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 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.18M- 98.6% |
$81.6M - $87.5M
|
16.7K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
618KNew |
$42.8M - $45.9M
|
618K
$41.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
53+ 0.46% |
$3.67K - $3.94K
|
11.5K
$779K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
183+ 0.28% |
$12.7K - $13.6K
|
65.4K
$4.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-420- 0.07% |
$29.1K - $31.2K
|
562K
$38M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
71.4K+ 420.87% |
$4.95M - $5.31M
|
88.4K
$5.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-970- 2.31% |
$67.2K - $72.1K
|
40.9K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
19+ 0.31% |
$1.32K - $1.41K
|
6.14K
$415K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.07K- 19.47% |
$213K - $228K
|
12.7K
$859K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-126- 0.28% |
$8.73K - $9.36K
|
44.8K
$3.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12K+ 19.49% |
$833K - $893K
|
73.7K
$4.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
68+ 28.45% |
$4.71K - $5.05K
|
307
$20.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
711+ 132.65% |
$49.3K - $52.8K
|
1.25K
$84.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-80.7K- 25.26% |
$5.59M - $6M
|
239K
$16.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.97KNew |
$137K - $147K
|
1.97K
$133K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
329New |
$22.8K - $24.4K
|
329
$22.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
25.9K+ 460.03% |
$1.8M - $1.93M
|
31.6K
$2.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.84K+ 63.27% |
$405K - $434K
|
15.1K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.87KNew |
$199K - $213K
|
2.87K
$194K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.7KNew |
$880K - $944K
|
12.7K
$859K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-199- 1.72% |
$13.8K - $14.8K
|
11.3K
$767K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-10- 0.17% |
$693 - $743
|
5.73K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-36.1K- 1.06% |
$2.5M - $2.68M
|
3.36M
$227M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.87K- 69.03% |
$268K - $287K
|
1.74K
$117K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.68KNew |
$325K - $348K
|
4.68K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.09K+ 5.16% |
$283K - $304K
|
83.4K
$5.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-124- 1.83% |
$8.59K - $9.21K
|
6.66K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.77K+ 4.01% |
$123K - $131K
|
45.9K
$3.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-363- 1.7% |
$25.2K - $27K
|
21K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.93KNew |
$411K - $441K
|
5.93K
$401K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
232+ 7.33% |
$16.1K - $17.2K
|
3.4K
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
16.8K+ 28.35% |
$1.16M - $1.25M
|
76K
$5.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.57K+ 2.42% |
$317K - $340K
|
193K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-42.6K- 12.36% |
$2.95M - $3.16M
|
302K
$20.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
30.1KNew |
$2.08M - $2.23M
|
30.1K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-163- 0.65% |
$11.3K - $12.1K
|
25K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.47K- 2.5% |
$518K - $555K
|
291K
$19.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-169- 1.76% |
$11.7K - $12.6K
|
9.45K
$638K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.37K- 4.89% |
$303K - $325K
|
85K
$5.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.91K+ 50.83% |
$202K - $216K
|
8.64K
$584K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
462+ 2.19% |
$32K - $34.3K
|
21.6K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
4.98KNew |
$345K - $370K
|
4.98K
$337K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
277KNew |
$19.2M - $20.6M
|
277K
$18.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
836+ 12.52% |
$57.9K - $62.1K
|
7.51K
$508K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
443New |
$30.7K - $32.9K
|
443
$29.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
50.2K+ 9.07% |
$3.48M - $3.73M
|
604K
$40.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-25.3K- 19.8% |
$1.75M - $1.88M
|
102K
$6.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
235+ 5.2% |
$16.3K - $17.5K
|
4.75K
$321K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.69K+ 8.49% |
$186K - $200K
|
34.3K
$2.32M
|