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 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.6K- 38.22% |
$279K - $305K
|
9.05K
$664K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
262New |
$13K - $14.3K
|
262
$19.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.95KNew |
$246K - $269K
|
4.95K
$363K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
426KNew |
$21.2M - $23.2M
|
426K
$31.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
668+ 7.29% |
$33.2K - $36.4K
|
9.83K
$721K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
621+ 44.61% |
$30.9K - $33.8K
|
2.01K
$148K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
56.6K+ 16.04% |
$2.82M - $3.08M
|
410K
$30.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
304New |
$15.1K - $16.5K
|
304
$22.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-131- 71.58% |
$6.52K - $7.13K
|
52
$3.82K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.17K- 14.11% |
$158K - $172K
|
19.3K
$1.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-110K- 78.48% |
$5.48M - $6M
|
30.2K
$2.22M
|
|
| Q1 2023 | |||||||
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-12Closed |
$564 - $620
|
0
$0
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
731New |
$34.3K - $37.8K
|
731
$53.7K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
102+ 2040.0% |
$4.79K - $5.27K
|
107
$7.85K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.2KNew |
$1.42M - $1.56M
|
30.2K
$2.21M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.49KNew |
$117K - $128K
|
2.49K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
18.7K+ 22.65% |
$881K - $968K
|
102K
$7.45M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.72KNew |
$222K - $244K
|
4.72K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-80KClosed |
$3.76M - $4.13M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.08K- 17.08% |
$97.7K - $107K
|
10.1K
$741K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-81.9K- 71.83% |
$3.85M - $4.23M
|
32.1K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.23K- 11.86% |
$57.6K - $63.3K
|
9.11K
$669K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 1.13% |
$4.7K - $5.17K
|
8.73K
$641K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-52- 9.96% |
$2.44K - $2.69K
|
470
$34.5K
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-264K- 97.86% |
$12.4M - $13.6M
|
5.77K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18K- 85.74% |
$847K - $931K
|
3K
$220K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
412New |
$19.4K - $21.3K
|
412
$30.2K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
230New |
$10.8K - $11.9K
|
230
$16.9K
|
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
27+ 6.47% |
$1.27K - $1.39K
|
444
$32.6K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
4.04KNew |
$190K - $209K
|
4.04K
$296K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-59- 3.8% |
$2.77K - $3.05K
|
1.5K
$110K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-35.3K- 88.68% |
$1.66M - $1.82M
|
4.5K
$330K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-91.9K- 12.69% |
$4.32M - $4.75M
|
632K
$46.4M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
677+ 2.31% |
$31.8K - $35K
|
30K
$2.2M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
215New |
$10.1K - $11.1K
|
215
$15.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.21KNew |
$198K - $218K
|
4.21K
$309K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$54.6K - $60K
|
1.16K
$85.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
293New |
$13.8K - $15.1K
|
293
$21.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-16- 0.33% |
$752 - $826
|
4.88K
$358K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 1.32% |
$47 - $51.7
|
77
$5.65K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
4.06KNew |
$191K - $210K
|
4.06K
$298K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
925New |
$43.4K - $47.8K
|
925
$67.9K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
93New |
$4.37K - $4.8K
|
93
$6.83K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-41.7K- 43.02% |
$1.84M - $2.1M
|
55.2K
$4.05M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
125+ 12.25% |
$5.51K - $6.3K
|
1.15K
$84K
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
14.2KNew |
$624K - $713K
|
14.2K
$1.04M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
10.5KNew |
$464K - $531K
|
10.5K
$773K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-434- 3.55% |
$19.1K - $21.9K
|
11.8K
$864K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.6KNew |
$159K - $181K
|
3.6K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
27New |
$1.19K - $1.36K
|
27
$1.98K
|
|