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
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 $8.61K
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.49K
+ 4.84%
$44.5K - $59K
32.1K $2.56M
Dec 01, 2022 Q2 2020
Mufg Americas Holdings Corp

BUY
 -
1.11K
New
$33.3K - $44.2K
1.11K $88.6K
Aug 14, 2020 Q2 2020
Advisory Alpha, LLC

SELL
 -
-354
Closed
$10.6K - $14.1K
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 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
Q3 2019
Nov 14, 2019 Q3 2019
All Terrain Financial Advisors, LLC

Coon Rapids, MN
SELL
 -
-6.22K
Closed
$227K - $232K
0 $0
Nov 08, 2019 Q3 2019
Redw Wealth LLC

SELL
 -
-6.53K
Closed
$239K - $244K
0 $0
Oct 30, 2019 Q3 2019
Executive Wealth Management, LLC

BUY
 -
79
New
$2.89K - $2.95K
79 $6.3K
Oct 17, 2019 Q3 2019
Valtinson Bruner Financial Planning LLC

SELL
 -
-53.6K
Closed
$1.96M - $2M
0 $0
Q2 2019
Aug 14, 2019 Q2 2019
Credit Suisse Ag

Zurich, V8
SELL
 -
-6.03K
Closed
N/A
0 $0
Jul 29, 2019 Q2 2019
Cfo4 Life Group, LLC

SELL
 -
-24.7K
Closed
N/A
0 $0
Jul 24, 2019 Q2 2019
Financial Consulate, Inc

SELL
 -
-27.3K
Closed
N/A
0 $0
Jul 23, 2019 Q2 2019
Tci Wealth Advisors, Inc.

BUY
 -
65
New
N/A
65 $5.18K
Jul 10, 2019 Q2 2019
Cordasco Financial Network

SELL
 -
-845
Closed
N/A
0 $0
Q1 2019
May 15, 2019 Q1 2019
Parallax Volatility Advisers, L.P.

San Francisco, CA
SELL
 -
-1
- 14.29%
N/A
6 $478
May 06, 2019 Q1 2019
Tlw Wealth Management, LLC

SELL
 -
-385K
Closed
N/A
0 $0
May 02, 2019 Q1 2019
Vicus Capital

State College, PA
SELL
 -
-20.6K
Closed
N/A
0 $0
Apr 25, 2019 Q1 2019
Brand Asset Management Group, Inc.

SELL
 -
-10
Closed
N/A
0 $0
Apr 23, 2019 Q1 2019
Alta Capital Management LLC

SELL
 -
-9K
Closed
N/A
0 $0
Apr 19, 2019 Q1 2019
Regions Financial Corp

SELL
 -
-10.5K
Closed
N/A
0 $0
Apr 10, 2019 Q1 2019
Riverview Trust CO

SELL
 -
-2.01K
Closed
N/A
0 $0
Apr 09, 2019 Q1 2019
Juncture Wealth Strategies, LLC

SELL
 -
-6.5K
Closed
N/A
0 $0
Q4 2018
Feb 14, 2019 Q4 2018
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-6.35K
Closed
N/A
0 $0

Track Institutional and Insider Activities on SPTM

Follow SPDR PORTFOLIO S&P 1500 COMPOS and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SPTM shares.

Notify only if

Insider Trading

Get notified when an Spdr Portfolio S&P 1500 Compos insider buys or sells SPTM shares.

Notify only if

News

Receive news related to SPDR PORTFOLIO S&P 1500 COMPOS

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SPTM