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 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.7KNew |
$880K - $944K
|
12.7K
$933K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-199- 1.72% |
$13.8K - $14.8K
|
11.3K
$833K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-10- 0.17% |
$693 - $743
|
5.73K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-36.1K- 1.06% |
$2.5M - $2.68M
|
3.36M
$247M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.87K- 69.03% |
$268K - $287K
|
1.74K
$127K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.68KNew |
$325K - $348K
|
4.68K
$344K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.09K+ 5.16% |
$283K - $304K
|
83.4K
$6.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-363- 1.7% |
$25.2K - $27K
|
21K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.93KNew |
$411K - $441K
|
5.93K
$436K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
232+ 7.33% |
$16.1K - $17.2K
|
3.4K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
16.8K+ 28.35% |
$1.16M - $1.25M
|
76K
$5.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.57K+ 2.42% |
$317K - $340K
|
193K
$14.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
308New |
$21.3K - $22.9K
|
308
$22.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-42.6K- 12.36% |
$2.95M - $3.16M
|
302K
$22.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.38K+ 29.96% |
$95.5K - $102K
|
5.98K
$439K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
30.1KNew |
$2.08M - $2.23M
|
30.1K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-163- 0.65% |
$11.3K - $12.1K
|
25K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.47K- 2.5% |
$518K - $555K
|
291K
$21.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-169- 1.76% |
$11.7K - $12.6K
|
9.45K
$694K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.37K- 4.89% |
$303K - $325K
|
85K
$6.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.91K+ 50.83% |
$202K - $216K
|
8.64K
$635K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
462+ 2.19% |
$32K - $34.3K
|
21.6K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
4.98KNew |
$345K - $370K
|
4.98K
$366K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
277KNew |
$19.2M - $20.6M
|
277K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
836+ 12.52% |
$57.9K - $62.1K
|
7.51K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
443New |
$30.7K - $32.9K
|
443
$32.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
50.2K+ 9.07% |
$3.48M - $3.73M
|
604K
$44.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-25.3K- 19.8% |
$1.75M - $1.88M
|
102K
$7.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
235+ 5.2% |
$16.3K - $17.5K
|
4.75K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.69K+ 8.49% |
$186K - $200K
|
34.3K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.64KNew |
$252K - $271K
|
3.64K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.29KNew |
$367K - $393K
|
5.29K
$389K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.53KNew |
$106K - $113K
|
1.53K
$112K
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-12.5K- 2.53% |
$864K - $926K
|
480K
$35.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-121- 2.08% |
$8.39K - $8.99K
|
5.7K
$418K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.77K+ 5.84% |
$400K - $428K
|
105K
$7.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
80.8K+ 2.74% |
$5.6M - $6M
|
3.03M
$222M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.5K+ 2.09% |
$104K - $111K
|
73.4K
$5.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
12.9K+ 66.95% |
$891K - $955K
|
32K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
745+ 1.38% |
$51.6K - $55.4K
|
54.9K
$4.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
1.77K+ 1.18% |
$122K - $131K
|
151K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-693- 8.76% |
$48K - $51.5K
|
7.22K
$530K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.22K- 3.68% |
$84.8K - $90.9K
|
32K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.2K+ 0.94% |
$82.8K - $88.8K
|
128K
$9.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-2.78K- 35.12% |
$193K - $206K
|
5.13K
$377K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
237+ 6.86% |
$16.4K - $17.6K
|
3.69K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21.4K+ 236.47% |
$1.49M - $1.59M
|
30.5K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-3.21K- 1.21% |
$222K - $239K
|
262K
$19.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
297+ 101.37% |
$20.6K - $22.1K
|
590
$43.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4- 0.06% |
$277 - $297
|
6.7K
$492K
|