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 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.34KNew |
$300K - $322K
|
4.34K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-493- 0.88% |
$34.2K - $36.6K
|
55.6K
$3.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2.31K+ 2.48% |
$160K - $172K
|
95.5K
$6.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
29+ 0.14% |
$2.01K - $2.15K
|
20.7K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
2.72KNew |
$189K - $202K
|
2.72K
$183K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
11.1K+ 1.01% |
$768K - $824K
|
1.11M
$74.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-98- 1.57% |
$6.79K - $7.28K
|
6.13K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-805- 1.9% |
$55.8K - $59.8K
|
41.5K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
23+ 0.28% |
$1.59K - $1.71K
|
8.21K
$553K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.56K- 3.66% |
$178K - $190K
|
67.4K
$4.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
4.98KNew |
$345K - $370K
|
4.98K
$336K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1New |
$69.3 - $74.3
|
1
$67.3
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
70+ 0.26% |
$4.85K - $5.2K
|
27.5K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.05% |
$208 - $223
|
5.88K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
56+ 0.41% |
$3.88K - $4.16K
|
13.6K
$916K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
10.4KNew |
$722K - $774K
|
10.4K
$702K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
315New |
$19.9K - $22.1K
|
315
$21.2K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
215+ 3.47% |
$13.6K - $15.1K
|
6.42K
$432K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.94K- 25.7% |
$123K - $136K
|
5.61K
$378K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
254New |
$16.1K - $17.8K
|
254
$17.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30.1KNew |
$1.91M - $2.11M
|
30.1K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
213+ 434.69% |
$13.5K - $14.9K
|
262
$17.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.92KNew |
$185K - $204K
|
2.92K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-54.4K- 62.82% |
$3.44M - $3.81M
|
32.2K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.98KNew |
$379K - $419K
|
5.98K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
103KNew |
$6.51M - $7.21M
|
103K
$6.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
700New |
$44.3K - $49K
|
700
$47.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
66.2K+ 1259.63% |
$4.19M - $4.64M
|
71.5K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-395- 5.1% |
$25K - $27.7K
|
7.35K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-76- 2.76% |
$4.81K - $5.32K
|
2.68K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
254New |
$16.1K - $17.8K
|
254
$17.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-270- 3.51% |
$17.1K - $18.9K
|
7.43K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.31% |
$63.3 - $70.1
|
320
$21.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
84.9KNew |
$5.37M - $5.95M
|
84.9K
$5.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.95KNew |
$250K - $276K
|
3.95K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
230+ 1437.5% |
$14.6K - $16.1K
|
246
$16.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.09K- 16.76% |
$68.7K - $76.1K
|
5.39K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.89KNew |
$183K - $202K
|
2.89K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-771- 4.14% |
$48.8K - $54K
|
17.9K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$663K - $734K
|
10.5K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.52KNew |
$96.1K - $106K
|
1.52K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
7.17K+ 24.21% |
$454K - $502K
|
36.8K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
40.9KNew |
$2.59M - $2.87M
|
40.9K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
937KNew |
$59.3M - $65.7M
|
937K
$63.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.8K- 2.72% |
$114K - $126K
|
64.3K
$4.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
41New |
$2.59K - $2.87K
|
41
$2.76K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-817- 5.85% |
$51.7K - $57.2K
|
13.2K
$886K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.2KNew |
$75.7K - $83.8K
|
1.2K
$80.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.44K- 23.01% |
$408K - $451K
|
21.5K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
510+ 40.93% |
$32.3K - $35.7K
|
1.76K
$118K
|
|