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 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.42K+ 37.25% |
$107K - $115K
|
5.24K
$425K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.39K+ 59.4% |
$104K - $112K
|
3.72K
$302K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.37K+ 13.54% |
$102K - $110K
|
11.5K
$930K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.35KNew |
$101K - $109K
|
1.35K
$109K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33K+ 13.8% |
$99.4K - $107K
|
10.9K
$887K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.32K+ 1.37% |
$99K - $107K
|
97.8K
$7.94M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.19K+ 8.75% |
$88.9K - $95.8K
|
14.8K
$1.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
1.12K+ 0.88% |
$83.7K - $90.2K
|
128K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.11K+ 1.04% |
$83.2K - $89.6K
|
108K
$8.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 78.72% |
$83.2K - $89.6K
|
2.52K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.1K+ 12.93% |
$82.1K - $88.5K
|
9.57K
$777K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.1KNew |
$82K - $88.4K
|
1.1K
$88.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
993New |
$74.4K - $80.2K
|
993
$80.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
972+ 7.65% |
$72.8K - $78.5K
|
13.7K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
897+ 1.08% |
$67.2K - $72.4K
|
83.9K
$6.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
822New |
$61.6K - $66.4K
|
822
$66.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
749+ 3.87% |
$56.1K - $60.5K
|
20.1K
$1.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
745+ 0.78% |
$55.8K - $60.1K
|
95.7K
$7.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
701+ 16.83% |
$52.5K - $56.6K
|
4.87K
$395K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
622+ 2.69% |
$46.6K - $50.2K
|
23.7K
$1.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
600+ 159.57% |
$45K - $48.4K
|
976
$79.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
579+ 4.51% |
$43.4K - $46.7K
|
13.4K
$1.09M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
551+ 0.81% |
$41.3K - $44.5K
|
68.6K
$5.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
484+ 0.64% |
$36.3K - $39.1K
|
76.6K
$6.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
421+ 8.6% |
$31.5K - $34K
|
5.32K
$431K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
419+ 4.05% |
$31.4K - $33.8K
|
10.8K
$875K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
370+ 1.4% |
$27.7K - $29.9K
|
26.8K
$2.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
345+ 1.14% |
$25.9K - $27.9K
|
30.6K
$2.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
340New |
$25.5K - $27.4K
|
340
$27.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
323New |
$24.2K - $26.1K
|
323
$26.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
289New |
$21.7K - $23.3K
|
289
$23.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
276New |
$20.7K - $22.3K
|
276
$22.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
247+ 2.79% |
$18.5K - $19.9K
|
9.11K
$739K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
236+ 1.6% |
$17.7K - $19.1K
|
15K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
225+ 4.47% |
$16.9K - $18.2K
|
5.26K
$427K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
225+ 0.83% |
$16.9K - $18.2K
|
27.2K
$2.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
222+ 4.29% |
$16.6K - $17.9K
|
5.39K
$438K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
212+ 2.23% |
$15.9K - $17.1K
|
9.7K
$788K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
203+ 5.6% |
$15.2K - $16.4K
|
3.83K
$311K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
198+ 0.34% |
$14.8K - $16K
|
57.9K
$4.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
194New |
$14.5K - $15.7K
|
194
$15.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
192+ 0.22% |
$14.4K - $15.5K
|
87.5K
$7.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
192New |
$14.4K - $15.5K
|
192
$15.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
187+ 0.53% |
$14K - $15.1K
|
35.4K
$2.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
173New |
$13K - $14K
|
173
$14K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
145New |
$10.9K - $11.7K
|
145
$11.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
130+ 3.71% |
$9.74K - $10.5K
|
3.63K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
128New |
$9.59K - $10.3K
|
128
$10.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
125+ 1.65% |
$9.37K - $10.1K
|
7.68K
$623K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
123+ 0.46% |
$9.22K - $9.93K
|
26.7K
$2.17M
|
|