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 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-427- 4.75% |
$29.6K - $31.7K
|
8.57K
$607K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-477- 2.23% |
$33.1K - $35.4K
|
20.9K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-493- 0.88% |
$34.2K - $36.6K
|
55.6K
$3.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-500- 12.5% |
$34.7K - $37.2K
|
3.5K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-531- 16.61% |
$36.8K - $39.5K
|
2.67K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-574- 5.44% |
$39.8K - $42.6K
|
9.98K
$707K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-577- 0.68% |
$40K - $42.9K
|
83.7K
$5.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-580- 2.92% |
$40.2K - $43.1K
|
19.3K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-594- 1.86% |
$41.2K - $44.1K
|
31.4K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-617- 13.57% |
$42.8K - $45.8K
|
3.93K
$278K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-623- 1.05% |
$43.2K - $46.3K
|
58.8K
$4.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-649- 0.97% |
$45K - $48.2K
|
66K
$4.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-651- 11.94% |
$45.1K - $48.4K
|
4.8K
$340K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-693- 8.76% |
$48K - $51.5K
|
7.22K
$512K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-700- 9.35% |
$48.5K - $52K
|
6.79K
$481K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-700- 15.81% |
$48.5K - $52K
|
3.73K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-725- 9.55% |
$50.2K - $53.9K
|
6.86K
$486K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-741- 76.23% |
$51.4K - $55.1K
|
231
$16.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-742- 1.93% |
$51.4K - $55.1K
|
37.8K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-748- 4.25% |
$51.8K - $55.6K
|
16.9K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-804- 1.84% |
$55.7K - $59.7K
|
42.8K
$3.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-805- 1.9% |
$55.8K - $59.8K
|
41.5K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-879- 9.87% |
$60.9K - $65.3K
|
8.03K
$569K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-892- 10.03% |
$61.8K - $66.3K
|
8K
$567K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-922- 8.92% |
$63.9K - $68.5K
|
9.42K
$667K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-938- 11.74% |
$65K - $69.7K
|
7.05K
$499K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-941- 34.49% |
$65.2K - $69.9K
|
1.79K
$127K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-942- 8.03% |
$65.3K - $70K
|
10.8K
$765K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-970- 2.31% |
$67.2K - $72.1K
|
40.9K
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-991- 0.63% |
$68.7K - $73.6K
|
156K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.07K- 1.77% |
$74.2K - $79.5K
|
59.3K
$4.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.1K- 22.85% |
$76.2K - $81.7K
|
3.71K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.12K- 5.49% |
$77.4K - $83K
|
19.2K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.2K- 6.71% |
$83.1K - $89.1K
|
16.7K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.22K- 3.68% |
$84.8K - $90.9K
|
32K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.23K- 19.56% |
$85.4K - $91.5K
|
5.07K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.26K- 1.45% |
$87K - $93.3K
|
85.7K
$6.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.3K- 2.83% |
$89.9K - $96.4K
|
44.5K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.3K- 3.41% |
$89.9K - $96.4K
|
36.7K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.35K- 99.93% |
$93.8K - $101K
|
1
$70.9
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.43K- 7.07% |
$98.9K - $106K
|
18.7K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.45K- 2.8% |
$100K - $107K
|
50.1K
$3.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.52K- 5.06% |
$105K - $113K
|
28.5K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-1.57K- 13.41% |
$109K - $117K
|
10.1K
$719K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.59K- 8.25% |
$110K - $118K
|
17.7K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.61K- 0.41% |
$112K - $120K
|
393K
$27.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.63K- 3.57% |
$113K - $121K
|
44K
$3.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.83K- 9.84% |
$127K - $136K
|
16.8K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.85K- 10.01% |
$128K - $138K
|
16.7K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.26K- 30.61% |
$156K - $168K
|
5.11K
$362K
|