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 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-707- 3.6% |
$53K - $57.1K
|
18.9K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-164K- 51.22% |
$12.3M - $13.2M
|
156K
$12.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.21K+ 26.06% |
$315K - $340K
|
20.3K
$1.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2.5K+ 2.64% |
$187K - $202K
|
97K
$7.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
622+ 2.69% |
$46.6K - $50.2K
|
23.7K
$1.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
9.09K+ 3.01% |
$681K - $734K
|
311K
$25.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-61- 1.21% |
$4.57K - $4.92K
|
4.98K
$404K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.26K- 6.73% |
$94.3K - $102K
|
17.4K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.78K- 51.13% |
$358K - $386K
|
4.57K
$371K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-4.01K- 5.83% |
$301K - $324K
|
64.9K
$5.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
45K+ 2.85% |
$3.37M - $3.63M
|
1.62M
$132M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
822New |
$61.6K - $66.4K
|
822
$66.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
42KNew |
$3.15M - $3.39M
|
42K
$3.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.66KNew |
$200K - $215K
|
2.66K
$216K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
8.44K+ 2.08% |
$633K - $682K
|
414K
$33.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.89K- 38.35% |
$292K - $314K
|
6.26K
$508K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.09K+ 6.73% |
$157K - $169K
|
33.1K
$2.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.23K- 44.84% |
$317K - $341K
|
5.2K
$422K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.08K+ 11.56% |
$306K - $329K
|
39.4K
$3.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-385- 8.74% |
$28.8K - $31.1K
|
4.02K
$326K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
19+ 0.42% |
$1.42K - $1.53K
|
4.5K
$365K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
225+ 0.83% |
$16.9K - $18.2K
|
27.2K
$2.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
125+ 1.65% |
$9.37K - $10.1K
|
7.68K
$623K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.78K+ 228.06% |
$583K - $628K
|
11.2K
$908K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.5K- 13.59% |
$112K - $121K
|
9.53K
$773K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-259- 6.24% |
$19.4K - $20.9K
|
3.89K
$316K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-10- 0.06% |
$749 - $807
|
16.3K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.55KNew |
$191K - $205K
|
2.55K
$207K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-720- 3.24% |
$53.9K - $58.1K
|
21.5K
$1.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-7.32K- 1.52% |
$548K - $591K
|
473K
$38.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-26- 0.09% |
$1.95K - $2.1K
|
30.3K
$2.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
1.12K+ 0.88% |
$83.7K - $90.2K
|
128K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
SELL
|
- |
-61- 0.05% |
$4.57K - $4.92K
|
131K
$10.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.02K- 4.66% |
$76.1K - $81.9K
|
20.8K
$1.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4.13K+ 4.6% |
$309K - $333K
|
94K
$7.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-47- 12.11% |
$3.52K - $3.79K
|
341
$27.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.44K- 30.89% |
$183K - $197K
|
5.45K
$443K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
15.5KNew |
$1.16M - $1.25M
|
15.5K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
10.7K+ 4.3% |
$801K - $863K
|
259K
$21.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.39K+ 59.4% |
$104K - $112K
|
3.72K
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-108- 0.55% |
$8.09K - $8.72K
|
19.4K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.86KNew |
$214K - $231K
|
2.86K
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.35% |
$150 - $161
|
569
$46.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-4.4K- 1.73% |
$329K - $355K
|
250K
$20.3M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-2.57K- 1.68% |
$192K - $207K
|
150K
$12.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.69K+ 101.36% |
$351K - $378K
|
9.31K
$756K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
77.5K+ 2.83% |
$5.8M - $6.25M
|
2.82M
$229M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-562- 1.84% |
$42.1K - $45.4K
|
30.1K
$2.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
2+ 0.03% |
$150 - $161
|
7.6K
$616K
|
|
|
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
|
|