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
Aug 12, 2022 Q2 2022
Claro Advisors LLC

Boston, MA
SELL
 -
-222
- 1.91%
$10K - $12.5K
11.4K $825K
Jul 15, 2022 Q2 2022
Destiny Wealth Partners, LLC

SELL
 -
-228
- 2.69%
$10.3K - $12.8K
8.25K $596K
Jul 28, 2022 Q2 2022
Selective Wealth Management, Inc.

SELL
 -
-248
- 19.38%
$11.2K - $13.9K
1.03K $74.6K
Jul 13, 2022 Q2 2022
Rda Financial Network

SELL
 -
-250
- 2.95%
$11.3K - $14K
8.21K $594K
Jul 11, 2022 Q2 2022
Weitzel Financial Services, Inc.

SELL
 -
-264
- 0.04%
$11.9K - $14.8K
695K $50.2M
Feb 16, 2023 Q2 2022
Bensler, LLC

Bellevue, WA
SELL
 -
-270
- 0.31%
$12.2K - $15.2K
86K $6.21M
Aug 11, 2022 Q2 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-271
- 4.98%
$12.2K - $15.2K
5.18K $374K
Jul 19, 2022 Q2 2022
Evensky & Katz LLC

SELL
 -
-277
- 0.14%
$12.5K - $15.6K
198K $14.3M
Aug 01, 2022 Q2 2022
Morling Financial Advisors, LLC

SELL
 -
-287
- 0.98%
$13K - $16.1K
29K $2.09M
Jul 15, 2022 Q2 2022
Wolff Wiese Magana LLC

SELL
 -
-297
Closed
$13.4K - $16.7K
0 $0
Aug 12, 2022 Q2 2022
Advisors Capital Management, LLC

Ridgewood, NJ
SELL
 -
-336
- 0.65%
$15.2K - $18.9K
51K $3.69M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-349
- 0.06%
$15.8K - $19.6K
617K $44.6M
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-363
- 1.89%
$16.4K - $20.4K
18.9K $1.36M
Dec 13, 2023 Q2 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-376
- 3.48%
$17K - $21.1K
10.4K $754K
Aug 15, 2022 Q2 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-376
- 3.48%
$17K - $21.1K
10.4K $754K
Aug 15, 2022 Q2 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-383
- 6.06%
$17.3K - $21.5K
5.93K $429K
Aug 03, 2022 Q2 2022
Firethorn Wealth Partners, LLC

SELL
 -
-465
- 5.55%
$21K - $26.1K
7.92K $572K
Sep 16, 2022 Q2 2022
Private Trust CO Na

SELL
 -
-549
- 4.15%
$24.8K - $30.8K
12.7K $917K
Jul 26, 2022 Q2 2022
Brewster Financial Planning LLC

SELL
 -
-588
- 8.6%
$26.6K - $33K
6.25K $452K
Aug 15, 2022 Q2 2022
Cary Street Partners Asset Management LLC

Richmond, VA
SELL
 -
-652
- 2.7%
$29.5K - $36.6K
23.5K $1.7M
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-713
- 1.89%
$32.2K - $40K
37.1K $2.68M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-754
- 3.14%
$34.1K - $42.3K
23.2K $1.68M
Aug 09, 2022 Q2 2022
Goodman Financial Corp

Houston, TX
SELL
 -
-766
- 5.8%
$34.6K - $43K
12.4K $900K
Aug 04, 2022 Q2 2022
Slate Stone Wealth, LLC

SELL
 -
-837
- 8.06%
$37.8K - $47K
9.55K $690K
Aug 15, 2022 Q2 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-885
Closed
$40K - $49.7K
0 $0
Aug 01, 2022 Q2 2022
Armbruster Capital Management, Inc.

SELL
 -
-891
- 13.39%
$40.3K - $50K
5.76K $417K
Jul 12, 2022 Q2 2022
Calton & Associates, Inc.

SELL
 -
-901
- 2.82%
$40.7K - $50.6K
31K $2.24M
Aug 12, 2022 Q2 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-908
- 0.76%
$41K - $51K
119K $8.59M
Jul 19, 2022 Q2 2022
Mbe Wealth Management, LLC

SELL
 -
-952
- 6.43%
$43K - $53.5K
13.9K $1M
Jul 15, 2022 Q2 2022
Tkg Advisors, LLC

SELL
 -
-1.03K
- 2.5%
$46.4K - $57.7K
40K $2.89M
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-1.04K
Closed
$47K - $58.4K
0 $0
Jul 21, 2022 Q2 2022
Astoria Strategic Wealth, Inc.

SELL
 -
-1.05K
- 6.9%
$47.6K - $59.2K
14.2K $1.03M
Aug 01, 2022 Q2 2022
Aspire Private Capital, LLC

SELL
 -
-1.05K
- 24.91%
$47.6K - $59.2K
3.18K $230K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-1.06K
- 78.67%
$47.7K - $59.2K
286 $20.7K
Jul 15, 2022 Q2 2022
Spectrum Planning & Advisory Services Inc.

SELL
 -
-1.11K
- 4.68%
$50.1K - $62.3K
22.6K $1.63M
Apr 19, 2024 Q2 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-1.23K
- 5.06%
$55.4K - $68.9K
23K $1.66M
Aug 09, 2022 Q2 2022
Pax Financial Group, LLC

San Antonio, TX
SELL
 -
-1.23K
- 0.71%
$55.5K - $69K
172K $12.4M
Jul 13, 2022 Q2 2022
Tsfg, LLC

SELL
 -
-1.23K
- 10.77%
$55.5K - $69K
10.2K $736K
Aug 01, 2022 Q2 2022
Aldebaran Financial Inc.

SELL
 -
-1.24K
- 2.73%
$56.2K - $69.9K
44.4K $3.21M
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-1.26K
Closed
$57K - $70.9K
0 $0
Jul 18, 2022 Q2 2022
Patten Group, Inc.

SELL
 -
-1.26K
- 12.46%
$57.1K - $71K
8.88K $642K
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-1.3K
- 11.2%
$58.9K - $73.2K
10.3K $747K
Jul 22, 2022 Q2 2022
Sns Financial Group, LLC

SELL
 -
-1.33K
- 4.71%
$60K - $74.5K
26.8K $1.94M
Jul 26, 2022 Q2 2022
Helen Stephens Group, LLC

SELL
 -
-1.38K
- 6.1%
$62.1K - $77.2K
21.2K $1.53M
Jul 21, 2022 Q2 2022
Wedbush Securities Inc

SELL
 -
-1.4K
- 15.9%
$63.4K - $78.8K
7.42K $537K
Aug 15, 2022 Q2 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-1.41K
- 10.39%
$63.7K - $79.1K
12.2K $878K
Aug 05, 2022 Q2 2022
Bay Harbor Wealth Management, LLC

SELL
 -
-1.41K
- 41.26%
$63.7K - $79.1K
2.01K $145K
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

SELL
 -
-1.45K
- 5.43%
$65.6K - $81.5K
25.3K $1.83M
Jul 14, 2022 Q2 2022
Wiser Wealth Management, Inc

SELL
 -
-1.79K
- 3.25%
$80.7K - $100K
53.1K $3.84M

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