Latest Institutional Transactions on Spdr Portfolio S&P 1500 Compos (SPTM)

SPTM Quotes by TradingView

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 21, 2021 Q1 2021
Bcgm Wealth Management, LLC

SELL
 -
-4.11K
Closed
$187K - $203K
0 $0
Apr 20, 2021 Q1 2021
Fortem Financial Group, LLC

SELL
 -
-98
Closed
$4.46K - $4.85K
0 $0
Apr 16, 2021 Q1 2021
Fort Pitt Capital Group, LLC

SELL
 -
-1.21K
Closed
$55.2K - $60K
0 $0
Q4 2020
Mar 11, 2024 Q4 2020
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
5.31K
New
$212K - $245K
5.31K $399K
Feb 22, 2022 Q4 2020
Matrix Private Capital Group LLC

New York, NY
BUY
 -
3.55K
New
$142K - $163K
3.55K $266K
Feb 18, 2021 Q4 2020
Nova Point Capital, LLC

SELL
 -
-5.26K
Closed
$210K - $242K
0 $0
Feb 16, 2021 Q4 2020
Gen Trust, LLC

BUY
 PUT
12.6K
New
$502K - $579K
12.6K $943K
Feb 16, 2021 Q4 2020
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-21.9K
- 56.53%
$876K - $1.01M
16.9K $1.27M
Feb 16, 2021 Q4 2020
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-9.57K
Closed
$383K - $441K
0 $0
Feb 16, 2021 Q4 2020
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-3.38K
Closed
$135K - $156K
0 $0
Jan 27, 2021 Q4 2020
Accel Wealth Management

BUY
 -
250
New
$9.99K - $11.5K
250 $18.8K
Q3 2020
Nov 17, 2020 Q3 2020
Hanlon Investment Management, Inc.

SELL
 -
-14.2K
Closed
$539K - $619K
0 $0
Nov 13, 2020 Q3 2020
Evoke Wealth, LLC

SELL
 -
-38
Closed
$1.44K - $1.66K
0 $0
Nov 13, 2020 Q3 2020
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
5.64K
New
$214K - $246K
5.64K $423K
Nov 12, 2020 Q3 2020
Baldrige Asset Management LLC

BUY
 -
4.95K
New
$188K - $216K
4.95K $372K
Nov 12, 2020 Q3 2020
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-188
Closed
$7.14K - $8.21K
0 $0
Nov 09, 2020 Q3 2020
Lincoln National Corp

SELL
 -
-20.2K
Closed
$765K - $880K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-2.26K
Closed
$86K - $98.8K
0 $0
Nov 05, 2020 Q3 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-382
Closed
$14.5K - $16.7K
0 $0
Nov 02, 2020 Q3 2020
Ifg Advisory, LLC

SELL
 -
-18.9K
Closed
$719K - $826K
0 $0
Oct 29, 2020 Q3 2020
Dt Investment Partners, LLC

SELL
 -
-41.7K
Closed
$1.58M - $1.82M
0 $0
Oct 13, 2020 Q3 2020
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
SELL
 -
-178K
Closed
$6.76M - $7.77M
0 $0
Q2 2020
Sep 21, 2023 Q2 2020
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
108
New
$3.24K - $4.29K
108 $8.11K
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.49K
+ 4.84%
$44.5K - $59K
32.1K $2.41M
Dec 01, 2022 Q2 2020
Mufg Americas Holdings Corp

BUY
 -
1.11K
New
$33.3K - $44.2K
1.11K $83.5K
Aug 14, 2020 Q2 2020
Advisory Alpha, LLC

SELL
 -
-354
Closed
$10.6K - $14.1K
0 $0
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-480
Closed
$14.4K - $19.1K
0 $0
Aug 13, 2020 Q2 2020
Fure Financial Corp

Bloomington, MN
SELL
 -
-106K
Closed
$3.17M - $4.2M
0 $0
Aug 12, 2020 Q2 2020
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-849
Closed
$25.5K - $33.7K
0 $0
Aug 03, 2020 Q2 2020
First Ascent Asset Management, LLC

SELL
 -
-74.7K
Closed
$2.24M - $2.97M
0 $0
Jul 17, 2020 Q2 2020
Salomon & Ludwin, LLC

SELL
 -
-660
Closed
$19.8K - $26.2K
0 $0
Jul 14, 2020 Q2 2020
Engrave Wealth Partners LLC

SELL
 -
-135
Closed
$4.05K - $5.36K
0 $0
Q1 2020
May 15, 2020 Q1 2020
Zurich Insurance Group LTD

Zurich, V8
SELL
 -
-28.4K
Closed
$770K - $1.19M
0 $0
May 14, 2020 Q1 2020
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-267
Closed
$7.24K - $11.2K
0 $0
May 13, 2020 Q1 2020
Jackson Wealth Management, LLC

SELL
 -
-166K
Closed
$4.5M - $6.94M
0 $0
May 13, 2020 Q1 2020
Redwood Investment Management, LLC

Scottsdale, AZ
SELL
 -
-75.1K
Closed
$2.04M - $3.14M
0 $0
May 13, 2020 Q1 2020
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
SELL
 -
-1.86K
Closed
$50.4K - $77.7K
0 $0
May 11, 2020 Q1 2020
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-14K
Closed
$378K - $584K
0 $0
May 07, 2020 Q1 2020
Crewe Advisors LLC

SELL
 -
-86
Closed
$2.33K - $3.6K
0 $0
May 05, 2020 Q1 2020
Alpha Star Capital Management, LLC

SELL
 -
-11.7K
Closed
$316K - $488K
0 $0
May 04, 2020 Q1 2020
Sky Oak Wealth, LLC

SELL
 -
-15.6K
Closed
$424K - $653K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-33
Closed
$895 - $1.38K
0 $0
Apr 22, 2020 Q1 2020
Measured Wealth Private Client Group, LLC

SELL
 -
-5.04K
Closed
$137K - $211K
0 $0
Apr 17, 2020 Q1 2020
Stone House Investment Management, LLC

SELL
 -
-110K
Closed
$2.99M - $4.61M
0 $0
Apr 13, 2020 Q1 2020
Moulton Wealth Management, Inc

SELL
 -
-10.8K
Closed
$292K - $450K
0 $0
Q4 2019
Jan 31, 2020 Q4 2019
Tarbox Family Office, Inc.

SELL
 -
-165
Closed
$5.88K - $6.6K
0 $0
Jan 29, 2020 Q4 2019
Polaris Wealth Advisory Group, LLC

SELL
 -
-66.9K
Closed
$2.38M - $2.67M
0 $0
Jan 15, 2020 Q4 2019
Foresight Wealth Management, LLC

SELL
 -
-5.56K
Closed
$198K - $222K
0 $0
Jan 14, 2020 Q4 2019
Pfg Advisors

SELL
 -
-9.75K
Closed
$347K - $390K
0 $0

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