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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
254New |
$16.1K - $17.8K
|
254
$19.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
230+ 1437.5% |
$14.6K - $16.1K
|
246
$18.5K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
108+ 122.73% |
$6.83K - $7.57K
|
196
$14.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
62+ 4.51% |
$3.92K - $4.34K
|
1.44K
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
41New |
$2.59K - $2.87K
|
41
$3.08K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.31% |
$63.3 - $70.1
|
320
$24K
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
25.3KNew |
$1.54M - $1.69M
|
25.3K
$1.9M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
19.9K+ 364.99% |
$1.21M - $1.33M
|
25.3K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
14K+ 7.17% |
$849K - $935K
|
209K
$15.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
13.7KNew |
$832K - $917K
|
13.7K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.39KNew |
$327K - $360K
|
5.39K
$405K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
5.01K+ 29.81% |
$304K - $335K
|
21.8K
$1.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.45KNew |
$209K - $230K
|
3.45K
$259K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
3.11KNew |
$189K - $208K
|
3.11K
$233K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.11KNew |
$189K - $208K
|
3.11K
$233K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
940New |
$57K - $62.8K
|
940
$70.6K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
740New |
$44.9K - $49.5K
|
740
$55.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
431New |
$26.2K - $28.8K
|
431
$32.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
392New |
$23.8K - $26.2K
|
392
$29.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
170New |
$10.3K - $11.4K
|
170
$12.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
141New |
$8.56K - $9.42K
|
141
$10.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
64New |
$3.88K - $4.28K
|
64
$4.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.38% |
$243 - $267
|
1.05K
$79K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.47% |
$60.7 - $66.8
|
69
$5.18K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.49% |
$60.7 - $66.8
|
68
$5.1K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
47.2KNew |
$2.71M - $3.03M
|
47.2K
$3.54M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
34.8KNew |
$2M - $2.24M
|
34.8K
$2.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
27.6KNew |
$1.58M - $1.77M
|
27.6K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
25KNew |
$1.43M - $1.6M
|
25K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24.1KNew |
$1.38M - $1.55M
|
24.1K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
19.9KNew |
$1.14M - $1.27M
|
19.9K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.2K+ 104.06% |
$930K - $1.04M
|
31.8K
$2.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
7.7KNew |
$442K - $494K
|
7.7K
$578K
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
6.2KNew |
$356K - $398K
|
6.2K
$465K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
3.75KNew |
$215K - $241K
|
3.75K
$281K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.73KNew |
$214K - $239K
|
3.73K
$280K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.59KNew |
$206K - $230K
|
3.59K
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.54KNew |
$203K - $227K
|
3.54K
$266K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.49K+ 24.03% |
$143K - $159K
|
12.8K
$963K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.35K+ 15.99% |
$135K - $151K
|
17K
$1.28M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.04KNew |
$59.6K - $66.7K
|
1.04K
$78K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
480New |
$27.5K - $30.8K
|
480
$36K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
437New |
$25.1K - $28K
|
437
$32.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
310New |
$17.8K - $19.9K
|
310
$23.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
262New |
$15K - $16.8K
|
262
$19.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
209New |
$12K - $13.4K
|
209
$15.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
168New |
$9.64K - $10.8K
|
168
$12.6K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
121New |
$6.94K - $7.76K
|
121
$9.08K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
56New |
$3.21K - $3.59K
|
56
$4.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25New |
$1.43K - $1.6K
|
25
$1.88K
|
|