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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
12.2K+ 14.12% |
$962K - $1.01M
|
98.5K
$7.99M
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.94K+ 12.88% |
$153K - $161K
|
17K
$1.38M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.11K+ 10.16% |
$87.7K - $92.2K
|
12K
$978K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.09K- 0.54% |
$85.8K - $90.2K
|
201K
$16.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
70+ 0.23% |
$5.53K - $5.81K
|
30.7K
$2.49M
|
|
|
Jan 23, 2026
Q4 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.71KNew |
$135K - $142K
|
1.71K
$139K
|
|
|
Jan 23, 2026
Q4 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
77.1K+ 91.23% |
$6.09M - $6.4M
|
162K
$13.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.99% |
$79 - $83
|
102
$8.28K
|
|
|
Jan 23, 2026
Q4 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-640- 11.04% |
$50.5K - $53.1K
|
5.16K
$418K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
SELL
|
- |
-133- 2.02% |
$10.5K - $11K
|
6.45K
$524K
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-46- 1.28% |
$3.63K - $3.82K
|
3.54K
$287K
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6+ 0.1% |
$474 - $498
|
5.75K
$467K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-4.29K- 14.8% |
$339K - $356K
|
24.7K
$2M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
17.6KNew |
$1.39M - $1.46M
|
17.6K
$1.43M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
173K+ 6.73% |
$13.7M - $14.4M
|
2.75M
$223M
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
50.7K+ 5.2% |
$4M - $4.21M
|
1.03M
$83.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.78K- 2.24% |
$298K - $313K
|
164K
$13.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-129- 0.41% |
$10.2K - $10.7K
|
31.1K
$2.52M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.36K+ 73.49% |
$265K - $279K
|
7.93K
$644K
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.08K+ 21.52% |
$401K - $422K
|
28.7K
$2.33M
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
BUY
|
- |
61+ 0.95% |
$4.82K - $5.06K
|
6.49K
$527K
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
50New |
$3.95K - $4.15K
|
50
$4.06K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-73- 1.5% |
$5.76K - $6.06K
|
4.79K
$389K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.34K- 1.86% |
$106K - $111K
|
71K
$5.76M
|
|
|
Jan 21, 2026
Q4 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-290- 7.07% |
$22.9K - $24.1K
|
3.81K
$310K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
589+ 478.86% |
$46.5K - $48.9K
|
712
$57.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-8- 0.22% |
$632 - $664
|
3.68K
$299K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
829New |
$65.5K - $68.8K
|
829
$67.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-17.4K- 3.68% |
$1.37M - $1.44M
|
455K
$37M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-390- 1.32% |
$30.8K - $32.4K
|
29.2K
$2.37M
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.75KNew |
$217K - $228K
|
2.75K
$223K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
59+ 1.09% |
$4.66K - $4.9K
|
5.46K
$443K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
4.27KNew |
$337K - $354K
|
4.27K
$346K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.51K+ 0.77% |
$119K - $125K
|
197K
$16M
|
|
|
Jan 21, 2026
Q4 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-1.46K- 16.02% |
$115K - $121K
|
7.65K
$621K
|
|
|
Jan 21, 2026
Q4 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-893- 5.12% |
$70.5K - $74.1K
|
16.6K
$1.34M
|
|
|
Jan 21, 2026
Q4 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-938- 4.52% |
$74.1K - $77.9K
|
19.8K
$1.61M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.09K+ 0.78% |
$165K - $173K
|
271K
$22M
|
|
|
Jan 21, 2026
Q4 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-52- 9.67% |
$4.11K - $4.32K
|
486
$39.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-860- 8.37% |
$67.9K - $71.4K
|
9.42K
$764K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
951+ 95.77% |
$75.1K - $79K
|
1.94K
$158K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.45K+ 5.34% |
$193K - $203K
|
48.3K
$3.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
752+ 1.68% |
$59.4K - $62.4K
|
45.4K
$3.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
21.9KNew |
$1.73M - $1.82M
|
21.9K
$1.78M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-624- 8.15% |
$49.3K - $51.8K
|
7.03K
$571K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2K+ 1.41% |
$1.04M - $1.09M
|
949K
$77M
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-295- 0.96% |
$23.3K - $24.5K
|
30.3K
$2.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10+ 0.31% |
$790 - $830
|
3.19K
$259K
|
|
|
Jan 20, 2026
Q4 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-60- 0.22% |
$4.74K - $4.98K
|
26.8K
$2.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-120- 1.56% |
$9.48K - $9.96K
|
7.56K
$614K
|
|