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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
20.6KNew |
$1.24M - $1.54M
|
20.6K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-247- 3.42% |
$14.9K - $18.5K
|
6.98K
$524K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57.5K+ 34.35% |
$3.47M - $4.31M
|
225K
$16.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.18KNew |
$192K - $238K
|
3.18K
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-4.88K- 46.86% |
$295K - $366K
|
5.54K
$416K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.51K+ 2.28% |
$90.9K - $113K
|
67.5K
$5.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-10K- 3.79% |
$605K - $751K
|
255K
$19.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
384K+ 24.33% |
$23.2M - $28.8M
|
1.96M
$147M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.95K+ 2.58% |
$299K - $371K
|
197K
$14.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
256KNew |
$15.5M - $19.2M
|
256K
$19.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
19.7K+ 1.97% |
$1.19M - $1.47M
|
1.02M
$76.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
74.2K+ 13.49% |
$4.47M - $5.55M
|
624K
$46.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-166- 0.12% |
$10K - $12.4K
|
136K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-266- 5.24% |
$16.1K - $19.9K
|
4.81K
$361K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
16.9KNew |
$1.02M - $1.27M
|
16.9K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-117- 0.21% |
$7.06K - $8.76K
|
54.5K
$4.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-4.81K- 4.84% |
$290K - $360K
|
94.5K
$7.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.61K+ 78.1% |
$399K - $495K
|
15.1K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-59.8K- 20.11% |
$3.61M - $4.48M
|
237K
$17.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-199- 0.86% |
$12K - $14.9K
|
23K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
834+ 12.27% |
$50.3K - $62.5K
|
7.63K
$573K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
30.7K+ 1.98% |
$1.85M - $2.3M
|
1.58M
$119M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-133K- 10.72% |
$8.03M - $9.97M
|
1.11M
$83.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.74K- 29.43% |
$105K - $130K
|
4.17K
$313K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.78K+ 12.99% |
$168K - $208K
|
24.2K
$1.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
567+ 12.24% |
$34.2K - $42.5K
|
5.2K
$390K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-684- 6.18% |
$41.3K - $51.2K
|
10.4K
$779K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.57K+ 4.9% |
$336K - $417K
|
119K
$8.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
521+ 15.66% |
$31.4K - $39K
|
3.85K
$289K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.76KNew |
$167K - $207K
|
2.76K
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 5.33% |
$196K - $243K
|
57.6K
$4.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
135+ 16.4% |
$8.15K - $10.1K
|
958
$71.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
21+ 0.49% |
$1.27K - $1.57K
|
4.29K
$322K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.39K+ 4.76% |
$265K - $329K
|
96.5K
$7.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-3.07K- 2.09% |
$185K - $230K
|
144K
$10.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.3K- 3.97% |
$622K - $772K
|
249K
$18.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
9.84KNew |
$594K - $737K
|
9.84K
$739K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-10- 0.16% |
$603 - $749
|
6.12K
$459K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-625- 1.03% |
$37.7K - $46.8K
|
60.3K
$4.53M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.18K- 7.0% |
$71.3K - $88.5K
|
15.7K
$1.18M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-13- 0.37% |
$784 - $974
|
3.5K
$263K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.4K+ 8.51% |
$867K - $1.08M
|
183K
$13.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-19.4K- 5.38% |
$1.17M - $1.45M
|
342K
$25.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
3.29KNew |
$198K - $246K
|
3.29K
$247K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-3.44K- 46.45% |
$208K - $258K
|
3.97K
$298K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3+ 0.29% |
$201 - $224
|
1.04K
$78.2K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.03K+ 0.48% |
$539K - $599K
|
1.69M
$127M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
559+ 1.01% |
$37.5K - $41.7K
|
56.2K
$4.21M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-879- 7.69% |
$58.9K - $65.6K
|
10.6K
$792K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.7K+ 278.53% |
$1.39M - $1.54M
|
28.1K
$2.11M
|
|