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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
269K+ 43.16% |
$18.6M - $20M
|
892K
$66.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
153K+ 512.54% |
$10.6M - $11.4M
|
183K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
108K+ 5.64% |
$7.45M - $7.99M
|
2.01M
$149M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
104KNew |
$7.18M - $7.7M
|
104K
$7.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
85.4KNew |
$5.92M - $6.35M
|
85.4K
$6.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
69.7K+ 28.03% |
$4.83M - $5.18M
|
318K
$23.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
48.2KNew |
$3.34M - $3.58M
|
48.2K
$3.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
43.2K+ 2.01% |
$2.99M - $3.21M
|
2.19M
$162M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
41.8K+ 7.25% |
$2.89M - $3.1M
|
618K
$45.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
35.7K+ 24.44% |
$2.48M - $2.65M
|
182K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
34.1KNew |
$2.36M - $2.53M
|
34.1K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
29.5K+ 4.96% |
$2.05M - $2.19M
|
624K
$46.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.1K+ 1.5% |
$1.74M - $1.87M
|
1.7M
$126M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.6K+ 6.76% |
$1.57M - $1.68M
|
357K
$26.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
20.8K+ 1.38% |
$1.44M - $1.55M
|
1.53M
$113M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
15.6K+ 18.65% |
$1.08M - $1.16M
|
99.2K
$7.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
14.9K+ 12.39% |
$1.03M - $1.11M
|
135K
$10M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
14.4K+ 8.09% |
$998K - $1.07M
|
192K
$14.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
11.1K+ 1.01% |
$768K - $824K
|
1.11M
$82.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
10.8K+ 37.42% |
$746K - $799K
|
39.5K
$2.93M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
10.4KNew |
$722K - $774K
|
10.4K
$772K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.71K+ 54.47% |
$673K - $722K
|
27.5K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9.42K+ 1.67% |
$653K - $700K
|
574K
$42.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.17K+ 6.02% |
$636K - $682K
|
162K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8.32K+ 6.43% |
$576K - $618K
|
138K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
7.52K+ 2.44% |
$521K - $559K
|
316K
$23.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.15K+ 0.62% |
$426K - $457K
|
1M
$74.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.12K+ 6.72% |
$424K - $455K
|
97.2K
$7.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.78KNew |
$401K - $430K
|
5.78K
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.63K+ 1.41% |
$390K - $418K
|
406K
$30.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
4.98KNew |
$345K - $370K
|
4.98K
$369K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.81K+ 23.32% |
$333K - $357K
|
25.4K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.34KNew |
$300K - $322K
|
4.34K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.05KNew |
$211K - $226K
|
3.05K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.98KNew |
$207K - $221K
|
2.98K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.94K+ 34.82% |
$204K - $219K
|
11.4K
$844K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.83K+ 4.49% |
$196K - $210K
|
65.8K
$4.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
2.72KNew |
$189K - $202K
|
2.72K
$202K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2.31K+ 2.48% |
$160K - $172K
|
95.5K
$7.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.26K+ 28.18% |
$156K - $168K
|
10.3K
$761K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2K+ 0.45% |
$139K - $149K
|
450K
$33.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.97K+ 1.63% |
$136K - $146K
|
123K
$9.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.67K+ 33.1% |
$116K - $124K
|
6.72K
$498K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.63K+ 0.32% |
$113K - $121K
|
513K
$38M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$104K - $112K
|
1.51K
$112K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 38.55% |
$103K - $111K
|
5.36K
$397K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 13.15% |
$103K - $110K
|
12.8K
$945K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.41K+ 0.17% |
$97.9K - $105K
|
812K
$60.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.32K+ 10.78% |
$91.5K - $98.1K
|
13.6K
$1.01M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.12K+ 7.36% |
$77.3K - $82.9K
|
16.3K
$1.21M
|