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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24.1KNew |
$1.38M - $1.55M
|
24.1K
$1.92M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-6.72K- 45.78% |
$386K - $431K
|
7.96K
$634K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-246- 0.37% |
$14.1K - $15.8K
|
65.5K
$5.22M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
34.8KNew |
$2M - $2.24M
|
34.8K
$2.78M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
56New |
$3.21K - $3.59K
|
56
$4.46K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.54KNew |
$203K - $227K
|
3.54K
$282K
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
6.2KNew |
$356K - $398K
|
6.2K
$494K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
480New |
$27.5K - $30.8K
|
480
$38.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25New |
$1.43K - $1.6K
|
25
$1.99K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
47.2KNew |
$2.71M - $3.03M
|
47.2K
$3.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.49K+ 24.03% |
$143K - $159K
|
12.8K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8New |
$459 - $513
|
8
$638
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
209New |
$12K - $13.4K
|
209
$16.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-17K- 84.16% |
$975K - $1.09M
|
3.2K
$255K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-17.1K- 99.42% |
$981K - $1.1M
|
100
$7.97K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.58K- 23.43% |
$90.8K - $101K
|
5.17K
$412K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.59KNew |
$206K - $230K
|
3.59K
$286K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
168New |
$9.64K - $10.8K
|
168
$13.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-400- 15.23% |
$23K - $25.7K
|
2.23K
$177K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
27.6KNew |
$1.58M - $1.77M
|
27.6K
$2.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.73KNew |
$214K - $239K
|
3.73K
$297K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
310New |
$17.8K - $19.9K
|
310
$24.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-106- 2.59% |
$6.08K - $6.8K
|
3.99K
$318K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-17.3K- 66.06% |
$991K - $1.11M
|
8.87K
$707K
|
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
7.7KNew |
$442K - $494K
|
7.7K
$614K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
262New |
$15K - $16.8K
|
262
$20.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-12.5K- 30.3% |
$716K - $800K
|
28.7K
$2.29M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
437New |
$25.1K - $28K
|
437
$34.8K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.11KNew |
$55.6K - $64.9K
|
1.11K
$88.2K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.97KNew |
$401K - $467K
|
7.97K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
192New |
$9.66K - $11.3K
|
192
$15.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.7K- 31.41% |
$236K - $275K
|
10.3K
$818K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
2.3KNew |
$116K - $135K
|
2.3K
$183K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
600New |
$30.2K - $35.2K
|
600
$47.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.04KNew |
$254K - $296K
|
5.04K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
55New |
$2.77K - $3.23K
|
55
$4.38K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.51KNew |
$177K - $206K
|
3.51K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
26.7KNew |
$1.34M - $1.56M
|
26.7K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.68KNew |
$185K - $216K
|
3.68K
$293K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.61KNew |
$182K - $212K
|
3.61K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.05K+ 108.34% |
$254K - $296K
|
9.71K
$774K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
8.82K+ 5.35% |
$444K - $517K
|
174K
$13.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
635New |
$31.9K - $37.2K
|
635
$50.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
764New |
$38.4K - $44.8K
|
764
$60.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
827New |
$41.6K - $48.5K
|
827
$65.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
43New |
$2.16K - $2.52K
|
43
$3.43K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
718+ 1.71% |
$36.1K - $42.1K
|
42.6K
$3.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-282- 2.65% |
$14.2K - $16.5K
|
10.3K
$825K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.79K- 32.45% |
$90K - $105K
|
3.72K
$297K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.78K+ 0.33% |
$89.4K - $104K
|
546K
$43.5M
|
|