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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
7.52K+ 2.44% |
$521K - $559K
|
316K
$23.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-335- 1.58% |
$23.2K - $24.9K
|
20.9K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.05KNew |
$211K - $226K
|
3.05K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
893+ 4.66% |
$61.9K - $66.3K
|
20.1K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75+ 0.33% |
$5.2K - $5.57K
|
22.8K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.63K+ 1.41% |
$390K - $418K
|
406K
$29.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-617- 13.57% |
$42.8K - $45.8K
|
3.93K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.83K+ 4.49% |
$196K - $210K
|
65.8K
$4.85M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-226- 7.53% |
$15.7K - $16.8K
|
2.77K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-12.4K- 3.89% |
$860K - $923K
|
307K
$22.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
123New |
$8.52K - $9.14K
|
123
$9.06K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
850New |
$58.9K - $63.2K
|
850
$62.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-395- 6.43% |
$27.4K - $29.3K
|
5.75K
$423K
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
69.7K+ 28.03% |
$4.83M - $5.18M
|
318K
$23.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.35K- 99.93% |
$93.8K - $101K
|
1
$73.7
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.78KNew |
$401K - $430K
|
5.78K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21New |
$1.46K - $1.56K
|
21
$1.55K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.32K+ 10.78% |
$91.5K - $98.1K
|
13.6K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-2.58K- 1.92% |
$179K - $191K
|
131K
$9.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
85.4KNew |
$5.92M - $6.35M
|
85.4K
$6.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-65- 0.6% |
$4.5K - $4.83K
|
10.8K
$799K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2+ 0.01% |
$139 - $149
|
30.6K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-651- 11.94% |
$45.1K - $48.4K
|
4.8K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-879- 9.87% |
$60.9K - $65.3K
|
8.03K
$591K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
153K+ 512.54% |
$10.6M - $11.4M
|
183K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
286+ 1.19% |
$19.8K - $21.2K
|
24.2K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
14.9K+ 12.39% |
$1.03M - $1.11M
|
135K
$9.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.52K- 5.06% |
$105K - $113K
|
28.5K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-18- 0.34% |
$1.25K - $1.34K
|
5.24K
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
34.1KNew |
$2.36M - $2.53M
|
34.1K
$2.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-41- 0.76% |
$2.84K - $3.05K
|
5.36K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
452New |
$31.3K - $33.6K
|
452
$33.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
108K+ 5.64% |
$7.45M - $7.99M
|
2.01M
$148M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.81K+ 23.32% |
$333K - $357K
|
25.4K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.6K+ 6.76% |
$1.57M - $1.68M
|
357K
$26.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
361+ 2.5% |
$25K - $26.8K
|
14.8K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11.4K- 12.15% |
$791K - $849K
|
82.5K
$6.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
770+ 2.59% |
$53.4K - $57.2K
|
30.6K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-1.57K- 13.41% |
$109K - $117K
|
10.1K
$747K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8.32K+ 6.43% |
$576K - $618K
|
138K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5+ 0.15% |
$347 - $372
|
3.24K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
122+ 0.69% |
$8.45K - $9.06K
|
17.8K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
48.2KNew |
$3.34M - $3.58M
|
48.2K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
155+ 1.87% |
$10.7K - $11.5K
|
8.42K
$621K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.34KNew |
$300K - $322K
|
4.34K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
877+ 3.14% |
$60.8K - $65.2K
|
28.8K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
11+ 0.27% |
$762 - $817
|
4.08K
$300K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$104K - $112K
|
1.51K
$111K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.97K+ 1.63% |
$136K - $146K
|
123K
$9.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
10.8K+ 37.42% |
$746K - $799K
|
39.5K
$2.91M
|