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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-847- 12.12% |
$42.6K - $49.7K
|
6.14K
$444K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-903- 5.1% |
$45.4K - $53K
|
16.8K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-965- 25.2% |
$48.5K - $56.6K
|
2.87K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-975- 3.46% |
$49.1K - $57.2K
|
27.2K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-997- 0.18% |
$50.2K - $58.5K
|
551K
$39.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.01K- 12.75% |
$50.8K - $59.2K
|
6.91K
$500K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.02K- 3.48% |
$51.1K - $59.5K
|
28.1K
$2.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.06K- 4.03% |
$53.1K - $61.9K
|
25.1K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.08K- 11.72% |
$54.1K - $63K
|
8.1K
$585K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.1K- 0.24% |
$55.3K - $64.5K
|
455K
$32.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.12K- 1.24% |
$56.5K - $65.9K
|
89.7K
$6.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.14K- 5.06% |
$57.5K - $67K
|
21.4K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.33K- 6.8% |
$66.8K - $77.9K
|
18.2K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.4K- 6.14% |
$70.3K - $82K
|
21.4K
$1.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.49K- 3.86% |
$75.1K - $87.6K
|
37.2K
$2.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.53K- 9.09% |
$76.7K - $89.4K
|
15.2K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.56K- 8.32% |
$78.3K - $91.3K
|
17.1K
$1.24M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.63K- 14.92% |
$82.2K - $95.8K
|
9.31K
$673K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.7K- 4.75% |
$85.3K - $99.4K
|
34K
$2.46M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.73K- 23.68% |
$86.8K - $101K
|
5.56K
$402K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.74K- 2.63% |
$87.3K - $102K
|
64.2K
$4.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.79K- 32.45% |
$90K - $105K
|
3.72K
$269K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.79K- 6.41% |
$90.1K - $105K
|
26.1K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 20.99% |
$90.3K - $105K
|
6.75K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.91K- 1.12% |
$96K - $112K
|
168K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.96K- 6.86% |
$98.6K - $115K
|
26.6K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2K- 0.32% |
$101K - $117K
|
633K
$45.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.01K- 14.84% |
$101K - $118K
|
11.5K
$833K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.05K- 11.73% |
$103K - $120K
|
15.4K
$1.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.13K- 22.69% |
$107K - $125K
|
7.27K
$525K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2.19K- 3.19% |
$110K - $129K
|
66.6K
$4.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 10.36% |
$135K - $157K
|
23.2K
$1.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.72K- 3.25% |
$137K - $160K
|
81.1K
$5.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-2.77K- 41.39% |
$139K - $162K
|
3.92K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.97K- 28.18% |
$149K - $174K
|
7.56K
$547K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-3.05K- 3.69% |
$153K - $179K
|
79.5K
$5.75M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.33K- 5.74% |
$167K - $195K
|
54.7K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.46K- 1.17% |
$174K - $203K
|
292K
$21.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.56K- 2.52% |
$179K - $209K
|
138K
$9.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-3.73K- 22.21% |
$187K - $219K
|
13.1K
$943K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.76K- 6.42% |
$189K - $220K
|
54.7K
$3.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.92K- 1.96% |
$197K - $230K
|
196K
$14.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.97K- 0.85% |
$199K - $233K
|
464K
$33.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4K- 29.57% |
$201K - $235K
|
9.53K
$688K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.02K- 10.89% |
$202K - $235K
|
32.9K
$2.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-4.07K- 2.48% |
$205K - $238K
|
160K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.13K- 10.66% |
$208K - $242K
|
34.6K
$2.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.13K- 2.45% |
$208K - $242K
|
164K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-4.17K- 2.61% |
$210K - $245K
|
155K
$11.2M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.27K- 5.86% |
$215K - $250K
|
68.5K
$4.95M
|