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 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.6K+ 12.86% |
$1.94M - $2.15M
|
269K
$19.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
13.3K+ 7.37% |
$840K - $930K
|
193K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
34+ 0.57% |
$2.15K - $2.38K
|
6.05K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
740+ 2.96% |
$46.8K - $51.8K
|
25.8K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-165- 1.31% |
$10.4K - $11.6K
|
12.5K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.89KNew |
$183K - $202K
|
2.89K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
554+ 1.23% |
$35.1K - $38.8K
|
45.6K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.73K- 5.05% |
$552K - $611K
|
164K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.57K+ 4.05% |
$226K - $250K
|
91.7K
$6.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2K- 6.62% |
$126K - $140K
|
28.1K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.09K- 16.76% |
$68.7K - $76.1K
|
5.39K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.16K- 0.48% |
$137K - $152K
|
448K
$32.9M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.07K+ 10.93% |
$67.8K - $75.1K
|
10.9K
$798K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
21+ 0.34% |
$1.33K - $1.47K
|
6.12K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.8K+ 10.28% |
$682K - $755K
|
116K
$8.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.6K+ 39.51% |
$481K - $532K
|
26.8K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-442- 0.29% |
$28K - $31K
|
152K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-4.31K- 2.36% |
$273K - $302K
|
179K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.65KNew |
$294K - $326K
|
4.65K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
230+ 1437.5% |
$14.6K - $16.1K
|
246
$18.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
500+ 41.6% |
$31.6K - $35K
|
1.7K
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-771- 4.14% |
$48.8K - $54K
|
17.9K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$63.3 - $70.1
|
3.71K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
7.17K+ 24.21% |
$454K - $502K
|
36.8K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-2.7K- 19.18% |
$171K - $189K
|
11.4K
$836K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
40.9KNew |
$2.59M - $2.87M
|
40.9K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-177- 0.19% |
$11.2K - $12.4K
|
95K
$6.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8.26K- 5.58% |
$523K - $579K
|
140K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.1K- 16.81% |
$763K - $845K
|
59.6K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
937KNew |
$59.3M - $65.7M
|
937K
$68.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
2.26K+ 0.46% |
$143K - $159K
|
492K
$36.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
235+ 2.57% |
$14.9K - $16.5K
|
9.38K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.8K- 2.72% |
$114K - $126K
|
64.3K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-395- 1.51% |
$25K - $27.7K
|
25.8K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
186+ 3.39% |
$11.8K - $13K
|
5.68K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.54K+ 150.12% |
$350K - $388K
|
9.23K
$677K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
25.7KNew |
$1.63M - $1.8M
|
25.7K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-1.28K- 2.88% |
$81.3K - $90K
|
43.3K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.7K- 0.89% |
$171K - $189K
|
299K
$21.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-117- 1.1% |
$7.4K - $8.2K
|
10.5K
$770K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
177+ 0.03% |
$11.2K - $12.4K
|
589K
$43.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 89.56% |
$681K - $754K
|
22.8K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.74KNew |
$236K - $262K
|
3.74K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-78.2K- 86.95% |
$4.95M - $5.48M
|
11.7K
$861K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$663K - $734K
|
10.5K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.52KNew |
$96.1K - $106K
|
1.52K
$111K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
7.4K+ 7.41% |
$468K - $519K
|
107K
$7.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
19+ 0.28% |
$1.2K - $1.33K
|
6.7K
$492K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-664- 1.41% |
$42K - $46.5K
|
46.5K
$3.41M
|