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 15, 2022 Q2 2022
Cahill Wealth Management, LLC

Portage, MI
SELL
 -
-1.86K
- 7.95%
$84.2K - $105K
21.6K $1.56M
Aug 08, 2022 Q2 2022
Isthmus Partners, LLC

Madison, WI
SELL
 -
-2K
- 2.52%
$90.3K - $112K
77.3K $5.59M
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
SELL
 -
-2.04K
- 28.33%
$92.1K - $114K
5.15K $372K
Jul 18, 2022 Q2 2022
Win Advisors, Inc

SELL
 -
-2.18K
- 92.94%
$98.7K - $123K
166 $12K
Aug 05, 2022 Q2 2022
Jrm Investment Counsel, LLC

SELL
 -
-2.27K
- 11.84%
$102K - $127K
16.9K $1.22M
Jul 28, 2022 Q2 2022
Prentice Wealth Management LLC

SELL
 -
-2.39K
- 10.05%
$108K - $134K
21.4K $1.55M
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-2.45K
Closed
$111K - $137K
0 $0
Aug 15, 2022 Q2 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-2.6K
- 82.67%
$117K - $146K
545 $39.4K
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-2.71K
- 10.96%
$122K - $152K
22K $1.59M
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-2.71K
- 26.65%
$122K - $152K
7.46K $539K
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-3.21K
- 19.92%
$145K - $180K
12.9K $932K
Jul 18, 2022 Q2 2022
Davenport & CO LLC

SELL
 -
-3.23K
- 22.85%
$146K - $181K
10.9K $788K
Aug 04, 2022 Q2 2022
Accurate Wealth Management, LLC

SELL
 -
-3.37K
- 17.16%
$152K - $189K
16.3K $1.18M
Jul 27, 2022 Q2 2022
Detalus Advisors, LLC

SELL
 -
-3.48K
- 17.46%
$157K - $195K
16.5K $1.19M
Aug 12, 2022 Q2 2022
Colonial Trust Advisors

Spartanburg, SC
SELL
 -
-3.6K
Closed
$163K - $202K
0 $0
Jul 20, 2022 Q2 2022
Center For Asset Management LLC

SELL
 -
-3.61K
- 31.21%
$163K - $202K
7.95K $574K
Aug 04, 2022 Q2 2022
Sensible Financial Planning & Management, Llc.

SELL
 -
-3.64K
Closed
$164K - $204K
0 $0
Jul 25, 2022 Q2 2022
Parisi Gray Wealth Management

SELL
 -
-3.64K
Closed
$165K - $204K
0 $0
Jul 15, 2022 Q2 2022
Perfromance Wealth Partners, LLC

SELL
 -
-3.68K
Closed
$166K - $207K
0 $0
Aug 15, 2022 Q2 2022
Fort Point Capital Partners LLC

San Francisco, CA
SELL
 -
-3.68K
Closed
$166K - $207K
0 $0
Aug 10, 2022 Q2 2022
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-3.71K
Closed
$168K - $208K
0 $0
Aug 30, 2022 Q2 2022
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-3.72K
- 23.99%
$168K - $209K
11.8K $851K
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-3.74K
- 8.59%
$169K - $210K
39.8K $2.87M
Aug 15, 2022 Q2 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-3.82K
- 11.32%
$173K - $215K
29.9K $2.16M
Aug 08, 2022 Q2 2022
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-3.87K
- 5.43%
$175K - $217K
67.3K $4.86M
Aug 12, 2022 Q2 2022
Paragon Financial Partners, Inc.

Woodland Hills, CA
SELL
 -
-3.95K
Closed
$178K - $222K
0 $0
Aug 09, 2022 Q2 2022
Wade G W & Inc

Wellesley, MA
SELL
 -
-3.97K
Closed
$179K - $223K
0 $0
Aug 05, 2022 Q2 2022
Sadoff Investment Management LLC

SELL
 -
-4K
Closed
$181K - $225K
0 $0
Jul 28, 2022 Q2 2022
Flynn Zito Capital Management, LLC

SELL
 -
-4.12K
Closed
$186K - $231K
0 $0
Aug 04, 2022 Q2 2022
Van Hulzen Asset Management, LLC

SELL
 -
-4.25K
Closed
$192K - $239K
0 $0
Jul 25, 2022 Q2 2022
Beacon Financial Advisory LLC

SELL
 -
-4.27K
Closed
$193K - $240K
0 $0
Aug 15, 2022 Q2 2022
Lumbard & Kellner, LLC

Hollis, NH
SELL
 -
-4.29K
Closed
$194K - $241K
0 $0
Jul 20, 2023 Q2 2022
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-4.29K
- 27.11%
$194K - $241K
11.5K $834K
Jul 22, 2022 Q2 2022
Annapolis Financial Services, LLC

SELL
 -
-4.41K
- 13.02%
$199K - $248K
29.5K $2.13M
Jul 22, 2022 Q2 2022
Savant Capital, LLC

SELL
 -
-4.56K
- 4.1%
$206K - $256K
107K $7.7M
Jul 19, 2022 Q2 2022
Orin Green Financial, LLC

SELL
 -
-4.62K
Closed
$209K - $260K
0 $0
Jul 12, 2022 Q2 2022
Jordan Park Group LLC

SELL
 -
-4.73K
Closed
$214K - $266K
0 $0
Jul 28, 2022 Q2 2022
Crew Capital Management, Ltd.

SELL
 -
-4.88K
- 17.34%
$221K - $274K
23.3K $1.68M
Aug 08, 2022 Q2 2022
Y Intercept (Hong Kong) LTD

SELL
 -
-4.93K
Closed
$223K - $277K
0 $0
Aug 01, 2022 Q2 2022
Graypoint LLC

SELL
 -
-5.01K
- 33.18%
$226K - $281K
10.1K $729K
Jul 18, 2022 Q2 2022
Cerro Pacific Wealth Advisors LLC

SELL
 -
-5.1K
Closed
$230K - $286K
0 $0
Jul 21, 2022 Q2 2022
Orca Investment Management, LLC

SELL
 -
-5.18K
Closed
$234K - $291K
0 $0
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-5.19K
- 1.37%
$234K - $291K
374K $27M
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-5.21K
- 9.93%
$235K - $292K
47.2K $3.41M
Aug 25, 2022 Q2 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-5.5K
Closed
$248K - $309K
0 $0
Jul 20, 2022 Q2 2022
Clear Harbor Asset Management, LLC

SELL
 -
-5.51K
Closed
$249K - $309K
0 $0
Jul 26, 2022 Q2 2022
Wt Wealth Management

SELL
 -
-5.73K
- 50.44%
$259K - $321K
5.63K $407K
Aug 03, 2022 Q2 2022
Simplex Trading, LLC

SELL
 -
-5.9K
- 15.48%
$267K - $331K
32.2K $2.33M
Aug 11, 2022 Q2 2022
Trexquant Investment LP

Stamford, CT
SELL
 -
-6.21K
Closed
$280K - $348K
0 $0

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