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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-850- 12.53% |
$57K - $63.4K
|
5.94K
$482K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
507New |
$34K - $37.8K
|
507
$41.2K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
53New |
$3.55K - $3.95K
|
53
$4.3K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.94% |
$67 - $74.6
|
107
$8.69K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6.52KNew |
$437K - $486K
|
6.52K
$529K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
294+ 2.59% |
$19.7K - $21.9K
|
11.6K
$945K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
763New |
$51.1K - $56.9K
|
763
$61.9K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-383- 0.61% |
$25.7K - $28.6K
|
62.5K
$5.08M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
285KNew |
$19.1M - $21.3M
|
285K
$23.2M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-107- 18.14% |
$7.17K - $7.98K
|
483
$39.2K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.48KNew |
$233K - $260K
|
3.48K
$282K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34New |
$2.28K - $2.54K
|
34
$2.76K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 555.56% |
$13.4K - $14.9K
|
236
$19.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
355New |
$23.8K - $26.5K
|
355
$28.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
56New |
$3.75K - $4.18K
|
56
$4.55K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10+ 0.14% |
$670 - $746
|
7.11K
$577K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.42KNew |
$95.4K - $106K
|
1.42K
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10.2K- 3.51% |
$685K - $763K
|
281K
$22.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
8New |
$536 - $597
|
8
$649
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.11K- 24.68% |
$74.3K - $82.7K
|
3.39K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-679- 3.89% |
$45.5K - $50.7K
|
16.8K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-123- 50.0% |
$8.24K - $9.18K
|
123
$9.98K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-6.2K- 22.32% |
$416K - $463K
|
21.6K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.0% |
$67 - $74.6
|
101
$8.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-41- 2.61% |
$2.75K - $3.06K
|
1.53K
$124K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.96K+ 21.75% |
$265K - $295K
|
22.1K
$1.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
13.6KNew |
$911K - $1.01M
|
13.6K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
20+ 0.05% |
$1.34K - $1.49K
|
41.3K
$3.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
880New |
$59K - $65.7K
|
880
$71.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-27- 0.73% |
$1.81K - $2.01K
|
3.69K
$299K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.96KNew |
$199K - $221K
|
2.96K
$240K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.06K+ 35.66% |
$71.3K - $79.3K
|
4.04K
$328K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
11+ 36.67% |
$762 - $817
|
41
$3.33K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.14KNew |
$78.7K - $84.4K
|
1.14K
$92.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
255New |
$17.7K - $18.9K
|
255
$20.7K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-36- 0.97% |
$2.49K - $2.67K
|
3.67K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.31KNew |
$160K - $171K
|
2.31K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.61KNew |
$250K - $268K
|
3.61K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-40- 2.19% |
$2.77K - $2.97K
|
1.79K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-315- 35.04% |
$21.8K - $23.4K
|
584
$47.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-17.3K- 67.32% |
$1.2M - $1.28M
|
8.4K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
80New |
$5.54K - $5.94K
|
80
$6.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-345- 5.12% |
$23.9K - $25.6K
|
6.39K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-7.93K- 8.45% |
$549K - $589K
|
85.8K
$6.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.26K+ 43.42% |
$87.3K - $93.6K
|
4.16K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.38KNew |
$581K - $623K
|
8.38K
$680K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
14+ 0.34% |
$970 - $1.04K
|
4.14K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
893New |
$61.9K - $66.3K
|
893
$72.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
239New |
$16.6K - $17.8K
|
239
$19.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
50.4KNew |
$3.49M - $3.74M
|
50.4K
$4.09M
|
|