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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
26K+ 2460.61% |
$1.8M - $1.93M
|
27K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
25.9K+ 460.03% |
$1.8M - $1.93M
|
31.6K
$2.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.1K+ 1.5% |
$1.74M - $1.87M
|
1.7M
$120M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23.2K+ 44.41% |
$1.6M - $1.72M
|
75.3K
$5.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.6K+ 27.44% |
$1.57M - $1.68M
|
105K
$7.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.6K+ 6.76% |
$1.57M - $1.68M
|
357K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21.7K+ 4.36% |
$1.51M - $1.62M
|
520K
$36.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21.4K+ 236.47% |
$1.49M - $1.59M
|
30.5K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.3K+ 3.62% |
$1.48M - $1.58M
|
610K
$43.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
20.8K+ 1.38% |
$1.44M - $1.55M
|
1.53M
$108M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
20.7KNew |
$1.44M - $1.54M
|
20.7K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.4K+ 134.31% |
$1.28M - $1.37M
|
32.1K
$2.27M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
17.3KNew |
$1.2M - $1.29M
|
17.3K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
17KNew |
$1.18M - $1.26M
|
17K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
16.8K+ 28.35% |
$1.16M - $1.25M
|
76K
$5.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.2KNew |
$1.12M - $1.2M
|
16.2K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.1K+ 39.4% |
$1.12M - $1.2M
|
57.1K
$4.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
15.6K+ 18.65% |
$1.08M - $1.16M
|
99.2K
$7.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
14.9K+ 12.39% |
$1.03M - $1.11M
|
135K
$9.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.5K+ 11.11% |
$1.01M - $1.08M
|
145K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
14.4K+ 8.09% |
$998K - $1.07M
|
192K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
13.3K+ 26.79% |
$919K - $985K
|
62.8K
$4.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
12.9K+ 66.95% |
$891K - $955K
|
32K
$2.27M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.7KNew |
$880K - $944K
|
12.7K
$900K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
12.6KNew |
$876K - $939K
|
12.6K
$895K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
12.5K+ 4.85% |
$864K - $927K
|
269K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2K+ 7.12% |
$845K - $906K
|
184K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12K+ 19.49% |
$833K - $893K
|
73.7K
$5.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
11.8K+ 10.99% |
$818K - $877K
|
119K
$8.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.8K+ 1.81% |
$817K - $876K
|
662K
$46.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
11.1K+ 1.01% |
$768K - $824K
|
1.11M
$78.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
10.9KNew |
$754K - $808K
|
10.9K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.9KNew |
$753K - $807K
|
10.9K
$770K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
10.8K+ 37.42% |
$746K - $799K
|
39.5K
$2.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
10.4KNew |
$722K - $774K
|
10.4K
$738K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.71K+ 54.47% |
$673K - $722K
|
27.5K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.48K+ 12.36% |
$657K - $705K
|
86.2K
$6.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9.42K+ 1.67% |
$653K - $700K
|
574K
$40.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.27K+ 8.53% |
$642K - $689K
|
118K
$8.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.17K+ 6.02% |
$636K - $682K
|
162K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.39K+ 62.85% |
$581K - $623K
|
21.7K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
8.38KNew |
$581K - $623K
|
8.38K
$594K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.38KNew |
$581K - $623K
|
8.38K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8.32K+ 6.43% |
$576K - $618K
|
138K
$9.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
8.19KNew |
$567K - $608K
|
8.19K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.88K+ 25.75% |
$546K - $585K
|
38.5K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.85K+ 187.38% |
$544K - $583K
|
12K
$853K
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
7.59KNew |
$526K - $564K
|
7.59K
$538K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
7.52K+ 2.44% |
$521K - $559K
|
316K
$22.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.1KNew |
$492K - $528K
|
7.1K
$503K
|