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 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
380+ 5.41% |
$26.3K - $28.2K
|
7.41K
$556K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
361+ 2.5% |
$25K - $26.8K
|
14.8K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
329New |
$22.8K - $24.4K
|
329
$24.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
328+ 8.78% |
$22.7K - $24.4K
|
4.06K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
308New |
$21.3K - $22.9K
|
308
$23.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
297+ 101.37% |
$20.6K - $22.1K
|
590
$44.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
286+ 1.19% |
$19.8K - $21.2K
|
24.2K
$1.82M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
275+ 0.51% |
$19.1K - $20.4K
|
54.7K
$4.11M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
275New |
$19.1K - $20.4K
|
275
$20.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
269+ 64.05% |
$18.6K - $20K
|
689
$51.7K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
255New |
$17.7K - $18.9K
|
255
$19.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
248+ 5.33% |
$17.2K - $18.4K
|
4.9K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
239New |
$16.6K - $17.8K
|
239
$17.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
237+ 6.86% |
$16.4K - $17.6K
|
3.69K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
235+ 5.2% |
$16.3K - $17.5K
|
4.75K
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
232+ 7.33% |
$16.1K - $17.2K
|
3.4K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
230+ 3.65% |
$15.9K - $17.1K
|
6.53K
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
223+ 0.73% |
$15.5K - $16.6K
|
30.9K
$2.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
213+ 1.06% |
$14.8K - $15.8K
|
20.3K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
183+ 0.28% |
$12.7K - $13.6K
|
65.4K
$4.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
178+ 1.59% |
$12.3K - $13.2K
|
11.4K
$856K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
175New |
$12.1K - $13K
|
175
$13.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
161+ 2.21% |
$11.2K - $12K
|
7.45K
$559K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
155+ 1.87% |
$10.7K - $11.5K
|
8.42K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
132+ 628.57% |
$9.15K - $9.81K
|
153
$11.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
129+ 2.02% |
$8.94K - $9.58K
|
6.52K
$490K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
123New |
$8.52K - $9.14K
|
123
$9.23K
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
122+ 0.69% |
$8.45K - $9.06K
|
17.8K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
98+ 0.48% |
$6.79K - $7.28K
|
20.3K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
88+ 5.0% |
$6.1K - $6.54K
|
1.85K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
80New |
$5.54K - $5.94K
|
80
$6K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75+ 0.33% |
$5.2K - $5.57K
|
22.8K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
74+ 0.71% |
$5.13K - $5.5K
|
10.5K
$787K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
70+ 0.26% |
$4.85K - $5.2K
|
27.5K
$2.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
68+ 28.45% |
$4.71K - $5.05K
|
307
$23K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
56+ 0.41% |
$3.88K - $4.16K
|
13.6K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
54+ 0.34% |
$3.74K - $4.01K
|
16.1K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
53+ 0.46% |
$3.67K - $3.94K
|
11.5K
$865K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.18% |
$3.12K - $3.34K
|
24.7K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
43+ 0.71% |
$2.98K - $3.19K
|
6.09K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37+ 1.65% |
$2.56K - $2.75K
|
2.28K
$171K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
36+ 0.18% |
$2.49K - $2.67K
|
19.7K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
31+ 6.98% |
$2.15K - $2.3K
|
475
$35.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
29+ 0.14% |
$2.01K - $2.15K
|
20.7K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
26+ 0.18% |
$1.8K - $1.93K
|
14.4K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
26+ 0.34% |
$1.8K - $1.93K
|
7.62K
$572K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
23+ 0.28% |
$1.59K - $1.71K
|
8.21K
$616K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
22+ 0.34% |
$1.52K - $1.63K
|
6.44K
$484K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
22+ 0.34% |
$1.52K - $1.63K
|
6.44K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21New |
$1.46K - $1.56K
|
21
$1.58K
|