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 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.94K- 15.13% |
$220K - $238K
|
16.5K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
29.9K+ 208.65% |
$2.24M - $2.41M
|
44.2K
$3.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-250- 9.81% |
$18.7K - $20.2K
|
2.3K
$187K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-1.18K- 1.52% |
$88.3K - $95.1K
|
76.4K
$6.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.38K+ 16.56% |
$103K - $111K
|
9.72K
$789K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-620- 10.44% |
$46.5K - $50.1K
|
5.32K
$432K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
13+ 0.21% |
$974 - $1.05K
|
6.18K
$502K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.1K+ 12.93% |
$82.1K - $88.5K
|
9.57K
$777K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
115New |
$8.62K - $9.28K
|
115
$9.33K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
114KNew |
$8.51M - $9.17M
|
114K
$9.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-78.4K- 2.45% |
$5.87M - $6.33M
|
3.13M
$254M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
222+ 4.29% |
$16.6K - $17.9K
|
5.39K
$438K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.59K+ 27.12% |
$419K - $451K
|
26.2K
$2.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
16.8KNew |
$1.26M - $1.36M
|
16.8K
$1.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
579+ 4.51% |
$43.4K - $46.7K
|
13.4K
$1.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-221- 3.41% |
$16.6K - $17.8K
|
6.26K
$508K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-80- 0.35% |
$5.99K - $6.46K
|
22.9K
$1.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-795- 2.8% |
$59.6K - $64.2K
|
27.6K
$2.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-256K- 99.94% |
$19.2M - $20.7M
|
148
$12K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-777- 8.17% |
$58.2K - $62.7K
|
8.74K
$709K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.58K- 16.25% |
$119K - $128K
|
8.17K
$663K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56.6K- 25.16% |
$4.24M - $4.57M
|
168K
$13.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.45K+ 0.22% |
$108K - $117K
|
669K
$54.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-612- 9.55% |
$45.9K - $49.4K
|
5.8K
$470K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.32K+ 1.37% |
$99K - $107K
|
97.8K
$7.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-527- 0.95% |
$39.5K - $42.5K
|
55K
$4.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
134K+ 21.42% |
$10M - $10.8M
|
757K
$61.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
749+ 3.87% |
$56.1K - $60.5K
|
20.1K
$1.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-4.99K- 9.16% |
$374K - $403K
|
49.5K
$4.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-561- 11.53% |
$42K - $45.3K
|
4.3K
$349K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-198- 5.04% |
$14.8K - $16K
|
3.73K
$303K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-2.03K- 7.73% |
$152K - $163K
|
24.2K
$1.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8+ 0.25% |
$599 - $646
|
3.18K
$258K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-182- 2.61% |
$13.6K - $14.7K
|
6.8K
$552K
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-36- 0.23% |
$2.7K - $2.91K
|
15.7K
$1.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-64- 0.52% |
$4.8K - $5.17K
|
12.2K
$989K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33K+ 13.8% |
$99.4K - $107K
|
10.9K
$887K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
600+ 159.57% |
$45K - $48.4K
|
976
$79.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-575- 1.95% |
$43.1K - $46.4K
|
29K
$2.35M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$74.9 - $80.7
|
5.75K
$466K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-578- 2.11% |
$43.3K - $46.7K
|
26.9K
$2.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 4.7% |
$3.37K - $3.63K
|
913
$74.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.73K- 1.06% |
$130K - $140K
|
161K
$13.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-3.17K- 4.69% |
$237K - $256K
|
64.3K
$5.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.96K- 3.64% |
$372K - $400K
|
131K
$10.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 4.57% |
$783K - $844K
|
239K
$19.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-46- 0.59% |
$3.45K - $3.71K
|
7.79K
$632K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
83+ 1.76% |
$5.01K - $6.22K
|
4.81K
$391K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83.6K- 22.28% |
$5.04M - $6.26M
|
292K
$23.7M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
5.73K+ 34.95% |
$346K - $429K
|
22.1K
$1.8M
|
|