Latest Institutional Purchases of Spdr Portfolio S&P 1500 Compos (SPTM)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 1500 Compos (SPTM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
937KNew |
$59.3M - $65.7M
|
937K
$68.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
631K+ 49.43% |
$39.9M - $44.2M
|
1.91M
$139M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
513K+ 332.89% |
$32.5M - $36M
|
667K
$48.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
457K+ 196.01% |
$28.9M - $32M
|
690K
$50.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
425K+ 1300.34% |
$26.9M - $29.8M
|
458K
$33.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
289K+ 40.09% |
$18.3M - $20.3M
|
1.01M
$73.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
156K+ 217.19% |
$9.9M - $11M
|
228K
$16.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
149K+ 29.6% |
$9.45M - $10.5M
|
654K
$47.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
129KNew |
$8.19M - $9.07M
|
129K
$9.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
115K+ 8.29% |
$7.29M - $8.07M
|
1.5M
$110M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
111K+ 15.85% |
$7.02M - $7.77M
|
811K
$59.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
BUY
|
- |
110K+ 79.61% |
$6.98M - $7.72M
|
249K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
103KNew |
$6.51M - $7.21M
|
103K
$7.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
91.8K+ 3.95% |
$5.81M - $6.43M
|
2.42M
$176M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
84.9KNew |
$5.37M - $5.95M
|
84.9K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.1K+ 6.58% |
$5.07M - $5.61M
|
1.3M
$94.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
69.5K+ 13.23% |
$4.4M - $4.87M
|
595K
$43.4M
|
|
|
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
$5.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63.7K+ 53.68% |
$4.03M - $4.46M
|
182K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60.9K+ 45.36% |
$3.85M - $4.26M
|
195K
$14.2M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
57.1K+ 5.47% |
$3.62M - $4M
|
1.1M
$80.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.2K+ 3.47% |
$2.8M - $3.1M
|
1.32M
$96.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
40.9KNew |
$2.59M - $2.87M
|
40.9K
$2.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
38.7K+ 88.37% |
$2.45M - $2.71M
|
82.4K
$6.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
36.5K+ 109.43% |
$2.31M - $2.56M
|
69.9K
$5.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
36.2K+ 3.87% |
$2.29M - $2.53M
|
971K
$70.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
32.7K+ 37.13% |
$2.07M - $2.29M
|
121K
$8.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32KNew |
$2.02M - $2.24M
|
32K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
32KNew |
$2.02M - $2.24M
|
32K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.6K+ 12.86% |
$1.94M - $2.15M
|
269K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30.1KNew |
$1.91M - $2.11M
|
30.1K
$2.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
29.3K+ 97.67% |
$1.85M - $2.05M
|
59.2K
$4.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
28.2K+ 14.41% |
$1.79M - $1.98M
|
224K
$16.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27K+ 1.02% |
$1.71M - $1.89M
|
2.67M
$195M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
26.8K+ 4.89% |
$1.7M - $1.88M
|
576K
$42M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
26.7K+ 17.68% |
$1.69M - $1.87M
|
178K
$13M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
25.8K+ 1.77% |
$1.63M - $1.81M
|
1.48M
$108M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
25.7KNew |
$1.63M - $1.8M
|
25.7K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
25.3KNew |
$1.6M - $1.77M
|
25.3K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
24.7K+ 39.76% |
$1.56M - $1.73M
|
86.9K
$6.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.6K+ 14.33% |
$1.43M - $1.58M
|
180K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.2K+ 6.83% |
$1.34M - $1.49M
|
332K
$24.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19.4K+ 0.56% |
$1.23M - $1.36M
|
3.51M
$256M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18.9K+ 65.57% |
$1.2M - $1.33M
|
47.8K
$3.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
17KNew |
$1.08M - $1.19M
|
17K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16.7K+ 167.2% |
$1.06M - $1.17M
|
26.6K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.5K+ 512.41% |
$1.04M - $1.15M
|
19.7K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
15.8K+ 794.47% |
$1M - $1.11M
|
17.8K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.1K+ 89.39% |
$954K - $1.06M
|
31.9K
$2.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15.1K+ 1.01% |
$953K - $1.05M
|
1.5M
$110M
|