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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
12.3KNew |
$853K - $915K
|
12.3K
$850K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-33.5K- 1.97% |
$2.32M - $2.49M
|
1.66M
$115M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.93KNew |
$480K - $515K
|
6.93K
$478K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.18KNew |
$151K - $162K
|
2.18K
$151K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
22+ 0.34% |
$1.52K - $1.63K
|
6.44K
$444K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.75K+ 6.42% |
$190K - $204K
|
45.5K
$3.14M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
17.3KNew |
$1.2M - $1.29M
|
17.3K
$1.2M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.73K+ 44.49% |
$397K - $426K
|
18.6K
$1.28M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
255New |
$17.7K - $18.9K
|
255
$17.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.1K+ 7.82% |
$145K - $156K
|
28.9K
$2M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-942- 8.03% |
$65.3K - $70K
|
10.8K
$745K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-36- 0.97% |
$2.49K - $2.67K
|
3.67K
$253K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.74% |
$2.91K - $3.12K
|
5.63K
$388K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
815+ 1.57% |
$56.5K - $60.6K
|
52.7K
$3.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
173KNew |
$12M - $12.8M
|
173K
$11.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.59K- 8.25% |
$110K - $118K
|
17.7K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-261- 10.1% |
$18.1K - $19.4K
|
2.32K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.85K+ 187.38% |
$544K - $583K
|
12K
$831K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.3K- 4.39% |
$2.1M - $2.25M
|
660K
$45.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.27K+ 8.53% |
$642K - $689K
|
118K
$8.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.8K- 80.45% |
$1.1M - $1.18M
|
3.85K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1.7K- 16.04% |
$118K - $126K
|
8.9K
$614K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
26+ 0.34% |
$1.8K - $1.93K
|
7.62K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 2.79% |
$706K - $757K
|
355K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.79K+ 74.95% |
$470K - $504K
|
15.8K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-748- 4.25% |
$51.8K - $55.6K
|
16.9K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.8K+ 1.81% |
$817K - $876K
|
662K
$45.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
548+ 1.27% |
$38K - $40.7K
|
43.8K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-10.4K- 1.53% |
$718K - $770K
|
665K
$45.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.31KNew |
$160K - $171K
|
2.31K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.61KNew |
$250K - $268K
|
3.61K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
3.08K+ 4.6% |
$213K - $229K
|
70K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.23K- 19.56% |
$85.4K - $91.5K
|
5.07K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9+ 0.21% |
$624 - $669
|
4.22K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
429+ 3.15% |
$29.7K - $31.9K
|
14.1K
$969K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.44K+ 2.14% |
$169K - $181K
|
116K
$8.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.26K- 1.45% |
$87K - $93.3K
|
85.7K
$5.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.61K- 0.41% |
$112K - $120K
|
393K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-421- 10.97% |
$29.2K - $31.3K
|
3.42K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-415- 3.96% |
$28.8K - $30.8K
|
10.1K
$695K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-181- 1.57% |
$12.5K - $13.4K
|
11.3K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.66K+ 8.07% |
$184K - $198K
|
35.7K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
888+ 12.51% |
$61.5K - $66K
|
7.99K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.2KNew |
$1.12M - $1.2M
|
16.2K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.02K+ 16.04% |
$140K - $150K
|
14.6K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.14K+ 2.46% |
$287K - $307K
|
172K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-91- 1.01% |
$6.31K - $6.76K
|
8.88K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-282- 1.08% |
$19.5K - $21K
|
25.8K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.75K- 3.97% |
$537K - $576K
|
187K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.43K+ 16.23% |
$169K - $181K
|
17.4K
$1.2M
|