Purchases and Sales Made in Q3 2023 in Spdr Portfolio S&P 1500 Compos (SPTM)

SPTM Quotes by TradingView

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 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
4.37K
+ 22.55%
$228K - $246K
23.7K $1.72M
Oct 25, 2023 Q3 2023
Bensler, LLC

Bellevue, WA
BUY
 -
4.09K
+ 4.5%
$214K - $230K
95K $6.87M
Oct 19, 2023 Q3 2023
Simplicity Wealth,Llc

BUY
 -
3.9K
New
$203K - $219K
3.9K $282K
Nov 15, 2023 Q3 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
3.83K
New
$200K - $216K
3.83K $277K
Nov 09, 2023 Q3 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
3.79K
+ 4.81%
$198K - $213K
82.6K $5.97M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.78K
+ 5.39%
$197K - $213K
73.8K $5.33M
Oct 19, 2023 Q3 2023
Alta Wealth Advisors LLC

BUY
 -
3.68K
+ 10.66%
$192K - $207K
38.1K $2.76M
Oct 18, 2023 Q3 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
3.65K
+ 5.06%
$191K - $205K
75.7K $5.47M
Oct 30, 2023 Q3 2023
Little House Capital LLC

Braintree, MA
BUY
 -
3.55K
+ 4.74%
$185K - $200K
78.5K $5.67M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
3.44K
New
$179K - $193K
3.44K $248K
Nov 06, 2023 Q3 2023
Treasure Coast Financial Planning

BUY
 -
3.16K
+ 0.8%
$165K - $178K
398K $28.8M
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
3.08K
+ 0.88%
$161K - $173K
351K $25.3M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
2.93K
+ 27.14%
$153K - $165K
13.7K $993K
Oct 13, 2023 Q3 2023
Tennessee Valley Asset Management Partners

BUY
 -
2.88K
+ 15.94%
$150K - $162K
20.9K $1.51M
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
2.82K
+ 279.58%
$147K - $159K
3.83K $277K
Nov 02, 2023 Q3 2023
Benedetti & Gucer, Inc.

BUY
 -
2.66K
+ 4.21%
$139K - $150K
65.9K $4.76M
Oct 11, 2023 Q3 2023
Acropolis Investment Management, LLC

BUY
 -
2.63K
New
$137K - $148K
2.63K $190K
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
2.5K
+ 14.25%
$130K - $141K
20K $1.45M
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
2.27K
+ 5.74%
$119K - $128K
41.9K $3.03M
Nov 13, 2023 Q3 2023
Portfolio Strategies, Inc.

BUY
 -
2.26K
+ 0.41%
$118K - $127K
552K $39.9M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
2.17K
+ 20.09%
$113K - $122K
13K $937K
Nov 14, 2023 Q3 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
2.04K
+ 9.82%
$106K - $115K
22.8K $1.65M
Nov 01, 2023 Q3 2023
Investors Research Corp

BUY
 -
1.97K
+ 1.22%
$103K - $111K
164K $11.8M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.94K
+ 6.02%
$101K - $109K
34.2K $2.47M
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
1.88K
+ 3.57%
$98.1K - $106K
54.5K $3.94M
Oct 11, 2023 Q3 2023
Zhang Financial LLC

BUY
 -
1.87K
+ 10.14%
$97.7K - $105K
20.3K $1.47M
Nov 09, 2023 Q3 2023
Adams Wealth Management

BUY
 -
1.85K
+ 38.28%
$96.6K - $104K
6.68K $483K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
1.73K
+ 0.58%
$90.5K - $97.6K
301K $21.7M
Oct 10, 2023 Q3 2023
Mjp Associates Inc

BUY
 -
1.65K
+ 4.03%
$86.3K - $93K
42.7K $3.08M
Oct 18, 2023 Q3 2023
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
1.59K
+ 1.8%
$83K - $89.5K
90.1K $6.51M
Nov 08, 2023 Q3 2023
Redwood Financial Network Corp

BUY
 -
1.55K
+ 2.18%
$80.8K - $87.2K
72.7K $5.25M
Oct 16, 2023 Q3 2023
Ervin Investment Management, LLC

BUY
 -
1.43K
+ 0.89%
$74.9K - $80.7K
162K $11.7M
Nov 01, 2023 Q3 2023
Sightline Wealth Advisors, LLC

BUY
 -
1.34K
+ 30.25%
$70.1K - $75.6K
5.78K $418K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.24K
+ 2.84%
$64.5K - $69.6K
44.8K $3.24M
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1.21K
+ 48.44%
$63.4K - $68.4K
3.72K $269K
Nov 08, 2023 Q3 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
1.19K
+ 3.31%
$62.1K - $67K
37.2K $2.69M
Nov 14, 2023 Q3 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
1.15K
+ 5.91%
$60.3K - $65K
20.7K $1.5M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
1.09K
+ 3.99%
$56.9K - $61.3K
28.4K $2.05M
Oct 24, 2023 Q3 2023
Levy Wealth Management Group, LLC

BUY
 -
1.06K
+ 6.38%
$55.5K - $59.8K
17.7K $1.28M
Nov 08, 2023 Q3 2023
Astoria Strategic Wealth, Inc.

BUY
 -
1.06K
+ 5.34%
$55.1K - $59.5K
20.8K $1.5M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
1.03K
+ 4.85%
$53.6K - $57.8K
22.2K $1.6M
Oct 30, 2023 Q3 2023
Exchange Capital Management, Inc.

BUY
 -
1.02K
+ 1.75%
$53.4K - $57.5K
59.6K $4.31M
Nov 13, 2023 Q3 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
999
+ 1.54%
$52.2K - $56.3K
65.8K $4.75M
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
921
+ 1.84%
$48.1K - $51.9K
50.9K $3.68M
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
913
+ 0.31%
$47.7K - $51.4K
295K $21.3M
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
875
+ 19.96%
$45.7K - $49.3K
5.26K $380K
Jun 14, 2024 Q3 2023
Quent Capital, LLC

BUY
 -
862
+ 3.43%
$45K - $48.5K
26K $1.88M
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
862
+ 3.43%
$45K - $48.5K
26K $1.88M
Oct 23, 2023 Q3 2023
Colton Groome Financial Advisors, LLC

BUY
 -
861
+ 2.6%
$45K - $48.5K
33.9K $2.45M

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