Purchases and Sales Made in Q4 2022 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 2022. 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 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
652KNew |
$28.8M - $32.9M
|
652K
$46.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
651K+ 6200.0% |
$28.7M - $32.8M
|
662K
$47.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
604KNew |
$26.6M - $30.4M
|
604K
$43.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
576K+ 9.24% |
$25.4M - $29M
|
6.81M
$488M
|
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
561KNew |
$24.7M - $28.3M
|
561K
$40.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
438KNew |
$19.3M - $22.1M
|
438K
$31.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
368KNew |
$16.2M - $18.5M
|
368K
$26.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
357K+ 29.79% |
$15.7M - $18M
|
1.55M
$111M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
352KNew |
$15.5M - $17.7M
|
352K
$25.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
306K+ 15.97% |
$13.5M - $15.4M
|
2.22M
$159M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
264KNew |
$11.6M - $13.3M
|
264K
$18.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
240K+ 30.22% |
$10.6M - $12.1M
|
1.03M
$73.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
218K+ 80.88% |
$9.63M - $11M
|
488K
$35M
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
184KNew |
$8.13M - $9.29M
|
184K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
170K+ 75.49% |
$7.49M - $8.56M
|
395K
$28.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
144K+ 29.42% |
$6.33M - $7.24M
|
632K
$45.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
129KNew |
$5.7M - $6.52M
|
129K
$9.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
126K+ 2117.46% |
$5.57M - $6.36M
|
132K
$9.47M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
121KNew |
$5.32M - $6.08M
|
121K
$8.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
113KNew |
$5M - $5.71M
|
113K
$8.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
110K+ 5.95% |
$4.87M - $5.57M
|
1.97M
$141M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
108K+ 9.98% |
$4.78M - $5.47M
|
1.2M
$85.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
96.3KNew |
$4.24M - $4.85M
|
96.3K
$6.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
95.1KNew |
$4.19M - $4.79M
|
95.1K
$6.81M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
91.3K+ 32.06% |
$4.02M - $4.6M
|
376K
$26.9M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
87.4KNew |
$3.85M - $4.41M
|
87.4K
$6.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
86.3K+ 1525.6% |
$3.8M - $4.35M
|
91.9K
$6.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
84.1K+ 280.58% |
$3.71M - $4.24M
|
114K
$8.17M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
83.6K+ 18.31% |
$3.69M - $4.22M
|
540K
$38.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
81.9KNew |
$3.61M - $4.13M
|
81.9K
$5.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
75.6KNew |
$3.33M - $3.81M
|
75.6K
$5.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
74.9K+ 655.3% |
$3.3M - $3.78M
|
86.4K
$6.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
72.9K+ 65.62% |
$3.21M - $3.67M
|
184K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
61.1KNew |
$2.7M - $3.08M
|
61.1K
$4.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
54.7KNew |
$2.41M - $2.76M
|
54.7K
$3.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
53.2K+ 187.45% |
$2.35M - $2.68M
|
81.6K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52K+ 242.49% |
$2.29M - $2.62M
|
73.5K
$5.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
45.8K+ 10.49% |
$2.02M - $2.31M
|
483K
$34.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
40.4KNew |
$1.78M - $2.04M
|
40.4K
$2.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
40K+ 70.42% |
$1.76M - $2.02M
|
96.9K
$6.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
40K+ 511.67% |
$1.76M - $2.02M
|
47.8K
$3.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
38.4KNew |
$1.69M - $1.94M
|
38.4K
$2.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.6K+ 6.58% |
$1.66M - $1.9M
|
609K
$43.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
37.3KNew |
$1.65M - $1.88M
|
37.3K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
36K+ 3.38% |
$1.59M - $1.81M
|
1.1M
$78.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
31.1K+ 7.37% |
$1.37M - $1.57M
|
453K
$32.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
30.5K+ 13.51% |
$1.35M - $1.54M
|
256K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
29.1K+ 22.1% |
$1.28M - $1.47M
|
161K
$11.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
BUY
|
- |
26.1K+ 114.82% |
$1.15M - $1.32M
|
48.9K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.7KNew |
$1.13M - $1.3M
|
25.7K
$1.84M
|