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 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-893- 36.1% |
$46.6K - $50.3K
|
1.58K
$114K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-932- 7.47% |
$48.7K - $52.5K
|
11.5K
$835K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.02K- 8.19% |
$53.4K - $57.6K
|
11.5K
$829K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.05K- 4.67% |
$55K - $59.4K
|
21.5K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.09K- 1.96% |
$56.8K - $61.3K
|
54.4K
$3.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.11K- 9.46% |
$58K - $62.6K
|
10.6K
$768K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.17K- 1.74% |
$60.8K - $65.6K
|
65.9K
$4.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.19K- 7.07% |
$61.9K - $66.8K
|
15.6K
$1.13M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.19K- 2.98% |
$62.2K - $67.1K
|
38.7K
$2.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.28K- 4.38% |
$66.7K - $72K
|
27.9K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.28K- 0.47% |
$67K - $72.2K
|
271K
$19.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.28K- 14.11% |
$67.1K - $72.3K
|
7.82K
$565K
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-1.3K- 2.66% |
$68K - $73.3K
|
47.7K
$3.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.33K- 3.58% |
$69.6K - $75.1K
|
35.9K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.36K- 5.37% |
$71.2K - $76.8K
|
24K
$1.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 3.0% |
$74.6K - $80.4K
|
46.2K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.46K- 4.38% |
$76.3K - $82.3K
|
31.9K
$2.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.49K- 1.54% |
$77.7K - $83.8K
|
94.9K
$6.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.51K- 29.11% |
$78.9K - $85K
|
3.68K
$266K
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 5.96% |
$81.7K - $88.1K
|
24.7K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.6K- 0.42% |
$83.3K - $89.9K
|
380K
$27.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.61K- 0.95% |
$84.2K - $90.8K
|
168K
$12.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.66K- 2.61% |
$86.8K - $93.6K
|
62.1K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.67K- 0.82% |
$87.1K - $93.9K
|
202K
$14.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.72K- 3.47% |
$90K - $97.1K
|
47.9K
$3.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.76K- 0.28% |
$92.1K - $99.3K
|
631K
$45.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.83K- 4.5% |
$95.5K - $103K
|
38.8K
$2.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.85K- 6.15% |
$96.6K - $104K
|
28.2K
$2.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.9K- 6.93% |
$99.1K - $107K
|
25.5K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.98K- 6.71% |
$104K - $112K
|
27.6K
$1.99M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.03K- 2.57% |
$106K - $115K
|
77K
$5.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.32K- 1.24% |
$121K - $131K
|
185K
$13.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.52K- 0.47% |
$131K - $142K
|
534K
$38.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.53K- 0.55% |
$132K - $142K
|
456K
$33M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.57K- 23.11% |
$134K - $145K
|
8.55K
$618K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.63K- 1.53% |
$137K - $148K
|
168K
$12.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.64K- 31.1% |
$138K - $148K
|
5.84K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.66K- 8.08% |
$139K - $150K
|
30.3K
$2.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.7K- 25.82% |
$141K - $152K
|
7.75K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.72K- 18.88% |
$142K - $153K
|
11.7K
$846K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.83K- 9.48% |
$148K - $159K
|
27K
$1.95M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.91K- 29.41% |
$152K - $164K
|
6.99K
$505K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2.95K- 4.11% |
$154K - $166K
|
68.8K
$4.97M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.01K- 35.71% |
$157K - $170K
|
5.42K
$392K
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
SELL
|
- |
-3.4K- 46.12% |
$178K - $192K
|
3.97K
$287K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-3.53K- 3.72% |
$184K - $199K
|
91.2K
$6.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.68K- 5.93% |
$192K - $207K
|
58.3K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.83K- 1.07% |
$200K - $215K
|
354K
$25.6M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.83K- 1.07% |
$200K - $215K
|
354K
$25.6M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.85K- 3.42% |
$201K - $217K
|
109K
$7.86M
|