Latest Institutional Purchases of Spdr Portfolio S&P 1500 Compos (SPTM)

SPTM Quotes by TradingView

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
Feb 09, 2024 Q4 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
3.68K
New
$185K - $216K
3.68K $293K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3.61K
New
$182K - $212K
3.61K $288K
Feb 12, 2024 Q4 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
3.51K
New
$177K - $206K
3.51K $280K
Feb 13, 2024 Q4 2023
Belvedere Trading LLC

BUY
 CALL
2.3K
New
$116K - $135K
2.3K $183K
Jan 24, 2024 Q4 2023
Asset Management Resources, LLC

BUY
 -
1.78K
+ 0.33%
$89.4K - $104K
546K $43.5M
Apr 03, 2024 Q4 2023
Wealth Collab, LLC

Bellevue, WA
BUY
 -
1.11K
New
$55.6K - $64.9K
1.11K $88.2K
Feb 05, 2024 Q4 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
827
New
$41.6K - $48.5K
827 $65.9K
Feb 06, 2024 Q4 2023
Provence Wealth Management Group

BUY
 -
764
New
$38.4K - $44.8K
764 $60.9K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
718
+ 1.71%
$36.1K - $42.1K
42.6K $3.4M
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
635
New
$31.9K - $37.2K
635 $50.6K
Feb 14, 2024 Q4 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
192
New
$9.66K - $11.3K
192 $15.3K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
87
New
$4.38K - $5.1K
87 $6.93K
Feb 13, 2024 Q4 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
55
New
$2.77K - $3.23K
55 $4.38K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
43
New
$2.16K - $2.52K
43 $3.43K
Q3 2023
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
24.4K
New
$1.28M - $1.38M
24.4K $1.95M
Oct 17, 2023 Q3 2023
Northland Capital Management LLC

BUY
 -
20.8K
New
$1.09M - $1.17M
20.8K $1.66M
Nov 09, 2023 Q3 2023
Hardy Reed LLC

BUY
 -
19.6K
New
$1.02M - $1.1M
19.6K $1.56M
Nov 02, 2023 Q3 2023
Gilbert & Cook, Inc.

BUY
 -
6.63K
New
$346K - $373K
6.63K $528K
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
6.02K
New
$315K - $339K
6.02K $480K
Nov 15, 2023 Q3 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
3.83K
New
$200K - $216K
3.83K $305K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
839
New
$43.8K - $47.2K
839 $66.9K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
50
+ 5.13%
$2.61K - $2.82K
1.03K $81.7K
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
8
+ 0.13%
$418 - $450
6.04K $481K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
4
+ 0.09%
$209 - $225
4.22K $337K
Q2 2023
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
93K
New
$4.63M - $5.06M
93K $7.41M
Jul 20, 2023 Q2 2023
Aj Wealth Strategies, LLC

BUY
 -
56.6K
+ 16.04%
$2.82M - $3.08M
410K $32.7M
Aug 10, 2023 Q2 2023
Sws Partners

BUY
 -
31.3K
New
$1.56M - $1.7M
31.3K $2.49M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
4.95K
New
$246K - $269K
4.95K $395K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
2.48K
New
$123K - $135K
2.48K $198K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
1.21K
New
$60.1K - $65.8K
1.21K $96.4K
Aug 14, 2023 Q2 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
1.1K
New
$54.5K - $59.6K
1.1K $87.3K
Jul 28, 2023 Q2 2023
Detalus Advisors, LLC

BUY
 -
668
+ 7.29%
$33.2K - $36.4K
9.83K $783K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
621
+ 44.61%
$30.9K - $33.8K
2.01K $160K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
552
New
$27.5K - $30.1K
552 $44K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
304
New
$15.1K - $16.5K
304 $24.2K
Aug 01, 2023 Q2 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
262
New
$13K - $14.3K
262 $20.9K
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
2
+ 0.01%
$99.5 - $109
30.9K $2.46M
Q1 2023
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
30.2K
New
$1.42M - $1.56M
30.2K $2.4M
May 15, 2023 Q1 2023
Marshall Wace, LLP

London, X0
BUY
 -
4.72K
New
$222K - $244K
4.72K $376K
Apr 19, 2023 Q1 2023
Wt Wealth Management

BUY
 -
4.06K
New
$191K - $210K
4.06K $323K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.49K
New
$117K - $128K
2.49K $198K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
1.16K
New
$54.6K - $60K
1.16K $92.6K
Apr 17, 2023 Q1 2023
Wealth Cmt

BUY
 -
925
New
$43.4K - $47.8K
925 $73.7K
Apr 22, 2024 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
731
New
$34.3K - $37.8K
731 $58.3K
May 04, 2023 Q1 2023
Joseph Group Capital Management

Columbus, OH
BUY
 -
677
+ 2.31%
$31.8K - $35K
30K $2.39M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
412
New
$19.4K - $21.3K
412 $32.8K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
230
New
$10.8K - $11.9K
230 $18.3K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
215
New
$10.1K - $11.1K
215 $17.1K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
102
+ 2040.0%
$4.79K - $5.27K
107 $8.53K

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