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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.5K+ 305.42% |
$852K - $943K
|
17.9K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13.4K+ 260.94% |
$848K - $938K
|
18.5K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
13.3K+ 7.37% |
$840K - $930K
|
193K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.1K+ 12.11% |
$830K - $919K
|
121K
$8.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12K+ 49962.5% |
$759K - $840K
|
12K
$876K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12K+ 3.71% |
$757K - $838K
|
334K
$24.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
11.3K+ 2.05% |
$714K - $791K
|
563K
$41M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
10.9KNew |
$688K - $761K
|
10.9K
$792K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.8K+ 10.28% |
$682K - $755K
|
116K
$8.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 89.56% |
$681K - $754K
|
22.8K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.7K+ 25.75% |
$676K - $748K
|
52.1K
$3.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10.5K+ 9.55% |
$664K - $735K
|
120K
$8.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$663K - $734K
|
10.5K
$764K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.72K+ 1.94% |
$615K - $681K
|
512K
$37.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
9.42K+ 8.16% |
$596K - $660K
|
125K
$9.1M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.07K+ 212.06% |
$574K - $635K
|
13.3K
$973K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.07KNew |
$574K - $635K
|
9.07K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.06KNew |
$573K - $635K
|
9.06K
$660K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.49KNew |
$538K - $595K
|
8.49K
$619K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
8.45K+ 10.43% |
$535K - $592K
|
89.5K
$6.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.34K+ 6.82% |
$528K - $584K
|
131K
$9.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
8.11KNew |
$513K - $568K
|
8.11K
$591K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.6K+ 39.51% |
$481K - $532K
|
26.8K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.41K+ 2.37% |
$469K - $519K
|
320K
$23.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
7.4K+ 7.41% |
$468K - $519K
|
107K
$7.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.35K+ 96.15% |
$465K - $515K
|
15K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7.3K+ 56.87% |
$462K - $511K
|
20.1K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.26K+ 1.13% |
$459K - $508K
|
650K
$47.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
7.17K+ 24.21% |
$454K - $502K
|
36.8K
$2.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
7.09K+ 1.28% |
$449K - $497K
|
562K
$41M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
6.99KNew |
$442K - $490K
|
6.99K
$509K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.87K+ 80.63% |
$435K - $481K
|
15.4K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.15K+ 11.07% |
$389K - $431K
|
61.7K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.98KNew |
$379K - $419K
|
5.98K
$436K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.69K+ 6.11% |
$360K - $399K
|
98.8K
$7.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.54K+ 150.12% |
$350K - $388K
|
9.23K
$673K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.13K+ 32.17% |
$325K - $360K
|
21.1K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.97K+ 6.69% |
$315K - $348K
|
79.3K
$5.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.8K+ 4.9% |
$304K - $336K
|
103K
$7.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.65KNew |
$294K - $326K
|
4.65K
$339K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.6KNew |
$291K - $322K
|
4.6K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.28K+ 4.1% |
$271K - $300K
|
109K
$7.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.27K+ 5.02% |
$270K - $299K
|
89.4K
$6.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
4.21KNew |
$266K - $295K
|
4.21K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.19KNew |
$265K - $294K
|
4.19K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.19K+ 6.02% |
$265K - $294K
|
73.8K
$5.38M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
4.16KNew |
$263K - $291K
|
4.16K
$303K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.11K+ 94.7% |
$260K - $288K
|
8.45K
$616K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.98K+ 2.15% |
$252K - $279K
|
189K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.95KNew |
$250K - $276K
|
3.95K
$288K
|