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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25New |
$1.43K - $1.6K
|
25
$1.72K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8New |
$459 - $513
|
8
$551
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1+ 0.01% |
$57.4 - $64.2
|
7.05K
$485K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
60.6KNew |
$3.05M - $3.56M
|
60.6K
$4.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
29KNew |
$1.46M - $1.7M
|
29K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
26.7KNew |
$1.34M - $1.56M
|
26.7K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
8.82K+ 5.35% |
$444K - $517K
|
174K
$12M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.97KNew |
$401K - $467K
|
7.97K
$548K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.05K+ 108.34% |
$254K - $296K
|
9.71K
$668K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.04KNew |
$254K - $296K
|
5.04K
$347K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.68KNew |
$235K - $274K
|
4.68K
$322K
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.55KNew |
$229K - $267K
|
4.55K
$313K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
4.18KNew |
$210K - $245K
|
4.18K
$287K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.74K+ 26.2% |
$188K - $219K
|
18K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.68KNew |
$185K - $216K
|
3.68K
$253K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.61KNew |
$182K - $212K
|
3.61K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.51KNew |
$177K - $206K
|
3.51K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
2.3KNew |
$116K - $135K
|
2.3K
$158K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.78K+ 0.33% |
$89.4K - $104K
|
546K
$37.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.69KNew |
$85.2K - $99.3K
|
1.69K
$117K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.11KNew |
$55.6K - $64.9K
|
1.11K
$76.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
827New |
$41.6K - $48.5K
|
827
$56.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
764New |
$38.4K - $44.8K
|
764
$52.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
718+ 1.71% |
$36.1K - $42.1K
|
42.6K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
635New |
$31.9K - $37.2K
|
635
$43.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
600New |
$30.2K - $35.2K
|
600
$41.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
549New |
$27.6K - $32.2K
|
549
$37.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
192New |
$9.66K - $11.3K
|
192
$13.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
87New |
$4.38K - $5.1K
|
87
$5.99K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
55New |
$2.77K - $3.23K
|
55
$3.79K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
43New |
$2.16K - $2.52K
|
43
$2.96K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
41New |
$2.06K - $2.4K
|
41
$2.82K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
24.4KNew |
$1.28M - $1.38M
|
24.4K
$1.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
BUY
|
- |
20.8KNew |
$1.09M - $1.17M
|
20.8K
$1.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
19.6KNew |
$1.02M - $1.1M
|
19.6K
$1.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.63KNew |
$346K - $373K
|
6.63K
$456K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
6.02KNew |
$315K - $339K
|
6.02K
$415K
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.83KNew |
$200K - $216K
|
3.83K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
839New |
$43.8K - $47.2K
|
839
$57.7K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
182+ 1.05% |
$9.5K - $10.2K
|
17.4K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
50+ 5.13% |
$2.61K - $2.82K
|
1.03K
$70.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$418 - $450
|
6.04K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4+ 0.09% |
$209 - $225
|
4.22K
$291K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
426KNew |
$21.2M - $23.2M
|
426K
$29.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
93KNew |
$4.63M - $5.06M
|
93K
$6.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
56.6K+ 16.04% |
$2.82M - $3.08M
|
410K
$28.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
31.3KNew |
$1.56M - $1.7M
|
31.3K
$2.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.95KNew |
$246K - $269K
|
4.95K
$341K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.48KNew |
$123K - $135K
|
2.48K
$171K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.79K+ 1.77% |
$89.2K - $97.6K
|
103K
$7.11M
|
|