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 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
26.7KNew |
$1.34M - $1.56M
|
26.7K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
26.5K+ 238.74% |
$1.33M - $1.55M
|
37.6K
$2.72M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
24.2KNew |
$1.22M - $1.42M
|
24.2K
$1.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
21.9K+ 4.34% |
$1.1M - $1.29M
|
526K
$38M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
21.4K+ 1.72% |
$1.08M - $1.26M
|
1.27M
$91.7M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.3KNew |
$1.02M - $1.19M
|
20.3K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
20.2KNew |
$1.02M - $1.18M
|
20.2K
$1.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
19KNew |
$958K - $1.12M
|
19K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
18.7K+ 2.8% |
$941K - $1.1M
|
688K
$49.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.6K+ 65.98% |
$885K - $1.03M
|
44.2K
$3.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.4K+ 6.38% |
$875K - $1.02M
|
290K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.8K+ 90.81% |
$845K - $985K
|
35.3K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
16.5KNew |
$828K - $965K
|
16.5K
$1.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
16KNew |
$806K - $940K
|
16K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
14.7KNew |
$738K - $861K
|
14.7K
$1.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
14.5K+ 2.63% |
$731K - $852K
|
568K
$41M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.3K+ 6.11% |
$719K - $839K
|
248K
$17.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.8K+ 18.65% |
$692K - $807K
|
87.5K
$6.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
13KNew |
$654K - $762K
|
13K
$939K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13K+ 2.21% |
$653K - $761K
|
600K
$43.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.9K+ 10.97% |
$650K - $757K
|
131K
$9.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
12.9K+ 7.67% |
$648K - $756K
|
181K
$13.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.6K+ 7.95% |
$633K - $738K
|
171K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
12.5KNew |
$627K - $731K
|
12.5K
$901K
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
12.4K+ 7.28% |
$623K - $727K
|
183K
$13.2M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12KNew |
$603K - $703K
|
12K
$867K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
11.6K+ 3.71% |
$584K - $681K
|
325K
$23.5M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
11.3KNew |
$570K - $664K
|
11.3K
$819K
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
9.73KNew |
$489K - $570K
|
9.73K
$703K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
9.7K+ 5.79% |
$488K - $569K
|
177K
$12.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
9.68KNew |
$487K - $568K
|
9.68K
$700K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
8.82K+ 5.35% |
$444K - $517K
|
174K
$12.6M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.97KNew |
$401K - $467K
|
7.97K
$576K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.5K+ 8.14% |
$377K - $440K
|
99.6K
$7.2M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
7.05KNew |
$355K - $413K
|
7.05K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.04K+ 20.59% |
$354K - $413K
|
41.2K
$2.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
7.01K+ 1251.96% |
$353K - $411K
|
7.57K
$547K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
7.01KNew |
$352K - $411K
|
7.01K
$506K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.93KNew |
$348K - $406K
|
6.93K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.87K+ 99.81% |
$346K - $403K
|
13.8K
$994K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.65K+ 7.0% |
$334K - $390K
|
102K
$7.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.49KNew |
$327K - $381K
|
6.49K
$469K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.46K+ 10.22% |
$325K - $379K
|
69.7K
$5.04M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.38K+ 419.75% |
$321K - $374K
|
7.9K
$571K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.33K+ 7.92% |
$319K - $371K
|
86.3K
$6.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.28K+ 19.79% |
$316K - $368K
|
38K
$2.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.22KNew |
$313K - $365K
|
6.22K
$450K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
5.7KNew |
$287K - $334K
|
5.7K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.52KNew |
$278K - $324K
|
5.52K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.48KNew |
$276K - $321K
|
5.48K
$396K
|