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 |
|---|---|---|---|---|---|---|---|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 5.16% |
$12.7K - $14K
|
3.68K
$270K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.68KNew |
$423K - $468K
|
6.68K
$490K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-985- 2.55% |
$62.3K - $69K
|
37.6K
$2.76M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
651+ 0.98% |
$41.2K - $45.6K
|
66.9K
$4.91M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.19K- 8.46% |
$75.4K - $83.4K
|
12.9K
$945K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.94K- 25.7% |
$123K - $136K
|
5.61K
$412K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.1K- 6.09% |
$703K - $778K
|
171K
$12.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-555- 5.02% |
$35.1K - $38.9K
|
10.5K
$770K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
254New |
$16.1K - $17.8K
|
254
$18.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.21K- 6.55% |
$203K - $225K
|
45.8K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12K+ 49962.5% |
$759K - $840K
|
12K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-195- 1.99% |
$12.3K - $13.7K
|
9.62K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.41K+ 2.37% |
$469K - $519K
|
320K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.9K- 11.55% |
$942K - $1.04M
|
114K
$8.37M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 4.79% |
$195K - $216K
|
67.4K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.34K+ 6.82% |
$528K - $584K
|
131K
$9.58M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.56K+ 13.16% |
$225K - $249K
|
30.6K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-54.4K- 62.82% |
$3.44M - $3.81M
|
32.2K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.35K+ 96.15% |
$465K - $515K
|
15K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.92KNew |
$185K - $204K
|
2.92K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-33.2K- 30.38% |
$2.1M - $2.33M
|
76.1K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.2K+ 6.83% |
$1.34M - $1.49M
|
332K
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.3K- 19.35% |
$2.61M - $2.89M
|
172K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24+ 0.32% |
$1.52K - $1.68K
|
7.59K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
7+ 0.04% |
$443 - $490
|
17.9K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30.1KNew |
$1.91M - $2.11M
|
30.1K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.19KNew |
$265K - $294K
|
4.19K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2K- 43.61% |
$126K - $140K
|
2.58K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
213+ 434.69% |
$13.5K - $14.9K
|
262
$19.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.19K+ 6.02% |
$265K - $294K
|
73.8K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.8K- 4.1% |
$1.06M - $1.17M
|
392K
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-39K- 9.67% |
$2.47M - $2.74M
|
365K
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.06KNew |
$573K - $635K
|
9.06K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
24.7K+ 39.76% |
$1.56M - $1.73M
|
86.9K
$6.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-109- 0.14% |
$6.9K - $7.64K
|
77.8K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-629- 7.87% |
$39.8K - $44.1K
|
7.37K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.28K+ 4.1% |
$271K - $300K
|
109K
$7.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-89.7K- 5.91% |
$5.68M - $6.29M
|
1.43M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
477+ 0.93% |
$30.2K - $33.4K
|
51.9K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
254New |
$16.1K - $17.8K
|
254
$18.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.25K+ 1.54% |
$143K - $158K
|
149K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
103KNew |
$6.51M - $7.21M
|
103K
$7.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
700New |
$44.3K - $49K
|
700
$51.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
11+ 0.05% |
$696 - $771
|
20.8K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
66.2K+ 1259.63% |
$4.19M - $4.64M
|
71.5K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.8K+ 4.9% |
$304K - $336K
|
103K
$7.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-928- 5.01% |
$58.7K - $65K
|
17.6K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-395- 5.1% |
$25K - $27.7K
|
7.35K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
32KNew |
$2.02M - $2.24M
|
32K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-76- 2.76% |
$4.81K - $5.32K
|
2.68K
$196K
|