Purchases and Sales Made in Q2 2023 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 2023. 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 11, 2023 Q2 2023
Mjp Associates Inc

BUY
 -
4.6K
+ 12.65%
$229K - $251K
41K $3M
Jul 06, 2023 Q2 2023
Boston Standard Wealth Management, LLC

BUY
 -
4.52K
+ 1.32%
$225K - $246K
346K $25.4M
Jul 14, 2023 Q2 2023
Sightline Wealth Advisors, LLC

BUY
 -
4.44K
New
$221K - $242K
4.44K $325K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
4.41K
+ 2.8%
$219K - $240K
162K $11.9M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.3K
+ 24.64%
$214K - $234K
21.7K $1.59M
Sep 08, 2023 Q2 2023
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
4.05K
New
$202K - $221K
4.05K $297K
Jul 20, 2023 Q2 2023
Tkg Advisors, LLC

BUY
 -
4.01K
+ 8.64%
$199K - $218K
50.4K $3.69M
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
4K
New
$199K - $217K
4K $293K
Aug 02, 2023 Q2 2023
Winthrop Advisory Group LLC

BUY
 -
3.97K
+ 0.86%
$198K - $216K
468K $34.3M
Jul 31, 2023 Q2 2023
Essex LLC

BUY
 -
3.85K
New
$191K - $209K
3.85K $282K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3.79K
New
$189K - $206K
3.79K $277K
Aug 04, 2023 Q2 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
3.71K
+ 14.33%
$184K - $202K
29.6K $2.17M
Aug 04, 2023 Q2 2023
Lumbard & Kellner, LLC

Hollis, NH
BUY
 -
3.69K
New
$184K - $201K
3.69K $270K
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
3.68K
New
$183K - $200K
3.68K $269K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
3.54K
+ 29.5%
$176K - $193K
15.5K $1.14M
Jul 24, 2023 Q2 2023
Kwb Wealth

Redlands, CA
BUY
 -
3.52K
+ 6.01%
$175K - $191K
62K $4.54M
Jul 17, 2023 Q2 2023
Tennessee Valley Asset Management Partners

BUY
 -
3.5K
+ 24.04%
$174K - $191K
18.1K $1.32M
Aug 09, 2023 Q2 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
3.29K
+ 14.38%
$164K - $179K
26.2K $1.92M
Jul 24, 2023 Q2 2023
Exchange Capital Management, Inc.

BUY
 -
3.28K
+ 5.94%
$163K - $179K
58.6K $4.29M
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
2.88K
+ 1.75%
$143K - $157K
167K $12.3M
Jul 13, 2023 Q2 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
2.79K
+ 1.75%
$139K - $152K
162K $11.9M
Aug 09, 2023 Q2 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
2.75K
+ 8.26%
$137K - $149K
36K $2.64M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
2.74K
+ 1.41%
$136K - $149K
197K $14.4M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
2.7K
+ 10.95%
$134K - $147K
27.3K $2M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
2.68K
+ 43.48%
$133K - $146K
8.84K $647K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
2.64K
+ 32.27%
$131K - $144K
10.8K $791K
Jul 26, 2023 Q2 2023
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
2.63K
+ 1.93%
$131K - $143K
139K $10.2M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
2.59K
+ 3.65%
$129K - $141K
73.3K $5.37M
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
2.51K
New
$125K - $136K
2.51K $184K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
2.48K
New
$123K - $135K
2.48K $182K
Jul 14, 2023 Q2 2023
Trinity Wealth Management, LLC

BUY
 -
2.2K
+ 4.53%
$110K - $120K
50.9K $3.73M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
2.17K
+ 2.94%
$108K - $118K
76K $5.57M
Aug 03, 2023 Q2 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
2.06K
+ 1.4%
$103K - $112K
149K $10.9M
Jul 14, 2023 Q2 2023
Westside Investment Management, Inc.

BUY
 -
2.02K
+ 7.46%
$100K - $110K
29.1K $2.13M
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
1.95K
+ 0.53%
$96.8K - $106K
369K $27M
Jul 31, 2023 Q2 2023
F

BUY
 -
1.89K
+ 34.5%
$94.1K - $103K
7.38K $540K
Jul 13, 2023 Q2 2023
Cabot Wealth Management Inc

BUY
 -
1.77K
+ 2.85%
$87.9K - $96.1K
63.7K $4.67M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
1.68K
+ 17.69%
$83.6K - $91.5K
11.2K $819K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
1.67K
+ 0.81%
$83K - $90.9K
209K $15.3M
Jul 31, 2023 Q2 2023
Dagco, Inc.

BUY
 -
1.64K
+ 3.36%
$81.8K - $89.5K
50.6K $3.71M
Jul 19, 2023 Q2 2023
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
1.59K
+ 1.83%
$79.2K - $86.7K
88.5K $6.48M
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1.59K
+ 0.33%
$78.9K - $86.3K
484K $35.4M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
1.57K
New
$78.1K - $85.5K
1.57K $115K
Jul 17, 2023 Q2 2023
Alta Wealth Advisors LLC

BUY
 -
1.47K
+ 4.47%
$73.3K - $80.2K
34.5K $2.52M
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
1.44K
+ 3.78%
$71.7K - $78.5K
39.6K $2.9M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.4K
+ 5.86%
$69.8K - $76.4K
25.4K $1.86M
Jul 21, 2023 Q2 2023
Levy Wealth Management Group, LLC

BUY
 -
1.39K
+ 9.08%
$69K - $75.5K
16.7K $1.22M
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
1.36K
+ 8.44%
$67.9K - $74.3K
17.5K $1.28M
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
1.35K
+ 1.34%
$67.4K - $73.7K
102K $7.48M

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