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 |
---|---|---|---|---|---|---|---|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.03% |
$115 - $128
|
7.57K
$509K
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-5.82K- 3.46% |
$334K - $373K
|
162K
$10.9M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.14KNew |
$123K - $137K
|
2.14K
$144K
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.9K- 2.04% |
$396K - $442K
|
332K
$22.3M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.51K- 68.92% |
$144K - $161K
|
1.13K
$75.9K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
343K+ 11.67% |
$19.7M - $22M
|
3.28M
$220M
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
376+ 4.1% |
$21.6K - $24.1K
|
9.55K
$641K
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
483+ 2.37% |
$27.7K - $31K
|
20.8K
$1.4M
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
437New |
$25.1K - $28K
|
437
$29.3K
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.7K- 4.75% |
$85.3K - $99.4K
|
34K
$2.28M
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
3.01K+ 11.58% |
$151K - $177K
|
29K
$1.95M
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-200- 6.45% |
$10.1K - $11.7K
|
2.9K
$195K
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.3KNew |
$1.02M - $1.19M
|
20.3K
$1.36M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.11KNew |
$55.6K - $64.9K
|
1.11K
$74.3K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
57.5K+ 64.85% |
$2.89M - $3.37M
|
146K
$9.81M
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
11.3KNew |
$570K - $664K
|
11.3K
$761K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-196- 3.02% |
$9.86K - $11.5K
|
6.3K
$423K
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
36.2K+ 549.74% |
$1.82M - $2.12M
|
42.8K
$2.88M
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.97KNew |
$401K - $467K
|
7.97K
$535K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.93KNew |
$348K - $406K
|
6.93K
$465K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41.4K+ 173.41% |
$2.08M - $2.43M
|
65.3K
$4.39M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.84KNew |
$193K - $225K
|
3.84K
$258K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
35.6KNew |
$1.79M - $2.09M
|
35.6K
$2.39M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10New |
$503 - $587
|
10
$672
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.7K- 31.41% |
$236K - $275K
|
10.3K
$689K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
192New |
$9.66K - $11.3K
|
192
$12.9K
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-997- 0.18% |
$50.2K - $58.5K
|
551K
$37M
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.52KNew |
$278K - $324K
|
5.52K
$371K
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.8KNew |
$191K - $223K
|
3.8K
$255K
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.94K+ 41.87% |
$248K - $289K
|
16.7K
$1.12M
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
2.3KNew |
$116K - $135K
|
2.3K
$154K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
600New |
$30.2K - $35.2K
|
600
$40.3K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
549New |
$27.6K - $32.2K
|
549
$36.9K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.83KNew |
$92K - $107K
|
1.83K
$123K
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
74+ 0.42% |
$3.72K - $4.34K
|
17.7K
$1.19M
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-367- 3.61% |
$18.5K - $21.5K
|
9.8K
$658K
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.04KNew |
$254K - $296K
|
5.04K
$339K
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
55New |
$2.77K - $3.23K
|
55
$3.69K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.96% |
$50.3 - $58.7
|
105
$7.05K
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.51KNew |
$177K - $206K
|
3.51K
$236K
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
3.69KNew |
$186K - $217K
|
3.69K
$248K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
26.7KNew |
$1.34M - $1.56M
|
26.7K
$1.79M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5- 0.08% |
$252 - $293
|
6.01K
$404K
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.68KNew |
$185K - $216K
|
3.68K
$247K
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
70.5KNew |
$3.55M - $4.14M
|
70.5K
$4.74M
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.05K+ 108.34% |
$254K - $296K
|
9.71K
$652K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.48KNew |
$175K - $204K
|
3.48K
$234K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.61KNew |
$182K - $212K
|
3.61K
$242K
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
11+ 0.27% |
$553 - $645
|
4.1K
$275K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
29KNew |
$1.46M - $1.7M
|
29K
$1.94M
|