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 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-357- 1.39% |
$24.7K - $26.5K
|
25.3K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
545+ 0.45% |
$37.8K - $40.5K
|
122K
$8.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.55KNew |
$107K - $115K
|
1.55K
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-941- 34.49% |
$65.2K - $69.9K
|
1.79K
$121K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-18.3K- 11.21% |
$1.27M - $1.36M
|
145K
$9.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-742- 1.93% |
$51.4K - $55.1K
|
37.8K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.65K+ 1.8% |
$115K - $123K
|
93.4K
$6.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
893New |
$61.9K - $66.3K
|
893
$60.4K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.84KNew |
$197K - $211K
|
2.84K
$192K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.9K- 12.26% |
$758K - $813K
|
78.3K
$5.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-725- 9.55% |
$50.2K - $53.9K
|
6.86K
$464K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.76K+ 9.66% |
$399K - $428K
|
65.4K
$4.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 18.47% |
$110K - $118K
|
10.2K
$689K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-11- 34.38% |
$762 - $817
|
21
$1.42K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
239New |
$16.6K - $17.8K
|
239
$16.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.13K+ 10.94% |
$147K - $158K
|
21.6K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-426- 1.65% |
$29.5K - $31.7K
|
25.3K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.1% |
$139 - $149
|
2.07K
$140K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.1KNew |
$492K - $528K
|
7.1K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
50.4KNew |
$3.49M - $3.74M
|
50.4K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.66K- 1.04% |
$323K - $346K
|
444K
$30M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-326- 0.34% |
$22.6K - $24.2K
|
94.6K
$6.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11.1K- 7.94% |
$768K - $824K
|
129K
$8.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.85K- 10.01% |
$128K - $138K
|
16.7K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-10- 0.06% |
$693 - $743
|
17K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.16K- 0.39% |
$357K - $383K
|
1.31M
$88.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.43K- 7.07% |
$98.9K - $106K
|
18.7K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-349- 1.21% |
$24.2K - $25.9K
|
28.4K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
734+ 0.94% |
$50.9K - $54.5K
|
78.5K
$5.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
402K+ 4736.28% |
$27.9M - $29.9M
|
411K
$27.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-2.68K- 1.5% |
$186K - $199K
|
176K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.01KNew |
$209K - $224K
|
3.01K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.46MNew |
$101M - $108M
|
1.46M
$98.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-477- 2.23% |
$33.1K - $35.4K
|
20.9K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.2K+ 19.35% |
$153K - $164K
|
13.6K
$919K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
933+ 2.31% |
$64.7K - $69.3K
|
41.3K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.01K- 7.43% |
$347K - $372K
|
62.4K
$4.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
669New |
$46.4K - $49.7K
|
669
$45.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-938- 11.74% |
$65K - $69.7K
|
7.05K
$476K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-38.5K- 12.9% |
$2.67M - $2.86M
|
260K
$17.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-649- 0.97% |
$45K - $48.2K
|
66K
$4.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.04% |
$208 - $223
|
7.03K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-140- 4.22% |
$9.7K - $10.4K
|
3.18K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
443+ 4.75% |
$30.7K - $32.9K
|
9.77K
$660K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
7.03KNew |
$487K - $522K
|
7.03K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
867+ 10.69% |
$60.1K - $64.4K
|
8.98K
$607K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.89K+ 14.02% |
$269K - $289K
|
31.6K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
26K+ 2460.61% |
$1.8M - $1.93M
|
27K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
132KNew |
$9.13M - $9.79M
|
132K
$8.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.6K+ 27.44% |
$1.57M - $1.68M
|
105K
$7.1M
|