Purchases and Sales Made in Q2 2023 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 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 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-708- 3.68% |
$35.2K - $38.5K
|
18.5K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-786- 2.31% |
$39.1K - $42.8K
|
33.2K
$2.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-791- 3.52% |
$39.4K - $43.1K
|
21.7K
$1.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-805- 8.81% |
$40K - $43.8K
|
8.33K
$614K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-813- 2.4% |
$40.4K - $44.3K
|
33.1K
$2.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-815- 26.57% |
$40.5K - $44.4K
|
2.25K
$166K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-844- 1.74% |
$42K - $45.9K
|
47.7K
$3.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-894- 4.13% |
$44.5K - $48.7K
|
20.7K
$1.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-899- 0.44% |
$44.7K - $48.9K
|
204K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-912- 2.44% |
$45.4K - $49.6K
|
36.4K
$2.68M
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-961- 1.92% |
$47.8K - $52.3K
|
49K
$3.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-968- 0.85% |
$48.2K - $52.7K
|
113K
$8.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-979- 0.26% |
$48.7K - $53.3K
|
381K
$28.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Broderick Brian C
|
SELL
|
- |
-1K- 3.33% |
$49.8K - $54.4K
|
29K
$2.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.04K- 2.06% |
$51.8K - $56.7K
|
49.6K
$3.66M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.05K- 3.11% |
$52K - $56.9K
|
32.5K
$2.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.05K- 49.48% |
$52.4K - $57.4K
|
1.08K
$79.3K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.11K- 11.94% |
$55.3K - $60.5K
|
8.19K
$604K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.13K- 12.36% |
$56K - $61.2K
|
7.98K
$588K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.13K- 0.65% |
$56K - $61.3K
|
172K
$12.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.13K- 4.96% |
$56K - $61.3K
|
21.6K
$1.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.14K- 11.79% |
$56.8K - $62.1K
|
8.54K
$629K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.19K- 2.34% |
$59.1K - $64.6K
|
49.6K
$3.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.23K- 1.08% |
$61.3K - $67.1K
|
113K
$8.3M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.24K- 15.35% |
$61.6K - $67.5K
|
6.83K
$504K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.26K- 15.88% |
$62.7K - $68.6K
|
6.68K
$492K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.29K- 4.63% |
$64.3K - $70.3K
|
26.6K
$1.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.34K- 1.4% |
$66.9K - $73.2K
|
94.8K
$6.99M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.35K- 49.07% |
$67.2K - $73.5K
|
1.4K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.36K- 60.26% |
$67.8K - $74.2K
|
899
$66.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.39K- 3.36% |
$69.1K - $75.6K
|
39.9K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.46K- 18.82% |
$72.5K - $79.3K
|
6.28K
$463K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.5K- 9.91% |
$74.6K - $81.7K
|
13.6K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.55K- 2.23% |
$77.3K - $84.6K
|
68.1K
$5.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.57K- 9.23% |
$77.9K - $85.2K
|
15.4K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.64K- 10.45% |
$81.7K - $89.4K
|
14.1K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.66K- 2.26% |
$82.3K - $90.1K
|
71.7K
$5.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.69K- 3.09% |
$83.9K - $91.8K
|
53K
$3.91M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.86K- 5.93% |
$92.5K - $101K
|
29.5K
$2.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.89K- 4.44% |
$94K - $103K
|
40.7K
$3M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.92K- 2.07% |
$95.4K - $104K
|
90.9K
$6.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.99K- 2.46% |
$99K - $108K
|
78.8K
$5.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2K- 16.84% |
$99.6K - $109K
|
9.88K
$729K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.06K- 2.04% |
$103K - $112K
|
99.2K
$7.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.07K- 6.85% |
$103K - $113K
|
28.1K
$2.07M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-2.13K- 1.61% |
$106K - $116K
|
131K
$9.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.19K- 8.55% |
$109K - $119K
|
23.5K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.21K- 2.72% |
$110K - $120K
|
79K
$5.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.24K- 3.17% |
$112K - $122K
|
68.5K
$5.05M
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.31K- 3.33% |
$115K - $126K
|
67.1K
$4.95M
|