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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
731New |
$34.3K - $37.8K
|
731
$58.3K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
102+ 2040.0% |
$4.79K - $5.27K
|
107
$8.53K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.49KNew |
$117K - $128K
|
2.49K
$198K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.2KNew |
$1.42M - $1.56M
|
30.2K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.72KNew |
$222K - $244K
|
4.72K
$376K
|
|
|
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
$2.56M
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-264K- 97.86% |
$12.4M - $13.6M
|
5.77K
$460K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-52- 9.96% |
$2.44K - $2.69K
|
470
$37.5K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 1.13% |
$4.7K - $5.17K
|
8.73K
$696K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18K- 85.74% |
$847K - $931K
|
3K
$239K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
412New |
$19.4K - $21.3K
|
412
$32.8K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
230New |
$10.8K - $11.9K
|
230
$18.3K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-59- 3.8% |
$2.77K - $3.05K
|
1.5K
$119K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-91.9K- 12.69% |
$4.32M - $4.75M
|
632K
$50.4M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
677+ 2.31% |
$31.8K - $35K
|
30K
$2.39M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
215New |
$10.1K - $11.1K
|
215
$17.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$54.6K - $60K
|
1.16K
$92.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 1.32% |
$47 - $51.7
|
77
$6.14K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-16- 0.33% |
$752 - $826
|
4.88K
$389K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
4.06KNew |
$191K - $210K
|
4.06K
$323K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
925New |
$43.4K - $47.8K
|
925
$73.7K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
93New |
$4.37K - $4.8K
|
93
$7.41K
|
|
| Q4 2022 | |||||||
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
125+ 12.25% |
$5.51K - $6.3K
|
1.15K
$91.3K
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
14.2KNew |
$624K - $713K
|
14.2K
$1.13M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
10.5KNew |
$464K - $531K
|
10.5K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-434- 3.55% |
$19.1K - $21.9K
|
11.8K
$939K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.6KNew |
$159K - $181K
|
3.6K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.5KNew |
$946K - $1.08M
|
21.5K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10.9KNew |
$480K - $549K
|
10.9K
$868K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
27New |
$1.19K - $1.36K
|
27
$2.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.12KNew |
$226K - $258K
|
5.12K
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.16K+ 100.0% |
$95.2K - $109K
|
4.32K
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.1K+ 17.19% |
$48.5K - $55.5K
|
7.5K
$598K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
840+ 18.18% |
$37K - $42.3K
|
5.46K
$435K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
72.9K+ 65.62% |
$3.21M - $3.67M
|
184K
$14.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.24K+ 4.92% |
$54.7K - $62.5K
|
26.5K
$2.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-72- 0.24% |
$3.17K - $3.63K
|
29.3K
$2.34M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.44KNew |
$196K - $224K
|
4.44K
$354K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.7KNew |
$207K - $237K
|
4.7K
$374K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-43K- 18.62% |
$1.89M - $2.17M
|
188K
$15M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
112New |
$4.94K - $5.65K
|
112
$8.93K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
477New |
$21K - $24K
|
477
$38K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
23New |
$1.01K - $1.16K
|
23
$1.83K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-376- 58.57% |
$16.6K - $19K
|
266
$21.2K
|
|
| Q3 2022 | |||||||
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-105Closed |
$4.63K - $5.57K
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.11KNew |
$225K - $271K
|
5.11K
$407K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.35K- 3.4% |
$104K - $125K
|
66.8K
$5.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
965+ 18.65% |
$42.6K - $51.2K
|
6.14K
$489K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.7K- 87.53% |
$207K - $249K
|
670
$53.4K
|
|