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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34New |
$2.28K - $2.54K
|
34
$2.29K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.76K- 2.66% |
$185K - $206K
|
101K
$6.8M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-10.7K- 8.3% |
$715K - $796K
|
118K
$7.94M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
18.5K+ 8.47% |
$1.24M - $1.38M
|
237K
$16M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.29K+ 5.98% |
$86.5K - $96.3K
|
22.9K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3- 0.01% |
$201 - $224
|
23.2K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
936+ 1.87% |
$62.7K - $69.8K
|
51K
$3.44M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-129- 0.66% |
$8.65K - $9.62K
|
19.6K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10.2KNew |
$685K - $762K
|
10.2K
$688K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.7K+ 6.17% |
$1.32M - $1.47M
|
339K
$22.8M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
27+ 0.32% |
$1.81K - $2.01K
|
8.45K
$569K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
12.2K+ 14.58% |
$815K - $907K
|
95.6K
$6.43M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-194- 4.6% |
$13K - $14.5K
|
4.03K
$271K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-165- 1.11% |
$11.1K - $12.3K
|
14.6K
$986K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.23% |
$268 - $298
|
1.74K
$117K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-19.7K- 48.06% |
$1.32M - $1.47M
|
21.3K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-94- 11.01% |
$6.3K - $7.01K
|
760
$51.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-205K- 6.1% |
$13.7M - $15.3M
|
3.16M
$213M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-13.7K- 0.92% |
$918K - $1.02M
|
1.48M
$99.8M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
241New |
$16.2K - $18K
|
241
$16.2K
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
971+ 1.24% |
$65.1K - $72.4K
|
79.5K
$5.35M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.5K+ 21.94% |
$168K - $187K
|
13.9K
$937K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 555.56% |
$13.4K - $14.9K
|
236
$15.9K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$67 - $74.6
|
2.07K
$139K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-485- 1.94% |
$32.5K - $36.2K
|
24.5K
$1.65M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
36+ 0.2% |
$2.41K - $2.69K
|
17.9K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.52K+ 15.38% |
$236K - $263K
|
26.4K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
254+ 8.85% |
$17K - $19K
|
3.12K
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.67K- 4.21% |
$179K - $200K
|
60.8K
$4.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.13K- 24.53% |
$210K - $233K
|
9.62K
$648K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.7K- 1.69% |
$918K - $1.02M
|
799K
$53.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.45KNew |
$298K - $332K
|
4.45K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-48- 1.11% |
$3.22K - $3.58K
|
4.27K
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
133K+ 166.42% |
$8.89M - $9.9M
|
212K
$14.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.76K+ 8.74% |
$185K - $206K
|
34.4K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
355New |
$23.8K - $26.5K
|
355
$23.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.78K+ 26.77% |
$387K - $431K
|
27.4K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-2.55K- 3.76% |
$171K - $190K
|
65.4K
$4.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-6.79K- 14.9% |
$455K - $506K
|
38.8K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
56New |
$3.75K - $4.18K
|
56
$3.77K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-128K- 12.68% |
$8.61M - $9.59M
|
885K
$59.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.37K- 9.89% |
$226K - $252K
|
30.7K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-47- 0.24% |
$3.15K - $3.51K
|
19.2K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
390+ 0.89% |
$26.1K - $29.1K
|
44.2K
$2.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.22K- 0.36% |
$149K - $166K
|
608K
$40.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10+ 0.14% |
$670 - $746
|
7.11K
$479K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-10- 0.15% |
$670 - $746
|
6.57K
$442K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-3.37K- 2.24% |
$226K - $252K
|
147K
$9.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-976- 3.05% |
$65.4K - $72.8K
|
31K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-639- 13.3% |
$42.8K - $47.7K
|
4.16K
$280K
|