Purchases and Sales Made in Q3 2024 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 2024. 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 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
631K+ 49.43% |
$39.9M - $44.2M
|
1.91M
$138M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
513K+ 332.89% |
$32.5M - $36M
|
667K
$48.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
457K+ 196.01% |
$28.9M - $32M
|
690K
$49.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
425K+ 1300.34% |
$26.9M - $29.8M
|
458K
$33.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
289K+ 40.09% |
$18.3M - $20.3M
|
1.01M
$73M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
156K+ 217.19% |
$9.9M - $11M
|
228K
$16.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
149K+ 29.6% |
$9.45M - $10.5M
|
654K
$47.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
129KNew |
$8.19M - $9.07M
|
129K
$9.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
115K+ 8.29% |
$7.29M - $8.07M
|
1.5M
$109M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
111K+ 15.85% |
$7.02M - $7.77M
|
811K
$58.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
BUY
|
- |
110K+ 79.61% |
$6.98M - $7.72M
|
249K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
103KNew |
$6.51M - $7.21M
|
103K
$7.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
91.8K+ 3.95% |
$5.81M - $6.43M
|
2.42M
$175M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
84.9KNew |
$5.37M - $5.95M
|
84.9K
$6.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.1K+ 6.58% |
$5.07M - $5.61M
|
1.3M
$93.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
69.5K+ 13.23% |
$4.4M - $4.87M
|
595K
$43M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
66.2K+ 1259.63% |
$4.19M - $4.64M
|
71.5K
$5.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63.7K+ 53.68% |
$4.03M - $4.46M
|
182K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60.9K+ 45.36% |
$3.85M - $4.26M
|
195K
$14.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
57.1K+ 5.47% |
$3.62M - $4M
|
1.1M
$79.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.2K+ 3.47% |
$2.8M - $3.1M
|
1.32M
$95.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
40.9KNew |
$2.59M - $2.87M
|
40.9K
$2.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
38.7K+ 88.37% |
$2.45M - $2.71M
|
82.4K
$5.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
36.5K+ 109.43% |
$2.31M - $2.56M
|
69.9K
$5.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
36.2K+ 3.87% |
$2.29M - $2.53M
|
971K
$70.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
32.7K+ 37.13% |
$2.07M - $2.29M
|
121K
$8.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32KNew |
$2.02M - $2.24M
|
32K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
32KNew |
$2.02M - $2.24M
|
32K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.6K+ 12.86% |
$1.94M - $2.15M
|
269K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30.1KNew |
$1.91M - $2.11M
|
30.1K
$2.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
29.3K+ 97.67% |
$1.85M - $2.05M
|
59.2K
$4.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
28.2K+ 14.41% |
$1.79M - $1.98M
|
224K
$16.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27K+ 1.02% |
$1.71M - $1.89M
|
2.67M
$193M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
26.8K+ 4.89% |
$1.7M - $1.88M
|
576K
$41.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
26.7K+ 17.68% |
$1.69M - $1.87M
|
178K
$12.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
25.8K+ 1.77% |
$1.63M - $1.81M
|
1.48M
$107M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
25.7KNew |
$1.63M - $1.8M
|
25.7K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
25.3KNew |
$1.6M - $1.77M
|
25.3K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
24.7K+ 39.76% |
$1.56M - $1.73M
|
86.9K
$6.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.6K+ 14.33% |
$1.43M - $1.58M
|
180K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.2K+ 6.83% |
$1.34M - $1.49M
|
332K
$24M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19.4K+ 0.56% |
$1.23M - $1.36M
|
3.51M
$254M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18.9K+ 65.57% |
$1.2M - $1.33M
|
47.8K
$3.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
17KNew |
$1.08M - $1.19M
|
17K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16.7K+ 167.2% |
$1.06M - $1.17M
|
26.6K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.5K+ 512.41% |
$1.04M - $1.15M
|
19.7K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
15.8K+ 794.47% |
$1M - $1.11M
|
17.8K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.1K+ 89.39% |
$954K - $1.06M
|
31.9K
$2.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15.1K+ 1.01% |
$953K - $1.05M
|
1.5M
$109M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.5K+ 305.42% |
$852K - $943K
|
17.9K
$1.29M
|