Latest Institutional Transactions on Spdr Portfolio S&P 1500 Compos (SPTM)

SPTM Quotes by TradingView

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
May 10, 2022 Q1 2022
Country Club Bank

BUY
 -
5.26K
New
$270K - $309K
5.26K $386K
May 09, 2022 Q1 2022
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-3.84K
Closed
$197K - $226K
0 $0
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-1.4K
Closed
$72.1K - $82.5K
0 $0
May 05, 2022 Q1 2022
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-264
Closed
$13.6K - $15.5K
0 $0
Apr 28, 2022 Q1 2022
Bank Hapoalim Bm

BUY
 -
38.9K
+ 19.45%
$2M - $2.29M
239K $17.5M
Apr 27, 2022 Q1 2022
Girard Partners Ltd.

SELL
 -
-4.42K
Closed
$227K - $260K
0 $0
Apr 25, 2022 Q1 2022
Mascoma Wealth Management LLC

SELL
 -
-803
Closed
$41.2K - $47.2K
0 $0
Apr 21, 2022 Q1 2022
Copperwynd Financial, LLC

SELL
 -
-17.5K
Closed
$898K - $1.03M
0 $0
Apr 20, 2022 Q1 2022
Strategic Asset Management, LLC

SELL
 -
-2.67K
Closed
$137K - $157K
0 $0
Apr 18, 2022 Q1 2022
West Financial Advisors, LLC

BUY
 -
85
+ 38.29%
$4.37K - $5K
307 $22.5K
Apr 14, 2022 Q1 2022
First Command Advisory Services, Inc.

SELL
 -
-198
Closed
$10.2K - $11.6K
0 $0
Apr 13, 2022 Q1 2022
Hexagon Capital Partners LLC

BUY
 -
40
New
$2.05K - $2.35K
40 $2.94K
Apr 06, 2022 Q1 2022
First National Bank Of Mount Dora, Trust Investment Services

SELL
 -
-3.57K
Closed
$184K - $210K
0 $0
Apr 06, 2022 Q1 2022
Telemus Capital, LLC

SELL
 -
-21.5K
Closed
$1.11M - $1.27M
0 $0
Q4 2021
Feb 16, 2022 Q4 2021
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
258
New
$13.7K - $15.2K
258 $18.9K
Feb 14, 2022 Q4 2021
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
SELL
 -
-5.66K
Closed
$300K - $332K
0 $0
Feb 14, 2022 Q4 2021
Cambridge Trust CO

Boston, MA
BUY
 -
480
New
$25.4K - $28.2K
480 $35.2K
Feb 14, 2022 Q4 2021
Aristides Capital LLC

Ottawa Hills, OH
BUY
 -
21.9K
New
$1.16M - $1.28M
21.9K $1.61M
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-590
Closed
$31.3K - $34.7K
0 $0
Feb 11, 2022 Q4 2021
Firestone Capital Management

SELL
 -
-45
Closed
$2.38K - $2.64K
0 $0
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
152
New
$8.05K - $8.93K
152 $11.2K
Feb 08, 2022 Q4 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-31
- 29.52%
$1.64K - $1.82K
74 $5.43K
Feb 08, 2022 Q4 2021
Central Trust CO

Jefferson City, MO
SELL
 -
-4
Closed
$212 - $235
0 $0
Feb 08, 2022 Q4 2021
Stockman Wealth Management, Inc.

SELL
 -
-462
- 5.32%
$24.5K - $27.1K
8.23K $604K
Feb 08, 2022 Q4 2021
Navalign, LLC

SELL
 -
-4.74K
Closed
$251K - $278K
0 $0
Jan 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-9.59K
Closed
$508K - $563K
0 $0
Jan 20, 2022 Q4 2021
Northstar Advisory Group, LLC

SELL
 -
-24.3K
Closed
$1.29M - $1.43M
0 $0
Jan 18, 2022 Q4 2021
Lindbrook Capital, LLC

BUY
 -
325
New
$17.2K - $19.1K
325 $23.9K
Jan 12, 2022 Q4 2021
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
5.34K
New
$283K - $314K
5.34K $392K
Q3 2021
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
262
New
$13.7K - $14.7K
262 $19.2K
Nov 15, 2021 Q3 2021
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-10
Closed
$523 - $559
0 $0
Nov 15, 2021 Q3 2021
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-20.4K
Closed
$1.07M - $1.14M
0 $0
Nov 12, 2021 Q3 2021
Beaumont Financial Partners, LLC

BUY
 -
4.7K
New
$246K - $263K
4.7K $345K
Nov 12, 2021 Q3 2021
American International Group, Inc.

New York, NY
SELL
 -
-7.26K
Closed
$380K - $406K
0 $0
Nov 12, 2021 Q3 2021
Glovista Investments LLC

Jersey City, NJ
SELL
 -
-24.7K
Closed
$1.29M - $1.38M
0 $0
Nov 12, 2021 Q3 2021
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-5.15K
Closed
$269K - $288K
0 $0
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-594
Closed
$31.1K - $33.2K
0 $0
Nov 04, 2021 Q3 2021
Keel Point, LLC

Huntsville, AL
SELL
 -
-5.64K
Closed
$295K - $316K
0 $0
Oct 29, 2021 Q3 2021
Paragon Wealth Strategies, LLC

SELL
 -
-40
Closed
$2.09K - $2.24K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
225K
New
$11.8M - $12.6M
225K $16.5M
Oct 12, 2021 Q3 2021
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-12.8K
Closed
$671K - $718K
0 $0
Oct 08, 2021 Q3 2021
Johnson Midwest Financial, LLC

SELL
 -
-87
Closed
$4.55K - $4.87K
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-313K
Closed
$15.6M - $16.6M
0 $0
Aug 13, 2021 Q2 2021
Loomis Sayles & CO L P

SELL
 -
-2.76K
Closed
$137K - $146K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-93
Closed
$4.63K - $4.93K
0 $0
Aug 02, 2021 Q2 2021
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-75
Closed
$3.73K - $3.97K
0 $0
Jul 23, 2021 Q2 2021
Dividend Assets Capital, LLC

SELL
 -
-111
Closed
$5.52K - $5.88K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-2.47K
Closed
$123K - $131K
0 $0
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
11.8K
New
$585K - $623K
11.8K $863K

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