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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$63.3 - $70.1
|
3.71K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.37% |
$63.3 - $70.1
|
268
$19.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.31% |
$63.3 - $70.1
|
320
$23.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-5- 0.12% |
$316 - $350
|
4.32K
$312K
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-7- 0.08% |
$443 - $490
|
8.32K
$601K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8- 0.14% |
$506 - $560
|
5.63K
$407K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-22- 0.08% |
$1.39K - $1.54K
|
26.6K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-22- 0.63% |
$1.39K - $1.54K
|
3.45K
$250K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-23- 8.39% |
$1.46K - $1.61K
|
251
$18.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-35- 52.24% |
$2.21K - $2.45K
|
32
$2.31K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-40- 1.02% |
$2.53K - $2.8K
|
3.89K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-54- 0.91% |
$3.42K - $3.78K
|
5.87K
$424K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-60- 0.35% |
$3.8K - $4.2K
|
17K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-63- 0.7% |
$3.99K - $4.41K
|
8.97K
$648K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-67- 1.65% |
$4.24K - $4.69K
|
4K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-74- 2.35% |
$4.68K - $5.18K
|
3.08K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-75- 23.89% |
$4.75K - $5.25K
|
239
$17.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-76- 2.76% |
$4.81K - $5.32K
|
2.68K
$193K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-99- 1.66% |
$6.26K - $6.94K
|
5.88K
$425K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-104- 0.36% |
$6.58K - $7.29K
|
28.8K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-108- 0.92% |
$6.83K - $7.57K
|
11.6K
$842K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-108- 0.6% |
$6.83K - $7.57K
|
18K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-109- 0.14% |
$6.9K - $7.64K
|
77.8K
$5.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-112- 2.5% |
$7.09K - $7.85K
|
4.37K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-117- 1.1% |
$7.4K - $8.2K
|
10.5K
$758K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-130- 26.42% |
$8.23K - $9.11K
|
362
$26.2K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-131- 0.47% |
$8.29K - $9.18K
|
27.9K
$2.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-150- 2.58% |
$9.49K - $10.5K
|
5.66K
$409K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-153- 2.34% |
$9.68K - $10.7K
|
6.4K
$462K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-162- 3.45% |
$10.3K - $11.3K
|
4.54K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-165- 1.31% |
$10.4K - $11.6K
|
12.5K
$900K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-169- 4.6% |
$10.7K - $11.8K
|
3.5K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-177- 0.19% |
$11.2K - $12.4K
|
95K
$6.86M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-178- 1.76% |
$11.3K - $12.5K
|
9.94K
$719K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-187- 0.87% |
$11.8K - $13.1K
|
21.4K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-193- 0.43% |
$12.2K - $13.5K
|
44.9K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-195- 1.99% |
$12.3K - $13.7K
|
9.62K
$695K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-197- 6.41% |
$12.5K - $13.8K
|
2.88K
$208K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 5.16% |
$12.7K - $14K
|
3.68K
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-214- 1.72% |
$13.5K - $15K
|
12.2K
$883K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-216- 0.2% |
$13.7K - $15.1K
|
105K
$7.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-218- 81.34% |
$13.8K - $15.3K
|
50
$3.61K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-221- 0.97% |
$14K - $15.5K
|
22.6K
$1.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-221- 1.63% |
$14K - $15.5K
|
13.3K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-224- 0.85% |
$14.2K - $15.7K
|
26.1K
$1.89M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-229- 1.65% |
$14.5K - $16K
|
13.6K
$984K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-235- 1.11% |
$14.9K - $16.5K
|
21K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-243- 2.66% |
$15.4K - $17K
|
8.9K
$643K
|