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 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-198Closed |
$10.2K - $11.6K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
40New |
$2.05K - $2.35K
|
40
$3K
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-3.57KClosed |
$184K - $210K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-21.5KClosed |
$1.11M - $1.27M
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
258New |
$13.7K - $15.2K
|
258
$19.4K
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.66KClosed |
$300K - $332K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
21.9KNew |
$1.16M - $1.28M
|
21.9K
$1.64M
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
480New |
$25.4K - $28.2K
|
480
$36K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-590Closed |
$31.3K - $34.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-45Closed |
$2.38K - $2.64K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
152New |
$8.05K - $8.93K
|
152
$11.4K
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
SELL
|
- |
-4.74KClosed |
$251K - $278K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-462- 5.32% |
$24.5K - $27.1K
|
8.23K
$618K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31- 29.52% |
$1.64K - $1.82K
|
74
$5.55K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4Closed |
$212 - $235
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.59KClosed |
$508K - $563K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-24.3KClosed |
$1.29M - $1.43M
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
325New |
$17.2K - $19.1K
|
325
$24.4K
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5.34KNew |
$283K - $314K
|
5.34K
$401K
|
|
Q3 2021 | |||||||
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
262New |
$13.7K - $14.7K
|
262
$19.7K
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-20.4KClosed |
$1.07M - $1.14M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-10Closed |
$523 - $559
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.7KNew |
$246K - $263K
|
4.7K
$353K
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-5.15KClosed |
$269K - $288K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-7.26KClosed |
$380K - $406K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-24.7KClosed |
$1.29M - $1.38M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-594Closed |
$31.1K - $33.2K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.64KClosed |
$295K - $316K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-40Closed |
$2.09K - $2.24K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
225KNew |
$11.8M - $12.6M
|
225K
$16.9M
|
|
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
|
|
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
$882K
|
|
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
$36K
|
|
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
$943K
|
|
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
$529K
|
|
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
|