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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-115- 0.7% |
$8.62K - $9.28K
|
16.3K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.37K- 3.26% |
$477K - $514K
|
189K
$15.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-8.75K- 3.68% |
$656K - $706K
|
229K
$18.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-329- 3.58% |
$24.7K - $26.6K
|
8.86K
$719K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.66K- 6.11% |
$124K - $134K
|
25.5K
$2.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.85K- 26.7% |
$138K - $149K
|
5.06K
$411K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.6K+ 3.37% |
$1.02M - $1.1M
|
417K
$33.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-37.3K- 73.86% |
$2.79M - $3.01M
|
13.2K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-270- 56.84% |
$20.2K - $21.8K
|
205
$16.6K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$150 - $161
|
780
$63.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15.7K+ 197.83% |
$1.17M - $1.27M
|
23.6K
$1.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-645- 4.27% |
$48.3K - $52.1K
|
14.5K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-83- 0.3% |
$6.22K - $6.7K
|
28K
$2.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
203+ 2.38% |
$15.2K - $16.4K
|
8.74K
$709K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.3K+ 0.33% |
$172K - $186K
|
701K
$56.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
4.66K+ 11.29% |
$349K - $376K
|
45.9K
$3.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-358- 3.03% |
$26.8K - $28.9K
|
11.5K
$929K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$74.9 - $80.7
|
2.07K
$168K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-427- 1.21% |
$32K - $34.5K
|
34.9K
$2.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13K- 4.0% |
$975K - $1.05M
|
312K
$25.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.4K+ 12.97% |
$1.16M - $1.25M
|
134K
$10.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
236+ 1.6% |
$17.7K - $19.1K
|
15K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-355- 2.62% |
$26.6K - $28.7K
|
13.2K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-3- 0.02% |
$225 - $242
|
12.5K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.17K+ 15.8% |
$313K - $337K
|
30.6K
$2.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-16- 1.72% |
$1.2K - $1.29K
|
915
$74.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.78K+ 1.82% |
$208K - $224K
|
155K
$12.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$206K - $222K
|
2.74K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
201+ 1.38% |
$15.1K - $16.2K
|
14.8K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
194New |
$14.5K - $15.7K
|
194
$15.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
340New |
$25.5K - $27.4K
|
340
$27.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
SELL
|
- |
-104- 0.49% |
$7.79K - $8.4K
|
21.3K
$1.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.68KNew |
$200K - $216K
|
2.68K
$217K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52- 0.22% |
$3.9K - $4.2K
|
23.2K
$1.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.14K+ 22.7% |
$161K - $173K
|
11.6K
$940K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-99- 0.47% |
$7.42K - $7.99K
|
20.8K
$1.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.88KNew |
$291K - $313K
|
3.88K
$315K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
203+ 5.6% |
$15.2K - $16.4K
|
3.83K
$311K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.6K- 1.81% |
$345K - $371K
|
250K
$20.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-336- 8.73% |
$25.2K - $27.1K
|
3.51K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-10.6K- 4.74% |
$793K - $854K
|
213K
$17.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.33K+ 5.49% |
$174K - $188K
|
44.7K
$3.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
145New |
$10.9K - $11.7K
|
145
$11.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-40.3K- 2.6% |
$3.02M - $3.25M
|
1.51M
$122M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
101+ 3.03% |
$7.57K - $8.15K
|
3.44K
$279K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-102- 1.13% |
$7.64K - $8.23K
|
8.94K
$726K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
19.2K+ 10.49% |
$1.44M - $1.55M
|
202K
$16.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-45- 0.27% |
$3.37K - $3.63K
|
16.9K
$1.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
374KNew |
$28M - $30.2M
|
374K
$30.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.39K+ 12.13% |
$179K - $193K
|
22.1K
$1.79M
|
|