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
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.32K+ 37.78% |
$494K - $548K
|
34K
$2.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.18KNew |
$486K - $539K
|
9.18K
$663K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.85K+ 7.81% |
$469K - $520K
|
122K
$8.82M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
8.8K+ 67.77% |
$466K - $517K
|
21.8K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.96K+ 5.14% |
$422K - $468K
|
163K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
7.87K+ 2.63% |
$417K - $462K
|
307K
$22.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.74K+ 10.2% |
$410K - $455K
|
83.7K
$6.05M
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
7.37K+ 2.22% |
$391K - $433K
|
339K
$24.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
7.2K+ 7.63% |
$381K - $423K
|
102K
$7.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.98K+ 9.32% |
$370K - $410K
|
81.8K
$5.91M
|
|
|
Jan 24, 2022
Q4 2021
|
Brewster Financial Planning LLC
|
BUY
|
- |
6.84KNew |
$362K - $402K
|
6.84K
$494K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.83KNew |
$362K - $401K
|
6.83K
$493K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.76K+ 2.34% |
$358K - $397K
|
296K
$21.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.37K+ 0.76% |
$338K - $374K
|
848K
$61.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.35K+ 11.59% |
$336K - $373K
|
61.1K
$4.42M
|
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
6.15K+ 1.81% |
$326K - $361K
|
345K
$25M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
5.92KNew |
$313K - $347K
|
5.92K
$427K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.91K+ 0.78% |
$313K - $347K
|
768K
$55.5M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.88K+ 126.86% |
$312K - $345K
|
10.5K
$760K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.84K+ 490.6% |
$310K - $343K
|
7.03K
$508K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.45KNew |
$289K - $320K
|
5.45K
$394K
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5.34KNew |
$283K - $314K
|
5.34K
$386K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
5.29KNew |
$280K - $311K
|
5.29K
$382K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.27K+ 7.36% |
$279K - $310K
|
76.9K
$5.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.18K+ 19.03% |
$275K - $304K
|
32.4K
$2.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.1KNew |
$270K - $300K
|
5.1K
$369K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.06KNew |
$268K - $297K
|
5.06K
$365K
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
5.05KNew |
$268K - $297K
|
5.05K
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5.04KNew |
$267K - $296K
|
5.04K
$364K
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.7KNew |
$249K - $276K
|
4.7K
$340K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
4.68K+ 11.9% |
$248K - $275K
|
44K
$3.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4.59K+ 13.54% |
$243K - $269K
|
38.5K
$2.78M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
4.5K+ 26.4% |
$238K - $264K
|
21.5K
$1.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
4.42KNew |
$234K - $259K
|
4.42K
$319K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.28K+ 14.51% |
$227K - $251K
|
33.8K
$2.44M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.25KNew |
$225K - $250K
|
4.25K
$307K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.24K+ 6.96% |
$225K - $249K
|
65.2K
$4.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Orca Investment Management, LLC
|
BUY
|
- |
4.23KNew |
$224K - $248K
|
4.23K
$306K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.21K+ 3.05% |
$223K - $247K
|
142K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.18K+ 14.03% |
$221K - $245K
|
33.9K
$2.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.1KNew |
$217K - $241K
|
4.1K
$296K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
4.05KNew |
$215K - $238K
|
4.05K
$293K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.92K+ 47.65% |
$208K - $230K
|
12.2K
$878K
|
|
|
Feb 02, 2022
Q4 2021
|
Darrow Company, Inc.
|
BUY
|
- |
3.82KNew |
$203K - $225K
|
3.82K
$276K
|
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.8K+ 19.18% |
$201K - $223K
|
23.6K
$1.71M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.68KNew |
$195K - $216K
|
3.68K
$266K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.65K+ 10.87% |
$194K - $215K
|
37.3K
$2.69M
|
|
|
Feb 18, 2022
Q4 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
3.61KNew |
$191K - $212K
|
3.61K
$261K
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.61KNew |
$191K - $212K
|
3.61K
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.6KNew |
$191K - $211K
|
3.6K
$260K
|