Purchases and Sales Made in Q2 2024 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 2024. 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 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-20.4K- 3.99% |
$1.24M - $1.36M
|
490K
$36.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.7K- 23.18% |
$1.32M - $1.45M
|
72K
$5.41M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.6K- 12.53% |
$1.37M - $1.51M
|
157K
$11.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-23.4K- 92.15% |
$1.42M - $1.56M
|
1.99K
$149K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-23.8K- 7.61% |
$1.44M - $1.59M
|
289K
$21.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.3K- 4.94% |
$1.48M - $1.63M
|
469K
$35.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-24.8K- 15.18% |
$1.5M - $1.66M
|
138K
$10.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.1K- 90.89% |
$1.95M - $2.14M
|
3.22K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-34.3K- 1.45% |
$2.08M - $2.29M
|
2.33M
$175M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-34.4K- 35.58% |
$2.08M - $2.3M
|
62.2K
$4.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-34.5K- 7.78% |
$2.09M - $2.31M
|
409K
$30.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-34.8K- 17.69% |
$2.11M - $2.32M
|
162K
$12.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.8K- 1.39% |
$2.54M - $2.79M
|
2.96M
$222M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-41.9K- 17.61% |
$2.54M - $2.8M
|
196K
$14.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-47.2K- 8.25% |
$2.87M - $3.16M
|
525K
$39.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-48K- 17.82% |
$2.91M - $3.21M
|
221K
$16.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-51K- 10.21% |
$3.1M - $3.41M
|
449K
$33.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-51.9K- 45.06% |
$3.15M - $3.47M
|
63.3K
$4.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-61.2K- 3.88% |
$3.72M - $4.09M
|
1.52M
$114M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.2K- 5.45% |
$4.26M - $4.69M
|
1.22M
$91.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-78.5K- 43.16% |
$4.76M - $5.24M
|
103K
$7.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-121K- 34.07% |
$7.32M - $8.06M
|
233K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-139K- 17.8% |
$8.45M - $9.31M
|
643K
$48.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-142K- 77.54% |
$8.65M - $9.52M
|
41.3K
$3.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-148K- 5.31% |
$9M - $9.91M
|
2.64M
$198M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-183K- 4.97% |
$11.1M - $12.2M
|
3.49M
$262M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-204K- 10.5% |
$12.4M - $13.7M
|
1.74M
$131M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-800K- 47.46% |
$48.6M - $53.5M
|
886K
$66.5M
|