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 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
3.39K+ 40.77% |
$235K - $252K
|
11.7K
$868K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.04KNew |
$72K - $77.2K
|
1.04K
$77K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
17KNew |
$1.18M - $1.26M
|
17K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.34KNew |
$162K - $174K
|
2.34K
$173K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.14K+ 0.14% |
$148K - $159K
|
1.49M
$110M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
312K+ 4157.74% |
$21.6M - $23.2M
|
319K
$23.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
3.78KNew |
$262K - $281K
|
3.78K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-89- 0.49% |
$6.17K - $6.61K
|
17.9K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.21K+ 10.7% |
$153K - $165K
|
22.9K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-151- 3.45% |
$10.5K - $11.2K
|
4.22K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
2.83KNew |
$196K - $210K
|
2.83K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-145K- 25.8% |
$10.1M - $10.8M
|
418K
$31M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
61.1K+ 327.89% |
$4.23M - $4.54M
|
79.7K
$5.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
37.3K+ 2.48% |
$2.59M - $2.77M
|
1.54M
$114M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
213+ 1.06% |
$14.8K - $15.8K
|
20.3K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-233- 3.42% |
$16.1K - $17.3K
|
6.58K
$487K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-892- 10.03% |
$61.8K - $66.3K
|
8K
$593K
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
8.19KNew |
$567K - $608K
|
8.19K
$607K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.41K+ 0.17% |
$97.9K - $105K
|
812K
$60.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 13.15% |
$103K - $110K
|
12.8K
$945K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-12.7K- 3.52% |
$879K - $943K
|
348K
$25.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.02K+ 1.62% |
$140K - $150K
|
127K
$9.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-741- 76.23% |
$51.4K - $55.1K
|
231
$17.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
938+ 0.34% |
$65K - $69.7K
|
274K
$20.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.11M+ 6856.54% |
$77.2M - $82.8M
|
1.13M
$83.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-96- 10.11% |
$6.65K - $7.13K
|
854
$63.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-580- 2.92% |
$40.2K - $43.1K
|
19.3K
$1.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-248- 5.23% |
$17.2K - $18.4K
|
4.49K
$333K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.21% |
$69.3 - $74.3
|
485
$35.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-57- 34.97% |
$3.95K - $4.24K
|
106
$7.86K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
178+ 1.59% |
$12.3K - $13.2K
|
11.4K
$845K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-221- 1.38% |
$15.3K - $16.4K
|
15.8K
$1.17M
|
|
|
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
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-22- 0.14% |
$1.52K - $1.63K
|
15.4K
$1.14M
|
|
|
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
|
Spire Wealth Management
|
SELL
|
- |
-67- 6.75% |
$4.64K - $4.98K
|
926
$68.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.94K+ 34.82% |
$204K - $219K
|
11.4K
$844K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.63K+ 0.32% |
$113K - $121K
|
513K
$38M
|
|
|
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
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-203- 5.34% |
$14.1K - $15.1K
|
3.6K
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-327- 31.72% |
$22.7K - $24.3K
|
704
$52.2K
|
|
|
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
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.26K+ 28.18% |
$156K - $168K
|
10.3K
$761K
|
|
|
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
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-14.4K- 1.91% |
$1M - $1.07M
|
744K
$55.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.12K- 5.49% |
$77.4K - $83K
|
19.2K
$1.43M
|
|
|
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
|
Paladin Advisory Group, LLC
|
BUY
|
- |
269+ 64.05% |
$18.6K - $20K
|
689
$51.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-804- 1.84% |
$55.7K - $59.7K
|
42.8K
$3.17M
|