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 |
---|---|---|---|---|---|---|---|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
83.5KNew |
$4.79M - $5.36M
|
83.5K
$5.54M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
72.1K+ 849.98% |
$4.14M - $4.63M
|
80.6K
$5.35M
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 17.32% |
$65.8K - $73.5K
|
7.76K
$515K
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.08K- 3.03% |
$119K - $133K
|
66.5K
$4.41M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-51.5K- 53.89% |
$2.96M - $3.31M
|
44.1K
$2.93M
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
1.93K+ 49.17% |
$111K - $124K
|
5.84K
$388K
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.58KNew |
$492K - $551K
|
8.58K
$569K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
354+ 8.24% |
$20.3K - $22.7K
|
4.65K
$309K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
80.5K+ 18.55% |
$4.62M - $5.16M
|
514K
$34.1M
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-553- 2.59% |
$31.7K - $35.5K
|
20.8K
$1.38M
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
51.8KNew |
$2.97M - $3.32M
|
51.8K
$3.44M
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.19K- 2.39% |
$126K - $141K
|
89.4K
$5.93M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.17K+ 14.1% |
$124K - $139K
|
17.6K
$1.16M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-46.8K- 26.06% |
$2.68M - $3M
|
133K
$8.8M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-24.8K- 11.97% |
$1.42M - $1.59M
|
183K
$12.1M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 91.6% |
$592K - $662K
|
947
$62.8K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.03% |
$115 - $128
|
7.64K
$507K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.6K+ 27.0% |
$1.41M - $1.58M
|
116K
$7.68M
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
14.9K+ 39.63% |
$855K - $956K
|
52.5K
$3.48M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
121New |
$6.94K - $7.76K
|
121
$8.03K
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.25KNew |
$186K - $208K
|
3.25K
$216K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.9K+ 1.1% |
$741K - $829K
|
1.19M
$78.7M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
913K+ 136.91% |
$52.4M - $58.6M
|
1.58M
$105M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.7K- 12.04% |
$845K - $945K
|
108K
$7.14M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11K+ 24420.0% |
$631K - $705K
|
11K
$732K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.47K- 5.42% |
$371K - $415K
|
113K
$7.48M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.2K+ 20.56% |
$2.31M - $2.58M
|
236K
$15.6M
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.65K- 20.29% |
$94.6K - $106K
|
6.48K
$430K
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-165- 2.66% |
$9.47K - $10.6K
|
6.04K
$401K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-194K- 82.44% |
$11.1M - $12.5M
|
41.3K
$2.74M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-197- 0.45% |
$11.3K - $12.6K
|
44K
$2.92M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.3K+ 122.5% |
$1.28M - $1.43M
|
40.5K
$2.69M
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-19.9K- 14.71% |
$1.14M - $1.27M
|
115K
$7.64M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-18.2K- 50.31% |
$1.04M - $1.16M
|
17.9K
$1.19M
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
686+ 0.75% |
$39.4K - $44K
|
92.1K
$6.11M
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
12.5K+ 6.85% |
$718K - $803K
|
195K
$12.9M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
406KNew |
$23.3M - $26M
|
406K
$26.9M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.2KNew |
$2.6M - $2.9M
|
45.2K
$3M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.7K- 96.43% |
$155K - $173K
|
100
$6.63K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.77K+ 6.55% |
$331K - $370K
|
93.9K
$6.23M
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.4K- 10.18% |
$80.3K - $89.8K
|
12.4K
$820K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.22K+ 47.24% |
$127K - $142K
|
6.92K
$459K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.53K+ 3.22% |
$260K - $290K
|
145K
$9.62M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.48KNew |
$544K - $608K
|
9.48K
$629K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
25KNew |
$1.43M - $1.6M
|
25K
$1.66M
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-288- 4.56% |
$16.5K - $18.5K
|
6.03K
$400K
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-79.2K- 52.17% |
$4.54M - $5.08M
|
72.6K
$4.82M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-140K- 46.12% |
$8.04M - $8.99M
|
164K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.6K+ 127.51% |
$3.02M - $3.37M
|
93.8K
$6.22M
|