Purchases and Sales Made in Q2 2022 in Spdr Portfolio S&P 1500 Compos (SPTM)

SPTM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 1500 Compos (SPTM) during Q2 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
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
446K
+ 59.09%
$20.1M - $25M
1.2M $86.7M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
446K
+ 59.09%
$20.1M - $25M
1.2M $86.7M
Aug 12, 2022 Q2 2022
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
342K
+ 86.28%
$15.4M - $19.2M
738K $53.3M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
307K
+ 40.74%
$13.9M - $17.2M
1.06M $76.6M
Aug 15, 2022 Q2 2022
Balentine LLC

Atlanta, GA
BUY
 -
285K
+ 93.91%
$12.9M - $16M
589K $42.6M
Oct 26, 2022 Q2 2022
Balentine LLC

Atlanta, GA
BUY
 -
285K
+ 93.91%
$12.9M - $16M
589K $42.6M
Aug 09, 2022 Q2 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
211K
+ 17.69%
$9.52M - $11.8M
1.4M $101M
Jul 27, 2022 Q2 2022
Advisor Resource Council

BUY
 -
205K
New
$9.26M - $11.5M
205K $14.8M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
194K
+ 6.49%
$8.76M - $10.9M
3.18M $230M
Jul 27, 2022 Q2 2022
Strateg Iq Financial Group, LLC

BUY
 -
162K
+ 63.18%
$7.3M - $9.07M
417K $30.2M
Jul 19, 2022 Q2 2022
Beacon Financial Group

BUY
 -
141K
+ 1839.58%
$6.38M - $7.93M
149K $10.8M
Jul 13, 2022 Q2 2022
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
140K
+ 103.04%
$6.32M - $7.86M
276K $19.9M
Aug 10, 2022 Q2 2022
Kwb Wealth

Redlands, CA
BUY
 -
132K
New
$5.98M - $7.44M
132K $9.57M
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
129K
New
$5.82M - $7.23M
129K $9.31M
Jul 27, 2022 Q2 2022
Aquire Wealth Advisors, LLC

BUY
 -
102K
+ 21.85%
$4.61M - $5.73M
569K $41.1M
Aug 08, 2022 Q2 2022
State Of Michigan Retirement System

BUY
 -
83.1K
New
$3.75M - $4.66M
83.1K $6M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
82.9K
+ 63.13%
$3.75M - $4.65M
214K $15.5M
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
82.1K
+ 5.52%
$3.71M - $4.61M
1.57M $113M
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
81.4K
+ 6.92%
$3.68M - $4.57M
1.26M $90.9M
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
79.4K
+ 4.69%
$3.59M - $4.46M
1.77M $128M
Aug 04, 2022 Q2 2022
Facet Wealth, Inc.

BUY
 -
78K
+ 43.7%
$3.52M - $4.38M
256K $18.5M
Aug 01, 2022 Q2 2022
N.E.W. Advisory Services LLC

BUY
 -
76.4K
+ 38.92%
$3.45M - $4.29M
273K $19.7M
Jul 26, 2022 Q2 2022
Argi Investment Services, LLC

BUY
 -
71K
+ 63.19%
$3.21M - $3.99M
183K $13.3M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
69.6K
+ 931.34%
$3.15M - $3.91M
77.1K $5.57M
Jul 21, 2022 Q2 2022
Winthrop Advisory Group LLC

BUY
 -
66.7K
+ 24.89%
$3.01M - $3.74M
335K $24.2M
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
64.8K
+ 373.57%
$2.93M - $3.64M
82.2K $5.94M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
62K
+ 205.01%
$2.8M - $3.48M
92.3K $6.67M
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
59.5K
New
$2.69M - $3.34M
59.5K $4.3M
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

BUY
 -
50.5K
+ 2.96%
$2.28M - $2.84M
1.76M $127M
Aug 05, 2022 Q2 2022
M&T Bank Corp

BUY
 -
49.8K
New
$2.25M - $2.8M
49.8K $3.6M
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
48.8K
New
$2.2M - $2.74M
48.8K $3.52M
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
46.9K
+ 154.15%
$2.12M - $2.63M
77.3K $5.59M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
42.5K
+ 25.97%
$1.92M - $2.39M
206K $14.9M
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

BUY
 -
37.4K
+ 5.85%
$1.69M - $2.1M
677K $48.9M
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
36.7K
+ 980.51%
$1.66M - $2.06M
40.5K $2.92M
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
32.3K
New
$1.46M - $1.82M
32.3K $2.34M
Jul 18, 2022 Q2 2022
Symphony Financial, Ltd. Co.

BUY
 -
32.1K
+ 10.14%
$1.45M - $1.8M
348K $25.2M
Jul 15, 2022 Q2 2022
Rosenberg Matthew Hamilton

BUY
 -
29.3K
+ 7.12%
$1.33M - $1.65M
441K $31.9M
Aug 02, 2022 Q2 2022
Treasure Coast Financial Planning

BUY
 -
28.8K
+ 7.61%
$1.3M - $1.62M
408K $29.5M
Aug 08, 2022 Q2 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
26.4K
New
$1.19M - $1.48M
26.4K $1.91M
Aug 15, 2022 Q2 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
26.3K
+ 41.75%
$1.19M - $1.48M
89.2K $6.45M
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
24.4K
+ 372.99%
$1.1M - $1.37M
30.9K $2.24M
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
24.2K
+ 2.74%
$1.09M - $1.36M
907K $65.6M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
23.8K
+ 17.6%
$1.07M - $1.33M
159K $11.5M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
23.2K
+ 32.73%
$1.05M - $1.3M
94K $6.79M
Jul 19, 2022 Q2 2022
Gps Wealth Strategies Group, LLC

BUY
 -
22.6K
New
$1.02M - $1.27M
22.6K $1.63M
Aug 30, 2022 Q2 2022
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
22K
New
$996K - $1.24M
22K $1.59M
Jul 15, 2022 Q2 2022
Asset Management Resources, LLC

BUY
 -
21.7K
+ 5.37%
$979K - $1.22M
425K $30.7M
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
19.6K
+ 11.57%
$887K - $1.1M
189K $13.7M

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