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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.37K- 6.93% |
$60.3K - $72.6K
|
18.4K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.43K- 7.26% |
$63.1K - $75.8K
|
18.3K
$1.29M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.44K- 84.02% |
$63.6K - $76.4K
|
274
$19.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.45K- 72.08% |
$63.8K - $76.7K
|
560
$39.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.45K- 8.49% |
$63.9K - $76.9K
|
15.6K
$1.11M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.51K- 11.86% |
$66.4K - $79.9K
|
11.2K
$793K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 10.36% |
$68.4K - $82.2K
|
13.4K
$950K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.58K- 2.04% |
$69.7K - $83.8K
|
75.8K
$5.37M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.59K- 1.57% |
$70K - $84.2K
|
99.4K
$7.04M
|
|
|
Oct 19, 2022
Q3 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.6K- 7.46% |
$70.5K - $84.8K
|
19.8K
$1.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.61K- 15.77% |
$70.8K - $85.2K
|
8.58K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.69K- 3.38% |
$74.3K - $89.4K
|
48.1K
$3.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-1.91K- 15.32% |
$84.1K - $101K
|
10.5K
$747K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.14K- 7.18% |
$94.2K - $113K
|
27.6K
$1.96M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.18K- 10.22% |
$95.9K - $115K
|
19.1K
$1.35M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-2.18K- 2.04% |
$96.1K - $116K
|
104K
$7.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.21K- 4.33% |
$97.4K - $117K
|
48.7K
$3.45M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.35K- 8.9% |
$104K - $125K
|
24.1K
$1.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.35K- 3.4% |
$104K - $125K
|
66.8K
$4.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 4.07% |
$111K - $133K
|
59.2K
$4.19M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-2.52K- 1.27% |
$111K - $134K
|
196K
$13.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 7.99% |
$112K - $135K
|
29.2K
$2.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.85K- 27.59% |
$126K - $151K
|
7.49K
$530K
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.88K- 1.21% |
$127K - $153K
|
235K
$16.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-3.13K- 18.51% |
$138K - $166K
|
13.8K
$975K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.18K- 16.88% |
$140K - $169K
|
15.7K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-3.19K- 8.07% |
$141K - $169K
|
36.4K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.41K- 39.94% |
$150K - $181K
|
5.12K
$363K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.39K- 7.58% |
$194K - $233K
|
53.6K
$3.79M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.41K- 1.0% |
$194K - $234K
|
437K
$31M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.41K- 1.3% |
$194K - $234K
|
336K
$23.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.57K- 19.63% |
$202K - $242K
|
18.7K
$1.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-4.59K- 0.66% |
$202K - $243K
|
690K
$48.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.7K- 87.53% |
$207K - $249K
|
670
$47.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.75K- 16.11% |
$209K - $252K
|
24.7K
$1.75M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-4.96K- 7.08% |
$219K - $263K
|
65K
$4.61M
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.09K- 2.41% |
$225K - $270K
|
206K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.11KClosed |
$225K - $271K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.11K- 2.94% |
$225K - $271K
|
168K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-5.39K- 11.02% |
$238K - $286K
|
43.5K
$3.08M
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.53K- 3.85% |
$244K - $293K
|
138K
$9.79M
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-5.84K- 19.99% |
$257K - $309K
|
23.4K
$1.65M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.17K- 2.06% |
$272K - $327K
|
293K
$20.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.4K- 59.85% |
$282K - $340K
|
4.3K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6.74K- 20.1% |
$297K - $357K
|
26.8K
$1.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.92K- 0.99% |
$305K - $367K
|
692K
$49.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.15K- 0.11% |
$315K - $379K
|
6.23M
$442M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-7.28K- 2.84% |
$321K - $386K
|
249K
$17.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-8.03K- 11.94% |
$354K - $426K
|
59.2K
$4.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-8.94K- 2.62% |
$394K - $474K
|
332K
$23.5M
|