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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
1K+ 11.68% |
$45.2K - $56.2K
|
9.56K
$685K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
490New |
$22.1K - $27.5K
|
490
$35.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
321+ 2.26% |
$14.5K - $18K
|
14.5K
$1.04M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
127New |
$5.74K - $7.13K
|
127
$9.09K
|
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
100+ 2.13% |
$4.52K - $5.62K
|
4.8K
$344K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
84+ 0.23% |
$3.8K - $4.72K
|
37K
$2.65M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77New |
$3.48K - $4.32K
|
77
$5.51K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
76New |
$3.43K - $4.27K
|
76
$5.44K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
34New |
$1.54K - $1.91K
|
34
$2.43K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
4New |
$181 - $225
|
4
$286
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.45% |
$136 - $168
|
670
$48K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
38.9K+ 19.45% |
$2M - $2.29M
|
239K
$17.1M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.2KNew |
$729K - $834K
|
14.2K
$1.02M
|
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
5.26KNew |
$270K - $309K
|
5.26K
$376K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
262New |
$13.5K - $15.4K
|
262
$18.8K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
85+ 38.29% |
$4.37K - $5K
|
307
$22K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
40New |
$2.05K - $2.35K
|
40
$2.86K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
21.9KNew |
$1.16M - $1.28M
|
21.9K
$1.57M
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5.34KNew |
$283K - $314K
|
5.34K
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
480New |
$25.4K - $28.2K
|
480
$34.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
325New |
$17.2K - $19.1K
|
325
$23.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
258New |
$13.7K - $15.2K
|
258
$18.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
152New |
$8.05K - $8.93K
|
152
$10.9K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
225KNew |
$11.8M - $12.6M
|
225K
$16.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.7KNew |
$246K - $263K
|
4.7K
$336K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
262New |
$13.7K - $14.7K
|
262
$18.8K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
11.8KNew |
$585K - $623K
|
11.8K
$842K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Gen Trust, LLC
|
BUY
|
- |
12.6KNew |
$571K - $621K
|
12.6K
$900K
|
|
|
Apr 27, 2021
Q1 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
23+ 0.33% |
$1.05K - $1.14K
|
7.05K
$505K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
12.6KNew |
$502K - $579K
|
12.6K
$900K
|
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
5.31KNew |
$212K - $245K
|
5.31K
$380K
|
|
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.55KNew |
$142K - $163K
|
3.55K
$254K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
250New |
$9.99K - $11.5K
|
250
$17.9K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.64KNew |
$214K - $246K
|
5.64K
$404K
|
|
|
Nov 12, 2020
Q3 2020
|
Baldrige Asset Management LLC
|
BUY
|
- |
4.95KNew |
$188K - $216K
|
4.95K
$355K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.49K+ 4.84% |
$44.5K - $59K
|
32.1K
$2.3M
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.11KNew |
$33.3K - $44.2K
|
1.11K
$79.6K
|
|
|
Sep 21, 2023
Q2 2020
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
108New |
$3.24K - $4.29K
|
108
$7.73K
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
79New |
$2.89K - $2.95K
|
79
$5.66K
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
65New |
N/A
|
65
$4.65K
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
380New |
N/A
|
380
$27.2K
|
|
| Q4 2017 | |||||||
|
Nov 09, 2023
Q4 2017
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
750+ 500.0% |
N/A
|
900
$64.4K
|
|