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 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.3K- 2.83% |
$89.9K - $96.4K
|
44.5K
$3.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
934+ 8.57% |
$64.7K - $69.4K
|
11.8K
$800K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-48- 0.73% |
$3.33K - $3.57K
|
6.55K
$442K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-241- 2.22% |
$16.7K - $17.9K
|
10.6K
$719K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.77K+ 1.44% |
$331K - $354K
|
337K
$22.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.17K+ 17.01% |
$150K - $161K
|
14.9K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.01% |
$69.3 - $74.3
|
12.5K
$842K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-345- 5.12% |
$23.9K - $25.6K
|
6.39K
$432K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-295- 5.07% |
$20.4K - $21.9K
|
5.52K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.7K- 16.36% |
$256K - $275K
|
18.9K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.5K+ 4.74% |
$243K - $260K
|
77.3K
$5.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-7.93K- 8.45% |
$549K - $589K
|
85.8K
$5.8M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26.8KNew |
$1.86M - $1.99M
|
26.8K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
27.8KNew |
$1.92M - $2.06M
|
27.8K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.26K+ 43.42% |
$87.3K - $93.6K
|
4.16K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-38.4K- 1.09% |
$2.66M - $2.85M
|
3.47M
$235M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8.85K- 7.85% |
$613K - $657K
|
104K
$7.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.73K- 13.26% |
$259K - $277K
|
24.4K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
172K+ 16.98% |
$11.9M - $12.7M
|
1.18M
$79.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
SELL
|
- |
-300- 1.08% |
$20.8K - $22.3K
|
27.4K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
54+ 0.34% |
$3.74K - $4.01K
|
16.1K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-58- 0.46% |
$4.02K - $4.31K
|
12.6K
$850K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.86K- 0.22% |
$406K - $435K
|
2.66M
$180M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.5K+ 11.11% |
$1.01M - $1.08M
|
145K
$9.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.26K- 30.61% |
$156K - $168K
|
5.11K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-123- 2.17% |
$8.52K - $9.14K
|
5.55K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-62- 0.72% |
$4.3K - $4.61K
|
8.52K
$576K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-398- 1.06% |
$27.6K - $29.6K
|
37.2K
$2.51M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
275New |
$19.1K - $20.4K
|
275
$18.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
8New |
$554 - $594
|
8
$541
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
294K+ 40.27% |
$20.4M - $21.8M
|
1.02M
$69.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.87KNew |
$199K - $213K
|
2.87K
$194K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24K- 13.95% |
$1.66M - $1.78M
|
148K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.63K- 3.57% |
$113K - $121K
|
44K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-319K- 3.65% |
$22.1M - $23.7M
|
8.4M
$568M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.38KNew |
$581K - $623K
|
8.38K
$567K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-700- 15.81% |
$48.5K - $52K
|
3.73K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.85K- 14.92% |
$267K - $286K
|
21.9K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
672+ 6.04% |
$46.6K - $49.9K
|
11.8K
$797K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.2K+ 16.58% |
$82.8K - $88.8K
|
8.4K
$568K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
816K+ 94.81% |
$56.6M - $60.7M
|
1.68M
$113M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.94KNew |
$273K - $293K
|
3.94K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.56K+ 5.85% |
$108K - $116K
|
28.2K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
14+ 0.34% |
$970 - $1.04K
|
4.14K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
175New |
$12.1K - $13K
|
175
$11.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7.87K- 4.52% |
$546K - $585K
|
166K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-56- 0.4% |
$3.88K - $4.16K
|
14K
$945K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.57K+ 3.6% |
$455K - $488K
|
189K
$12.8M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
773New |
$53.6K - $57.4K
|
773
$52.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.5MNew |
$104M - $111M
|
1.5M
$101M
|