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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.6K+ 3.4% |
$948K - $1.02M
|
384K
$31.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
12.6K+ 64.29% |
$944K - $1.02M
|
32.2K
$2.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.4K+ 31.26% |
$927K - $999K
|
51.9K
$4.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
12.1K+ 4.73% |
$904K - $974K
|
267K
$21.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.7K+ 7.77% |
$877K - $945K
|
162K
$13.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
11.4K+ 9.07% |
$857K - $923K
|
137K
$11.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.4K+ 92.17% |
$852K - $917K
|
23.7K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
11.3K+ 379.59% |
$850K - $916K
|
14.3K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
10.7K+ 4.3% |
$801K - $863K
|
259K
$21.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.5KNew |
$783K - $844K
|
10.5K
$849K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 4.57% |
$783K - $844K
|
239K
$19.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
10.3KNew |
$770K - $830K
|
10.3K
$834K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 17.76% |
$762K - $821K
|
67.5K
$5.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
10.2K+ 6.05% |
$761K - $820K
|
178K
$14.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$758K - $817K
|
10.1K
$821K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
10.1K+ 224.44% |
$757K - $815K
|
14.6K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.9K+ 7.11% |
$742K - $799K
|
149K
$12.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
9.81KNew |
$735K - $792K
|
9.81K
$796K
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
9.09K+ 3.01% |
$681K - $734K
|
311K
$25.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.07K+ 180.92% |
$680K - $732K
|
14.1K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
8.44K+ 2.08% |
$633K - $682K
|
414K
$33.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8.44K+ 1.18% |
$632K - $681K
|
726K
$58.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.13K+ 159.11% |
$609K - $656K
|
13.2K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.09K+ 3.11% |
$606K - $653K
|
268K
$21.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8K+ 25.21% |
$599K - $646K
|
39.7K
$3.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.78K+ 228.06% |
$583K - $628K
|
11.2K
$908K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.55K+ 40.31% |
$566K - $610K
|
26.3K
$2.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
7.44K+ 0.77% |
$558K - $601K
|
976K
$79.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
7.43K+ 81.5% |
$557K - $600K
|
16.6K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.42K+ 12.29% |
$556K - $599K
|
67.8K
$5.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
7.34K+ 51.14% |
$550K - $593K
|
21.7K
$1.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.08K+ 73.19% |
$531K - $572K
|
16.8K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
6.49KNew |
$486K - $524K
|
6.49K
$527K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.39K+ 4.17% |
$478K - $515K
|
160K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.13K+ 115.41% |
$459K - $495K
|
11.4K
$928K
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
5.89K+ 4.38% |
$441K - $475K
|
140K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.71K+ 3.24% |
$428K - $461K
|
182K
$14.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.59K+ 27.12% |
$419K - $451K
|
26.2K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5.58K+ 20.31% |
$418K - $450K
|
33K
$2.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.43KNew |
$407K - $438K
|
5.43K
$441K
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
5.09KNew |
$381K - $411K
|
5.09K
$413K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
5.08K+ 4.03% |
$381K - $410K
|
131K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.9K+ 10.43% |
$367K - $395K
|
51.9K
$4.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.75K+ 8.44% |
$356K - $383K
|
61K
$4.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
4.66K+ 11.29% |
$349K - $376K
|
45.9K
$3.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.3KNew |
$322K - $347K
|
4.3K
$349K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.29K+ 55.65% |
$321K - $346K
|
12K
$974K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.21K+ 4.72% |
$316K - $340K
|
93.5K
$7.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.21K+ 26.06% |
$315K - $340K
|
20.3K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.17K+ 15.8% |
$313K - $337K
|
30.6K
$2.48M
|
|