Purchases and Sales Made in Q2 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
650+ 1.55% |
$29.4K - $36.5K
|
42.7K
$3.08M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
633+ 3.06% |
$28.6K - $35.5K
|
21.3K
$1.54M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
624+ 0.33% |
$28.2K - $35K
|
187K
$13.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
600+ 14.5% |
$27.1K - $33.7K
|
4.74K
$342K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
585+ 7.24% |
$26.4K - $32.8K
|
8.66K
$626K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
559+ 2.79% |
$25.3K - $31.4K
|
20.6K
$1.49M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
556+ 2.03% |
$25.1K - $31.2K
|
27.9K
$2.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
552New |
$24.9K - $31K
|
552
$39.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
523+ 3.47% |
$23.6K - $29.4K
|
15.6K
$1.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
490New |
$22.1K - $27.5K
|
490
$35.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
464+ 1.31% |
$21K - $26.1K
|
35.8K
$2.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
437+ 0.45% |
$19.7K - $24.5K
|
97.4K
$7.04M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
417+ 306.62% |
$18.8K - $23.4K
|
553
$40K
|
|
|
Jul 20, 2022
Q2 2022
|
Bck Partners, Inc.
|
BUY
|
- |
414+ 6.14% |
$18.7K - $23.2K
|
7.16K
$517K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
393New |
$17.8K - $22.1K
|
393
$28.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
381+ 7.77% |
$17.2K - $21.4K
|
5.29K
$382K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
327+ 3.7% |
$14.8K - $18.4K
|
9.17K
$663K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
324New |
$14.6K - $18.2K
|
324
$23.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
321+ 2.26% |
$14.5K - $18K
|
14.5K
$1.05M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
302+ 5.17% |
$13.6K - $17K
|
6.14K
$444K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
299+ 1.74% |
$13.5K - $16.8K
|
17.4K
$1.26M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
269+ 5.32% |
$12.2K - $15.1K
|
5.33K
$385K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
268+ 5.25% |
$12.1K - $15K
|
5.37K
$388K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
265+ 4.43% |
$12K - $14.9K
|
6.25K
$452K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
265+ 0.54% |
$12K - $14.9K
|
49.2K
$3.55M
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
239+ 1.44% |
$10.8K - $13.4K
|
16.9K
$1.22M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
238+ 4.14% |
$10.8K - $13.4K
|
5.99K
$433K
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
233+ 4.13% |
$10.5K - $13.1K
|
5.88K
$425K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
230New |
$10.4K - $12.9K
|
230
$16.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
217+ 5.47% |
$9.81K - $12.2K
|
4.18K
$302K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
206+ 0.15% |
$9.31K - $11.6K
|
137K
$9.92M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
204+ 1.42% |
$9.22K - $11.5K
|
14.5K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
191New |
$8.63K - $10.7K
|
191
$13.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
180+ 11.73% |
$8.13K - $10.1K
|
1.72K
$124K
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
162+ 0.71% |
$7.32K - $9.1K
|
22.9K
$1.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
158+ 0.64% |
$7.14K - $8.87K
|
24.7K
$1.79M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
149+ 121.14% |
$6.73K - $8.37K
|
272
$19.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
127+ 1.28% |
$5.74K - $7.13K
|
10.1K
$728K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
127New |
$5.74K - $7.13K
|
127
$9.18K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
106+ 0.13% |
$4.79K - $5.95K
|
83K
$6M
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
BUY
|
- |
101+ 1.7% |
$4.56K - $5.67K
|
6.03K
$436K
|
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
100+ 2.13% |
$4.52K - $5.62K
|
4.8K
$347K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 1.65% |
$3.84K - $4.77K
|
5.24K
$379K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
84+ 0.23% |
$3.8K - $4.72K
|
37K
$2.67M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77New |
$3.48K - $4.32K
|
77
$5.56K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
76New |
$3.43K - $4.27K
|
76
$5.49K
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
75+ 1.35% |
$3.39K - $4.21K
|
5.64K
$407K
|
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
65+ 0.42% |
$2.94K - $3.65K
|
15.5K
$1.12M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
60+ 150.0% |
$2.71K - $3.37K
|
100
$7.23K
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
BUY
|
- |
54+ 0.23% |
$2.44K - $3.03K
|
23.8K
$1.72M
|