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 02, 2022 Q4 2021
Balentine LLC

Atlanta, GA
SELL
 -
-859
- 0.22%
$45.5K - $50.5K
392K $27M
Jan 14, 2022 Q4 2021
Stewardship Advisors, LLC

SELL
 -
-867
- 4.27%
$45.9K - $50.9K
19.4K $1.34M
Jan 26, 2022 Q4 2021
Waller Financial Planning Group, Inc

SELL
 -
-925
- 2.47%
$49K - $54.3K
36.6K $2.52M
Jan 18, 2022 Q4 2021
Cx Institutional

SELL
 -
-947
- 2.17%
$50.2K - $55.6K
42.7K $2.94M
Jan 19, 2022 Q4 2021
Mbe Wealth Management, LLC

SELL
 -
-1.08K
- 6.76%
$57.4K - $63.7K
15K $1.03M
Jan 14, 2022 Q4 2021
Praetorian Wealth Management, Inc.

SELL
 -
-1.17K
- 1.3%
$61.9K - $68.6K
88.7K $6.1M
Jan 28, 2022 Q4 2021
Argi Investment Services, LLC

SELL
 -
-1.17K
- 1.06%
$62.1K - $68.8K
110K $7.56M
Jan 21, 2022 Q4 2021
Oakwell Private Wealth Management, LLC

SELL
 -
-1.39K
- 3.12%
$73.7K - $81.6K
43.1K $2.97M
Feb 08, 2022 Q4 2021
Firethorn Wealth Partners, LLC

SELL
 -
-1.45K
- 14.34%
$76.8K - $85.1K
8.65K $596K
Feb 08, 2022 Q4 2021
Broderick Brian C

SELL
 -
-1.5K
- 4.27%
$79.5K - $88.1K
33.6K $2.31M
Feb 10, 2022 Q4 2021
Towercrest Capital Management

Newtown, PA
SELL
 -
-1.66K
- 4.37%
$87.8K - $97.3K
36.3K $2.5M
Jan 19, 2022 Q4 2021
Iron Horse Wealth Management, LLC

SELL
 -
-1.68K
- 1.19%
$89.2K - $98.9K
139K $9.58M
Feb 11, 2022 Q4 2021
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-1.75K
- 12.92%
$92.7K - $103K
11.8K $811K
Feb 14, 2022 Q4 2021
Sns Financial Group, LLC

SELL
 -
-1.77K
- 3.49%
$93.6K - $104K
48.9K $3.37M
Feb 07, 2022 Q4 2021
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-1.89K
- 3.09%
$100K - $111K
59.1K $4.07M
Jan 12, 2022 Q4 2021
Center For Asset Management LLC

SELL
 -
-2.02K
- 12.08%
$107K - $119K
14.7K $1.01M
Feb 09, 2022 Q4 2021
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-2.03K
- 34.56%
$107K - $119K
3.84K $264K
Jan 12, 2022 Q4 2021
Winthrop Advisory Group LLC

SELL
 -
-2.07K
- 0.84%
$110K - $122K
245K $16.9M
Jan 27, 2022 Q4 2021
Wiser Wealth Management, Inc

SELL
 -
-2.17K
- 3.78%
$115K - $127K
55K $3.79M
Feb 04, 2022 Q4 2021
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-2.22K
- 0.56%
$117K - $130K
393K $27.1M
Feb 11, 2022 Q4 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-2.22K
- 5.86%
$118K - $131K
35.7K $2.46M
Jan 20, 2022 Q4 2021
Affinia Financial Group, LLC

Burlington, MA
SELL
 -
-2.66K
- 5.05%
$141K - $156K
49.9K $3.43M
Jan 04, 2022 Q4 2021
Lvm Capital Management LTD

SELL
 -
-2.96K
- 4.88%
$157K - $174K
57.7K $3.97M
Feb 17, 2022 Q4 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-3.46K
- 12.27%
$183K - $203K
24.7K $1.7M
Jan 31, 2022 Q4 2021
Commonwealth Equity Services, LLC

SELL
 -
-3.59K
- 6.92%
$190K - $211K
48.2K $3.32M
Jan 14, 2022 Q4 2021
Spire Wealth Management

SELL
 -
-3.78K
- 14.49%
$200K - $222K
22.3K $1.53M
Feb 14, 2022 Q4 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-4.19K
- 29.3%
$222K - $246K
10.1K $695K
Mar 28, 2023 Q4 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-4.27K
- 26.25%
$226K - $251K
12K $825K
Jan 11, 2022 Q4 2021
Hbw Advisory Services LLC

SELL
 -
-4.51K
- 4.33%
$239K - $265K
99.7K $6.86M
Feb 07, 2022 Q4 2021
Barber Financial Group, Inc.

SELL
 -
-4.57K
- 0.45%
$242K - $269K
1.01M $69.5M
Feb 08, 2022 Q4 2021
Navalign, LLC

SELL
 -
-4.74K
Closed
$251K - $278K
0 $0
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-5.09K
- 5.0%
$270K - $299K
96.7K $6.65M
Feb 08, 2022 Q4 2021
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-5.18K
- 6.58%
$274K - $304K
73.5K $5.06M
Feb 14, 2022 Q4 2021
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-5.34K
- 0.72%
$283K - $314K
740K $50.9M
Jan 20, 2022 Q4 2021
Rosenberg Matthew Hamilton

SELL
 -
-5.62K
- 1.59%
$298K - $330K
348K $23.9M
Feb 14, 2022 Q4 2021
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
SELL
 -
-5.66K
Closed
$300K - $332K
0 $0
Feb 11, 2022 Q4 2021
Psi Advisors, LLC

SELL
 -
-6.74K
- 80.34%
$357K - $396K
1.65K $114K
Feb 14, 2022 Q4 2021
Cornerstone Wealth Management, LLC

SELL
 -
-7.56K
- 11.27%
$400K - $444K
59.5K $4.09M
Feb 14, 2022 Q4 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-8.25K
- 90.63%
$437K - $484K
853 $58.7K
Jan 20, 2022 Q4 2021
Parallel Advisors, LLC

SELL
 -
-8.86K
- 4.07%
$469K - $520K
209K $14.4M
Jan 25, 2022 Q4 2021
Peterson Wealth Advisors, LLC

SELL
 -
-9.21K
- 4.44%
$488K - $541K
198K $13.6M
Jan 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-9.59K
Closed
$508K - $563K
0 $0
Jan 12, 2022 Q4 2021
Pure Financial Advisors, LLC

SELL
 -
-9.78K
- 3.08%
$518K - $574K
308K $21.2M
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

SELL
 -
-9.9K
- 7.85%
$525K - $582K
116K $8M
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-10.1K
- 2.81%
$536K - $594K
350K $24.1M
Feb 09, 2022 Q4 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-10.2K
- 60.76%
$541K - $600K
6.59K $454K
Feb 15, 2022 Q4 2021
Integrated Wealth Concepts LLC

SELL
 -
-10.4K
- 17.13%
$550K - $610K
50.2K $3.45M
Feb 08, 2022 Q4 2021
Savant Capital, LLC

SELL
 -
-11K
- 8.46%
$582K - $645K
119K $8.18M
Feb 09, 2022 Q4 2021
Arq Wealth Advisors, LLC

SELL
 -
-11.4K
- 18.32%
$604K - $669K
50.8K $3.49M

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