Latest Institutional Transactions on Spdr Portfolio S&P 1500 Compos (SPTM)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 1500 Compos (SPTM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-22- 0.14% |
$1.52K - $1.63K
|
15.4K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.12K+ 6.72% |
$424K - $455K
|
97.2K
$7.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.63K+ 0.32% |
$113K - $121K
|
513K
$38M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.94K+ 34.82% |
$204K - $219K
|
11.4K
$844K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-67- 6.75% |
$4.64K - $4.98K
|
926
$68.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-12.5K- 49.57% |
$869K - $931K
|
12.8K
$945K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-203- 5.34% |
$14.1K - $15.1K
|
3.6K
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-22- 0.04% |
$1.52K - $1.63K
|
58K
$4.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 0.19% |
$832 - $892
|
6.21K
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-91- 1.7% |
$6.31K - $6.76K
|
5.27K
$391K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.12K- 5.49% |
$77.4K - $83K
|
19.2K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-14.4K- 1.91% |
$1M - $1.07M
|
744K
$55.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
41.8K+ 7.25% |
$2.89M - $3.1M
|
618K
$45.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.26K+ 28.18% |
$156K - $168K
|
10.3K
$761K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-335- 1.58% |
$23.2K - $24.9K
|
20.9K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
7.52K+ 2.44% |
$521K - $559K
|
316K
$23.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-804- 1.84% |
$55.7K - $59.7K
|
42.8K
$3.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
269+ 64.05% |
$18.6K - $20K
|
689
$51.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
36+ 0.18% |
$2.49K - $2.67K
|
19.7K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
123New |
$8.52K - $9.14K
|
123
$9.12K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.05KNew |
$211K - $226K
|
3.05K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
893+ 4.66% |
$61.9K - $66.3K
|
20.1K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-617- 13.57% |
$42.8K - $45.8K
|
3.93K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75+ 0.33% |
$5.2K - $5.57K
|
22.8K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.63K+ 1.41% |
$390K - $418K
|
406K
$30.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.83K+ 4.49% |
$196K - $210K
|
65.8K
$4.88M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-226- 7.53% |
$15.7K - $16.8K
|
2.77K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-12.4K- 3.89% |
$860K - $923K
|
307K
$22.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
850New |
$58.9K - $63.2K
|
850
$63K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-395- 6.43% |
$27.4K - $29.3K
|
5.75K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
69.7K+ 28.03% |
$4.83M - $5.18M
|
318K
$23.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.35K- 99.93% |
$93.8K - $101K
|
1
$74.1
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.78KNew |
$401K - $430K
|
5.78K
$429K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21New |
$1.46K - $1.56K
|
21
$1.56K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.32K+ 10.78% |
$91.5K - $98.1K
|
13.6K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-2.58K- 1.92% |
$179K - $191K
|
131K
$9.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
85.4KNew |
$5.92M - $6.35M
|
85.4K
$6.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-65- 0.6% |
$4.5K - $4.83K
|
10.8K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-651- 11.94% |
$45.1K - $48.4K
|
4.8K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2+ 0.01% |
$139 - $149
|
30.6K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-879- 9.87% |
$60.9K - $65.3K
|
8.03K
$595K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
153K+ 512.54% |
$10.6M - $11.4M
|
183K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
286+ 1.19% |
$19.8K - $21.2K
|
24.2K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
14.9K+ 12.39% |
$1.03M - $1.11M
|
135K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.52K- 5.06% |
$105K - $113K
|
28.5K
$2.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-18- 0.34% |
$1.25K - $1.34K
|
5.24K
$388K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.6K+ 6.76% |
$1.57M - $1.68M
|
357K
$26.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
34.1KNew |
$2.36M - $2.53M
|
34.1K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-41- 0.76% |
$2.84K - $3.05K
|
5.36K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
452New |
$31.3K - $33.6K
|
452
$33.5K
|