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 29, 2026
Q4 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.92MNew |
$231M - $243M
|
2.92M
$237M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
173K+ 6.73% |
$13.7M - $14.4M
|
2.75M
$223M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
139K+ 4.44% |
$11M - $11.5M
|
3.27M
$265M
|
|
|
Jan 23, 2026
Q4 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
77.1K+ 91.23% |
$6.09M - $6.4M
|
162K
$13.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
50.7K+ 5.2% |
$4M - $4.21M
|
1.03M
$83.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
48.5K+ 1.72% |
$3.83M - $4.03M
|
2.87M
$233M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
42.4K+ 11.54% |
$3.35M - $3.52M
|
409K
$33.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Quent Long Short Global Small Cap Fund, LP
New York, NY |
BUY
|
- |
37.1KNew |
$2.93M - $3.08M
|
37.1K
$3.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
34K+ 4.49% |
$2.69M - $2.82M
|
791K
$64.2M
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
31.3K+ 7.58% |
$2.47M - $2.6M
|
445K
$36.1M
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
31.1K+ 5.2% |
$2.46M - $2.58M
|
629K
$51.1M
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.4K+ 6.33% |
$2.08M - $2.19M
|
443K
$36M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
21.9KNew |
$1.73M - $1.82M
|
21.9K
$1.78M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19.1K+ 2.46% |
$1.51M - $1.58M
|
794K
$64.5M
|
|
|
Jan 28, 2026
Q4 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
19KNew |
$1.5M - $1.58M
|
19K
$1.54M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
17.6KNew |
$1.39M - $1.46M
|
17.6K
$1.43M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
17.2K+ 13.1% |
$1.36M - $1.43M
|
148K
$12.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Plan, Inc.
Bellingham, WA |
BUY
|
- |
15.3KNew |
$1.21M - $1.27M
|
15.3K
$1.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 0.88% |
$1.13M - $1.18M
|
1.64M
$133M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2K+ 1.41% |
$1.04M - $1.09M
|
949K
$77M
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2K+ 212.21% |
$963K - $1.01M
|
17.9K
$1.46M
|
|
|
Jan 23, 2026
Q4 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
12.2K+ 14.12% |
$962K - $1.01M
|
98.5K
$7.99M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
10.5K+ 5.24% |
$833K - $876K
|
212K
$17.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
7.4K+ 2.38% |
$584K - $614K
|
318K
$25.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
6.29K+ 31.31% |
$497K - $522K
|
26.4K
$2.14M
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.08K+ 21.52% |
$401K - $422K
|
28.7K
$2.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
4.65K+ 6.04% |
$367K - $386K
|
81.7K
$6.63M
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
4.27KNew |
$337K - $354K
|
4.27K
$346K
|
|
|
Jan 29, 2026
Q4 2025
|
Quent Capital, LLC
|
BUY
|
- |
3.98K+ 12.0% |
$314K - $330K
|
37.1K
$3.01M
|
|
|
Jan 28, 2026
Q4 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
3.91KNew |
$308K - $324K
|
3.91K
$317K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.89K+ 16.78% |
$307K - $323K
|
27.1K
$2.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.85K+ 0.38% |
$304K - $320K
|
1.02M
$82.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.82KNew |
$302K - $317K
|
3.82K
$310K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.49K+ 0.67% |
$275K - $289K
|
527K
$42.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.48K+ 4.12% |
$275K - $289K
|
88K
$7.14M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.42KNew |
$270K - $284K
|
3.42K
$277K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.36K+ 73.49% |
$265K - $279K
|
7.93K
$644K
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.02KNew |
$238K - $251K
|
3.02K
$245K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.99K+ 25.78% |
$236K - $248K
|
14.6K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
2.8KNew |
$221K - $232K
|
2.8K
$227K
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.75KNew |
$217K - $228K
|
2.75K
$223K
|
|
|
Jan 28, 2026
Q4 2025
|
G&S Capital LLC
|
BUY
|
- |
2.74K+ 1.83% |
$217K - $228K
|
153K
$12.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.52KNew |
$199K - $209K
|
2.52K
$205K
|
|
|
Jan 29, 2026
Q4 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.5K+ 2.56% |
$198K - $208K
|
100K
$8.15M
|
|
|
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 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.45K+ 5.34% |
$193K - $203K
|
48.3K
$3.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.41K+ 3.91% |
$190K - $200K
|
64K
$5.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.09K+ 0.78% |
$165K - $173K
|
271K
$22M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.07K+ 12.33% |
$163K - $172K
|
18.8K
$1.53M
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.94K+ 12.88% |
$153K - $161K
|
17K
$1.38M
|
|