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 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
42.4K+ 11.54% |
$3.35M - $3.52M
|
409K
$33.2M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19.1K+ 2.46% |
$1.51M - $1.58M
|
794K
$64.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 0.88% |
$1.13M - $1.18M
|
1.64M
$133M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
10.5K+ 5.24% |
$833K - $876K
|
212K
$17.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
4.65K+ 6.04% |
$367K - $386K
|
81.7K
$6.63M
|
|
|
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 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 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.41K+ 3.91% |
$190K - $200K
|
64K
$5.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.25K+ 3.17% |
$98.5K - $104K
|
40.6K
$3.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
836+ 30.47% |
$66K - $69.4K
|
3.58K
$291K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
662+ 2.75% |
$52.3K - $55K
|
24.7K
$2M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
653+ 24.67% |
$51.6K - $54.2K
|
3.3K
$268K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
565+ 2.69% |
$44.6K - $46.9K
|
21.5K
$1.75M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
495New |
$39.1K - $41.1K
|
495
$40.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
469+ 3.48% |
$37K - $38.9K
|
14K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
429+ 1.77% |
$33.9K - $35.6K
|
24.6K
$2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
400+ 2.02% |
$31.6K - $33.2K
|
20.2K
$1.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
360New |
$28.4K - $29.9K
|
360
$29.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
277+ 2.5% |
$21.9K - $23K
|
11.4K
$923K
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
241+ 3.18% |
$19K - $20K
|
7.83K
$636K
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
218+ 6.21% |
$17.2K - $18.1K
|
3.73K
$303K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
186+ 4.69% |
$14.7K - $15.4K
|
4.16K
$337K
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
157+ 2.98% |
$12.4K - $13K
|
5.42K
$440K
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
139+ 0.28% |
$11K - $11.5K
|
49.6K
$4.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
135New |
$10.7K - $11.2K
|
135
$11K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
81+ 0.55% |
$6.4K - $6.73K
|
14.8K
$1.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
81+ 1.32% |
$6.4K - $6.73K
|
6.23K
$506K
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
72+ 1.38% |
$5.69K - $5.98K
|
5.28K
$428K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
55New |
$4.34K - $4.57K
|
55
$4.46K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
45+ 0.93% |
$3.55K - $3.74K
|
4.9K
$398K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
34+ 0.24% |
$2.68K - $2.82K
|
14K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
22+ 0.6% |
$1.74K - $1.83K
|
3.66K
$297K
|
|
|
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 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
13+ 0.28% |
$1.03K - $1.08K
|
4.71K
$382K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
13+ 0.29% |
$1.03K - $1.08K
|
4.54K
$368K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.05% |
$948 - $996
|
23.3K
$1.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.04% |
$790 - $830
|
23.2K
$1.88M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$79 - $83
|
3.44K
$279K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.18% |
$79 - $83
|
570
$46.3K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.03% |
$79 - $83
|
3.83K
$311K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1+ 0.01% |
$79 - $83
|
14.2K
$1.15M
|
|
|
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
|
|