5K
$5.63M
|