Purchases and Sales Made in Q4 2021 in Spdr Portfolio S&P 1500 Compos (SPTM)

SPTM Quotes by TradingView

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 11, 2022 Q4 2021
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-150
- 3.45%
$7.95K - $8.81K
4.2K $304K
Feb 16, 2022 Q4 2021
Covington Capital Management

SELL
 -
-172
- 46.24%
$9.11K - $10.1K
200 $14.5K
Dec 13, 2023 Q4 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-174
- 1.52%
$9.22K - $10.2K
11.3K $815K
Feb 14, 2022 Q4 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-174
- 1.52%
$9.22K - $10.2K
11.3K $815K
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-177
- 0.45%
$9.38K - $10.4K
39K $2.82M
Feb 02, 2022 Q4 2021
Slate Stone Wealth, LLC

SELL
 -
-189
- 1.72%
$10K - $11.1K
10.8K $781K
Feb 07, 2022 Q4 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-193
- 2.33%
$10.2K - $11.3K
8.08K $584K
Jan 19, 2022 Q4 2021
Advisor Net Financial, Inc

SELL
 -
-201
- 0.08%
$10.7K - $11.8K
257K $18.6M
Jan 21, 2022 Q4 2021
Asset Dedication, LLC

SELL
 -
-208
- 0.6%
$11K - $12.2K
34.3K $2.48M
Jan 19, 2022 Q4 2021
Spectrum Planning & Advisory Services Inc.

SELL
 -
-209
- 0.86%
$11.1K - $12.3K
24.1K $1.74M
Feb 14, 2022 Q4 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-238
- 0.95%
$12.6K - $14K
24.7K $1.79M
Feb 14, 2022 Q4 2021
First Manhattan CO

New York, NY
SELL
 -
-249
Closed
$13.2K - $14.6K
0 $0
Mar 08, 2022 Q4 2021
Bartlett & Co. LLC

SELL
 -
-262
Closed
$13.9K - $15.4K
0 $0
Feb 17, 2022 Q4 2021
V Wealth Advisors LLC

SELL
 -
-299
- 2.15%
$15.8K - $17.6K
13.6K $981K
Feb 10, 2022 Q4 2021
Bay Harbor Wealth Management, LLC

SELL
 -
-311
- 8.56%
$16.5K - $18.3K
3.32K $240K
Feb 11, 2022 Q4 2021
Meeder Asset Management Inc

SELL
 -
-313
Closed
$16.6K - $18.4K
0 $0
Jan 28, 2022 Q4 2021
Moloney Securities Asset Management, LLC

SELL
 -
-325
- 1.23%
$17.2K - $19.1K
26K $1.88M
Feb 07, 2022 Q4 2021
Compass Financial Group, Inc.

SELL
 -
-325
- 0.68%
$17.2K - $19.1K
47.2K $3.41M
Feb 14, 2022 Q4 2021
Aspire Private Capital, LLC

SELL
 -
-345
- 6.4%
$18.3K - $20.3K
5.04K $365K
Jan 18, 2022 Q4 2021
Bck Partners, Inc.

SELL
 -
-386
- 5.88%
$20.5K - $22.7K
6.18K $446K
Jan 19, 2022 Q4 2021
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-434
- 1.41%
$23K - $25.5K
30.4K $2.19M
Feb 15, 2022 Q4 2021
1832 Asset Management L.P.

Toronto, A6
SELL
 -
-450
Closed
$23.8K - $26.4K
0 $0
Feb 08, 2022 Q4 2021
Stockman Wealth Management, Inc.

SELL
 -
-462
- 5.32%
$24.5K - $27.1K
8.23K $595K
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
SELL
 -
-535
- 5.63%
$28.3K - $31.4K
8.96K $648K
Jan 21, 2022 Q4 2021
Telos Capital Management, Inc.

SELL
 -
-540
- 2.32%
$28.6K - $31.7K
22.8K $1.64M
Feb 11, 2022 Q4 2021
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-543
- 13.04%
$28.8K - $31.9K
3.62K $262K
Jan 28, 2022 Q4 2021
Wooster Corthell Wealth Management, Inc.

SELL
 -
-546
- 2.97%
$28.9K - $32.1K
17.9K $1.29M
Aug 23, 2023 Q4 2021
Rappaport Reiches Capital Management, LLC

Skokie`, IL
SELL
 -
-558
- 4.33%
$29.6K - $32.8K
12.3K $891K
Feb 11, 2022 Q4 2021
First Heartland Consultants, Inc.

SELL
 -
-561
- 1.48%
$29.7K - $33K
37.3K $2.7M
Feb 16, 2022 Q4 2021
Aldebaran Financial Inc.

SELL
 -
-582
- 1.21%
$30.8K - $34.2K
47.6K $3.44M
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-590
Closed
$31.3K - $34.7K
0 $0
Jan 13, 2022 Q4 2021
Wedbush Securities Inc

SELL
 -
-601
- 8.07%
$31.8K - $35.3K
6.84K $495K
Feb 14, 2022 Q4 2021
Jordan Park Group LLC

SELL
 -
-614
- 10.23%
$32.5K - $36.1K
5.39K $389K
Feb 10, 2022 Q4 2021
Tsfg, LLC

SELL
 -
-625
- 5.11%
$33.1K - $36.7K
11.6K $839K
Feb 04, 2022 Q4 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-630
- 11.01%
$33.4K - $37K
5.09K $368K
Feb 08, 2022 Q4 2021
Wade Financial Advisory, Inc

SELL
 -
-646
- 2.99%
$34.2K - $37.9K
21K $1.52M
Feb 15, 2022 Q4 2021
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-680
- 0.54%
$36K - $39.9K
126K $9.09M
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-716
- 0.77%
$37.9K - $42.1K
91.8K $6.64M
Feb 03, 2022 Q4 2021
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-735
- 51.83%
$38.9K - $43.2K
683 $49.4K
Feb 14, 2022 Q4 2021
Cary Street Partners Asset Management LLC

Richmond, VA
SELL
 -
-743
- 2.87%
$39.4K - $43.6K
25.2K $1.82M
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-762
Closed
$40.4K - $44.8K
0 $0
Feb 14, 2022 Q4 2021
Vista Investment Management

Pittsburgh, PA
SELL
 -
-778
- 10.73%
$41.2K - $45.7K
6.47K $468K
Jan 25, 2022 Q4 2021
Sterneck Capital Management, LLC

Kansas City, MO
SELL
 -
-782
- 1.02%
$41.4K - $45.9K
76.1K $5.5M
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

SELL
 -
-790
- 3.92%
$41.9K - $46.4K
19.3K $1.4M
Jan 12, 2022 Q4 2021
Shilanski & Associates, Inc.

SELL
 -
-793
- 1.42%
$42K - $46.6K
55.1K $3.98M
Feb 14, 2022 Q4 2021
Fsa Wealth Management LLC

Needham, MA
SELL
 -
-799
- 3.29%
$42.3K - $46.9K
23.5K $1.7M
Jan 19, 2022 Q4 2021
Wt Wealth Management

SELL
 -
-810
- 6.2%
$42.9K - $47.6K
12.3K $886K
Feb 08, 2022 Q4 2021
Bank Of America Corp

Charlotte, NC
SELL
 -
-857
- 0.14%
$45.4K - $50.3K
618K $44.6M
Jan 19, 2022 Q4 2021
Brio Consultants, LLC

SELL
 -
-858
- 10.36%
$45.5K - $50.4K
7.42K $536K

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