Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
826KNew |
$36.4M - $43.8M
|
826K
$58.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
725K+ 60.39% |
$32M - $38.4M
|
1.92M
$136M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
490K+ 27.6% |
$21.6M - $26M
|
2.26M
$160M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
430K+ 65.57% |
$19M - $22.8M
|
1.09M
$77M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
346K+ 22.08% |
$15.3M - $18.4M
|
1.91M
$136M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
341K+ 4311.0% |
$15M - $18.1M
|
349K
$24.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
270KNew |
$11.9M - $14.3M
|
270K
$19.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
264KNew |
$11.6M - $14M
|
264K
$18.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
235K+ 627.67% |
$10.3M - $12.4M
|
272K
$19.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
161K+ 5.06% |
$7.1M - $8.53M
|
3.34M
$237M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
155K+ 502.67% |
$6.83M - $8.21M
|
186K
$13.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
137K+ 12.96% |
$6.06M - $7.29M
|
1.2M
$84.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
104K+ 29.46% |
$4.58M - $5.51M
|
456K
$32.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
98.2K+ 5.58% |
$4.33M - $5.21M
|
1.86M
$132M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
94.8K+ 84.68% |
$4.18M - $5.03M
|
207K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
88.7K+ 22.85% |
$3.91M - $4.7M
|
477K
$33.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
87.6K+ 26.19% |
$3.87M - $4.65M
|
422K
$29.9M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
79.9K+ 468.97% |
$3.52M - $4.24M
|
96.9K
$6.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
76.4K+ 51.45% |
$3.37M - $4.05M
|
225K
$15.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
75.9K+ 19.64% |
$3.35M - $4.02M
|
462K
$32.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
69.8K+ 26.08% |
$3.08M - $3.7M
|
337K
$23.9M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
69.3K+ 506.11% |
$3.06M - $3.68M
|
83K
$5.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
68.6K+ 43.65% |
$3.03M - $3.64M
|
226K
$16M
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
66.9K+ 22.82% |
$2.95M - $3.55M
|
360K
$25.5M
|
|
|
Nov 17, 2022
Q3 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
57K+ 7.73% |
$2.51M - $3.02M
|
795K
$56.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
54.6K+ 8.07% |
$2.41M - $2.9M
|
732K
$51.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.2K+ 3.68% |
$2.35M - $2.82M
|
1.5M
$106M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.7K+ 56.07% |
$2.32M - $2.79M
|
147K
$10.4M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
47.7K+ 93.58% |
$2.11M - $2.53M
|
98.7K
$7M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
45.9K+ 420.24% |
$2.03M - $2.44M
|
56.8K
$4.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
39.4K+ 9.45% |
$1.74M - $2.09M
|
457K
$32.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.9KNew |
$1.72M - $2.06M
|
38.9K
$2.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
38.3K+ 21.38% |
$1.69M - $2.03M
|
218K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.3K+ 3.08% |
$1.69M - $2.03M
|
1.28M
$90.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
33.4K+ 173.49% |
$1.47M - $1.77M
|
52.6K
$3.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
32.6K+ 108.89% |
$1.44M - $1.73M
|
62.5K
$4.43M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
29.1K+ 29.11% |
$1.28M - $1.54M
|
129K
$9.14M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
28.4KNew |
$1.25M - $1.51M
|
28.4K
$2.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
28.4K+ 8.19% |
$1.25M - $1.5M
|
375K
$26.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
28.3K+ 4.31% |
$1.25M - $1.5M
|
685K
$48.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
27.7K+ 274.66% |
$1.22M - $1.47M
|
37.8K
$2.68M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
26.9KNew |
$1.19M - $1.43M
|
26.9K
$1.91M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
25.8K+ 17.34% |
$1.14M - $1.37M
|
175K
$12.4M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
25.2KNew |
$1.11M - $1.34M
|
25.2K
$1.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
23.3KNew |
$1.03M - $1.24M
|
23.3K
$1.65M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
22.6K+ 12.99% |
$998K - $1.2M
|
197K
$13.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
21.9KNew |
$967K - $1.16M
|
21.9K
$1.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
20.8K+ 14.74% |
$916K - $1.1M
|
162K
$11.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.6K+ 23.5% |
$863K - $1.04M
|
103K
$7.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.5K+ 39.56% |
$858K - $1.03M
|
68.6K
$4.86M
|