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 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 4.71% |
$74.3K - $79.6K
|
23.8K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.04KNew |
$72K - $77.2K
|
1.04K
$73.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.01K+ 59.58% |
$70.3K - $75.3K
|
2.72K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
976+ 4.65% |
$67.6K - $72.5K
|
22K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
959New |
$66.5K - $71.3K
|
959
$68K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
952+ 1.99% |
$66K - $70.7K
|
48.7K
$3.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
938+ 0.34% |
$65K - $69.7K
|
274K
$19.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
934+ 8.57% |
$64.7K - $69.4K
|
11.8K
$839K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
933+ 2.31% |
$64.7K - $69.3K
|
41.3K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
893New |
$61.9K - $66.3K
|
893
$63.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
893+ 4.66% |
$61.9K - $66.3K
|
20.1K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
891+ 132.0% |
$61.7K - $66.2K
|
1.57K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
888+ 12.51% |
$61.5K - $66K
|
7.99K
$566K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
877+ 3.14% |
$60.8K - $65.2K
|
28.8K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
867+ 10.69% |
$60.1K - $64.4K
|
8.98K
$636K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
864New |
$59.9K - $64.2K
|
864
$61.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
850New |
$58.9K - $63.2K
|
850
$60.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
836+ 12.52% |
$57.9K - $62.1K
|
7.51K
$532K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
815+ 1.57% |
$56.5K - $60.6K
|
52.7K
$3.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
775+ 12.07% |
$53.7K - $57.6K
|
7.2K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
773New |
$53.6K - $57.4K
|
773
$54.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
770+ 2.59% |
$53.4K - $57.2K
|
30.6K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
745+ 1.38% |
$51.6K - $55.4K
|
54.9K
$3.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
734+ 0.94% |
$50.9K - $54.5K
|
78.5K
$5.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
711+ 132.65% |
$49.3K - $52.8K
|
1.25K
$88.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
672+ 6.04% |
$46.6K - $49.9K
|
11.8K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
669New |
$46.4K - $49.7K
|
669
$47.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
625+ 13.78% |
$43.3K - $46.4K
|
5.16K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
600+ 3.04% |
$41.6K - $44.6K
|
20.4K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
576New |
$39.9K - $42.8K
|
576
$40.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
548+ 1.27% |
$38K - $40.7K
|
43.8K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
545+ 0.45% |
$37.8K - $40.5K
|
122K
$8.64M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
462+ 2.19% |
$32K - $34.3K
|
21.6K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
458+ 11.01% |
$31.7K - $34K
|
4.62K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
452New |
$31.3K - $33.6K
|
452
$32K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
443New |
$30.7K - $32.9K
|
443
$31.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
443+ 4.75% |
$30.7K - $32.9K
|
9.77K
$692K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
436+ 1557.14% |
$30.2K - $32.4K
|
464
$32.9K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
429+ 3.15% |
$29.7K - $31.9K
|
14.1K
$996K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
395+ 1.89% |
$27.4K - $29.3K
|
21.3K
$1.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
380+ 5.41% |
$26.3K - $28.2K
|
7.41K
$525K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
361+ 2.5% |
$25K - $26.8K
|
14.8K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
329New |
$22.8K - $24.4K
|
329
$23.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
328+ 8.78% |
$22.7K - $24.4K
|
4.06K
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
308New |
$21.3K - $22.9K
|
308
$21.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
297+ 101.37% |
$20.6K - $22.1K
|
590
$41.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
286+ 1.19% |
$19.8K - $21.2K
|
24.2K
$1.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
275+ 0.51% |
$19.1K - $20.4K
|
54.7K
$3.88M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
275New |
$19.1K - $20.4K
|
275
$19.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
269+ 64.05% |
$18.6K - $20K
|
689
$48.8K
|