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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-91- 77.12% |
$5.22K - $5.84K
|
27
$1.8K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-342K- 3.9% |
$19.6M - $21.9M
|
8.43M
$563M
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
3.75KNew |
$215K - $241K
|
3.75K
$250K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.49K- 6.29% |
$257K - $288K
|
66.9K
$4.47M
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-452- 5.98% |
$25.9K - $29K
|
7.11K
$475K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
231New |
$13.3K - $14.8K
|
231
$15.4K
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
42.2K+ 4.49% |
$2.42M - $2.7M
|
982K
$65.6M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.44K+ 72100.0% |
$82.7K - $92.5K
|
1.44K
$96.4K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-765- 1.57% |
$43.9K - $49.1K
|
47.9K
$3.2M
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.32% |
$57.4 - $64.2
|
318
$21.2K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.35K+ 15.99% |
$135K - $151K
|
17K
$1.14M
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-876- 1.3% |
$50.3K - $56.2K
|
66.4K
$4.44M
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.07K- 3.77% |
$61.5K - $68.7K
|
27.4K
$1.83M
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.89K- 8.35% |
$166K - $186K
|
31.7K
$2.12M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
22+ 0.33% |
$1.26K - $1.41K
|
6.75K
$451K
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.56K- 0.56% |
$147K - $164K
|
453K
$30.2M
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-225- 3.25% |
$12.9K - $14.4K
|
6.7K
$447K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-469- 1.14% |
$26.9K - $30.1K
|
40.8K
$2.73M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-410- 10.71% |
$23.5K - $26.3K
|
3.42K
$228K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.83K- 28.97% |
$105K - $117K
|
4.49K
$300K
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-10.4K- 4.18% |
$596K - $666K
|
238K
$15.9M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
4+ 0.07% |
$230 - $257
|
6.07K
$406K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24.1KNew |
$1.38M - $1.55M
|
24.1K
$1.61M
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-35- 0.27% |
$2.01K - $2.25K
|
12.8K
$855K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
760+ 12.01% |
$43.6K - $48.8K
|
7.09K
$473K
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-505- 0.19% |
$29K - $32.4K
|
269K
$18M
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-6.72K- 45.78% |
$386K - $431K
|
7.96K
$532K
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3+ 1.07% |
$172 - $192
|
284
$19K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27+ 0.11% |
$1.55K - $1.73K
|
23.9K
$1.6M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-88.3K- 15.02% |
$5.07M - $5.67M
|
500K
$33.4M
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
187+ 0.42% |
$10.7K - $12K
|
44.9K
$3M
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
121K+ 31.41% |
$6.95M - $7.76M
|
506K
$33.8M
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-243- 0.89% |
$13.9K - $15.6K
|
27K
$1.8M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
4.03KNew |
$231K - $258K
|
4.03K
$269K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.18KNew |
$412K - $461K
|
7.18K
$480K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
24+ 0.53% |
$1.38K - $1.54K
|
4.56K
$304K
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
491+ 2.24% |
$28.2K - $31.5K
|
22.5K
$1.5M
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
2.68K+ 1.38% |
$154K - $172K
|
197K
$13.1M
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.58K+ 5.9% |
$90.6K - $101K
|
28.4K
$1.89M
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-771- 6.93% |
$44.2K - $49.5K
|
10.4K
$692K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-11.5K- 6.7% |
$658K - $736K
|
160K
$10.7M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-232- 2.93% |
$13.3K - $14.9K
|
7.69K
$513K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-23.2K- 70.64% |
$1.33M - $1.49M
|
9.65K
$644K
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
154+ 1.06% |
$8.84K - $9.88K
|
14.7K
$980K
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-525- 6.49% |
$30.1K - $33.7K
|
7.57K
$506K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.44K+ 7.43% |
$140K - $157K
|
35.3K
$2.36M
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
317+ 0.41% |
$18.2K - $20.3K
|
76.8K
$5.13M
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.88K- 4.42% |
$108K - $120K
|
40.6K
$2.71M
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7K+ 102.04% |
$402K - $449K
|
13.9K
$926K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-36K- 54.03% |
$2.06M - $2.31M
|
30.6K
$2.04M
|