Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.25M+ 16.55% |
$62.7M - $73.1M
|
8.77M
$634M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.23M+ 1623.21% |
$61.8M - $72.1M
|
1.3M
$94.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
792K+ 36.93% |
$39.8M - $46.5M
|
2.94M
$212M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
752KNew |
$37.8M - $44.1M
|
752K
$54.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
626KNew |
$31.5M - $36.7M
|
626K
$45.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
578K+ 4461.16% |
$29.1M - $33.9M
|
591K
$42.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
544K+ 693.02% |
$27.4M - $31.9M
|
622K
$45M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
527KNew |
$26.5M - $30.9M
|
527K
$38.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
496KNew |
$24.9M - $29.1M
|
496K
$35.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
416K+ 90.88% |
$20.9M - $24.4M
|
874K
$63.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
376K+ 34.53% |
$18.9M - $22.1M
|
1.47M
$106M
|
|
|
Jan 26, 2024
Q4 2023
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
331KNew |
$16.6M - $19.4M
|
331K
$23.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
310KNew |
$15.6M - $18.2M
|
310K
$22.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
254K+ 9.25% |
$12.8M - $14.9M
|
3M
$217M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
163K+ 60.07% |
$8.19M - $9.55M
|
434K
$31.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
140KNew |
$7.07M - $8.24M
|
140K
$10.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
130K+ 32.72% |
$6.56M - $7.64M
|
529K
$38.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
122K+ 13.37% |
$6.15M - $7.17M
|
1.04M
$75M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
99.8K+ 9.3% |
$5.02M - $5.85M
|
1.17M
$84.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
83.3K+ 42.45% |
$4.19M - $4.89M
|
280K
$20.2M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
74.3K+ 95.95% |
$3.74M - $4.36M
|
152K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
70.5KNew |
$3.55M - $4.14M
|
70.5K
$5.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
67.6K+ 287.66% |
$3.4M - $3.96M
|
91.1K
$6.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
65.7K+ 8.03% |
$3.3M - $3.85M
|
884K
$63.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64.5K+ 11.29% |
$3.24M - $3.78M
|
636K
$46M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
64.1K+ 16.43% |
$3.23M - $3.76M
|
454K
$32.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
60.8K+ 1240.49% |
$3.06M - $3.56M
|
65.7K
$4.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
60.6KNew |
$3.05M - $3.56M
|
60.6K
$4.38M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
57.5K+ 64.85% |
$2.89M - $3.37M
|
146K
$10.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
54.7K+ 22.38% |
$2.75M - $3.21M
|
299K
$21.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
50.1K+ 41.31% |
$2.52M - $2.94M
|
171K
$12.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
48.4K+ 5.44% |
$2.44M - $2.84M
|
940K
$67.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
47.9K+ 235.9% |
$2.41M - $2.81M
|
68.3K
$4.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
45.6K+ 78.1% |
$2.29M - $2.67M
|
104K
$7.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
42.6K+ 44.09% |
$2.14M - $2.5M
|
139K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
41.6K+ 19.55% |
$2.09M - $2.44M
|
254K
$18.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41.4K+ 173.41% |
$2.08M - $2.43M
|
65.3K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
41.2KNew |
$2.07M - $2.41M
|
41.2K
$2.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
40.6K+ 11.78% |
$2.04M - $2.38M
|
385K
$27.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
40KNew |
$2.01M - $2.34M
|
40K
$2.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
39.4K+ 70.12% |
$1.98M - $2.31M
|
95.7K
$6.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
37.7KNew |
$1.9M - $2.21M
|
37.7K
$2.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37.4KNew |
$1.88M - $2.2M
|
37.4K
$2.71M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
36.2K+ 549.74% |
$1.82M - $2.12M
|
42.8K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
35.6KNew |
$1.79M - $2.09M
|
35.6K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
34.4K+ 31.68% |
$1.73M - $2.02M
|
143K
$10.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
29.7K+ 2.5% |
$1.49M - $1.74M
|
1.22M
$88M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
29KNew |
$1.46M - $1.7M
|
29K
$2.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
27.7K+ 1.23% |
$1.39M - $1.63M
|
2.29M
$165M
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
26.8K+ 14.49% |
$1.35M - $1.57M
|
212K
$15.3M
|