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
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-200- 6.45% |
$10.1K - $11.7K
|
2.9K
$210K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-210- 4.43% |
$10.6K - $12.3K
|
4.53K
$328K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-213- 1.45% |
$10.7K - $12.5K
|
14.5K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-227- 34.24% |
$11.4K - $13.3K
|
436
$31.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-247- 2.75% |
$12.4K - $14.5K
|
8.73K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-274- 0.5% |
$13.8K - $16.1K
|
54.1K
$3.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-278- 2.07% |
$14K - $16.3K
|
13.2K
$953K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-282- 2.65% |
$14.2K - $16.5K
|
10.3K
$748K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-301- 4.35% |
$15.1K - $17.7K
|
6.62K
$478K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-306- 1.09% |
$15.4K - $17.9K
|
27.8K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-306- 0.97% |
$15.4K - $17.9K
|
31.2K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-324- 1.05% |
$16.3K - $19K
|
30.5K
$2.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-326- 3.88% |
$16.4K - $19.1K
|
8.09K
$584K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-335- 4.77% |
$16.9K - $19.6K
|
6.69K
$483K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-338- 89.42% |
$17K - $19.8K
|
40
$2.89K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-343- 1.55% |
$17.3K - $20.1K
|
21.8K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-352- 1.7% |
$17.7K - $20.6K
|
20.3K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-367- 3.61% |
$18.5K - $21.5K
|
9.8K
$709K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-408- 1.96% |
$20.5K - $23.9K
|
20.4K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-409- 1.74% |
$20.6K - $24K
|
23.1K
$1.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-414- 8.73% |
$20.8K - $24.3K
|
4.33K
$313K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-423- 6.27% |
$21.3K - $24.8K
|
6.33K
$457K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-424- 0.99% |
$21.3K - $24.9K
|
42.2K
$3.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-460- 2.21% |
$23.1K - $27K
|
20.3K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-460- 5.7% |
$23.1K - $27K
|
7.61K
$550K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-475- 1.96% |
$23.9K - $27.9K
|
23.7K
$1.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-475- 6.13% |
$23.9K - $27.9K
|
7.27K
$526K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-519- 5.47% |
$26.1K - $30.4K
|
8.98K
$649K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-520- 1.58% |
$26.2K - $30.5K
|
32.5K
$2.35M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-527- 7.36% |
$26.5K - $30.9K
|
6.64K
$480K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-560- 4.88% |
$28.2K - $32.8K
|
10.9K
$788K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-564- 1.03% |
$28.4K - $33.1K
|
53.9K
$3.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-581- 15.8% |
$29.2K - $34.1K
|
3.1K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-584- 5.41% |
$29.4K - $34.3K
|
10.2K
$738K
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-595- 1.19% |
$29.9K - $34.9K
|
49.4K
$3.57M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-619- 6.16% |
$31.1K - $36.3K
|
9.42K
$681K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-620- 5.38% |
$31.2K - $36.4K
|
10.9K
$789K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-641- 1.73% |
$32.2K - $37.6K
|
36.5K
$2.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-660- 11.8% |
$33.2K - $38.7K
|
4.93K
$356K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-674- 5.57% |
$33.9K - $39.5K
|
11.4K
$826K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-675- 6.39% |
$34K - $39.6K
|
9.89K
$714K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-676- 6.86% |
$34K - $39.6K
|
9.18K
$663K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-676- 2.23% |
$34K - $39.6K
|
29.6K
$2.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-689- 2.79% |
$34.7K - $40.4K
|
24K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-699- 39.49% |
$35.2K - $41K
|
1.07K
$77.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-729- 0.93% |
$36.7K - $42.8K
|
77.8K
$5.62M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-737- 9.24% |
$37.1K - $43.2K
|
7.24K
$523K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-739- 2.6% |
$37.2K - $43.3K
|
27.7K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-741- 10.1% |
$37.3K - $43.5K
|
6.6K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-750- 11.01% |
$37.7K - $44K
|
6.06K
$438K
|