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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.47% |
$60.7 - $66.8
|
69
$5.06K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
275+ 4.57% |
$16.7K - $18.4K
|
6.29K
$461K
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-310- 8.4% |
$18.8K - $20.7K
|
3.38K
$248K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2- 0.04% |
$121 - $134
|
4.67K
$343K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
940New |
$57K - $62.8K
|
940
$69K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-835- 11.03% |
$50.7K - $55.8K
|
6.74K
$494K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$202K - $222K
|
3.32K
$244K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
392New |
$23.8K - $26.2K
|
392
$28.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.62K- 18.62% |
$98.6K - $109K
|
7.1K
$521K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
90+ 0.26% |
$5.46K - $6.01K
|
34.1K
$2.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.95% |
$60.7 - $66.8
|
106
$7.78K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.89K+ 67.05% |
$176K - $193K
|
7.21K
$529K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
36New |
$2.18K - $2.41K
|
36
$2.64K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
14K+ 7.17% |
$849K - $935K
|
209K
$15.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-141- 3.44% |
$8.56K - $9.42K
|
3.96K
$290K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-301- 4.96% |
$18.3K - $20.1K
|
5.76K
$423K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-4.8K- 99.83% |
$291K - $321K
|
8
$587
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-30- 0.34% |
$1.82K - $2K
|
8.81K
$646K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
547+ 7.72% |
$33.2K - $36.6K
|
7.63K
$560K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
5.01K+ 29.81% |
$304K - $335K
|
21.8K
$1.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
3.11KNew |
$189K - $208K
|
3.11K
$228K
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.88K- 47.92% |
$174K - $192K
|
3.13K
$229K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 14.95% |
$6.07K - $6.68K
|
569
$41.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.11KNew |
$189K - $208K
|
3.11K
$228K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
64New |
$3.88K - $4.28K
|
64
$4.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
25.3KNew |
$1.54M - $1.69M
|
25.3K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
478+ 1.81% |
$29K - $31.9K
|
26.9K
$1.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
431New |
$26.2K - $28.8K
|
431
$31.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.45KNew |
$209K - $230K
|
3.45K
$253K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-84- 2.27% |
$5.1K - $5.61K
|
3.61K
$265K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.49% |
$60.7 - $66.8
|
68
$4.99K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.04K- 5.01% |
$62.8K - $69.2K
|
19.6K
$1.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
8New |
$486 - $535
|
8
$587
|
|
| Q1 2024 | |||||||
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-651K- 98.41% |
$37.4M - $41.8M
|
10.5K
$770K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-56- 91.8% |
$3.21K - $3.59K
|
5
$367
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1+ 0.01% |
$57.4 - $64.2
|
7.05K
$517K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.04KNew |
$59.6K - $66.7K
|
1.04K
$76.2K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
121New |
$6.94K - $7.76K
|
121
$8.88K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.22K+ 47.24% |
$127K - $142K
|
6.92K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
25KNew |
$1.43M - $1.6M
|
25K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.16K- 12.29% |
$66.4K - $74.3K
|
8.27K
$606K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
19.9KNew |
$1.14M - $1.27M
|
19.9K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-792- 1.92% |
$45.4K - $50.8K
|
40.4K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.2K+ 104.06% |
$930K - $1.04M
|
31.8K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
130+ 325.0% |
$7.46K - $8.34K
|
170
$12.5K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-17- 9.94% |
$975 - $1.09K
|
154
$11.3K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-13- 0.34% |
$746 - $834
|
3.82K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
3.75KNew |
$215K - $241K
|
3.75K
$275K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.35K+ 15.99% |
$135K - $151K
|
17K
$1.25M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24.1KNew |
$1.38M - $1.55M
|
24.1K
$1.77M
|
|