Purchases and Sales Made in Q4 2024 in Spdr Portfolio S&P 1500 Compos (SPTM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 1500 Compos (SPTM) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 1500 COMPOS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
269K+ 43.16% |
$18.6M - $20M
|
892K
$63.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
35.7K+ 24.44% |
$2.48M - $2.65M
|
182K
$12.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.1K+ 1.5% |
$1.74M - $1.87M
|
1.7M
$120M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
10.4KNew |
$722K - $774K
|
10.4K
$737K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.17K+ 6.02% |
$636K - $682K
|
162K
$11.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.12K+ 7.36% |
$77.3K - $82.9K
|
16.3K
$1.15M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
395+ 1.89% |
$27.4K - $29.3K
|
21.3K
$1.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
380+ 5.41% |
$26.3K - $28.2K
|
7.41K
$524K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
275+ 0.51% |
$19.1K - $20.4K
|
54.7K
$3.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-3- 0.06% |
$208 - $223
|
4.85K
$343K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.45K- 2.8% |
$100K - $107K
|
50.1K
$3.55M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.52K- 2.82% |
$175K - $187K
|
87K
$6.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.47K- 5.53% |
$240K - $258K
|
59.2K
$4.19M
|