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 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-282- 2.65% |
$14.2K - $16.5K
|
10.3K
$760K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.79K- 32.45% |
$90K - $105K
|
3.72K
$273K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.78K+ 0.33% |
$89.4K - $104K
|
546K
$40.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-142K- 26.53% |
$7.13M - $8.31M
|
392K
$28.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
4.18KNew |
$210K - $245K
|
4.18K
$306K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-301K- 99.94% |
$15.1M - $17.6M
|
167
$12.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
87New |
$4.38K - $5.1K
|
87
$6.39K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.74K+ 26.2% |
$188K - $219K
|
18K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
60.6KNew |
$3.05M - $3.56M
|
60.6K
$4.45M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.68KNew |
$235K - $274K
|
4.68K
$343K
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8.73KClosed |
$456K - $491K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.83KNew |
$200K - $216K
|
3.83K
$281K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
80New |
$4.18K - $4.5K
|
80
$5.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-190- 4.46% |
$9.92K - $10.7K
|
4.07K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-75- 1.67% |
$3.92K - $4.22K
|
4.41K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4+ 0.09% |
$209 - $225
|
4.22K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.46K- 4.38% |
$76.3K - $82.3K
|
31.9K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
839New |
$43.8K - $47.2K
|
839
$61.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-21.1K- 39.83% |
$1.1M - $1.19M
|
31.9K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.13MClosed |
$58.8M - $63.4M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
19.6KNew |
$1.02M - $1.1M
|
19.6K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
50+ 5.13% |
$2.61K - $2.82K
|
1.03K
$75.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.69K- 30.5% |
$245K - $264K
|
10.7K
$785K
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-18.3K- 55.81% |
$956K - $1.03M
|
14.5K
$1.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$418 - $450
|
6.04K
$443K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.63KNew |
$346K - $373K
|
6.63K
$486K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
182+ 1.05% |
$9.5K - $10.2K
|
17.4K
$1.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-5.27K- 1.93% |
$275K - $296K
|
267K
$19.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
6.02KNew |
$315K - $339K
|
6.02K
$442K
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
BUY
|
- |
20.8KNew |
$1.09M - $1.17M
|
20.8K
$1.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.64K- 31.1% |
$138K - $148K
|
5.84K
$429K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
24.4KNew |
$1.28M - $1.38M
|
24.4K
$1.79M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-243- 5.21% |
$12.7K - $13.7K
|
4.42K
$325K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-13.2K- 8.51% |
$690K - $744K
|
142K
$10.4M
|
|
| Q2 2023 | |||||||
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-21Closed |
$1.04K - $1.14K
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.48KNew |
$123K - $135K
|
2.48K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.36K- 60.26% |
$67.8K - $74.2K
|
899
$66K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
93KNew |
$4.63M - $5.06M
|
93K
$6.82M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2+ 0.01% |
$99.5 - $109
|
30.9K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.1KNew |
$54.5K - $59.6K
|
1.1K
$80.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.43K- 38.05% |
$121K - $132K
|
3.95K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-103- 35.4% |
$5.12K - $5.61K
|
188
$13.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.46K- 18.82% |
$72.5K - $79.3K
|
6.28K
$461K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-543- 2.65% |
$27K - $29.6K
|
19.9K
$1.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
31.3KNew |
$1.56M - $1.7M
|
31.3K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.57KNew |
$78.1K - $85.5K
|
1.57K
$115K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-2.84K- 7.31% |
$141K - $154K
|
36K
$2.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-442- 9.14% |
$22K - $24.1K
|
4.4K
$323K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.21KNew |
$60.1K - $65.8K
|
1.21K
$88.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
552New |
$27.5K - $30.1K
|
552
$40.5K
|
|