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 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
560+ 7.61% |
$28.2K - $32.8K
|
7.92K
$572K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
549New |
$27.6K - $32.2K
|
549
$39.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
503+ 1.02% |
$25.3K - $29.5K
|
49.9K
$3.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
439+ 2.06% |
$22.1K - $25.7K
|
21.7K
$1.57M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
394+ 2.5% |
$19.8K - $23.1K
|
16.1K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
394+ 7.06% |
$19.8K - $23.1K
|
5.98K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
391+ 0.43% |
$19.7K - $22.9K
|
91.6K
$6.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
343+ 21.49% |
$17.3K - $20.1K
|
1.94K
$140K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
317New |
$15.9K - $18.6K
|
317
$22.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
308+ 1.92% |
$15.5K - $18.1K
|
16.3K
$1.18M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
296+ 1.83% |
$14.9K - $17.4K
|
16.5K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
270+ 5.13% |
$13.6K - $15.8K
|
5.53K
$400K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
262+ 4.49% |
$13.2K - $15.4K
|
6.1K
$441K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
248+ 0.33% |
$12.5K - $14.5K
|
76.5K
$5.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
238+ 1.44% |
$12K - $14K
|
16.8K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
230New |
$11.6K - $13.5K
|
230
$16.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
220+ 0.26% |
$11.1K - $12.9K
|
85.8K
$6.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 5.82% |
$10.1K - $11.7K
|
3.64K
$263K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
192+ 2.84% |
$9.66K - $11.3K
|
6.96K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
192New |
$9.66K - $11.3K
|
192
$13.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
180+ 0.52% |
$9.06K - $10.6K
|
35.1K
$2.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
177+ 4.3% |
$8.9K - $10.4K
|
4.3K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
169+ 0.07% |
$8.5K - $9.91K
|
255K
$18.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
161+ 0.72% |
$8.1K - $9.44K
|
22.7K
$1.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
152+ 0.94% |
$7.65K - $8.91K
|
16.4K
$1.18M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
105+ 14.04% |
$5.28K - $6.16K
|
853
$61.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
100+ 1.14% |
$5.03K - $5.87K
|
8.84K
$639K
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
90+ 1.16% |
$4.53K - $5.28K
|
7.87K
$569K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
87New |
$4.38K - $5.1K
|
87
$6.29K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
83+ 1.44% |
$4.18K - $4.87K
|
5.86K
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
74+ 0.42% |
$3.72K - $4.34K
|
17.7K
$1.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
63+ 0.4% |
$3.17K - $3.69K
|
15.9K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
61+ 2.67% |
$3.07K - $3.58K
|
2.34K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
55New |
$2.77K - $3.23K
|
55
$3.97K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
54+ 0.39% |
$2.72K - $3.17K
|
13.9K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
49+ 0.33% |
$2.47K - $2.87K
|
14.7K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
43New |
$2.16K - $2.52K
|
43
$3.11K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
43+ 0.17% |
$2.16K - $2.52K
|
25.5K
$1.84M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
42+ 0.26% |
$2.11K - $2.46K
|
16K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
41New |
$2.06K - $2.4K
|
41
$2.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
35+ 0.07% |
$1.76K - $2.05K
|
48.7K
$3.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
32+ 0.25% |
$1.61K - $1.88K
|
12.8K
$928K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
31+ 0.39% |
$1.56K - $1.82K
|
8.04K
$581K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
27+ 0.4% |
$1.36K - $1.58K
|
6.73K
$486K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 45.65% |
$1.06K - $1.23K
|
67
$4.84K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
20+ 0.03% |
$1.01K - $1.17K
|
67.3K
$4.86M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
19+ 0.48% |
$956 - $1.11K
|
3.99K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16+ 0.39% |
$805 - $938
|
4.17K
$301K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
16+ 0.39% |
$805 - $938
|
4.08K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
15+ 0.18% |
$755 - $880
|
8.13K
$587K
|