Latest Institutional Transactions on Spdr Portfolio S&P 1500 Compos (SPTM)

SPTM Quotes by TradingView

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 10, 2023 Q4 2022
Commerce Bank

Kansas City, MO
BUY
 -
840
+ 18.18%
$37K - $42.3K
5.46K $410K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

SELL
 -
-1.88K
- 9.81%
$82.7K - $94.5K
17.2K $1.29M
Feb 02, 2023 Q4 2022
Argi Investment Services, LLC

BUY
 -
72.9K
+ 65.62%
$3.21M - $3.67M
184K $13.8M
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.24K
+ 4.92%
$54.7K - $62.5K
26.5K $1.99M
Jan 31, 2023 Q4 2022
Bickling Financial Services, Inc.

Lexington, MA
SELL
 -
-72
- 0.24%
$3.17K - $3.63K
29.3K $2.2M
Jan 26, 2023 Q4 2022
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
4.44K
New
$196K - $224K
4.44K $333K
Jan 25, 2023 Q4 2022
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
4.7K
New
$207K - $237K
4.7K $353K
Jan 24, 2023 Q4 2022
Tillar Wenstrup Advisors, LLC

SELL
 -
-43K
- 18.62%
$1.89M - $2.17M
188K $14.1M
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
112
New
$4.94K - $5.65K
112 $8.41K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
477
New
$21K - $24K
477 $35.8K
Jan 11, 2023 Q4 2022
Paladin Advisory Group, LLC

SELL
 CALL
-376
- 58.57%
$16.6K - $19K
266 $20K
Q3 2022
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-105
Closed
$4.63K - $5.57K
0 $0
Nov 16, 2022 Q3 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
5.11K
New
$225K - $271K
5.11K $383K
Nov 15, 2022 Q3 2022
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-2.35K
- 3.4%
$104K - $125K
66.8K $5.01M
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
965
+ 18.65%
$42.6K - $51.2K
6.14K $461K
Nov 14, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-4.7K
- 87.53%
$207K - $249K
670 $50.3K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
SELL
 -
-13.8K
- 9.17%
$607K - $730K
136K $10.2M
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
620
+ 14.22%
$27.3K - $32.9K
4.98K $374K
Nov 14, 2022 Q3 2022
Karlinski Andrew C

Irvine, CA
SELL
 -
-17K
- 22.99%
$749K - $901K
56.9K $4.27M
Nov 14, 2022 Q3 2022
Axim Planning & Wealth

Dayton, OH
SELL
 -
-129
- 9.82%
$5.69K - $6.84K
1.19K $88.9K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
38.3K
+ 21.38%
$1.69M - $2.03M
218K $16.3M
Nov 10, 2022 Q3 2022
Bank Ozk

BUY
 -
12.4K
New
$547K - $658K
12.4K $931K
Nov 08, 2022 Q3 2022
Jrm Investment Counsel, LLC

SELL
 -
-3.13K
- 18.51%
$138K - $166K
13.8K $1.03M
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.62K
New
$71.4K - $85.9K
1.62K $122K
Nov 04, 2022 Q3 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
143
+ 1.66%
$6.31K - $7.58K
8.76K $658K
Nov 02, 2022 Q3 2022
Bay Harbor Wealth Management, LLC

SELL
 -
-1.45K
- 72.08%
$63.8K - $76.7K
560 $42K
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

SELL
 -
-1.44K
- 84.02%
$63.6K - $76.4K
274 $20.6K
Oct 21, 2022 Q3 2022
Center For Asset Management LLC

SELL
 -
-149
- 1.87%
$6.57K - $7.9K
7.8K $585K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

SELL
 -
-151
- 14.63%
$6.66K - $8.01K
881 $66.1K
Oct 20, 2022 Q3 2022
S.E.E.D. Planning Group LLC

BUY
 -
5.24K
New
$231K - $278K
5.24K $393K
Oct 18, 2022 Q3 2022
Karp Capital Management Corp

BUY
 -
417
New
$18.4K - $22.1K
417 $31.3K
Oct 14, 2022 Q3 2022
Toth Financial Advisory Corp

BUY
 -
376
New
$16.6K - $19.9K
376 $28.2K
Oct 14, 2022 Q3 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
114
New
$5.03K - $6.05K
114 $8.56K
Oct 07, 2022 Q3 2022
Massmutual Trust CO Fsb

BUY
 -
1.96K
+ 373.0%
$86.5K - $104K
2.49K $187K
Q2 2022
Aug 25, 2022 Q2 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-5.5K
Closed
$248K - $309K
0 $0
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-2.45K
Closed
$111K - $137K
0 $0
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
SELL
 PUT
-325K
Closed
$14.7M - $18.2M
0 $0
Aug 15, 2022 Q2 2022
Squarepoint Ops LLC

New York, NY
SELL
 PUT
-23.5K
Closed
$1.06M - $1.32M
0 $0
Aug 15, 2022 Q2 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
7.01K
New
$317K - $394K
7.01K $526K
Aug 15, 2022 Q2 2022
Siena Capital LLC

Cincinnati, OH
SELL
 -
-181
Closed
$8.18K - $10.2K
0 $0
Aug 12, 2022 Q2 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
6.82K
New
$308K - $383K
6.82K $512K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
490
New
$22.1K - $27.5K
490 $36.8K
Aug 12, 2022 Q2 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
84
+ 0.23%
$3.8K - $4.72K
37K $2.77M
Aug 12, 2022 Q2 2022
Westover Capital Advisors, LLC

Wilmington, DE
SELL
 -
-7.38K
Closed
$334K - $414K
0 $0
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-1.26K
Closed
$57K - $70.9K
0 $0
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
129K
New
$5.82M - $7.23M
129K $9.67M
Aug 10, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
34
New
$1.54K - $1.91K
34 $2.55K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.45K
New
$65.6K - $81.5K
1.45K $109K
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
4.63K
New
$209K - $260K
4.63K $348K

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