Purchases and Sales Made in Q4 2024 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 2024. 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 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-1.57K- 13.41% |
$109K - $117K
|
10.1K
$683K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.59K- 8.25% |
$110K - $118K
|
17.7K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.61K- 0.41% |
$112K - $120K
|
393K
$26.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.63K- 3.57% |
$113K - $121K
|
44K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.83K- 9.84% |
$127K - $136K
|
16.8K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.85K- 10.01% |
$128K - $138K
|
16.7K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.26K- 30.61% |
$156K - $168K
|
5.11K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.3K- 3.05% |
$159K - $171K
|
73.2K
$4.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.51K- 1.44% |
$174K - $187K
|
172K
$11.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.52K- 2.82% |
$175K - $187K
|
87K
$5.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.56K- 3.66% |
$178K - $190K
|
67.4K
$4.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-2.58K- 1.92% |
$179K - $191K
|
131K
$8.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.59K- 0.56% |
$179K - $192K
|
455K
$30.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-2.68K- 1.5% |
$186K - $199K
|
176K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-2.78K- 35.12% |
$193K - $206K
|
5.13K
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.07K- 19.47% |
$213K - $228K
|
12.7K
$855K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-3.18K- 4.48% |
$221K - $236K
|
67.9K
$4.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-3.21K- 1.21% |
$222K - $239K
|
262K
$17.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.47K- 5.53% |
$240K - $258K
|
59.2K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.51K- 93.95% |
$243K - $261K
|
226
$15.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.7K- 16.36% |
$256K - $275K
|
18.9K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.73K- 13.26% |
$259K - $277K
|
24.4K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.85K- 14.92% |
$267K - $286K
|
21.9K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.87K- 69.03% |
$268K - $287K
|
1.74K
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.03K- 18.14% |
$279K - $299K
|
18.2K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-4.14K- 2.48% |
$287K - $308K
|
163K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-4.29K- 2.81% |
$297K - $318K
|
148K
$9.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.37K- 4.89% |
$303K - $325K
|
85K
$5.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.66K- 1.04% |
$323K - $346K
|
444K
$29.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.01K- 7.43% |
$347K - $372K
|
62.4K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-5.11K- 3.36% |
$354K - $380K
|
147K
$9.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.16K- 0.39% |
$357K - $383K
|
1.31M
$88.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.73K- 2.55% |
$397K - $425K
|
219K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.86K- 0.22% |
$406K - $435K
|
2.66M
$179M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6.1K- 8.76% |
$423K - $453K
|
63.5K
$4.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.25K- 6.86% |
$433K - $464K
|
84.9K
$5.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-6.39K- 19.91% |
$443K - $475K
|
25.7K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.77K- 4.4% |
$469K - $503K
|
147K
$9.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.11K- 2.94% |
$493K - $528K
|
235K
$15.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.27K- 24.87% |
$504K - $540K
|
22K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.47K- 2.5% |
$518K - $555K
|
291K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.75K- 3.97% |
$537K - $576K
|
187K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7.87K- 4.52% |
$546K - $585K
|
166K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-7.93K- 8.45% |
$549K - $589K
|
85.8K
$5.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.95K- 2.81% |
$551K - $591K
|
275K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.55K- 5.21% |
$593K - $635K
|
156K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-8.78K- 8.33% |
$609K - $653K
|
96.6K
$6.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8.85K- 7.85% |
$613K - $657K
|
104K
$6.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.87K- 0.76% |
$684K - $734K
|
1.29M
$86.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 2.79% |
$706K - $757K
|
355K
$23.9M
|