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 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-477- 2.23% |
$33.1K - $35.4K
|
20.9K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.2K+ 19.35% |
$153K - $164K
|
13.6K
$916K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.01K- 7.43% |
$347K - $372K
|
62.4K
$4.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
669New |
$46.4K - $49.7K
|
669
$45.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-938- 11.74% |
$65K - $69.7K
|
7.05K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-140- 4.22% |
$9.7K - $10.4K
|
3.18K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
443+ 4.75% |
$30.7K - $32.9K
|
9.77K
$658K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
26K+ 2460.61% |
$1.8M - $1.93M
|
27K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
132KNew |
$9.13M - $9.79M
|
132K
$8.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.6K+ 27.44% |
$1.57M - $1.68M
|
105K
$7.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.18M- 98.6% |
$81.6M - $87.5M
|
16.7K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
618KNew |
$42.8M - $45.9M
|
618K
$41.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
53+ 0.46% |
$3.67K - $3.94K
|
11.5K
$776K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
183+ 0.28% |
$12.7K - $13.6K
|
65.4K
$4.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
71.4K+ 420.87% |
$4.95M - $5.31M
|
88.4K
$5.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
19+ 0.31% |
$1.32K - $1.41K
|
6.14K
$414K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-126- 0.28% |
$8.73K - $9.36K
|
44.8K
$3.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12K+ 19.49% |
$833K - $893K
|
73.7K
$4.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
68+ 28.45% |
$4.71K - $5.05K
|
307
$20.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
711+ 132.65% |
$49.3K - $52.8K
|
1.25K
$84K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-80.7K- 25.26% |
$5.59M - $6M
|
239K
$16.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.97KNew |
$137K - $147K
|
1.97K
$133K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
329New |
$22.8K - $24.4K
|
329
$22.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
25.9K+ 460.03% |
$1.8M - $1.93M
|
31.6K
$2.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.84K+ 63.27% |
$405K - $434K
|
15.1K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.68KNew |
$325K - $348K
|
4.68K
$315K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.77K+ 4.01% |
$123K - $131K
|
45.9K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.93KNew |
$411K - $441K
|
5.93K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
16.8K+ 28.35% |
$1.16M - $1.25M
|
76K
$5.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-169- 1.76% |
$11.7K - $12.6K
|
9.45K
$636K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.91K+ 50.83% |
$202K - $216K
|
8.64K
$582K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
836+ 12.52% |
$57.9K - $62.1K
|
7.51K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
443New |
$30.7K - $32.9K
|
443
$29.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
50.2K+ 9.07% |
$3.48M - $3.73M
|
604K
$40.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
235+ 5.2% |
$16.3K - $17.5K
|
4.75K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.69K+ 8.49% |
$186K - $200K
|
34.3K
$2.31M
|
|
|
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
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.53KNew |
$106K - $113K
|
1.53K
$103K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-121- 2.08% |
$8.39K - $8.99K
|
5.7K
$384K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.77K+ 5.84% |
$400K - $428K
|
105K
$7.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21.4K+ 236.47% |
$1.49M - $1.59M
|
30.5K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-3.21K- 1.21% |
$222K - $239K
|
262K
$17.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
297+ 101.37% |
$20.6K - $22.1K
|
590
$39.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4- 0.06% |
$277 - $297
|
6.7K
$451K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
8.38KNew |
$581K - $623K
|
8.38K
$565K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32- 12.21% |
$2.22K - $2.38K
|
230
$15.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-195- 6.06% |
$13.5K - $14.5K
|
3.02K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.3KNew |
$367K - $394K
|
5.3K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-40- 0.84% |
$2.77K - $2.97K
|
4.71K
$317K
|