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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
27New |
$1.19K - $1.36K
|
27
$1.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10.9KNew |
$480K - $549K
|
10.9K
$799K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.5KNew |
$946K - $1.08M
|
21.5K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.1K+ 17.19% |
$48.5K - $55.5K
|
7.5K
$551K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.16K+ 100.0% |
$95.2K - $109K
|
4.32K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.12KNew |
$226K - $258K
|
5.12K
$376K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
840+ 18.18% |
$37K - $42.3K
|
5.46K
$401K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
24.4KNew |
$1.07M - $1.23M
|
24.4K
$1.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.88K- 9.81% |
$82.7K - $94.5K
|
17.2K
$1.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
72.9K+ 65.62% |
$3.21M - $3.67M
|
184K
$13.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.24K+ 4.92% |
$54.7K - $62.5K
|
26.5K
$1.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-72- 0.24% |
$3.17K - $3.63K
|
29.3K
$2.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.44KNew |
$196K - $224K
|
4.44K
$326K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.7KNew |
$207K - $237K
|
4.7K
$345K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-43K- 18.62% |
$1.89M - $2.17M
|
188K
$13.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
112New |
$4.94K - $5.65K
|
112
$8.22K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
23New |
$1.01K - $1.16K
|
23
$1.69K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
477New |
$21K - $24K
|
477
$35K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-376- 58.57% |
$16.6K - $19K
|
266
$19.5K
|
|
| Q3 2022 | |||||||
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-105Closed |
$4.63K - $5.57K
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.11KNew |
$225K - $271K
|
5.11K
$375K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.35K- 3.4% |
$104K - $125K
|
66.8K
$4.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-17K- 22.99% |
$749K - $901K
|
56.9K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
965+ 18.65% |
$42.6K - $51.2K
|
6.14K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.7K- 87.53% |
$207K - $249K
|
670
$49.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-129- 9.82% |
$5.69K - $6.84K
|
1.19K
$87K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-13.8K- 9.17% |
$607K - $730K
|
136K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
620+ 14.22% |
$27.3K - $32.9K
|
4.98K
$365K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
12.4KNew |
$547K - $658K
|
12.4K
$910K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
38.3K+ 21.38% |
$1.69M - $2.03M
|
218K
$16M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
264KNew |
$11.6M - $14M
|
264K
$19.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-3.13K- 18.51% |
$138K - $166K
|
13.8K
$1.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.62KNew |
$71.4K - $85.9K
|
1.62K
$119K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
143+ 1.66% |
$6.31K - $7.58K
|
8.76K
$643K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
389New |
$17.2K - $20.6K
|
389
$28.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.45K- 72.08% |
$63.8K - $76.7K
|
560
$41.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.44K- 84.02% |
$63.6K - $76.4K
|
274
$20.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-151- 14.63% |
$6.66K - $8.01K
|
881
$64.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-149- 1.87% |
$6.57K - $7.9K
|
7.8K
$572K
|
|
|
Oct 20, 2022
Q3 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
5.24KNew |
$231K - $278K
|
5.24K
$385K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
417New |
$18.4K - $22.1K
|
417
$30.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
114New |
$5.03K - $6.05K
|
114
$8.37K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
376New |
$16.6K - $19.9K
|
376
$27.6K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.96K+ 373.0% |
$86.5K - $104K
|
2.49K
$183K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.5KClosed |
$248K - $309K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.45KClosed |
$111K - $137K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-325KClosed |
$14.7M - $18.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.01KNew |
$317K - $394K
|
7.01K
$515K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-181Closed |
$8.18K - $10.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-23.5KClosed |
$1.06M - $1.32M
|
0
$0
|
|