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, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
230New |
$11.6K - $13.5K
|
230
$15.4K
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
8.82K+ 5.35% |
$444K - $517K
|
174K
$11.7M
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.69KNew |
$85.2K - $99.3K
|
1.69K
$114K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
764New |
$38.4K - $44.8K
|
764
$51.3K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-699- 39.49% |
$35.2K - $41K
|
1.07K
$71.9K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
635New |
$31.9K - $37.2K
|
635
$42.6K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
41New |
$2.06K - $2.4K
|
41
$2.75K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.05KNew |
$52.7K - $61.5K
|
1.05K
$70.4K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.56K- 8.32% |
$78.3K - $91.3K
|
17.1K
$1.15M
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
827New |
$41.6K - $48.5K
|
827
$55.5K
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
19+ 0.48% |
$956 - $1.11K
|
3.99K
$268K
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
100+ 1.14% |
$5.03K - $5.87K
|
8.84K
$593K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
43New |
$2.16K - $2.52K
|
43
$2.89K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
718+ 1.71% |
$36.1K - $42.1K
|
42.6K
$2.86M
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.55KNew |
$229K - $267K
|
4.55K
$305K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37.4KNew |
$1.88M - $2.2M
|
37.4K
$2.51M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-282- 2.65% |
$14.2K - $16.5K
|
10.3K
$695K
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.78K+ 0.33% |
$89.4K - $104K
|
546K
$36.7M
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.79K- 32.45% |
$90K - $105K
|
3.72K
$250K
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
4.18KNew |
$210K - $245K
|
4.18K
$280K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-142K- 26.53% |
$7.13M - $8.31M
|
392K
$26.3M
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-903- 5.1% |
$45.4K - $53K
|
16.8K
$1.13M
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.32KNew |
$217K - $253K
|
4.32K
$290K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-301K- 99.94% |
$15.1M - $17.6M
|
167
$11.2K
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
152+ 0.94% |
$7.65K - $8.91K
|
16.4K
$1.1M
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100- 2.04% |
$5.03K - $5.87K
|
4.81K
$323K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
87New |
$4.38K - $5.1K
|
87
$5.84K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.13KNew |
$56.8K - $66.2K
|
1.13K
$75.8K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
220+ 0.26% |
$11.1K - $12.9K
|
85.8K
$5.76M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.74K+ 26.2% |
$188K - $219K
|
18K
$1.21M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
60.6KNew |
$3.05M - $3.56M
|
60.6K
$4.07M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-847- 12.12% |
$42.6K - $49.7K
|
6.14K
$412K
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.74K- 2.63% |
$87.3K - $102K
|
64.2K
$4.31M
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.47KNew |
$174K - $203K
|
3.47K
$233K
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-414- 8.73% |
$20.8K - $24.3K
|
4.33K
$291K
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$201 - $235
|
4.68K
$314K
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-30- 0.48% |
$1.51K - $1.76K
|
6.22K
$418K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 45.65% |
$1.06K - $1.23K
|
67
$4.5K
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-43- 0.37% |
$2.16K - $2.52K
|
11.7K
$786K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.73K- 23.68% |
$86.8K - $101K
|
5.56K
$374K
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.68KNew |
$235K - $274K
|
4.68K
$314K
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
105+ 14.04% |
$5.28K - $6.16K
|
853
$57.3K
|
|
Q3 2023 | |||||||
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
12.9K+ 0.91% |
$673K - $725K
|
1.43M
$95.9M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.83K- 1.07% |
$200K - $215K
|
354K
$23.8M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.64KNew |
$295K - $318K
|
5.64K
$379K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
80New |
$4.18K - $4.5K
|
80
$5.37K
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.83KNew |
$200K - $216K
|
3.83K
$257K
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-190- 4.46% |
$9.92K - $10.7K
|
4.07K
$274K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$599K - $646K
|
11.5K
$770K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4+ 0.09% |
$209 - $225
|
4.22K
$284K
|