Latest Institutional Purchases of Spdr Portfolio S&P 1500 Compos (SPTM)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 1500 Compos (SPTM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.36K+ 1.39% |
$86.1K - $95.3K
|
99.5K
$7.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.2KNew |
$75.7K - $83.8K
|
1.2K
$84.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
1.17K+ 0.71% |
$73.8K - $81.8K
|
167K
$11.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 4.84% |
$72.1K - $79.9K
|
24.7K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.13KNew |
$71.4K - $79.1K
|
1.13K
$79.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.12K+ 1.22% |
$70.9K - $78.5K
|
93.2K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.11K+ 3.49% |
$70.4K - $78K
|
33K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.07K+ 10.93% |
$67.8K - $75.1K
|
10.9K
$770K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.02K+ 9.07% |
$64.4K - $71.3K
|
12.2K
$867K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
990+ 8.5% |
$62.6K - $69.4K
|
12.6K
$894K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
917+ 9.2% |
$58K - $64.2K
|
10.9K
$770K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
898+ 7.58% |
$56.8K - $62.9K
|
12.7K
$902K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
890+ 4.35% |
$56.3K - $62.4K
|
21.4K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
878+ 12.35% |
$55.6K - $61.5K
|
7.99K
$565K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
823New |
$52.1K - $57.7K
|
823
$58.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
810+ 14.95% |
$51.3K - $56.7K
|
6.23K
$441K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
799+ 21.5% |
$50.6K - $56K
|
4.52K
$320K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
789+ 14.01% |
$49.9K - $55.3K
|
6.42K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
740+ 2.96% |
$46.8K - $51.8K
|
25.8K
$1.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
725+ 3.69% |
$45.9K - $50.8K
|
20.4K
$1.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
722New |
$45.7K - $50.6K
|
722
$51.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
700New |
$44.3K - $49K
|
700
$49.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
657+ 8.81% |
$41.6K - $46K
|
8.11K
$574K
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
651+ 0.98% |
$41.2K - $45.6K
|
66.9K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
648+ 6.54% |
$41K - $45.4K
|
10.6K
$747K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
617+ 5.87% |
$39K - $43.2K
|
11.1K
$787K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
597+ 0.84% |
$37.8K - $41.8K
|
71.9K
$5.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
554+ 1.23% |
$35.1K - $38.8K
|
45.6K
$3.23M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
541+ 0.34% |
$34.2K - $37.9K
|
157K
$11.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
538+ 3.11% |
$34K - $37.7K
|
17.8K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
526+ 2.54% |
$33.3K - $36.9K
|
21.2K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
513+ 7.94% |
$32.5K - $35.9K
|
6.98K
$494K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
510+ 40.93% |
$32.3K - $35.7K
|
1.76K
$124K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
510+ 6.3% |
$32.3K - $35.7K
|
8.6K
$609K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
500+ 41.6% |
$31.6K - $35K
|
1.7K
$120K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
486+ 1.16% |
$30.8K - $34K
|
42.3K
$3M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
484+ 1.71% |
$30.6K - $33.9K
|
28.8K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
477+ 0.93% |
$30.2K - $33.4K
|
51.9K
$3.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
444+ 2.85% |
$28.1K - $31.1K
|
16K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
423New |
$26.8K - $29.6K
|
423
$29.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
418+ 8.6% |
$26.5K - $29.3K
|
5.28K
$373K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
418+ 8.6% |
$26.5K - $29.3K
|
5.28K
$373K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
381+ 7.65% |
$24.1K - $26.7K
|
5.36K
$380K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
365+ 1.94% |
$23.1K - $25.6K
|
19.2K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
338+ 6.27% |
$21.4K - $23.7K
|
5.73K
$406K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
330+ 0.21% |
$20.9K - $23.1K
|
156K
$11M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
308+ 0.34% |
$19.5K - $21.6K
|
91K
$6.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
274+ 3.9% |
$17.3K - $19.2K
|
7.29K
$516K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
254New |
$16.1K - $17.8K
|
254
$18K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
254New |
$16.1K - $17.8K
|
254
$18K
|