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 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.87KNew |
$199K - $213K
|
2.87K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.87KNew |
$199K - $213K
|
2.87K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.84KNew |
$197K - $211K
|
2.84K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.83K+ 4.49% |
$196K - $210K
|
65.8K
$4.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
2.83KNew |
$196K - $210K
|
2.83K
$200K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.75K+ 6.42% |
$190K - $204K
|
45.5K
$3.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
2.72KNew |
$189K - $202K
|
2.72K
$193K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.69K+ 8.49% |
$186K - $200K
|
34.3K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.66K+ 8.07% |
$184K - $198K
|
35.7K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.44K+ 2.14% |
$169K - $181K
|
116K
$8.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.43K+ 16.23% |
$169K - $181K
|
17.4K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.34KNew |
$162K - $174K
|
2.34K
$166K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2.31K+ 2.48% |
$160K - $172K
|
95.5K
$6.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.31KNew |
$160K - $171K
|
2.31K
$164K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.26K+ 28.18% |
$156K - $168K
|
10.3K
$728K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.21K+ 10.7% |
$153K - $165K
|
22.9K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.2K+ 19.35% |
$153K - $164K
|
13.6K
$963K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.18KNew |
$151K - $162K
|
2.18K
$155K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.17K+ 17.01% |
$150K - $161K
|
14.9K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.14K+ 0.14% |
$148K - $159K
|
1.49M
$105M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.13K+ 10.94% |
$147K - $158K
|
21.6K
$1.53M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.1K+ 7.82% |
$145K - $156K
|
28.9K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.02K+ 1.62% |
$140K - $150K
|
127K
$8.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.02K+ 16.04% |
$140K - $150K
|
14.6K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2K+ 0.45% |
$139K - $149K
|
450K
$31.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.97KNew |
$137K - $147K
|
1.97K
$140K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.97K+ 1.63% |
$136K - $146K
|
123K
$8.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.91K+ 27.31% |
$132K - $142K
|
8.9K
$630K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.77K+ 4.01% |
$123K - $131K
|
45.9K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.77K+ 9.94% |
$123K - $131K
|
19.6K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
1.77K+ 1.18% |
$122K - $131K
|
151K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.67K+ 33.1% |
$116K - $124K
|
6.72K
$476K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.65K+ 1.8% |
$115K - $123K
|
93.4K
$6.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.63K+ 0.32% |
$113K - $121K
|
513K
$36.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 18.47% |
$110K - $118K
|
10.2K
$722K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.56K+ 5.85% |
$108K - $116K
|
28.2K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.55KNew |
$107K - $115K
|
1.55K
$109K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.53KNew |
$106K - $113K
|
1.53K
$108K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$104K - $112K
|
1.51K
$107K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.5K+ 2.09% |
$104K - $111K
|
73.4K
$5.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 38.55% |
$103K - $111K
|
5.36K
$380K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 13.15% |
$103K - $110K
|
12.8K
$903K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.41K+ 0.17% |
$97.9K - $105K
|
812K
$57.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.38K+ 29.96% |
$95.5K - $102K
|
5.98K
$424K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.32K+ 10.78% |
$91.5K - $98.1K
|
13.6K
$961K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.26K+ 43.42% |
$87.3K - $93.6K
|
4.16K
$295K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.2K+ 16.58% |
$82.8K - $88.8K
|
8.4K
$595K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.2K+ 0.94% |
$82.8K - $88.8K
|
128K
$9.08M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.12K+ 7.36% |
$77.3K - $82.9K
|
16.3K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.09K+ 15.8% |
$75.7K - $81.2K
|
8.01K
$568K
|