Latest Institutional Transactions on Spdr Portfolio S&P 1500 Compos (SPTM)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 1500 Compos (SPTM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
73.2K+ 28.7% |
$4.91M - $5.46M
|
328K
$22.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.56K+ 2.65% |
$104K - $116K
|
60.3K
$4.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
53+ 0.25% |
$3.55K - $3.95K
|
21.4K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.6K- 3.83% |
$912K - $1.01M
|
342K
$23.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-84.9K- 52.22% |
$5.69M - $6.33M
|
77.7K
$5.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-27- 0.73% |
$1.81K - $2.01K
|
3.69K
$249K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.41K+ 140900.0% |
$94.4K - $105K
|
1.41K
$95.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-170- 4.71% |
$11.4K - $12.7K
|
3.44K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.57K+ 3.26% |
$172K - $192K
|
81.6K
$5.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.96KNew |
$199K - $221K
|
2.96K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.29K+ 4.51% |
$489K - $544K
|
169K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.89K+ 22.27% |
$328K - $365K
|
26.8K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-530K- 26.32% |
$35.5M - $39.6M
|
1.48M
$100M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-59.1K- 32.49% |
$3.96M - $4.41M
|
123K
$8.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-30.5K- 6.71% |
$2.05M - $2.28M
|
425K
$28.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.68K+ 2.84% |
$113K - $125K
|
60.9K
$4.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-822- 0.56% |
$55.1K - $61.3K
|
147K
$9.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
13K+ 3.72% |
$868K - $967K
|
361K
$24.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
505+ 0.58% |
$33.9K - $37.7K
|
87.5K
$5.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.06K+ 35.66% |
$71.3K - $79.3K
|
4.04K
$273K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-219- 4.51% |
$14.7K - $16.3K
|
4.63K
$313K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.95K- 3.69% |
$667K - $742K
|
260K
$17.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
350K+ 39.26% |
$23.5M - $26.1M
|
1.24M
$83.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
808+ 2.62% |
$54.2K - $60.3K
|
31.7K
$2.14M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
593+ 3.64% |
$39.7K - $44.2K
|
16.9K
$1.14M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
5+ 0.07% |
$335 - $373
|
7.41K
$501K
|
|
| Q4 2024 | |||||||
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-135- 2.22% |
$9.36K - $10K
|
5.94K
$401K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.14KNew |
$78.7K - $84.4K
|
1.14K
$76.8K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
12.3KNew |
$853K - $915K
|
12.3K
$832K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-33.5K- 1.97% |
$2.32M - $2.49M
|
1.66M
$112M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.93KNew |
$480K - $515K
|
6.93K
$468K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.18KNew |
$151K - $162K
|
2.18K
$148K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
22+ 0.34% |
$1.52K - $1.63K
|
6.44K
$435K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.75K+ 6.42% |
$190K - $204K
|
45.5K
$3.08M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
17.3KNew |
$1.2M - $1.29M
|
17.3K
$1.17M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.73K+ 44.49% |
$397K - $426K
|
18.6K
$1.26M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
255New |
$17.7K - $18.9K
|
255
$17.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.1K+ 7.82% |
$145K - $156K
|
28.9K
$1.96M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-942- 8.03% |
$65.3K - $70K
|
10.8K
$730K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-36- 0.97% |
$2.49K - $2.67K
|
3.67K
$248K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.74% |
$2.91K - $3.12K
|
5.63K
$380K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
815+ 1.57% |
$56.5K - $60.6K
|
52.7K
$3.56M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
173KNew |
$12M - $12.8M
|
173K
$11.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.59K- 8.25% |
$110K - $118K
|
17.7K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-261- 10.1% |
$18.1K - $19.4K
|
2.32K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.85K+ 187.38% |
$544K - $583K
|
12K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.3K- 4.39% |
$2.1M - $2.25M
|
660K
$44.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.27K+ 8.53% |
$642K - $689K
|
118K
$7.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.8K- 80.45% |
$1.1M - $1.18M
|
3.85K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1.7K- 16.04% |
$118K - $126K
|
8.9K
$602K
|
|