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 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
23+ 0.28% |
$1.59K - $1.71K
|
8.21K
$603K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-623- 1.05% |
$43.2K - $46.3K
|
58.8K
$4.31M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
104KNew |
$7.18M - $7.7M
|
104K
$7.61M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
161+ 2.21% |
$11.2K - $12K
|
7.45K
$547K
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-265- 2.66% |
$18.4K - $19.7K
|
9.68K
$710K
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-427- 4.75% |
$29.6K - $31.7K
|
8.57K
$629K
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.71K+ 54.47% |
$673K - $722K
|
27.5K
$2.02M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2K+ 0.45% |
$139K - $149K
|
450K
$33M
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.15K+ 0.62% |
$426K - $457K
|
1M
$73.7M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.56K- 3.66% |
$178K - $190K
|
67.4K
$4.94M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 38.55% |
$103K - $111K
|
5.36K
$393K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1New |
$69.3 - $74.3
|
1
$73.4
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
4.98KNew |
$345K - $370K
|
4.98K
$366K
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-182- 0.78% |
$12.6K - $13.5K
|
23.2K
$1.7M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-922- 8.92% |
$63.9K - $68.5K
|
9.42K
$691K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9.42K+ 1.67% |
$653K - $700K
|
574K
$42.1M
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-634K- 95.0% |
$43.9M - $47.1M
|
33.4K
$2.45M
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.05% |
$208 - $223
|
5.88K
$432K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.37% |
$69.3 - $74.3
|
269
$19.7K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
70+ 0.26% |
$4.85K - $5.2K
|
27.5K
$2.02M
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.1K- 22.85% |
$76.2K - $81.7K
|
3.71K
$273K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-397- 7.01% |
$27.5K - $29.5K
|
5.26K
$386K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11K- 43.51% |
$763K - $818K
|
14.3K
$1.05M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.59K- 0.56% |
$179K - $192K
|
455K
$33.4M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-39- 1.0% |
$2.7K - $2.9K
|
3.85K
$283K
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-285- 4.58% |
$19.8K - $21.2K
|
5.94K
$436K
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-15.8K- 15.86% |
$1.09M - $1.17M
|
83.8K
$6.15M
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
98+ 0.48% |
$6.79K - $7.28K
|
20.3K
$1.49M
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
56+ 0.41% |
$3.88K - $4.16K
|
13.6K
$998K
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
20.8K+ 1.38% |
$1.44M - $1.55M
|
1.53M
$112M
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-46- 0.06% |
$3.19K - $3.42K
|
79K
$5.8M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
29.5K+ 4.96% |
$2.05M - $2.19M
|
624K
$45.8M
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
129+ 2.02% |
$8.94K - $9.58K
|
6.52K
$479K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
74+ 0.71% |
$5.13K - $5.5K
|
10.5K
$770K
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.51K- 1.44% |
$174K - $187K
|
172K
$12.7M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.1K+ 1.5% |
$1.74M - $1.87M
|
1.7M
$125M
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.47K- 5.53% |
$240K - $258K
|
59.2K
$4.35M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.17K+ 6.02% |
$636K - $682K
|
162K
$11.9M
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
275+ 0.51% |
$19.1K - $20.4K
|
54.7K
$4.01M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.45K- 2.8% |
$100K - $107K
|
50.1K
$3.68M
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-3- 0.06% |
$208 - $223
|
4.85K
$356K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
269K+ 43.16% |
$18.6M - $20M
|
892K
$65.5M
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.52K- 2.82% |
$175K - $187K
|
87K
$6.38M
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
35.7K+ 24.44% |
$2.48M - $2.65M
|
182K
$13.3M
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
10.4KNew |
$722K - $774K
|
10.4K
$765K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
395+ 1.89% |
$27.4K - $29.3K
|
21.3K
$1.57M
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
380+ 5.41% |
$26.3K - $28.2K
|
7.41K
$544K
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.12K+ 7.36% |
$77.3K - $82.9K
|
16.3K
$1.2M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.6K+ 14.33% |
$1.43M - $1.58M
|
180K
$13.2M
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.28K+ 3.21% |
$587K - $650K
|
298K
$21.9M
|