Latest Institutional Purchases of Spdr Portfolio S&P 1500 Compos (SPTM)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 1500 Compos (SPTM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19.1K+ 2.46% |
$1.51M - $1.58M
|
794K
$64.5M
|
|
|
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
|
Efficient Advisors, LLC
|
BUY
|
- |
3.82KNew |
$302K - $317K
|
3.82K
$310K
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.48K+ 4.12% |
$275K - $289K
|
88K
$7.14M
|
|
|
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
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
662+ 2.75% |
$52.3K - $55K
|
24.7K
$2M
|
|
|
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
|
Vigilare Wealth Management
|
BUY
|
- |
241+ 3.18% |
$19K - $20K
|
7.83K
$636K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
186+ 4.69% |
$14.7K - $15.4K
|
4.16K
$337K
|
|
|
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
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
22+ 0.29% |
$1.74K - $1.83K
|
7.67K
$623K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
20+ 0.36% |
$1.58K - $1.66K
|
5.51K
$448K
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
17+ 0.61% |
$1.34K - $1.41K
|
2.8K
$228K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
1+ 0.03% |
$79 - $83
|
3.52K
$285K
|
|
| Q3 2025 | |||||||
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
2.55M+ 12455.26% |
$191M - $206M
|
2.58M
$209M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
374KNew |
$28M - $30.2M
|
374K
$30.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
148K+ 1.82% |
$11.1M - $11.9M
|
8.27M
$671M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
134K+ 21.42% |
$10M - $10.8M
|
757K
$61.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
118K+ 7.34% |
$8.86M - $9.55M
|
1.73M
$140M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
118K+ 119.21% |
$8.85M - $9.53M
|
217K
$17.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
116K+ 18.45% |
$8.68M - $9.35M
|
744K
$60.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
116K+ 14.08% |
$8.66M - $9.33M
|
936K
$76M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
114KNew |
$8.51M - $9.17M
|
114K
$9.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
108K+ 431.94% |
$8.09M - $8.71M
|
133K
$10.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
90.7K+ 201.12% |
$6.8M - $7.32M
|
136K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
79.7KNew |
$5.97M - $6.44M
|
79.7K
$6.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
79.6KNew |
$5.96M - $6.42M
|
79.6K
$6.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
77.5K+ 2.83% |
$5.8M - $6.25M
|
2.82M
$229M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
76.9K+ 14.71% |
$5.76M - $6.21M
|
600K
$48.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.1KNew |
$5.63M - $6.06M
|
75.1K
$6.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
73.3K+ 18.66% |
$5.49M - $5.92M
|
466K
$37.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
53.2K+ 5.79% |
$3.99M - $4.3M
|
973K
$79M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
53.1KNew |
$3.98M - $4.28M
|
53.1K
$4.31M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
51.6K+ 5.6% |
$3.87M - $4.17M
|
973K
$79M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.6K+ 18.86% |
$3.79M - $4.09M
|
319K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46.2K+ 1.55% |
$3.46M - $3.73M
|
3.02M
$245M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
45.6K+ 8.26% |
$3.42M - $3.68M
|
598K
$48.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
45.6K+ 6.79% |
$3.42M - $3.68M
|
717K
$58.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
45K+ 2.85% |
$3.37M - $3.63M
|
1.62M
$132M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
43.2K+ 59160.27% |
$3.24M - $3.49M
|
43.3K
$3.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
42KNew |
$3.15M - $3.39M
|
42K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39.4KNew |
$2.95M - $3.18M
|
39.4K
$3.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.8K+ 4.53% |
$2.9M - $3.13M
|
895K
$72.7M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
38.2K+ 6.59% |
$2.87M - $3.09M
|
618K
$50.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.8K+ 2.67% |
$2.75M - $2.97M
|
1.41M
$115M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.1K+ 136.24% |
$2.55M - $2.75M
|
59.1K
$4.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
29.9K+ 208.65% |
$2.24M - $2.41M
|
44.2K
$3.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.3K+ 9.7% |
$2.19M - $2.36M
|
331K
$26.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.8KNew |
$1.86M - $2M
|
24.8K
$2.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.6K+ 158.04% |
$1.69M - $1.82M
|
36.9K
$3M
|
|