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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
775+ 12.07% |
$53.7K - $57.6K
|
7.2K
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
10.9KNew |
$754K - $808K
|
10.9K
$733K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
76.6K+ 9.6% |
$5.31M - $5.69M
|
874K
$58.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-700- 9.35% |
$48.5K - $52K
|
6.79K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.77K+ 9.94% |
$123K - $131K
|
19.6K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-43- 0.14% |
$2.98K - $3.19K
|
31.6K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
88+ 5.0% |
$6.1K - $6.54K
|
1.85K
$125K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-116- 0.55% |
$8.04K - $8.62K
|
21K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
5.23KNew |
$363K - $389K
|
5.23K
$352K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
3.39K+ 40.77% |
$235K - $252K
|
11.7K
$789K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
17KNew |
$1.18M - $1.26M
|
17K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
3.78KNew |
$262K - $281K
|
3.78K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
2.83KNew |
$196K - $210K
|
2.83K
$190K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.04KNew |
$72K - $77.2K
|
1.04K
$70K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.25K- 6.86% |
$433K - $464K
|
84.9K
$5.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
864New |
$59.9K - $64.2K
|
864
$58.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
213+ 1.06% |
$14.8K - $15.8K
|
20.3K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
37.3K+ 2.48% |
$2.59M - $2.77M
|
1.54M
$104M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.02K+ 1.62% |
$140K - $150K
|
127K
$8.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-741- 76.23% |
$51.4K - $55.1K
|
231
$15.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-57- 34.97% |
$3.95K - $4.24K
|
106
$7.14K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-203- 5.34% |
$14.1K - $15.1K
|
3.6K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.94K+ 34.82% |
$204K - $219K
|
11.4K
$767K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-12.5K- 49.57% |
$869K - $931K
|
12.8K
$859K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-22- 0.04% |
$1.52K - $1.63K
|
58K
$3.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-14.4K- 1.91% |
$1M - $1.07M
|
744K
$50.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
41.8K+ 7.25% |
$2.89M - $3.1M
|
618K
$41.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.12K+ 6.72% |
$424K - $455K
|
97.2K
$6.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-327- 31.72% |
$22.7K - $24.3K
|
704
$47.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
7.52K+ 2.44% |
$521K - $559K
|
316K
$21.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-335- 1.58% |
$23.2K - $24.9K
|
20.9K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
123New |
$8.52K - $9.14K
|
123
$8.28K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.05KNew |
$211K - $226K
|
3.05K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-226- 7.53% |
$15.7K - $16.8K
|
2.77K
$187K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-617- 13.57% |
$42.8K - $45.8K
|
3.93K
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.63K+ 1.41% |
$390K - $418K
|
406K
$27.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75+ 0.33% |
$5.2K - $5.57K
|
22.8K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21New |
$1.46K - $1.56K
|
21
$1.41K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.78KNew |
$401K - $430K
|
5.78K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
69.7K+ 28.03% |
$4.83M - $5.18M
|
318K
$21.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-395- 6.43% |
$27.4K - $29.3K
|
5.75K
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
850New |
$58.9K - $63.2K
|
850
$57.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
85.4KNew |
$5.92M - $6.35M
|
85.4K
$5.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-879- 9.87% |
$60.9K - $65.3K
|
8.03K
$540K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2+ 0.01% |
$139 - $149
|
30.6K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
452New |
$31.3K - $33.6K
|
452
$30.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.6K+ 6.76% |
$1.57M - $1.68M
|
357K
$24M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5+ 0.15% |
$347 - $372
|
3.24K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-1.57K- 13.41% |
$109K - $117K
|
10.1K
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$104K - $112K
|
1.51K
$101K
|