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 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-320- 5.61% |
$19.4K - $21.4K
|
5.38K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-333- 0.76% |
$20.2K - $22.3K
|
43.8K
$3.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-338- 0.51% |
$20.5K - $22.6K
|
66.1K
$4.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-338- 3.07% |
$20.5K - $22.6K
|
10.7K
$733K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-348- 1.42% |
$21.1K - $23.3K
|
24.2K
$1.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-350- 1.34% |
$21.2K - $23.4K
|
25.8K
$1.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-356- 1.4% |
$21.6K - $23.8K
|
25K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-368- 1.3% |
$22.3K - $24.6K
|
28K
$1.93M
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-371- 0.86% |
$22.5K - $24.8K
|
42.8K
$2.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-376- 1.75% |
$22.8K - $25.1K
|
21.1K
$1.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-390- 6.23% |
$23.7K - $26.1K
|
5.87K
$404K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-403- 9.89% |
$24.5K - $26.9K
|
3.67K
$253K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-407- 1.01% |
$24.7K - $27.2K
|
40K
$2.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-409- 2.72% |
$24.8K - $27.3K
|
14.6K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-443- 1.08% |
$26.9K - $29.6K
|
40.4K
$2.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-450- 7.67% |
$27.3K - $30.1K
|
5.42K
$373K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-485- 0.13% |
$29.4K - $32.4K
|
361K
$24.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-491- 5.23% |
$29.8K - $32.8K
|
8.9K
$612K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-494- 5.82% |
$30K - $33K
|
7.99K
$550K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-495- 5.51% |
$30K - $33.1K
|
8.49K
$584K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-503- 2.38% |
$30.5K - $33.6K
|
20.6K
$1.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-505- 2.32% |
$30.6K - $33.7K
|
21.2K
$1.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-505- 8.23% |
$30.6K - $33.7K
|
5.63K
$388K
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-519- 0.68% |
$31.5K - $34.7K
|
75.7K
$5.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-532- 5.56% |
$32.3K - $35.6K
|
9.04K
$622K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-549- 7.41% |
$33.3K - $36.7K
|
6.86K
$472K
|
|
|
Jul 22, 2024
Q2 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-566- 0.34% |
$34.4K - $37.8K
|
166K
$11.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-572- 11.17% |
$34.7K - $38.2K
|
4.55K
$313K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-579- 5.95% |
$35.1K - $38.7K
|
9.15K
$629K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-591- 2.47% |
$35.9K - $39.5K
|
23.3K
$1.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-603- 28.14% |
$36.6K - $40.3K
|
1.54K
$106K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-632- 0.05% |
$38.4K - $42.2K
|
1.28M
$87.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-637- 2.08% |
$38.7K - $42.6K
|
30K
$2.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-662- 2.71% |
$40.2K - $44.2K
|
23.8K
$1.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-694- 1.99% |
$42.1K - $46.4K
|
34.1K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-724- 2.39% |
$43.9K - $48.4K
|
29.6K
$2.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-768- 8.76% |
$46.6K - $51.3K
|
8K
$550K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-834- 9.34% |
$50.6K - $55.7K
|
8.09K
$557K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-835- 11.03% |
$50.7K - $55.8K
|
6.74K
$464K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-847- 1.89% |
$51.4K - $56.6K
|
44K
$3.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-850- 0.48% |
$51.6K - $56.8K
|
177K
$12.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-873- 11.85% |
$53K - $58.3K
|
6.5K
$447K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-889- 3.05% |
$54K - $59.4K
|
28.3K
$1.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-901- 6.76% |
$54.7K - $60.2K
|
12.4K
$856K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-902- 7.97% |
$54.7K - $60.3K
|
10.4K
$716K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-919- 0.64% |
$55.8K - $61.4K
|
143K
$9.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-923- 2.69% |
$56K - $61.7K
|
33.4K
$2.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-974- 7.72% |
$59.1K - $65.1K
|
11.6K
$801K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-985- 16.86% |
$59.8K - $65.8K
|
4.86K
$334K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-988- 4.67% |
$60K - $66K
|
20.2K
$1.39M
|