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 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-488K- 31.53% |
$30.9M - $34.2M
|
1.06M
$77.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5.01K- 82.58% |
$317K - $351K
|
1.06K
$77.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
38.7K+ 88.37% |
$2.45M - $2.71M
|
82.4K
$6.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-5.96K- 18.24% |
$377K - $417K
|
26.7K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.97K+ 6.69% |
$315K - $348K
|
79.3K
$5.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.06% |
$253 - $280
|
7.03K
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-899- 2.63% |
$56.9K - $63K
|
33.2K
$2.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-4.32K- 19.42% |
$273K - $303K
|
17.9K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
17KNew |
$1.08M - $1.19M
|
17K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-22- 0.63% |
$1.39K - $1.54K
|
3.45K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
196+ 0.28% |
$12.4K - $13.7K
|
71.1K
$5.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
510+ 6.3% |
$32.3K - $35.7K
|
8.6K
$632K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.5K+ 305.42% |
$852K - $943K
|
17.9K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-987- 11.09% |
$62.5K - $69.1K
|
7.91K
$581K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.15K+ 19.65% |
$199K - $221K
|
19.2K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-5.09K- 0.75% |
$322K - $357K
|
675K
$49.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-108- 0.92% |
$6.83K - $7.57K
|
11.6K
$855K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
3.8K+ 6.42% |
$240K - $266K
|
62.9K
$4.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-777- 13.23% |
$49.2K - $54.4K
|
5.1K
$374K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.59K- 1.4% |
$101K - $111K
|
112K
$8.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.17KNew |
$200K - $222K
|
3.17K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-229- 1.65% |
$14.5K - $16K
|
13.6K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
13+ 0.32% |
$823 - $911
|
4.12K
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
105+ 0.5% |
$6.64K - $7.36K
|
21.1K
$1.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
597+ 0.84% |
$37.8K - $41.8K
|
71.9K
$5.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
52+ 0.33% |
$3.29K - $3.64K
|
16K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-6.61K- 19.8% |
$418K - $463K
|
26.8K
$1.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-9.66K- 5.26% |
$612K - $677K
|
174K
$12.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
7.09K+ 1.28% |
$449K - $497K
|
562K
$41.3M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
4.16KNew |
$263K - $291K
|
4.16K
$305K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 55.56% |
$633 - $701
|
28
$2.06K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
189+ 0.28% |
$12K - $13.2K
|
66.7K
$4.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
457K+ 196.01% |
$28.9M - $32M
|
690K
$50.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
136+ 34.0% |
$8.61K - $9.53K
|
536
$39.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
418+ 8.6% |
$26.5K - $29.3K
|
5.28K
$387K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
418+ 8.6% |
$26.5K - $29.3K
|
5.28K
$387K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.08KNew |
$195K - $216K
|
3.08K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-330- 0.44% |
$20.9K - $23.1K
|
75.5K
$5.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-35- 52.24% |
$2.21K - $2.45K
|
32
$2.35K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
216+ 1.56% |
$13.7K - $15.1K
|
14K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-564- 68.28% |
$35.7K - $39.5K
|
262
$19.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
722New |
$45.7K - $50.6K
|
722
$53K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
62+ 4.51% |
$3.92K - $4.34K
|
1.44K
$105K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.49KNew |
$538K - $595K
|
8.49K
$623K
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
153+ 1.97% |
$9.68K - $10.7K
|
7.91K
$581K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
91.8K+ 3.95% |
$5.81M - $6.43M
|
2.42M
$177M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-130- 26.42% |
$8.23K - $9.11K
|
362
$26.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.4K- 6.7% |
$152K - $168K
|
33.5K
$2.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
10.9KNew |
$688K - $761K
|
10.9K
$798K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 4.84% |
$72.1K - $79.9K
|
24.7K
$1.81M
|