Purchases and Sales Made in Q4 2022 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 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 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
359
+ 39.28%
$15.8K - $18.1K
1.27K $91.2K
Feb 15, 2023 Q4 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
359
+ 1.32%
$15.8K - $18.1K
27.7K $1.98M
Jan 20, 2023 Q4 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
352
+ 6.23%
$15.5K - $17.7K
6.01K $430K
Jan 20, 2023 Q4 2022
Bck Partners, Inc.

BUY
 -
349
+ 4.75%
$15.4K - $17.6K
7.69K $551K
Feb 08, 2023 Q4 2022
L.M. Kohn & Company

BUY
 -
335
+ 3.28%
$14.8K - $16.9K
10.5K $755K
Jan 05, 2023 Q4 2022
Waller Financial Planning Group, Inc

BUY
 -
333
+ 1.25%
$14.7K - $16.8K
27K $1.93M
Feb 10, 2023 Q4 2022
Isthmus Partners, LLC

Madison, WI
BUY
 -
326
+ 0.41%
$14.4K - $16.4K
80.2K $5.74M
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
276
+ 3.73%
$12.2K - $13.9K
7.67K $549K
Feb 13, 2023 Q4 2022
Fsa Wealth Management LLC

Needham, MA
BUY
 -
217
+ 0.93%
$9.57K - $10.9K
23.6K $1.69M
Jan 20, 2023 Q4 2022
Falcon Wealth Planning

BUY
 -
203
+ 4.05%
$8.95K - $10.2K
5.21K $373K
Jan 26, 2023 Q4 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
130
+ 1.06%
$5.73K - $6.55K
12.4K $885K
Sep 12, 2023 Q4 2022
New Republic Capital, LLC

Charlotte, NC
BUY
 -
125
+ 12.25%
$5.51K - $6.3K
1.15K $82K
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
112
New
$4.94K - $5.65K
112 $8.02K
Feb 13, 2023 Q4 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
105
+ 1.33%
$4.63K - $5.29K
8.01K $574K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
104
+ 2.6%
$4.59K - $5.24K
4.1K $294K
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
101
New
$4.45K - $5.09K
101 $7.23K
Feb 07, 2023 Q4 2022
Cutler Group LP

BUY
 -
84
New
$3.7K - $4.23K
84 $6.02K
Jan 30, 2023 Q4 2022
Leeward Financial Partners, LLC

BUY
 -
71
+ 0.46%
$3.13K - $3.58K
15.6K $1.12M
Feb 07, 2023 Q4 2022
Firethorn Wealth Partners, LLC

BUY
 -
62
+ 0.78%
$2.73K - $3.13K
7.97K $571K
Jan 13, 2023 Q4 2022
Olio Financial Planning

BUY
 -
56
+ 0.48%
$2.47K - $2.82K
11.8K $842K
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

BUY
 -
52
+ 0.33%
$2.29K - $2.62K
15.7K $1.13M
Jan 18, 2023 Q4 2022
Retirement Planning Group

BUY
 -
44
+ 0.81%
$1.94K - $2.22K
5.49K $393K
Jan 25, 2023 Q4 2022
Independent Wealth Network Inc.

BUY
 -
32
+ 0.44%
$1.41K - $1.61K
7.34K $526K
Feb 02, 2023 Q4 2022
Brighton Jones LLC

BUY
 -
29
+ 0.44%
$1.28K - $1.46K
6.62K $474K
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

BUY
 -
28
+ 0.57%
$1.23K - $1.41K
4.94K $354K
Feb 14, 2023 Q4 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
27
New
$1.19K - $1.36K
27 $1.93K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
23
New
$1.01K - $1.16K
23 $1.65K
Apr 19, 2024 Q4 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
17
+ 0.07%
$750 - $857
24.8K $1.78M
Aug 14, 2024 Q4 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
12
New
$529 - $605
12 $859
Feb 09, 2023 Q4 2022
Plante Moran Financial Advisors, LLC

BUY
 -
11
+ 0.45%
$485 - $555
2.43K $174K
Feb 07, 2023 Q4 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
4
+ 0.07%
$176 - $202
5.99K $429K
Feb 16, 2023 Q4 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
3
+ 0.64%
$132 - $151
472 $33.8K
Feb 03, 2023 Q4 2022
Gradient Capital Advisors, LLC

BUY
 -
1
+ 0.02%
$44.1 - $50.4
5.18K $371K
Aug 07, 2024 Q4 2022
Abound Wealth Management

Franklin, TN
BUY
 -
1
+ 0.38%
$44.1 - $50.4
261 $18.7K
Jan 19, 2023 Q4 2022
Psi Advisors, LLC

BUY
 -
1
+ 0.12%
$44.1 - $50.4
846 $60.6K
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 0.04%
$44.1 - $50.4
2.26K $162K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1
+ 0.49%
$44.1 - $50.4
205 $14.7K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
SELL
 -
-3
- 0.03%
$132 - $151
9.78K $700K
Jan 18, 2023 Q4 2022
Crew Capital Management, Ltd.

SELL
 -
-11
- 0.06%
$485 - $555
18.7K $1.34M
Feb 14, 2023 Q4 2022
Lifeworks Advisors, LLC

Grand Rapids, MI
SELL
 -
-12
- 0.25%
$529 - $605
4.75K $340K
Feb 02, 2023 Q4 2022
Daniels&Tansey,Llp

SELL
 -
-13
- 0.04%
$573 - $655
32.8K $2.35M
Feb 03, 2023 Q4 2022
Wiser Wealth Management, Inc

SELL
 -
-44
- 0.08%
$1.94K - $2.22K
52.9K $3.79M
May 17, 2023 Q4 2022
Zhang Financial LLC

SELL
 -
-60
- 0.28%
$2.65K - $3.02K
21.2K $1.52M
Jan 31, 2023 Q4 2022
Bickling Financial Services, Inc.

Lexington, MA
SELL
 -
-72
- 0.24%
$3.17K - $3.63K
29.3K $2.1M
Jan 12, 2023 Q4 2022
Wade Financial Advisory, Inc

SELL
 -
-72
- 0.23%
$3.17K - $3.63K
31.7K $2.27M
Feb 10, 2023 Q4 2022
Pax Financial Group, LLC

San Antonio, TX
SELL
 -
-80
- 0.05%
$3.53K - $4.03K
174K $12.5M
Jan 26, 2023 Q4 2022
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-95
- 1.28%
$4.19K - $4.79K
7.31K $524K
Jan 30, 2023 Q4 2022
Prairie View Partners, LLC

SELL
 -
-97
- 1.24%
$4.28K - $4.89K
7.71K $552K

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