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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-24.6K- 4.71% |
$1.56M - $1.73M
|
498K
$36.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
423New |
$26.8K - $29.6K
|
423
$31K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.13K+ 32.17% |
$325K - $360K
|
21.1K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
484+ 1.71% |
$30.6K - $33.9K
|
28.8K
$2.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-5.96K- 18.24% |
$377K - $417K
|
26.7K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
38.7K+ 88.37% |
$2.45M - $2.71M
|
82.4K
$6.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5.01K- 82.58% |
$317K - $351K
|
1.06K
$77.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-488K- 31.53% |
$30.9M - $34.2M
|
1.06M
$77.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.06% |
$253 - $280
|
7.03K
$515K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-4.32K- 19.42% |
$273K - $303K
|
17.9K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
17KNew |
$1.08M - $1.19M
|
17K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
196+ 0.28% |
$12.4K - $13.7K
|
71.1K
$5.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
510+ 6.3% |
$32.3K - $35.7K
|
8.6K
$631K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
3.8K+ 6.42% |
$240K - $266K
|
62.9K
$4.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-108- 0.92% |
$6.83K - $7.57K
|
11.6K
$855K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-5.09K- 0.75% |
$322K - $357K
|
675K
$49.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-777- 13.23% |
$49.2K - $54.4K
|
5.1K
$374K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.59K- 1.4% |
$101K - $111K
|
112K
$8.23M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-229- 1.65% |
$14.5K - $16K
|
13.6K
$999K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
13+ 0.32% |
$823 - $911
|
4.12K
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
4.16KNew |
$263K - $291K
|
4.16K
$305K
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
7.09K+ 1.28% |
$449K - $497K
|
562K
$41.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-9.66K- 5.26% |
$612K - $677K
|
174K
$12.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-6.61K- 19.8% |
$418K - $463K
|
26.8K
$1.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
52+ 0.33% |
$3.29K - $3.64K
|
16K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
189+ 0.28% |
$12K - $13.2K
|
66.7K
$4.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
457K+ 196.01% |
$28.9M - $32M
|
690K
$50.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
136+ 34.0% |
$8.61K - $9.53K
|
536
$39.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
418+ 8.6% |
$26.5K - $29.3K
|
5.28K
$387K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
418+ 8.6% |
$26.5K - $29.3K
|
5.28K
$387K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.08KNew |
$195K - $216K
|
3.08K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-35- 52.24% |
$2.21K - $2.45K
|
32
$2.35K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
216+ 1.56% |
$13.7K - $15.1K
|
14K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
722New |
$45.7K - $50.6K
|
722
$53K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 55.56% |
$633 - $701
|
28
$2.05K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
62+ 4.51% |
$3.92K - $4.34K
|
1.44K
$105K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.49KNew |
$538K - $595K
|
8.49K
$623K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-130- 26.42% |
$8.23K - $9.11K
|
362
$26.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.4K- 6.7% |
$152K - $168K
|
33.5K
$2.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
10.9KNew |
$688K - $761K
|
10.9K
$797K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8- 0.14% |
$506 - $560
|
5.63K
$413K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.02K- 31.46% |
$128K - $141K
|
4.39K
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-74- 2.35% |
$4.68K - $5.18K
|
3.08K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3KNew |
$190K - $210K
|
3K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.51K- 3.76% |
$95.2K - $105K
|
38.5K
$2.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
657+ 8.81% |
$41.6K - $46K
|
8.11K
$595K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.76K+ 6.79% |
$112K - $124K
|
27.7K
$2.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
124+ 6.39% |
$7.85K - $8.69K
|
2.07K
$152K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.89K+ 7.72% |
$183K - $203K
|
40.3K
$2.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63.7K+ 53.68% |
$4.03M - $4.46M
|
182K
$13.4M
|