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
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4.17K+ 0.72% |
$313K - $337K
|
585K
$47.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.14KNew |
$311K - $335K
|
4.14K
$336K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4.13K+ 4.6% |
$309K - $333K
|
94K
$7.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.06K+ 40.34% |
$304K - $328K
|
14.1K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.04K+ 1.41% |
$303K - $326K
|
291K
$23.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4K+ 2.18% |
$300K - $323K
|
187K
$15.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.88KNew |
$291K - $313K
|
3.88K
$315K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.82K+ 1.96% |
$286K - $309K
|
199K
$16.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.59KNew |
$269K - $289K
|
3.59K
$291K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.58K+ 7.71% |
$268K - $289K
|
50K
$4.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
3.52K+ 7.69% |
$264K - $284K
|
49.3K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.34KNew |
$250K - $270K
|
3.34K
$271K
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.26K+ 2.73% |
$244K - $263K
|
122K
$9.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.23KNew |
$242K - $261K
|
3.23K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.04KNew |
$228K - $246K
|
3.04K
$247K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.03KNew |
$227K - $245K
|
3.03K
$246K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.98K+ 24.82% |
$223K - $240K
|
15K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.86KNew |
$214K - $231K
|
2.86K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.82KNew |
$211K - $228K
|
2.82K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.78K+ 1.82% |
$208K - $224K
|
155K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.75K+ 12.48% |
$206K - $222K
|
24.8K
$2.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.68KNew |
$201K - $217K
|
2.68K
$218K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.68KNew |
$200K - $216K
|
2.68K
$217K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.66KNew |
$200K - $215K
|
2.66K
$216K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.6KNew |
$195K - $210K
|
2.6K
$211K
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.6KNew |
$195K - $210K
|
2.6K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.55KNew |
$191K - $205K
|
2.55K
$207K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.53KNew |
$189K - $204K
|
2.53K
$205K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.52K+ 14.97% |
$189K - $203K
|
19.4K
$1.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.52K+ 3.1% |
$189K - $203K
|
83.8K
$6.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2.5K+ 2.64% |
$187K - $202K
|
97K
$7.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.39K+ 12.13% |
$179K - $193K
|
22.1K
$1.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.33K+ 5.49% |
$174K - $188K
|
44.7K
$3.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.3K+ 0.33% |
$172K - $186K
|
701K
$56.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.26K+ 34.52% |
$169K - $182K
|
8.8K
$714K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
2.24KNew |
$168K - $181K
|
2.24K
$182K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.14K+ 22.7% |
$161K - $173K
|
11.6K
$940K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.09K+ 6.73% |
$157K - $169K
|
33.1K
$2.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.94K+ 362.13% |
$145K - $157K
|
2.48K
$201K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.94K+ 30.87% |
$145K - $156K
|
8.2K
$666K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.86K+ 1.06% |
$139K - $150K
|
176K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.8K+ 1.44% |
$135K - $146K
|
127K
$10.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.72K+ 8.5% |
$129K - $138K
|
21.9K
$1.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.7K+ 1.18% |
$127K - $137K
|
145K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.63K+ 2.2% |
$122K - $131K
|
75.6K
$6.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.62K+ 17.26% |
$122K - $131K
|
11K
$896K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.55K+ 4.28% |
$116K - $125K
|
37.7K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.52K+ 31.31% |
$114K - $122K
|
6.36K
$516K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.45K+ 0.22% |
$108K - $117K
|
669K
$54.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.44K+ 3.1% |
$108K - $116K
|
48K
$3.9M
|
|