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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.57KNew |
$189K - $210K
|
3.57K
$258K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.57KNew |
$189K - $210K
|
3.57K
$258K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
3.56KNew |
$189K - $209K
|
3.56K
$258K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
3.55K+ 14.45% |
$188K - $208K
|
28.1K
$2.03M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
3.48K+ 4.52% |
$184K - $204K
|
80.4K
$5.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.47KNew |
$184K - $204K
|
3.47K
$251K
|
|
|
Feb 04, 2022
Q4 2021
|
F
|
BUY
|
- |
3.4K+ 30.02% |
$180K - $200K
|
14.7K
$1.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.27K+ 1.99% |
$173K - $192K
|
167K
$12.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.25K+ 20.69% |
$172K - $191K
|
19K
$1.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.04K+ 0.41% |
$161K - $178K
|
738K
$53.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.91K+ 33.36% |
$154K - $171K
|
11.6K
$841K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.62K+ 23.61% |
$139K - $154K
|
13.7K
$990K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.58K+ 8.16% |
$137K - $152K
|
34.3K
$2.48M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.47K+ 23.67% |
$131K - $145K
|
12.9K
$934K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.47K+ 36.66% |
$131K - $145K
|
9.2K
$665K
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.46K+ 10.38% |
$130K - $144K
|
26.1K
$1.89M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.45KNew |
$130K - $144K
|
2.45K
$177K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
2.44K+ 1.82% |
$129K - $144K
|
137K
$9.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
2.4K+ 12.95% |
$127K - $141K
|
20.9K
$1.51M
|
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
2.35K+ 2.14% |
$125K - $138K
|
112K
$8.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.17K+ 3.7% |
$115K - $128K
|
60.9K
$4.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
2.14K+ 9.15% |
$113K - $125K
|
25.5K
$1.84M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 6.95% |
$109K - $120K
|
31.5K
$2.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2K+ 26.67% |
$106K - $117K
|
9.5K
$687K
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.98K+ 15.53% |
$105K - $116K
|
14.8K
$1.07M
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
1.8K+ 1.44% |
$95.4K - $106K
|
127K
$9.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.79K+ 14.58% |
$95.1K - $105K
|
14.1K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.79K+ 31.46% |
$95K - $105K
|
7.49K
$542K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.67K+ 12.12% |
$88.7K - $98.3K
|
15.5K
$1.12M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.67K+ 2.92% |
$88.7K - $98.3K
|
59K
$4.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.66K+ 6.77% |
$87.8K - $97.3K
|
26.1K
$1.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.62K+ 4.36% |
$85.8K - $95.2K
|
38.8K
$2.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.42K+ 23.42% |
$75K - $83.1K
|
7.46K
$539K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.4KNew |
$74.3K - $82.4K
|
1.4K
$101K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.38K+ 5.64% |
$73.3K - $81.2K
|
25.9K
$1.87M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.32K+ 4.24% |
$69.8K - $77.4K
|
32.4K
$2.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.3K+ 129.5% |
$68.6K - $76.1K
|
2.3K
$166K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.26K+ 5.27% |
$66.8K - $74.1K
|
25.2K
$1.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.19K+ 3.91% |
$63.3K - $70.1K
|
31.7K
$2.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.15K+ 2.07% |
$60.7K - $67.3K
|
56.5K
$4.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
1.11K+ 29.24% |
$58.6K - $65K
|
4.89K
$353K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
1.07K+ 5.22% |
$56.8K - $62.9K
|
21.6K
$1.56M
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
1.07K+ 12.68% |
$56.6K - $62.8K
|
9.5K
$687K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1K+ 10.94% |
$53.1K - $58.9K
|
10.2K
$734K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
988+ 9.27% |
$52.4K - $58K
|
11.7K
$842K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
978+ 5.23% |
$51.8K - $57.4K
|
19.7K
$1.42M
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
939+ 4.24% |
$49.8K - $55.2K
|
23.1K
$1.67M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
913+ 12.81% |
$48.4K - $53.6K
|
8.04K
$581K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
908+ 12.4% |
$48.1K - $53.3K
|
8.23K
$595K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
900New |
$47.7K - $52.9K
|
900
$65K
|