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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.88K- 47.92% |
$174K - $192K
|
3.13K
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 14.95% |
$6.07K - $6.68K
|
569
$38.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.11KNew |
$189K - $208K
|
3.11K
$209K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
64New |
$3.88K - $4.28K
|
64
$4.31K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
25.3KNew |
$1.54M - $1.69M
|
25.3K
$1.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
431New |
$26.2K - $28.8K
|
431
$29K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.45KNew |
$209K - $230K
|
3.45K
$232K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.49% |
$60.7 - $66.8
|
68
$4.58K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.04K- 5.01% |
$62.8K - $69.2K
|
19.6K
$1.32M
|
|
| Q1 2024 | |||||||
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-651K- 98.41% |
$37.4M - $41.8M
|
10.5K
$707K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-56- 91.8% |
$3.21K - $3.59K
|
5
$337
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1+ 0.01% |
$57.4 - $64.2
|
7.05K
$475K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.04KNew |
$59.6K - $66.7K
|
1.04K
$70K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
121New |
$6.94K - $7.76K
|
121
$8.15K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
25KNew |
$1.43M - $1.6M
|
25K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.16K- 12.29% |
$66.4K - $74.3K
|
8.27K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
19.9KNew |
$1.14M - $1.27M
|
19.9K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-792- 1.92% |
$45.4K - $50.8K
|
40.4K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.2K+ 104.06% |
$930K - $1.04M
|
31.8K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
130+ 325.0% |
$7.46K - $8.34K
|
170
$11.4K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-17- 9.94% |
$975 - $1.09K
|
154
$10.4K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-13- 0.34% |
$746 - $834
|
3.82K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
3.75KNew |
$215K - $241K
|
3.75K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.35K+ 15.99% |
$135K - $151K
|
17K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24.1KNew |
$1.38M - $1.55M
|
24.1K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-6.72K- 45.78% |
$386K - $431K
|
7.96K
$536K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-246- 0.37% |
$14.1K - $15.8K
|
65.5K
$4.41M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
34.8KNew |
$2M - $2.24M
|
34.8K
$2.35M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
56New |
$3.21K - $3.59K
|
56
$3.77K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.54KNew |
$203K - $227K
|
3.54K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
6.2KNew |
$356K - $398K
|
6.2K
$417K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
480New |
$27.5K - $30.8K
|
480
$32.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25New |
$1.43K - $1.6K
|
25
$1.68K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
47.2KNew |
$2.71M - $3.03M
|
47.2K
$3.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.49K+ 24.03% |
$143K - $159K
|
12.8K
$864K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8New |
$459 - $513
|
8
$539
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
209New |
$12K - $13.4K
|
209
$14.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-17K- 84.16% |
$975K - $1.09M
|
3.2K
$215K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-17.1K- 99.42% |
$981K - $1.1M
|
100
$6.73K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.58K- 23.43% |
$90.8K - $101K
|
5.17K
$348K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.59KNew |
$206K - $230K
|
3.59K
$242K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
168New |
$9.64K - $10.8K
|
168
$11.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-400- 15.23% |
$23K - $25.7K
|
2.23K
$150K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
27.6KNew |
$1.58M - $1.77M
|
27.6K
$1.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.73KNew |
$214K - $239K
|
3.73K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
310New |
$17.8K - $19.9K
|
310
$20.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-106- 2.59% |
$6.08K - $6.8K
|
3.99K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-17.3K- 66.06% |
$991K - $1.11M
|
8.87K
$597K
|
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
7.7KNew |
$442K - $494K
|
7.7K
$519K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
262New |
$15K - $16.8K
|
262
$17.6K
|
|