Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1.09MNew |
$57.9M - $64.2M
|
1.09M
$79M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
880K+ 15.57% |
$46.7M - $51.7M
|
6.53M
$472M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
428KNew |
$22.7M - $25.1M
|
428K
$30.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
411KNew |
$21.8M - $24.2M
|
411K
$29.7M
|
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
376KNew |
$19.9M - $22.1M
|
376K
$27.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Treasure Coast Financial Planning
|
BUY
|
- |
338KNew |
$17.9M - $19.9M
|
338K
$24.4M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
336KNew |
$17.8M - $19.7M
|
336K
$24.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
335K+ 5633.25% |
$17.8M - $19.7M
|
341K
$24.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
284KNew |
$15M - $16.7M
|
284K
$20.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
225KNew |
$11.9M - $13.2M
|
225K
$16.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
214K+ 3274.89% |
$11.3M - $12.6M
|
220K
$15.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
210K+ 796.08% |
$11.1M - $12.3M
|
236K
$17.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
208KNew |
$11M - $12.2M
|
208K
$15M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
202KNew |
$10.7M - $11.9M
|
202K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
197K+ 40.83% |
$10.5M - $11.6M
|
681K
$49.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
184K+ 127.11% |
$9.76M - $10.8M
|
329K
$23.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
181K+ 134.89% |
$9.62M - $10.7M
|
316K
$22.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
175K+ 12.61% |
$9.26M - $10.3M
|
1.56M
$113M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
159KNew |
$8.42M - $9.34M
|
159K
$11.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
141K+ 21.96% |
$7.5M - $8.31M
|
786K
$56.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Ervin Investment Management, LLC
|
BUY
|
- |
132KNew |
$7M - $7.76M
|
132K
$9.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
128K+ 8.67% |
$6.78M - $7.52M
|
1.6M
$116M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
120KNew |
$6.37M - $7.06M
|
120K
$8.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
109K+ 26.85% |
$5.79M - $6.42M
|
516K
$37.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
95.3K+ 18.22% |
$5.05M - $5.6M
|
618K
$44.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
86.8K+ 38.08% |
$4.6M - $5.1M
|
315K
$22.7M
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
84.8KNew |
$4.49M - $4.98M
|
84.8K
$6.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
77.8K+ 5.57% |
$4.12M - $4.57M
|
1.47M
$107M
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
77.7K+ 8.81% |
$4.12M - $4.56M
|
959K
$69.3M
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
74.5KNew |
$3.95M - $4.37M
|
74.5K
$5.38M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
56.5K+ 8.14% |
$2.99M - $3.32M
|
750K
$54.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
54.9KNew |
$2.91M - $3.22M
|
54.9K
$3.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
52.7K+ 5.09% |
$2.8M - $3.1M
|
1.09M
$78.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
49.5K+ 70.36% |
$2.63M - $2.91M
|
120K
$8.67M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
49.3KNew |
$2.61M - $2.9M
|
49.3K
$3.57M
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
BUY
|
- |
47.2K+ 5.71% |
$2.5M - $2.77M
|
875K
$63.2M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
41.3K+ 7.35% |
$2.19M - $2.42M
|
603K
$43.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
36.9KNew |
$1.96M - $2.17M
|
36.9K
$2.67M
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
36.8KNew |
$1.95M - $2.16M
|
36.8K
$2.66M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
36.5KNew |
$1.94M - $2.15M
|
36.5K
$2.64M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
35.9KNew |
$1.9M - $2.11M
|
35.9K
$2.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
35.3K+ 52635.82% |
$1.87M - $2.07M
|
35.3K
$2.55M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
35.2KNew |
$1.86M - $2.07M
|
35.2K
$2.54M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
33.9K+ 19.03% |
$1.8M - $1.99M
|
212K
$15.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
31.8KNew |
$1.68M - $1.87M
|
31.8K
$2.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
29.8K+ 6.83% |
$1.58M - $1.75M
|
466K
$33.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
29.7K+ 14.58% |
$1.57M - $1.74M
|
233K
$16.8M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
28.4KNew |
$1.51M - $1.67M
|
28.4K
$2.06M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
26.5KNew |
$1.4M - $1.56M
|
26.5K
$1.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
25.9KNew |
$1.37M - $1.52M
|
25.9K
$1.87M
|