Purchases and Sales Made in Q2 2024 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 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 12, 2024 Q2 2024
Mjp Associates Inc

BUY
 -
469
+ 1.06%
$28.5K - $31.3K
44.6K $3.22M
Aug 08, 2024 Q2 2024
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
459
+ 14.13%
$27.9K - $30.7K
3.71K $268K
Jul 24, 2024 Q2 2024
Better Money Decisions, LLC

BUY
 -
444
+ 2.31%
$26.9K - $29.7K
19.6K $1.42M
Aug 09, 2024 Q2 2024
Forvis Wealth Advisors, LLC

BUY
 -
432
+ 4.61%
$26.2K - $28.9K
9.81K $709K
Jul 17, 2024 Q2 2024
Kathleen S. Wright Associates Inc.

BUY
 -
431
New
$26.2K - $28.8K
431 $31.1K
Jul 15, 2024 Q2 2024
Dynamic Advisor Solutions LLC

BUY
 -
426
+ 7.05%
$25.9K - $28.5K
6.47K $467K
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
400
New
$24.3K - $26.7K
400 $28.9K
Aug 08, 2024 Q2 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
392
New
$23.8K - $26.2K
392 $28.3K
Jul 08, 2024 Q2 2024
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
347
+ 1.67%
$21.1K - $23.2K
21.2K $1.53M
Jul 26, 2024 Q2 2024
Crew Capital Management, Ltd.

BUY
 -
341
+ 4.79%
$20.7K - $22.8K
7.46K $539K
Jul 16, 2024 Q2 2024
Apeiron Ria LLC

BUY
 -
313
+ 0.6%
$19K - $20.9K
52.6K $3.8M
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
301
+ 1.05%
$18.3K - $20.1K
28.9K $2.09M
Aug 01, 2024 Q2 2024
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
293
+ 2.56%
$17.8K - $19.6K
11.8K $850K
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
275
+ 4.57%
$16.7K - $18.4K
6.29K $454K
Jul 15, 2024 Q2 2024
Jfs Wealth Advisors, LLC

BUY
 -
236
+ 1.01%
$14.3K - $15.8K
23.5K $1.7M
Jul 02, 2024 Q2 2024
Waller Financial Planning Group, Inc

BUY
 -
235
+ 1.55%
$14.3K - $15.7K
15.4K $1.11M
Jul 19, 2024 Q2 2024
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
222
+ 1.88%
$13.5K - $14.8K
12K $869K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
219
+ 1.3%
$13.3K - $14.6K
17K $1.23M
Jul 10, 2024 Q2 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
175
+ 15.49%
$10.6K - $11.7K
1.31K $94.3K
Aug 13, 2024 Q2 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
170
New
$10.3K - $11.4K
170 $12.3K
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
141
New
$8.56K - $9.42K
141 $10.2K
Jul 25, 2024 Q2 2024
Patten Group, Inc.

BUY
 -
132
+ 1.44%
$8.01K - $8.82K
9.32K $673K
Jul 24, 2024 Q2 2024
Private Wealth Group, LLC

BUY
 -
131
+ 0.67%
$7.95K - $8.75K
19.6K $1.41M
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
125
+ 0.3%
$7.59K - $8.35K
41.5K $3M
Aug 13, 2024 Q2 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
123
+ 2.46%
$7.46K - $8.22K
5.13K $371K
Aug 13, 2024 Q2 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
121
+ 1.24%
$7.34K - $8.09K
9.9K $716K
Aug 02, 2024 Q2 2024
Howard Wealth Management, LLC

Madison, CT
BUY
 -
107
+ 1.63%
$6.49K - $7.15K
6.69K $483K
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
107
New
$6.49K - $7.15K
107 $7.73K
Jul 19, 2024 Q2 2024
Oakworth Capital, Inc.

BUY
 -
106
New
$6.43K - $7.08K
106 $7.66K
Jul 26, 2024 Q2 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
101
+ 0.5%
$6.13K - $6.75K
20.3K $1.47M
Jul 15, 2024 Q2 2024
Insight Advisors, LLC

Newtown, PA
BUY
 -
97
+ 0.63%
$5.89K - $6.48K
15.6K $1.13M
Aug 06, 2024 Q2 2024
Financial Gravity Asset Management, Inc.

BUY
 -
90
+ 0.26%
$5.46K - $6.01K
34.1K $2.46M
Jul 31, 2024 Q2 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
83
+ 35.93%
$5.04K - $5.55K
314 $22.7K
Jul 12, 2024 Q2 2024
Successful Portfolios LLC

BUY
 -
81
+ 1.13%
$4.92K - $5.41K
7.22K $522K
Jul 19, 2024 Q2 2024
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
80
+ 1.26%
$4.86K - $5.35K
6.41K $463K
Aug 08, 2024 Q2 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
78
+ 0.09%
$4.73K - $5.21K
83.6K $6.04M
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
64
New
$3.88K - $4.28K
64 $4.63K
Aug 06, 2024 Q2 2024
Fusion Capital, LLC

BUY
 -
57
+ 0.94%
$3.46K - $3.81K
6.1K $441K
Jul 30, 2024 Q2 2024
Leeward Financial Partners, LLC

BUY
 -
56
+ 0.35%
$3.4K - $3.74K
16K $1.15M
Jul 24, 2024 Q2 2024
Beacon Capital Management, LLC

BUY
 -
47
+ 1.01%
$2.85K - $3.14K
4.7K $340K
Jul 23, 2024 Q2 2024
Horst & Graben Wealth Management LLC

BUY
 -
39
+ 0.79%
$2.37K - $2.61K
4.98K $360K
Jul 31, 2024 Q2 2024
Bogart Wealth, LLC

BUY
 -
36
New
$2.18K - $2.41K
36 $2.6K
Jul 10, 2024 Q2 2024
Bernardo Wealth Planning LLC

BUY
 -
32
+ 0.22%
$1.94K - $2.14K
14.7K $1.06M
Jul 18, 2024 Q2 2024
Independent Wealth Network Inc.

BUY
 -
30
+ 0.35%
$1.82K - $2K
8.61K $622K
Jul 16, 2024 Q2 2024
Jackson, Grant Investment Advisers, Inc.

BUY
 -
28
+ 0.22%
$1.7K - $1.87K
12.8K $927K
Jul 18, 2024 Q2 2024
Sutton Place Investors LLC

Katonah, NY
BUY
 -
27
+ 0.18%
$1.64K - $1.8K
15.4K $1.11M
Jul 17, 2024 Q2 2024
Westside Investment Management, Inc.

BUY
 -
24
+ 0.09%
$1.46K - $1.6K
28K $2.03M
Aug 12, 2024 Q2 2024
Brighton Jones LLC

BUY
 -
24
+ 0.36%
$1.46K - $1.6K
6.78K $490K
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
23
+ 0.32%
$1.4K - $1.54K
7.11K $514K

Track Institutional and Insider Activities on SPTM

Follow SPDR PORTFOLIO S&P 1500 COMPOS and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SPTM shares.

Notify only if

Insider Trading

Get notified when an Spdr Portfolio S&P 1500 Compos insider buys or sells SPTM shares.

Notify only if

News

Receive news related to SPDR PORTFOLIO S&P 1500 COMPOS

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SPTM