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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-5.27K- 1.93% |
$275K - $296K
|
267K
$18M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
6.02KNew |
$315K - $339K
|
6.02K
$406K
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
BUY
|
- |
20.8KNew |
$1.09M - $1.17M
|
20.8K
$1.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.64K- 31.1% |
$138K - $148K
|
5.84K
$393K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
24.4KNew |
$1.28M - $1.38M
|
24.4K
$1.65M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-243- 5.21% |
$12.7K - $13.7K
|
4.42K
$298K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-13.2K- 8.51% |
$690K - $744K
|
142K
$9.57M
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.79K+ 1.77% |
$89.2K - $97.6K
|
103K
$6.96M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-21Closed |
$1.04K - $1.14K
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.48KNew |
$123K - $135K
|
2.48K
$167K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-103- 35.4% |
$5.12K - $5.61K
|
188
$12.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.1KNew |
$54.5K - $59.6K
|
1.1K
$73.7K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2+ 0.01% |
$99.5 - $109
|
30.9K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.43K- 38.05% |
$121K - $132K
|
3.95K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
93KNew |
$4.63M - $5.06M
|
93K
$6.26M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-543- 2.65% |
$27K - $29.6K
|
19.9K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.46K- 18.82% |
$72.5K - $79.3K
|
6.28K
$423K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
31.3KNew |
$1.56M - $1.7M
|
31.3K
$2.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-2.84K- 7.31% |
$141K - $154K
|
36K
$2.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-442- 9.14% |
$22K - $24.1K
|
4.4K
$296K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.21KNew |
$60.1K - $65.8K
|
1.21K
$81.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
552New |
$27.5K - $30.1K
|
552
$37.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
262New |
$13K - $14.3K
|
262
$17.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.95KNew |
$246K - $269K
|
4.95K
$333K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
426KNew |
$21.2M - $23.2M
|
426K
$28.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
668+ 7.29% |
$33.2K - $36.4K
|
9.83K
$662K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
621+ 44.61% |
$30.9K - $33.8K
|
2.01K
$136K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
56.6K+ 16.04% |
$2.82M - $3.08M
|
410K
$27.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
304New |
$15.1K - $16.5K
|
304
$20.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.17K- 14.11% |
$158K - $172K
|
19.3K
$1.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-131- 71.58% |
$6.52K - $7.13K
|
52
$3.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-110K- 78.48% |
$5.48M - $6M
|
30.2K
$2.04M
|
|
| Q1 2023 | |||||||
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-12Closed |
$564 - $620
|
0
$0
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
731New |
$34.3K - $37.8K
|
731
$49.2K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
102+ 2040.0% |
$4.79K - $5.27K
|
107
$7.21K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.49KNew |
$117K - $128K
|
2.49K
$167K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.2KNew |
$1.42M - $1.56M
|
30.2K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.08K- 17.08% |
$97.7K - $107K
|
10.1K
$680K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.72KNew |
$222K - $244K
|
4.72K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-80KClosed |
$3.76M - $4.13M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-81.9K- 71.83% |
$3.85M - $4.23M
|
32.1K
$2.16M
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-264K- 97.86% |
$12.4M - $13.6M
|
5.77K
$389K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-52- 9.96% |
$2.44K - $2.69K
|
470
$31.6K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 1.13% |
$4.7K - $5.17K
|
8.73K
$588K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18K- 85.74% |
$847K - $931K
|
3K
$202K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
412New |
$19.4K - $21.3K
|
412
$27.7K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
230New |
$10.8K - $11.9K
|
230
$15.5K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-59- 3.8% |
$2.77K - $3.05K
|
1.5K
$101K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
4.04KNew |
$190K - $209K
|
4.04K
$272K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-91.9K- 12.69% |
$4.32M - $4.75M
|
632K
$42.6M
|
|