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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.15KNew |
$191K - $211K
|
3.15K
$228K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.14K+ 24.39% |
$191K - $210K
|
16K
$1.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3.12KNew |
$189K - $209K
|
3.12K
$226K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
3.11KNew |
$189K - $208K
|
3.11K
$225K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.11KNew |
$189K - $208K
|
3.11K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.08KNew |
$187K - $206K
|
3.08K
$222K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.89K+ 67.05% |
$176K - $193K
|
7.21K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.53K+ 4.51% |
$154K - $169K
|
58.6K
$4.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.4K+ 2.32% |
$146K - $160K
|
106K
$7.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.32K+ 9.13% |
$141K - $155K
|
27.7K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.29K+ 0.97% |
$139K - $153K
|
238K
$17.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.19K+ 12.49% |
$133K - $146K
|
19.7K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.18K+ 4.85% |
$132K - $146K
|
47.2K
$3.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.13K+ 11.47% |
$129K - $142K
|
20.7K
$1.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.11K+ 11.49% |
$128K - $141K
|
20.5K
$1.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.97K+ 0.64% |
$119K - $131K
|
309K
$22.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.86K+ 6.9% |
$113K - $125K
|
28.9K
$2.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 17.17% |
$111K - $122K
|
12.5K
$902K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.74K+ 14.08% |
$106K - $116K
|
14.1K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.73K+ 355.88% |
$105K - $115K
|
2.21K
$160K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.57K+ 1.71% |
$95.3K - $105K
|
93.1K
$6.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.45K+ 3.59% |
$87.9K - $96.8K
|
41.8K
$3.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.36K+ 8.28% |
$82.4K - $90.7K
|
17.7K
$1.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
1.35K+ 2.05% |
$82.1K - $90.4K
|
67.3K
$4.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 0.93% |
$81.9K - $90.2K
|
146K
$10.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.33K+ 18.65% |
$80.5K - $88.6K
|
8.44K
$610K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.28K+ 4.64% |
$77.6K - $85.4K
|
28.9K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.1K+ 1.43% |
$66.5K - $73.2K
|
77.9K
$5.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.05K+ 2.2% |
$63.9K - $70.4K
|
49K
$3.54M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.05K+ 2.37% |
$63.5K - $69.9K
|
45.1K
$3.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.04K+ 2.78% |
$62.8K - $69.2K
|
38.3K
$2.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
998+ 22.71% |
$60.6K - $66.7K
|
5.39K
$390K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
940New |
$57K - $62.8K
|
940
$67.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
883+ 3.98% |
$53.6K - $59K
|
23.1K
$1.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
870+ 8.4% |
$52.8K - $58.1K
|
11.2K
$811K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
785+ 3.21% |
$47.6K - $52.5K
|
25.2K
$1.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
743+ 6.59% |
$45.1K - $49.7K
|
12K
$868K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
740New |
$44.9K - $49.5K
|
740
$53.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
735+ 0.68% |
$44.6K - $49.1K
|
108K
$7.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
729+ 1.27% |
$44.2K - $48.7K
|
58.1K
$4.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
705+ 7.19% |
$42.8K - $47.1K
|
10.5K
$759K
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
621+ 3.04% |
$37.7K - $41.5K
|
21K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
596+ 259.13% |
$36.2K - $39.8K
|
826
$59.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
547+ 7.72% |
$33.2K - $36.6K
|
7.63K
$551K
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
516+ 4.55% |
$31.3K - $34.5K
|
11.8K
$856K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
508+ 7.8% |
$30.8K - $33.9K
|
7.02K
$507K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
492New |
$29.9K - $32.9K
|
492
$35.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
487+ 1.06% |
$29.6K - $32.5K
|
46.6K
$3.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
480+ 1.88% |
$29.1K - $32.1K
|
26K
$1.88M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
478+ 1.81% |
$29K - $31.9K
|
26.9K
$1.94M
|