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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.67MNew |
$211M - $236M
|
3.67M
$244M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.78M+ 174.77% |
$102M - $114M
|
2.79M
$185M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
913K+ 136.91% |
$52.4M - $58.6M
|
1.58M
$105M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
406KNew |
$23.3M - $26M
|
406K
$26.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
343K+ 11.67% |
$19.7M - $22M
|
3.28M
$218M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
203K+ 16.0% |
$11.7M - $13M
|
1.47M
$97.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
146K+ 23.01% |
$8.4M - $9.39M
|
782K
$51.9M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
121K+ 31.41% |
$6.95M - $7.76M
|
506K
$33.6M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
109K+ 12.36% |
$6.27M - $7.01M
|
993K
$65.9M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
83.5KNew |
$4.79M - $5.36M
|
83.5K
$5.54M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
80.5K+ 18.55% |
$4.62M - $5.16M
|
514K
$34.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
72.1K+ 849.98% |
$4.14M - $4.63M
|
80.6K
$5.35M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
70.1K+ 3.06% |
$4.02M - $4.5M
|
2.36M
$157M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
67.3K+ 98.58% |
$3.86M - $4.32M
|
136K
$8.99M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
65.3K+ 25.66% |
$3.74M - $4.19M
|
320K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.6K+ 127.51% |
$3.02M - $3.37M
|
93.8K
$6.22M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
51.8KNew |
$2.97M - $3.32M
|
51.8K
$3.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
47.2KNew |
$2.71M - $3.03M
|
47.2K
$3.13M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
45.6K+ 57.29% |
$2.62M - $2.93M
|
125K
$8.31M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.2KNew |
$2.6M - $2.9M
|
45.2K
$3M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
42.2K+ 4.49% |
$2.42M - $2.7M
|
982K
$65.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
40.9K+ 787.18% |
$2.35M - $2.62M
|
46.1K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
40.4KNew |
$2.32M - $2.59M
|
40.4K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.2K+ 20.56% |
$2.31M - $2.58M
|
236K
$15.6M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
34.9K+ 4.64% |
$2M - $2.24M
|
787K
$52.2M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
34.8KNew |
$2M - $2.24M
|
34.8K
$2.31M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
34.6K+ 2.66% |
$1.99M - $2.22M
|
1.34M
$88.8M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
33.1K+ 6.28% |
$1.9M - $2.12M
|
560K
$37.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.8K+ 2.7% |
$1.88M - $2.11M
|
1.25M
$83M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
29.2KNew |
$1.68M - $1.87M
|
29.2K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29K+ 1.39% |
$1.66M - $1.86M
|
2.11M
$140M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28.3K+ 136.0% |
$1.63M - $1.82M
|
49.1K
$3.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
27.6KNew |
$1.58M - $1.77M
|
27.6K
$1.83M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.2KNew |
$1.5M - $1.68M
|
26.2K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26K+ 94.64% |
$1.49M - $1.67M
|
53.5K
$3.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
25.5K+ 5.61% |
$1.46M - $1.64M
|
480K
$31.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
25.5KNew |
$1.46M - $1.63M
|
25.5K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
25.4KNew |
$1.46M - $1.63M
|
25.4K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
25KNew |
$1.43M - $1.6M
|
25K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.6K+ 27.0% |
$1.41M - $1.58M
|
116K
$7.68M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24.1KNew |
$1.38M - $1.55M
|
24.1K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
24K+ 4.56% |
$1.38M - $1.54M
|
550K
$36.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
22.4K+ 2.6% |
$1.29M - $1.44M
|
885K
$58.7M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.3K+ 122.5% |
$1.28M - $1.43M
|
40.5K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.2K+ 7.59% |
$1.22M - $1.36M
|
301K
$20M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
19.9KNew |
$1.14M - $1.27M
|
19.9K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
19.8K+ 5.8% |
$1.14M - $1.27M
|
361K
$24M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.4K+ 210.71% |
$1.11M - $1.24M
|
28.6K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.2K+ 104.06% |
$930K - $1.04M
|
31.8K
$2.11M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
15.4K+ 20.06% |
$886K - $990K
|
92.4K
$6.13M
|
|