Purchases and Sales Made in Q3 2023 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 2023. 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 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
13.3K+ 1.53% |
$694K - $748K
|
884K
$63.9M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
12.9K+ 0.91% |
$673K - $725K
|
1.43M
$103M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
12.9K+ 4.84% |
$673K - $725K
|
279K
$20.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
12.2K+ 22.23% |
$639K - $689K
|
67.3K
$4.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.1KNew |
$632K - $682K
|
12.1K
$875K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5K+ 118.01% |
$602K - $649K
|
21.3K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$599K - $646K
|
11.5K
$829K
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
11.3K+ 1.27% |
$591K - $638K
|
906K
$65.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.3K+ 4.32% |
$589K - $635K
|
273K
$19.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
11K+ 8.87% |
$574K - $619K
|
135K
$9.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10.9KNew |
$572K - $616K
|
10.9K
$791K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.4K+ 15.27% |
$543K - $586K
|
78.5K
$5.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.41KNew |
$491K - $530K
|
9.41K
$680K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9.17K+ 1.68% |
$479K - $516K
|
553K
$40M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.72K+ 7.88% |
$455K - $491K
|
119K
$8.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
8.64K+ 21.22% |
$451K - $486K
|
49.4K
$3.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.22K+ 0.66% |
$429K - $463K
|
1.25M
$90.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.05K+ 52.06% |
$420K - $453K
|
23.5K
$1.7M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.92K+ 2.02% |
$413K - $446K
|
400K
$28.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
7.78KNew |
$406K - $438K
|
7.78K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.43K+ 6.74% |
$388K - $418K
|
118K
$8.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.32K+ 31.7% |
$382K - $412K
|
30.4K
$2.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.23K+ 3.05% |
$377K - $407K
|
244K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
7.16KNew |
$374K - $403K
|
7.16K
$518K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
7.1KNew |
$371K - $400K
|
7.1K
$513K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
6.83K+ 13.83% |
$357K - $385K
|
56.2K
$4.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.63KNew |
$346K - $373K
|
6.63K
$479K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.62K+ 9.02% |
$346K - $373K
|
80K
$5.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
6.59KNew |
$344K - $371K
|
6.59K
$476K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
6.54K+ 5.01% |
$342K - $368K
|
137K
$9.91M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.32KNew |
$330K - $356K
|
6.32K
$457K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.29KNew |
$329K - $354K
|
6.29K
$455K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.24KNew |
$326K - $351K
|
6.24K
$451K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
6.02KNew |
$315K - $339K
|
6.02K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.85K+ 111.55% |
$306K - $330K
|
11.1K
$802K
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.75K+ 11.3% |
$300K - $324K
|
56.7K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.72K+ 148.65% |
$299K - $322K
|
9.56K
$691K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.64KNew |
$295K - $318K
|
5.64K
$408K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
5.38K+ 15.33% |
$281K - $303K
|
40.5K
$2.93M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.36KNew |
$280K - $302K
|
5.36K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.2K+ 635.7% |
$272K - $293K
|
6.02K
$435K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.12K+ 3.15% |
$267K - $288K
|
168K
$12.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
5.07K+ 4.12% |
$265K - $286K
|
128K
$9.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.04K+ 223.67% |
$263K - $284K
|
7.29K
$527K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.7KNew |
$245K - $264K
|
4.7K
$339K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
4.69KNew |
$245K - $264K
|
4.69K
$339K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.66KNew |
$243K - $263K
|
4.66K
$337K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.59K+ 35.74% |
$240K - $258K
|
17.4K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.53K+ 8.48% |
$237K - $255K
|
58K
$4.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.48K+ 9.56% |
$234K - $252K
|
51.4K
$3.71M
|