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 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
25.6K+ 19.19% |
$1.36M - $1.51M
|
159K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
25.3KNew |
$1.34M - $1.49M
|
25.3K
$1.83M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
24.2K+ 10.16% |
$1.28M - $1.42M
|
262K
$18.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.7K+ 21.87% |
$1.2M - $1.33M
|
127K
$9.15M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
22.2KNew |
$1.18M - $1.31M
|
22.2K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
21.9KNew |
$1.16M - $1.28M
|
21.9K
$1.58M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
21.8KNew |
$1.15M - $1.28M
|
21.8K
$1.58M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
21.5K+ 84.01% |
$1.14M - $1.27M
|
47.2K
$3.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
19.4K+ 1.42% |
$1.03M - $1.14M
|
1.38M
$99.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.2K+ 1.28% |
$1.02M - $1.13M
|
1.52M
$110M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
19KNew |
$1.01M - $1.12M
|
19K
$1.37M
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
18K+ 26.33% |
$953K - $1.06M
|
86.3K
$6.23M
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
17.5KNew |
$927K - $1.03M
|
17.5K
$1.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
17.4KNew |
$925K - $1.02M
|
17.4K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
16.8K+ 53.02% |
$889K - $985K
|
48.4K
$3.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.5KNew |
$877K - $972K
|
16.5K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.3K+ 66.53% |
$864K - $957K
|
40.8K
$2.95M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.9KNew |
$840K - $931K
|
15.9K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7K+ 130.32% |
$833K - $924K
|
27.8K
$2.01M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15.5KNew |
$823K - $912K
|
15.5K
$1.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.5K+ 13.01% |
$820K - $909K
|
134K
$9.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.4K+ 4.5% |
$815K - $904K
|
357K
$25.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.4K+ 57.45% |
$815K - $904K
|
42.2K
$3.05M
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
15.4KNew |
$814K - $903K
|
15.4K
$1.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
15.1KNew |
$803K - $890K
|
15.1K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$801K - $888K
|
15.1K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
15K+ 276.28% |
$794K - $880K
|
20.4K
$1.47M
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
14.8K+ 11.29% |
$782K - $867K
|
146K
$10.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Freedom Day Solutions, LLC
|
BUY
|
- |
14.6K+ 37.39% |
$772K - $855K
|
53.5K
$3.87M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
14.5KNew |
$767K - $850K
|
14.5K
$1.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.9K+ 16.93% |
$738K - $818K
|
96.2K
$6.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.9KNew |
$734K - $814K
|
13.9K
$1M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 1.58% |
$726K - $805K
|
883K
$63.8M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
13.4K+ 9.73% |
$711K - $789K
|
151K
$10.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.4K+ 22.99% |
$709K - $786K
|
71.6K
$5.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.4KNew |
$709K - $786K
|
13.4K
$967K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 68.99% |
$679K - $753K
|
31.4K
$2.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.7K+ 146.12% |
$673K - $746K
|
21.4K
$1.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
12.6KNew |
$669K - $742K
|
12.6K
$912K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.6KNew |
$669K - $741K
|
12.6K
$912K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.4K+ 18.11% |
$658K - $730K
|
81K
$5.85M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.2K+ 9.9% |
$648K - $718K
|
136K
$9.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
11.2K+ 33.48% |
$593K - $658K
|
44.7K
$3.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
10.8K+ 5.95% |
$574K - $636K
|
193K
$13.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10.8K+ 192.12% |
$574K - $636K
|
16.5K
$1.19M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
10.7KNew |
$566K - $628K
|
10.7K
$772K
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
10.5KNew |
$556K - $617K
|
10.5K
$759K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.99K+ 132.48% |
$530K - $587K
|
17.5K
$1.27M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9.68KNew |
$513K - $568K
|
9.68K
$699K
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
9.52K+ 15.23% |
$504K - $559K
|
72K
$5.2M
|