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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-13.8K- 9.17% |
$607K - $730K
|
136K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
620+ 14.22% |
$27.3K - $32.9K
|
4.98K
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-17K- 22.99% |
$749K - $901K
|
56.9K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-129- 9.82% |
$5.69K - $6.84K
|
1.19K
$94.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
38.3K+ 21.38% |
$1.69M - $2.03M
|
218K
$17.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
12.4KNew |
$547K - $658K
|
12.4K
$988K
|
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-3.13K- 18.51% |
$138K - $166K
|
13.8K
$1.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.62KNew |
$71.4K - $85.9K
|
1.62K
$129K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
143+ 1.66% |
$6.31K - $7.58K
|
8.76K
$698K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.45K- 72.08% |
$63.8K - $76.7K
|
560
$44.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.44K- 84.02% |
$63.6K - $76.4K
|
274
$21.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-149- 1.87% |
$6.57K - $7.9K
|
7.8K
$622K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-151- 14.63% |
$6.66K - $8.01K
|
881
$70.2K
|
|
|
Oct 20, 2022
Q3 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
5.24KNew |
$231K - $278K
|
5.24K
$418K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
417New |
$18.4K - $22.1K
|
417
$33.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
376New |
$16.6K - $19.9K
|
376
$30K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
114New |
$5.03K - $6.05K
|
114
$9.09K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.96K+ 373.0% |
$86.5K - $104K
|
2.49K
$198K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.5KClosed |
$248K - $309K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.45KClosed |
$111K - $137K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-325KClosed |
$14.7M - $18.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-23.5KClosed |
$1.06M - $1.32M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.01KNew |
$317K - $394K
|
7.01K
$559K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-181Closed |
$8.18K - $10.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.82KNew |
$308K - $383K
|
6.82K
$544K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
490New |
$22.1K - $27.5K
|
490
$39.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
84+ 0.23% |
$3.8K - $4.72K
|
37K
$2.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-7.38KClosed |
$334K - $414K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.26KClosed |
$57K - $70.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
129KNew |
$5.82M - $7.23M
|
129K
$10.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
34New |
$1.54K - $1.91K
|
34
$2.71K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.45KNew |
$65.6K - $81.5K
|
1.45K
$116K
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.63KNew |
$209K - $260K
|
4.63K
$369K
|
|
|
Aug 08, 2022
Q2 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
83.1KNew |
$3.75M - $4.66M
|
83.1K
$6.62M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.06K- 78.67% |
$47.7K - $59.2K
|
286
$22.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
9.36K+ 1016.18% |
$423K - $526K
|
10.3K
$819K
|
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-4KClosed |
$181K - $225K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
76New |
$3.43K - $4.27K
|
76
$6.06K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-164Closed |
$7.41K - $9.21K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-10.9KClosed |
$493K - $613K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
BUY
|
- |
1.7K+ 0.21% |
$76.6K - $95.2K
|
826K
$65.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.27KClosed |
$193K - $240K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
321+ 2.26% |
$14.5K - $18K
|
14.5K
$1.16M
|
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-21K- 79.79% |
$951K - $1.18M
|
5.33K
$425K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.45% |
$136 - $168
|
670
$53.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
127New |
$5.74K - $7.13K
|
127
$10.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
4New |
$181 - $225
|
4
$319
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.68KClosed |
$166K - $207K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-297Closed |
$13.4K - $16.7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
100+ 2.13% |
$4.52K - $5.62K
|
4.8K
$383K
|
|