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 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
216+ 1.56% |
$13.7K - $15.1K
|
14K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
213+ 434.69% |
$13.5K - $14.9K
|
262
$19.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
206+ 1.05% |
$13K - $14.4K
|
19.8K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
196+ 0.28% |
$12.4K - $13.7K
|
71.1K
$5.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
189+ 0.28% |
$12K - $13.2K
|
66.7K
$4.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
186+ 3.39% |
$11.8K - $13K
|
5.68K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
184+ 11.67% |
$11.6K - $12.9K
|
1.76K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
177+ 0.03% |
$11.2K - $12.4K
|
589K
$43.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
153+ 1.97% |
$9.68K - $10.7K
|
7.91K
$582K
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
146+ 1.73% |
$9.24K - $10.2K
|
8.58K
$632K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
136+ 34.0% |
$8.61K - $9.53K
|
536
$39.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
135+ 0.23% |
$8.54K - $9.46K
|
59.4K
$4.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
134+ 46.85% |
$8.48K - $9.39K
|
420
$30.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
124+ 6.39% |
$7.85K - $8.69K
|
2.07K
$152K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
108+ 122.73% |
$6.83K - $7.57K
|
196
$14.4K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
105+ 0.5% |
$6.64K - $7.36K
|
21.1K
$1.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
95+ 0.66% |
$6.01K - $6.66K
|
14.5K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
93+ 0.21% |
$5.89K - $6.52K
|
44.1K
$3.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
74+ 2.37% |
$4.68K - $5.18K
|
3.2K
$235K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
67+ 0.11% |
$4.24K - $4.69K
|
63K
$4.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
62+ 4.51% |
$3.92K - $4.34K
|
1.44K
$106K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
57+ 53.77% |
$3.61K - $3.99K
|
163
$12K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
54+ 1.01% |
$3.42K - $3.78K
|
5.4K
$397K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
52+ 0.33% |
$3.29K - $3.64K
|
16K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 3.83% |
$3.16K - $3.5K
|
1.36K
$99.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
41New |
$2.59K - $2.87K
|
41
$3.02K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
40+ 0.21% |
$2.53K - $2.8K
|
19.3K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
34+ 0.57% |
$2.15K - $2.38K
|
6.05K
$445K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
34+ 0.5% |
$2.15K - $2.38K
|
6.78K
$499K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
30+ 0.46% |
$1.9K - $2.1K
|
6.59K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24+ 0.32% |
$1.52K - $1.68K
|
7.59K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
21+ 0.34% |
$1.33K - $1.47K
|
6.12K
$450K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
19+ 0.28% |
$1.2K - $1.33K
|
6.7K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
13+ 0.31% |
$823 - $911
|
4.21K
$309K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
13+ 0.32% |
$823 - $911
|
4.12K
$303K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12+ 0.11% |
$759 - $841
|
10.9K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
11+ 0.05% |
$696 - $771
|
20.8K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 55.56% |
$633 - $701
|
28
$2.06K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10+ 0.32% |
$633 - $701
|
3.14K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
9+ 0.22% |
$570 - $631
|
4.06K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
7+ 0.04% |
$443 - $490
|
17.9K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
5+ 0.05% |
$316 - $350
|
9.32K
$686K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.06% |
$253 - $280
|
7.03K
$517K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4+ 0.12% |
$253 - $280
|
3.23K
$238K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.04% |
$253 - $280
|
10.4K
$766K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
3+ 0.04% |
$190 - $210
|
6.81K
$501K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$190 - $210
|
20.6K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.41% |
$127 - $140
|
484
$35.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.31% |
$63.3 - $70.1
|
320
$23.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$63.3 - $70.1
|
3.71K
$273K
|