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
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-9.15K- 1.61% |
$404K - $485K
|
560K
$39.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.65K- 6.85% |
$426K - $512K
|
131K
$9.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.4K- 0.8% |
$459K - $552K
|
1.29M
$91.3M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.7K- 13.84% |
$471K - $566K
|
66.4K
$4.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.2K- 12.54% |
$493K - $593K
|
78K
$5.53M
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-12.1K- 10.09% |
$535K - $643K
|
108K
$7.65M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.2K- 2.6% |
$540K - $649K
|
459K
$32.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.5K- 9.49% |
$550K - $662K
|
119K
$8.44M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-12.6K- 24.52% |
$554K - $667K
|
38.7K
$2.74M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-12.8K- 62.14% |
$565K - $679K
|
7.8K
$553K
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-13.7K- 3.93% |
$604K - $727K
|
335K
$23.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-13.7K- 3.67% |
$605K - $727K
|
360K
$25.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13.8K- 73.65% |
$607K - $730K
|
4.92K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-13.8K- 9.17% |
$607K - $730K
|
136K
$9.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-14.1K- 3.32% |
$623K - $749K
|
411K
$29.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-14.6K- 1.84% |
$643K - $773K
|
776K
$55M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 17.59% |
$734K - $882K
|
77.9K
$5.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-17K- 22.99% |
$749K - $901K
|
56.9K
$4.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22.1K- 38.71% |
$976K - $1.17M
|
35.1K
$2.48M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-27.8K- 65.67% |
$1.22M - $1.47M
|
14.5K
$1.03M
|
|
|
Oct 17, 2022
Q3 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-35.3K- 5.1% |
$1.56M - $1.87M
|
656K
$46.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41K- 67.16% |
$1.81M - $2.17M
|
20K
$1.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-42.1K- 6.23% |
$1.86M - $2.23M
|
634K
$44.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-42.8K- 5.25% |
$1.89M - $2.27M
|
773K
$54.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-44.8K- 7.27% |
$1.98M - $2.38M
|
572K
$40.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-52.7K- 9.4% |
$2.32M - $2.79M
|
508K
$36M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-67.6K- 31.56% |
$2.98M - $3.59M
|
147K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-68.7K- 4.9% |
$3.03M - $3.65M
|
1.33M
$94.5M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-69.7K- 38.04% |
$3.07M - $3.69M
|
113K
$8.04M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-72.4K- 39.48% |
$3.19M - $3.84M
|
111K
$7.87M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-86.4K- 4.91% |
$3.81M - $4.58M
|
1.67M
$119M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-90.5K- 68.32% |
$3.99M - $4.8M
|
42K
$2.97M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-97.4K- 16.52% |
$4.29M - $5.16M
|
492K
$34.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-115K- 12.62% |
$5.05M - $6.08M
|
793K
$56.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-154K- 32.79% |
$6.77M - $8.14M
|
315K
$22.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-160K- 98.59% |
$7.07M - $8.5M
|
2.29K
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-179K- 91.02% |
$7.89M - $9.49M
|
17.7K
$1.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-341K- 97.73% |
$15M - $18.1M
|
7.91K
$560K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-555K- 40.48% |
$24.5M - $29.4M
|
816K
$57.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-827KClosed |
$36.5M - $43.9M
|
0
$0
|