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 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-28- 0.26% |
$1.7K - $1.87K
|
10.9K
$790K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-29- 0.35% |
$1.76K - $1.94K
|
8.33K
$604K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-30- 0.34% |
$1.82K - $2K
|
8.81K
$638K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-30- 0.59% |
$1.82K - $2K
|
5.06K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-41Closed |
$2.49K - $2.74K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-45- 0.19% |
$2.73K - $3.01K
|
23.4K
$1.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-61- 0.1% |
$3.7K - $4.08K
|
59.1K
$4.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-61- 1.27% |
$3.7K - $4.08K
|
4.75K
$344K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-71- 1.49% |
$4.31K - $4.74K
|
4.71K
$341K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-75- 1.65% |
$4.55K - $5.01K
|
4.48K
$325K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-76- 1.28% |
$4.61K - $5.08K
|
5.86K
$425K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-81- 0.11% |
$4.92K - $5.41K
|
75.8K
$5.49M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-81- 0.13% |
$4.92K - $5.41K
|
64.3K
$4.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-82- 0.25% |
$4.98K - $5.48K
|
33.3K
$2.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-84- 2.27% |
$5.1K - $5.61K
|
3.61K
$262K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-98- 0.37% |
$5.95K - $6.55K
|
26.5K
$1.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-98- 11.49% |
$5.95K - $6.55K
|
755
$54.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 14.95% |
$6.07K - $6.68K
|
569
$41.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-109- 0.58% |
$6.62K - $7.28K
|
18.8K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-116- 1.98% |
$7.04K - $7.75K
|
5.73K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-121- 0.23% |
$7.34K - $8.09K
|
51.4K
$3.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-141- 3.44% |
$8.56K - $9.42K
|
3.96K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-141- 1.29% |
$8.56K - $9.42K
|
10.8K
$779K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-143- 2.13% |
$8.68K - $9.56K
|
6.56K
$475K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-144- 2.42% |
$8.74K - $9.62K
|
5.81K
$421K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-145- 35.11% |
$8.8K - $9.69K
|
268
$19.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-155- 1.07% |
$9.41K - $10.4K
|
14.4K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-166- 1.64% |
$10.1K - $11.1K
|
9.96K
$722K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-170- 0.79% |
$10.3K - $11.4K
|
21.5K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-185- 0.35% |
$11.2K - $12.4K
|
53.4K
$3.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-189- 6.35% |
$11.5K - $12.6K
|
2.79K
$202K
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-193- 1.87% |
$11.7K - $12.9K
|
10.1K
$733K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-200- 4.32% |
$12.1K - $13.4K
|
4.43K
$321K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-200- 0.74% |
$12.1K - $13.4K
|
26.7K
$1.93M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-203- 1.48% |
$12.3K - $13.6K
|
13.6K
$982K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-210- 3.48% |
$12.7K - $14K
|
5.82K
$422K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-238- 3.1% |
$14.4K - $15.9K
|
7.45K
$540K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-242- 16.76% |
$14.7K - $16.2K
|
1.2K
$87.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-259- 2.29% |
$15.7K - $17.3K
|
11K
$800K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-281- 4.0% |
$17.1K - $18.8K
|
6.75K
$489K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-284- 0.32% |
$17.2K - $19K
|
88.2K
$6.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-295- 3.09% |
$17.9K - $19.7K
|
9.26K
$671K
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-297- 3.69% |
$18K - $19.8K
|
7.76K
$562K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-301- 4.96% |
$18.3K - $20.1K
|
5.76K
$418K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-302- 1.74% |
$18.3K - $20.2K
|
17K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-310- 8.4% |
$18.8K - $20.7K
|
3.38K
$245K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-313- 29.23% |
$19K - $20.9K
|
758
$54.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-315- 1.35% |
$19.1K - $21.1K
|
23K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-320- 5.61% |
$19.4K - $21.4K
|
5.38K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-333- 0.76% |
$20.2K - $22.3K
|
43.8K
$3.17M
|