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
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.6KNew |
$203K - $244K
|
4.6K
$326K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.33K+ 7.71% |
$191K - $230K
|
60.6K
$4.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.33K+ 13.98% |
$191K - $229K
|
35.3K
$2.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
4.15K+ 2.96% |
$183K - $220K
|
144K
$10.2M
|
|
|
Apr 14, 2023
Q3 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
4.15K+ 2.96% |
$183K - $220K
|
144K
$10.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
4.09K+ 4.92% |
$180K - $217K
|
87.1K
$6.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.9K+ 0.28% |
$172K - $207K
|
1.41M
$100M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.84K+ 21.77% |
$169K - $203K
|
21.5K
$1.52M
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.79K+ 48.42% |
$167K - $201K
|
11.6K
$824K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.46K+ 11.73% |
$153K - $183K
|
32.9K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.46K+ 3.06% |
$153K - $183K
|
117K
$8.26M
|
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
3.36K+ 2.47% |
$148K - $178K
|
139K
$9.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3.3K+ 36.91% |
$145K - $175K
|
12.2K
$866K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.25K+ 2.22% |
$144K - $173K
|
150K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
3.24K+ 2.97% |
$143K - $172K
|
113K
$7.98M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.14K+ 35.97% |
$138K - $166K
|
11.9K
$840K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 23.93% |
$136K - $163K
|
15.9K
$1.13M
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.97K+ 3.34% |
$131K - $158K
|
92.1K
$6.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.9K+ 18.89% |
$128K - $154K
|
18.3K
$1.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.9K+ 16.65% |
$128K - $154K
|
20.3K
$1.44M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.89K+ 3.36% |
$127K - $153K
|
88.9K
$6.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.69K+ 2.54% |
$119K - $143K
|
109K
$7.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
2.54K+ 3.29% |
$112K - $135K
|
79.9K
$5.66M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.5K+ 4.02% |
$110K - $133K
|
64.7K
$4.58M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.49K+ 23.85% |
$110K - $132K
|
12.9K
$915K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.49K+ 23.85% |
$110K - $132K
|
12.9K
$915K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.47K+ 1.44% |
$109K - $131K
|
174K
$12.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.42KNew |
$107K - $128K
|
2.42K
$171K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.38K+ 8.52% |
$105K - $126K
|
30.3K
$2.15M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.37K+ 0.92% |
$105K - $126K
|
260K
$18.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.28K+ 4.52% |
$101K - $121K
|
52.8K
$3.74M
|
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 3.39% |
$101K - $121K
|
69.7K
$4.94M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.28K+ 19.14% |
$101K - $121K
|
14.2K
$1.01M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.22K+ 1.99% |
$98.1K - $118K
|
114K
$8.09M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 2.4% |
$86.9K - $105K
|
84.1K
$5.96M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.96K+ 373.0% |
$86.5K - $104K
|
2.49K
$176K
|
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.93K+ 4.81% |
$84.9K - $102K
|
41.9K
$2.97M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.88K+ 1.31% |
$82.8K - $99.6K
|
145K
$10.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.83K+ 11.64% |
$80.5K - $96.8K
|
17.5K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.81K+ 44.78% |
$79.7K - $95.8K
|
5.84K
$414K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.78K+ 7.75% |
$78.6K - $94.6K
|
24.8K
$1.76M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.7K+ 5.01% |
$75.2K - $90.4K
|
35.7K
$2.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.66K+ 11.31% |
$73.3K - $88.1K
|
16.4K
$1.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.62KNew |
$71.4K - $85.9K
|
1.62K
$115K
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
1.61K+ 2.31% |
$70.8K - $85.2K
|
71.2K
$5.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.6K+ 2.86% |
$70.4K - $84.7K
|
57.5K
$4.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.52K+ 5.35% |
$67K - $80.5K
|
29.9K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.4K+ 31.82% |
$61.8K - $74.3K
|
5.8K
$411K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.22K+ 4.67% |
$53.8K - $64.7K
|
27.3K
$1.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.21K+ 3.59% |
$53.5K - $64.4K
|
35.1K
$2.48M
|