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 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
225KNew |
$11.8M - $12.6M
|
225K
$16.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12.8KClosed |
$671K - $718K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-87Closed |
$4.55K - $4.87K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-313KClosed |
$15.6M - $16.6M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2.76KClosed |
$137K - $146K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-93Closed |
$4.63K - $4.93K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-75Closed |
$3.73K - $3.97K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-111Closed |
$5.52K - $5.88K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.47KClosed |
$123K - $131K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
11.8KNew |
$585K - $623K
|
11.8K
$866K
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-175Closed |
$8.71K - $9.27K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Nov 07, 2023
Q1 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-267- 35.74% |
$12.1K - $13.2K
|
480
$35.4K
|
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-8.5KClosed |
$387K - $420K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Gen Trust, LLC
|
BUY
|
- |
12.6KNew |
$571K - $621K
|
12.6K
$926K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-996Closed |
$45.3K - $49.2K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-866Closed |
$39.4K - $42.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-259Closed |
$11.8K - $12.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-165KClosed |
$7.51M - $8.16M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-713Closed |
$32.4K - $35.3K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
23+ 0.33% |
$1.05K - $1.14K
|
7.05K
$519K
|
|
|
Apr 23, 2021
Q1 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-7.57KClosed |
$344K - $374K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-552Closed |
$25.1K - $27.3K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4.11KClosed |
$187K - $203K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-98Closed |
$4.46K - $4.85K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.21KClosed |
$55.2K - $60K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
5.31KNew |
$212K - $245K
|
5.31K
$391K
|
|
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.55KNew |
$142K - $163K
|
3.55K
$261K
|
|
|
Feb 18, 2021
Q4 2020
|
Nova Point Capital, LLC
|
SELL
|
- |
-5.26KClosed |
$210K - $242K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
12.6KNew |
$502K - $579K
|
12.6K
$926K
|
|
|
Feb 16, 2021
Q4 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-21.9K- 56.53% |
$876K - $1.01M
|
16.9K
$1.24M
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-9.57KClosed |
$383K - $441K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.38KClosed |
$135K - $156K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Garrison Asset Management, LLC
|
SELL
|
- |
-17.3KClosed |
$693K - $800K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
250New |
$9.99K - $11.5K
|
250
$18.4K
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-14.2KClosed |
$539K - $619K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-37.1KClosed |
$1.41M - $1.62M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-38Closed |
$1.44K - $1.66K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.64KNew |
$214K - $246K
|
5.64K
$416K
|
|
|
Nov 12, 2020
Q3 2020
|
Baldrige Asset Management LLC
|
BUY
|
- |
4.95KNew |
$188K - $216K
|
4.95K
$365K
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-188Closed |
$7.14K - $8.21K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
SELL
|
- |
-20.2KClosed |
$765K - $880K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.26KClosed |
$86K - $98.8K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-382Closed |
$14.5K - $16.7K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-18.9KClosed |
$719K - $826K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Dt Investment Partners, LLC
|
SELL
|
- |
-41.7KClosed |
$1.58M - $1.82M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-178KClosed |
$6.76M - $7.77M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Sep 21, 2023
Q2 2020
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
108New |
$3.24K - $4.29K
|
108
$7.96K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.49K+ 4.84% |
$44.5K - $59K
|
32.1K
$2.37M
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.11KNew |
$33.3K - $44.2K
|
1.11K
$81.9K
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-354Closed |
$10.6K - $14.1K
|
0
$0
|
|