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 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
27+ 0.18% |
$1.64K - $1.8K
|
15.4K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
24+ 0.09% |
$1.46K - $1.6K
|
28K
$2.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
24+ 0.36% |
$1.46K - $1.6K
|
6.78K
$540K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23+ 0.32% |
$1.4K - $1.54K
|
7.11K
$567K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$1.09K - $1.2K
|
18
$1.43K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
18+ 0.34% |
$1.09K - $1.2K
|
5.35K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
17+ 0.28% |
$1.03K - $1.14K
|
6.02K
$479K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
16+ 0.43% |
$971 - $1.07K
|
3.72K
$296K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
16New |
$971 - $1.07K
|
16
$1.28K
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
14+ 0.34% |
$850 - $936
|
4.11K
$328K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
14+ 0.34% |
$850 - $936
|
4.19K
$334K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
14+ 0.23% |
$850 - $936
|
5.98K
$476K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
11+ 0.27% |
$668 - $735
|
4.06K
$323K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
11+ 0.35% |
$668 - $735
|
3.13K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9+ 0.03% |
$546 - $601
|
26.3K
$2.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
8New |
$486 - $535
|
8
$638
|
|
|
Aug 14, 2024
Q2 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
7+ 0.09% |
$425 - $468
|
7.75K
$618K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
7+ 0.04% |
$425 - $468
|
17.9K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6+ 0.17% |
$364 - $401
|
3.48K
$277K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5+ 0.16% |
$303 - $334
|
3.23K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.38% |
$243 - $267
|
1.05K
$83.9K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3+ 0.03% |
$182 - $200
|
11.5K
$915K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3+ 0.01% |
$182 - $200
|
31K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3+ 0.03% |
$182 - $200
|
11.5K
$915K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.04% |
$182 - $200
|
7.02K
$560K
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2+ 0.01% |
$121 - $134
|
35.9K
$2.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2+ 0.7% |
$121 - $134
|
286
$22.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.0% |
$121 - $134
|
92.1K
$7.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.38% |
$60.7 - $66.8
|
267
$21.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.31% |
$60.7 - $66.8
|
319
$25.4K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$60.7 - $66.8
|
9.81K
$782K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.03% |
$60.7 - $66.8
|
3.93K
$313K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.47% |
$60.7 - $66.8
|
69
$5.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$60.7 - $66.8
|
1.94K
$155K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.95% |
$60.7 - $66.8
|
106
$8.45K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.06% |
$60.7 - $66.8
|
1.58K
$126K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$60.7 - $66.8
|
7.64K
$609K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$60.7 - $66.8
|
37.4K
$2.98M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.49% |
$60.7 - $66.8
|
68
$5.42K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.21% |
$60.7 - $66.8
|
482
$38.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1- 0.01% |
$60.7 - $66.8
|
7.59K
$605K
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$60.7 - $66.8
|
27.5K
$2.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2- 0.04% |
$121 - $134
|
4.67K
$373K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6- 22.22% |
$364 - $401
|
21
$1.67K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-6- 0.11% |
$364 - $401
|
5.64K
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7- 0.25% |
$425 - $468
|
2.84K
$226K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8- 0.01% |
$486 - $535
|
66.5K
$5.3M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-10- 0.07% |
$607 - $668
|
13.9K
$1.1M
|
|
|
Sep 09, 2025
Q2 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-15- 0.06% |
$910 - $1K
|
26.5K
$2.11M
|