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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
40+ 0.14% |
$2.09K - $2.25K
|
28.6K
$2.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 0.14% |
$2.09K - $2.25K
|
29.1K
$2.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.4% |
$1.93K - $2.08K
|
9.37K
$677K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
35New |
$1.83K - $1.97K
|
35
$2.53K
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
32+ 0.2% |
$1.67K - $1.8K
|
16.2K
$1.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
31+ 0.39% |
$1.62K - $1.75K
|
8.01K
$579K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
27+ 0.4% |
$1.41K - $1.52K
|
6.86K
$496K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
26+ 0.55% |
$1.36K - $1.46K
|
4.74K
$343K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
25+ 0.37% |
$1.31K - $1.41K
|
6.7K
$484K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
24+ 0.01% |
$1.25K - $1.35K
|
197K
$14.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
15+ 0.37% |
$783 - $845
|
4.07K
$294K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
12+ 0.3% |
$627 - $676
|
4.02K
$291K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
12+ 0.0% |
$627 - $676
|
468K
$33.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$418 - $450
|
6.04K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
8+ 0.05% |
$418 - $450
|
16K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6New |
$313 - $338
|
6
$434
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.02% |
$261 - $282
|
20.8K
$1.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
4+ 0.06% |
$209 - $225
|
6.91K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4+ 0.09% |
$209 - $225
|
4.22K
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3+ 0.54% |
$157 - $169
|
560
$40.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.42% |
$104 - $113
|
477
$34.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2+ 0.0% |
$104 - $113
|
41.3K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.03% |
$104 - $113
|
7.71K
$557K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.38% |
$52.2 - $56.3
|
264
$19.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.01% |
$52.2 - $56.3
|
7.46K
$539K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$52.2 - $56.3
|
7.98K
$577K
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2- -0.0% |
$104 - $113
|
82.6K
$5.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-4- 20.0% |
$209 - $225
|
16
$1.16K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-4- 0.02% |
$209 - $225
|
22.6K
$1.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-6- 2.08% |
$313 - $338
|
283
$20.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-10- 0.06% |
$522 - $563
|
16.2K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-14- 0.25% |
$731 - $788
|
5.49K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-24- 0.43% |
$1.25K - $1.35K
|
5.58K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-36- 0.87% |
$1.88K - $2.03K
|
4.09K
$295K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-43- 0.31% |
$2.25K - $2.42K
|
13.8K
$999K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-43- 51.19% |
$2.25K - $2.42K
|
41
$2.96K
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-45- 0.19% |
$2.35K - $2.53K
|
23.8K
$1.72M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-54- 15.79% |
$2.82K - $3.04K
|
288
$20.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-63- 0.38% |
$3.29K - $3.55K
|
16.5K
$1.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-71- 0.42% |
$3.71K - $4K
|
16.8K
$1.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-74- 1.52% |
$3.86K - $4.17K
|
4.78K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-75- 1.67% |
$3.92K - $4.22K
|
4.41K
$319K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-78- 0.36% |
$4.07K - $4.39K
|
21.6K
$1.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-83- 0.26% |
$4.33K - $4.67K
|
31.6K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-98- 0.29% |
$5.12K - $5.52K
|
33.5K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-120- 2.75% |
$6.27K - $6.76K
|
4.25K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-129- 73.71% |
$6.74K - $7.26K
|
46
$3.32K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-150- 1.4% |
$7.83K - $8.45K
|
10.6K
$763K
|