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
Jul 21, 2022 Q2 2022
Investors Research Corp

BUY
 -
19.4K
+ 17.83%
$875K - $1.09M
128K $9.25M
Aug 15, 2022 Q2 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
18.4K
+ 33.21%
$832K - $1.03M
73.9K $5.34M
Jul 22, 2022 Q2 2022
Freedom Day Solutions, LLC

BUY
 -
18.2K
+ 28.41%
$822K - $1.02M
82.2K $5.94M
Aug 15, 2022 Q2 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
18.1K
+ 1.3%
$819K - $1.02M
1.41M $102M
Aug 08, 2022 Q2 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
16.9K
New
$764K - $949K
16.9K $1.22M
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
16.7K
+ 3.71%
$757K - $940K
468K $33.8M
Aug 01, 2022 Q2 2022
Wealth Management Solutions, LLC

BUY
 -
15.2K
+ 5.48%
$688K - $855K
293K $21.2M
Aug 15, 2022 Q2 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
15.1K
+ 11.35%
$684K - $850K
149K $10.7M
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

BUY
 -
15.1K
New
$684K - $849K
15.1K $1.09M
Jul 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

BUY
 -
15K
New
$676K - $840K
15K $1.08M
Aug 08, 2022 Q2 2022
Financial Strategies Group, Inc.

BUY
 -
14.6K
+ 1.82%
$659K - $819K
816K $59M
Aug 04, 2022 Q2 2022
Iron Horse Wealth Management, LLC

BUY
 -
14.4K
+ 9.7%
$650K - $807K
163K $11.7M
Aug 08, 2022 Q2 2022
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
14.3K
+ 11.14%
$648K - $805K
143K $10.3M
Aug 05, 2022 Q2 2022
Financial Gravity Asset Management, Inc.

BUY
 -
14K
+ 301.61%
$634K - $788K
18.7K $1.35M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
13.9K
+ 14.2%
$629K - $781K
112K $8.09M
Aug 05, 2022 Q2 2022
Epic Trust Investment Advisors, LLC

BUY
 -
13.6K
New
$616K - $765K
13.6K $985K
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
12.5K
+ 57.29%
$566K - $703K
34.4K $2.49M
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
12K
New
$542K - $673K
12K $866K
Jul 14, 2022 Q2 2022
Lvm Capital Management LTD

BUY
 -
11.9K
+ 20.56%
$536K - $667K
69.6K $5.03M
Jul 08, 2022 Q2 2022
Foundations Investment Advisors, LLC

BUY
 -
11.3K
+ 8.69%
$509K - $633K
141K $10.2M
Aug 11, 2022 Q2 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
11.3K
+ 25.02%
$508K - $632K
56.2K $4.06M
Jul 14, 2022 Q2 2022
Ford Financial Group, LLC

BUY
 -
9.68K
+ 34.95%
$437K - $544K
37.4K $2.7M
Aug 11, 2022 Q2 2022
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
9.54K
+ 4.18%
$431K - $536K
238K $17.2M
Jul 29, 2022 Q2 2022
Echo Wealth Management, LLC

BUY
 -
9.38K
+ 77.07%
$424K - $526K
21.5K $1.56M
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

BUY
 -
9.36K
+ 1016.18%
$423K - $526K
10.3K $743K
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
9.2K
+ 105.53%
$416K - $517K
17.9K $1.29M
Jul 27, 2022 Q2 2022
Garrett Investment Advisors LLC

BUY
 -
9.11K
+ 17.16%
$412K - $512K
62.2K $4.5M
Jul 27, 2022 Q2 2022
Sheets Smith Wealth Management

BUY
 -
8.95K
+ 35.71%
$404K - $502K
34K $2.46M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
8.72K
New
$394K - $489K
8.72K $630K
Aug 15, 2022 Q2 2022
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
8.57K
New
$387K - $481K
8.57K $619K
Jul 19, 2022 Q2 2022
Integrated Capital Management, Inc.

BUY
 -
8.4K
+ 8.61%
$380K - $472K
106K $7.66M
Jul 20, 2022 Q2 2022
Ervin Investment Management, LLC

BUY
 -
8.28K
+ 6.29%
$374K - $465K
140K $10.1M
Apr 14, 2023 Q2 2022
Ervin Investment Management, LLC

BUY
 -
8.28K
+ 6.29%
$374K - $465K
140K $10.1M
Aug 16, 2022 Q2 2022
Colony Group LLC

Boston, MA
BUY
 -
7.8K
New
$353K - $438K
7.8K $564K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
7.75K
+ 67.39%
$350K - $435K
19.3K $1.39M
Aug 04, 2022 Q2 2022
Redwood Financial Network Corp

BUY
 -
7.68K
+ 47.04%
$347K - $431K
24K $1.74M
Jul 12, 2022 Q2 2022
Boston Standard Wealth Management, LLC

BUY
 -
7.21K
+ 2.16%
$326K - $405K
341K $24.6M
Aug 15, 2022 Q2 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
7.01K
New
$317K - $394K
7.01K $507K
Aug 12, 2022 Q2 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
6.82K
New
$308K - $383K
6.82K $493K
Jul 21, 2022 Q2 2022
G&S Capital LLC

BUY
 -
6.57K
+ 5.07%
$297K - $369K
136K $9.83M
Jul 22, 2022 Q2 2022
Tillar Wenstrup Advisors, LLC

BUY
 -
6.5K
+ 3.07%
$294K - $365K
218K $15.8M
Aug 03, 2022 Q2 2022
Iag Wealth Partners, LLC

BUY
 -
6.04K
+ 3.59%
$273K - $339K
174K $12.6M
Aug 10, 2022 Q2 2022
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
5.75K
+ 7.2%
$260K - $323K
85.6K $6.19M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
5.54K
+ 3.19%
$251K - $311K
179K $13M
Aug 08, 2022 Q2 2022
Quent Capital, LLC

BUY
 -
5.38K
+ 57.85%
$243K - $302K
14.7K $1.06M
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
4.63K
New
$209K - $260K
4.63K $335K
Aug 15, 2022 Q2 2022
Two Sigma Investments, LP

New York, NY
BUY
 -
4.4K
New
$199K - $247K
4.4K $318K
Aug 02, 2022 Q2 2022
Treynor Bancshares, Inc.

BUY
 -
4.29K
+ 3.14%
$194K - $241K
141K $10.2M
Oct 03, 2022 Q2 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
4.03K
New
$182K - $226K
4.03K $291K

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