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 |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-14- 4.86% |
$803 - $898
|
274
$18.3K
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.73KNew |
$214K - $239K
|
3.73K
$249K
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.96K- 3.04% |
$457K - $510K
|
254K
$16.9M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.47K- 15.85% |
$142K - $159K
|
13.1K
$877K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-65- 0.19% |
$3.73K - $4.17K
|
33.4K
$2.23M
|
|
Apr 15, 2024
Q1 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
374+ 0.23% |
$21.5K - $24K
|
166K
$11.1M
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
5.06K+ 9.35% |
$290K - $325K
|
59.2K
$3.95M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.56M- 56.78% |
$147M - $164M
|
1.95M
$130M
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
500+ 5.42% |
$28.7K - $32.1K
|
9.73K
$650K
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
102+ 0.06% |
$5.85K - $6.54K
|
164K
$10.9M
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
342+ 0.66% |
$19.6K - $21.9K
|
52.3K
$3.49M
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-452- 7.41% |
$25.9K - $29K
|
5.65K
$377K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$115 - $128
|
5.96K
$398K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-23- 5.28% |
$1.32K - $1.48K
|
413
$27.6K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
310New |
$17.8K - $19.9K
|
310
$20.7K
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-106- 2.59% |
$6.08K - $6.8K
|
3.99K
$267K
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
733+ 6.93% |
$42.1K - $47K
|
11.3K
$755K
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.11K- 6.88% |
$63.7K - $71.3K
|
15K
$1M
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
22+ 0.1% |
$1.26K - $1.41K
|
21.5K
$1.43M
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
9.34K+ 6.62% |
$536K - $599K
|
150K
$10M
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-31.7K- 28.5% |
$1.82M - $2.03M
|
79.5K
$5.31M
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
7.7KNew |
$442K - $494K
|
7.7K
$514K
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-17.3K- 66.06% |
$991K - $1.11M
|
8.87K
$592K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.91K- 7.25% |
$109K - $122K
|
24.4K
$1.63M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29K+ 1.39% |
$1.66M - $1.86M
|
2.11M
$141M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-300- 4.81% |
$17.2K - $19.2K
|
5.94K
$397K
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-480- 1.27% |
$27.5K - $30.8K
|
37.3K
$2.49M
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
403+ 4.14% |
$23.1K - $25.9K
|
10.1K
$676K
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.25K- 2.09% |
$359K - $401K
|
292K
$19.5M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.11K+ 22.47% |
$63.6K - $71.1K
|
6.04K
$403K
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-142- 3.7% |
$8.15K - $9.11K
|
3.69K
$247K
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-790- 1.44% |
$45.3K - $50.7K
|
53.9K
$3.6M
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-67- 0.48% |
$3.84K - $4.3K
|
13.8K
$919K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.8K+ 2.7% |
$1.88M - $2.11M
|
1.25M
$83.5M
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
19.8K+ 5.8% |
$1.14M - $1.27M
|
361K
$24.1M
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.87K+ 4.42% |
$107K - $120K
|
44.1K
$2.95M
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-4.84K- 5.97% |
$278K - $311K
|
76.2K
$5.09M
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
262New |
$15K - $16.8K
|
262
$17.5K
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-164- 0.45% |
$9.41K - $10.5K
|
36.3K
$2.43M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.13K+ 0.35% |
$65K - $72.7K
|
326K
$21.8M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-64.3K- 11.53% |
$3.69M - $4.12M
|
493K
$32.9M
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
53+ 0.76% |
$3.04K - $3.4K
|
7.06K
$471K
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-5.94K- 8.51% |
$341K - $381K
|
63.8K
$4.26M
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-7.12K- 2.51% |
$408K - $456K
|
276K
$18.5M
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-488- 0.07% |
$28K - $31.3K
|
684K
$45.7M
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.16K- 5.2% |
$66.5K - $74.3K
|
21.1K
$1.41M
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-250- 4.39% |
$14.3K - $16K
|
5.45K
$364K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-12.5K- 30.3% |
$716K - $800K
|
28.7K
$1.92M
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-10.9K- 39.07% |
$624K - $697K
|
17K
$1.13M
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-28- 0.31% |
$1.61K - $1.8K
|
8.98K
$600K
|