Latest Institutional Transactions on Spdr Portfolio S&P 1500 Compos (SPTM)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 1500 Compos (SPTM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-11.9K- 71.97% |
$938K - $986K
|
4.63K
$376K
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-215- 1.05% |
$17K - $17.9K
|
20.2K
$1.64M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-519- 15.07% |
$41K - $43.1K
|
2.93K
$238K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-128- 0.82% |
$10.1K - $10.6K
|
15.5K
$1.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-4- 0.12% |
$316 - $332
|
3.44K
$279K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
469+ 3.48% |
$37K - $38.9K
|
14K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.53K- 10.0% |
$358K - $376K
|
40.8K
$3.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.04% |
$790 - $830
|
23.2K
$1.88M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.27K- 4.02% |
$732K - $770K
|
221K
$17.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
277+ 2.5% |
$21.9K - $23K
|
11.4K
$923K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.85K+ 0.38% |
$304K - $320K
|
1.02M
$82.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
4.65K+ 6.04% |
$367K - $386K
|
81.7K
$6.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-568- 8.38% |
$44.9K - $47.2K
|
6.21K
$504K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
653+ 24.67% |
$51.6K - $54.2K
|
3.3K
$268K
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-126- 3.56% |
$9.95K - $10.5K
|
3.42K
$277K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-524- 14.08% |
$41.4K - $43.5K
|
3.2K
$260K
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.41K+ 3.91% |
$190K - $200K
|
64K
$5.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-4.75K- 3.1% |
$375K - $394K
|
148K
$12M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-52.1K- 17.37% |
$4.12M - $4.33M
|
248K
$20.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
157+ 2.98% |
$12.4K - $13K
|
5.42K
$440K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1+ 0.01% |
$79 - $83
|
14.2K
$1.15M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
34+ 0.24% |
$2.68K - $2.82K
|
14K
$1.13M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-347- 12.49% |
$27.4K - $28.8K
|
2.43K
$197K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.03% |
$79 - $83
|
3.83K
$311K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.74K- 1.2% |
$295K - $310K
|
308K
$25M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
42.4K+ 11.54% |
$3.35M - $3.52M
|
409K
$33.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.48K+ 4.12% |
$275K - $289K
|
88K
$7.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
22+ 0.29% |
$1.74K - $1.83K
|
7.67K
$623K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.89K- 2.92% |
$149K - $157K
|
62.9K
$5.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-962- 10.52% |
$76K - $79.9K
|
8.18K
$664K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.1K- 1.47% |
$2.3M - $2.42M
|
1.94M
$158M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.16K- 0.57% |
$407K - $428K
|
893K
$72.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.82KNew |
$302K - $317K
|
3.82K
$310K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-3.41K- 5.59% |
$269K - $283K
|
57.5K
$4.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-40- 0.76% |
$3.16K - $3.32K
|
5.24K
$425K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
10.5K+ 5.24% |
$833K - $876K
|
212K
$17.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
81+ 1.32% |
$6.4K - $6.73K
|
6.23K
$506K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
20+ 0.36% |
$1.58K - $1.66K
|
5.51K
$448K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-34.8K- 64.95% |
$2.75M - $2.89M
|
18.8K
$1.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.27K- 28.23% |
$337K - $354K
|
10.9K
$881K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
45+ 0.93% |
$3.55K - $3.74K
|
4.9K
$398K
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
241+ 3.18% |
$19K - $20K
|
7.83K
$636K
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-9.16K- 2.68% |
$724K - $761K
|
333K
$27M
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-18.2K- 3.4% |
$1.44M - $1.51M
|
517K
$42M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
565+ 2.69% |
$44.6K - $46.9K
|
21.5K
$1.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
17+ 0.61% |
$1.34K - $1.41K
|
2.8K
$228K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-1.91K- 1.33% |
$151K - $159K
|
141K
$11.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
662+ 2.75% |
$52.3K - $55K
|
24.7K
$2M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.47K+ 4.84% |
$195K - $205K
|
53.4K
$4.33M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-50- 0.96% |
$3.95K - $4.15K
|
5.18K
$421K
|
|