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 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-817- 5.85% |
$51.7K - $57.2K
|
13.2K
$951K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-899- 2.63% |
$56.9K - $63K
|
33.2K
$2.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-925- 12.81% |
$58.5K - $64.8K
|
6.3K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-928- 5.01% |
$58.7K - $65K
|
17.6K
$1.27M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-985- 2.55% |
$62.3K - $69K
|
37.6K
$2.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-987- 11.09% |
$62.5K - $69.1K
|
7.91K
$572K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.01K- 3.24% |
$63.8K - $70.6K
|
30.1K
$2.17M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.02K- 13.72% |
$64.7K - $71.6K
|
6.43K
$464K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.08K- 7.4% |
$68.5K - $75.8K
|
13.5K
$979K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.09K- 16.76% |
$68.7K - $76.1K
|
5.39K
$390K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.19K- 8.46% |
$75.4K - $83.4K
|
12.9K
$931K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-1.2K- 2.37% |
$76.1K - $84.3K
|
49.5K
$3.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 9.69% |
$76.5K - $84.7K
|
11.3K
$814K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.23K- 5.74% |
$78K - $86.3K
|
20.2K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-1.28K- 2.88% |
$81.3K - $90K
|
43.3K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.29K- 0.76% |
$81.6K - $90.3K
|
168K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.31K- 2.91% |
$82.7K - $91.6K
|
43.6K
$3.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.44K- 2.32% |
$90.9K - $101K
|
60.3K
$4.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.51K- 3.76% |
$95.2K - $105K
|
38.5K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.51K- 0.97% |
$95.6K - $106K
|
154K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.54K- 69.47% |
$97.2K - $108K
|
675
$48.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.59K- 1.4% |
$101K - $111K
|
112K
$8.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.8K- 1.02% |
$114K - $126K
|
175K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.8K- 2.72% |
$114K - $126K
|
64.3K
$4.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.8K- 1.33% |
$114K - $126K
|
134K
$9.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.81K- 0.7% |
$114K - $127K
|
257K
$18.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.81K- 0.24% |
$114K - $127K
|
758K
$54.8M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.94K- 25.7% |
$123K - $136K
|
5.61K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2K- 6.62% |
$126K - $140K
|
28.1K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2K- 43.61% |
$126K - $140K
|
2.58K
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.02K- 31.46% |
$128K - $141K
|
4.39K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.16K- 0.48% |
$137K - $152K
|
448K
$32.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.25K- 1.02% |
$143K - $158K
|
219K
$15.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.38K- 1.66% |
$150K - $166K
|
141K
$10.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.4K- 6.7% |
$152K - $168K
|
33.5K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 3.38% |
$154K - $171K
|
69.6K
$5.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-2.55K- 12.06% |
$161K - $179K
|
18.6K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.6K- 18.4% |
$164K - $182K
|
11.5K
$832K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.7K- 0.89% |
$171K - $189K
|
299K
$21.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-2.7K- 19.18% |
$171K - $189K
|
11.4K
$823K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.95K- 10.44% |
$187K - $207K
|
25.3K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.05K- 8.79% |
$193K - $214K
|
31.6K
$2.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.12K- 3.57% |
$197K - $218K
|
84.3K
$6.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.21K- 6.55% |
$203K - $225K
|
45.8K
$3.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.25K- 40.64% |
$205K - $227K
|
4.74K
$343K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-3.7K- 2.38% |
$234K - $259K
|
152K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.87K- 2.96% |
$245K - $271K
|
127K
$9.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.97K- 6.84% |
$251K - $278K
|
54.1K
$3.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.03K- 1.64% |
$255K - $282K
|
242K
$17.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-4.13K- 60.24% |
$262K - $290K
|
2.73K
$197K
|