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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-169- 3.83% |
$12.7K - $13.6K
|
4.25K
$345K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
51.6K+ 5.6% |
$3.87M - $4.17M
|
973K
$79M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-522- 9.47% |
$39.1K - $42.1K
|
4.99K
$405K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-55- 0.6% |
$4.12K - $4.44K
|
9.18K
$745K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16K+ 14.59% |
$1.2M - $1.29M
|
126K
$10.2M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-3- 0.1% |
$225 - $242
|
3.03K
$246K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-117- 7.47% |
$8.77K - $9.45K
|
1.45K
$118K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 0.04% |
$525 - $565
|
19K
$1.54M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-3K- 4.68% |
$225K - $242K
|
61.2K
$4.96M
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
13.3K+ 18.2% |
$995K - $1.07M
|
86.3K
$7M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
105+ 0.75% |
$7.87K - $8.48K
|
14.1K
$1.14M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.56K- 3.78% |
$191K - $206K
|
65K
$5.28M
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
10.3KNew |
$770K - $830K
|
10.3K
$834K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.09K- 9.41% |
$81.7K - $88.1K
|
10.5K
$852K
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-33- 0.11% |
$2.47K - $2.66K
|
30.6K
$2.48M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.64K- 4.5% |
$198K - $213K
|
56.1K
$4.56M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.59K- 1.06% |
$344K - $370K
|
429K
$34.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
101+ 2.95% |
$7.57K - $8.15K
|
3.53K
$286K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-223- 1.13% |
$16.7K - $18K
|
19.5K
$1.58M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-46- 0.8% |
$3.45K - $3.71K
|
5.73K
$465K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.7K- 15.55% |
$352K - $379K
|
25.5K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
118K+ 7.34% |
$8.86M - $9.55M
|
1.73M
$140M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.75K+ 12.48% |
$206K - $222K
|
24.8K
$2.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
276New |
$20.7K - $22.3K
|
276
$22.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-282- 0.64% |
$21.1K - $22.8K
|
44K
$3.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
53.1KNew |
$3.98M - $4.28M
|
53.1K
$4.31M
|
|
|
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
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-138- 0.98% |
$10.3K - $11.1K
|
13.9K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.14K- 33.03% |
$85.7K - $92.4K
|
2.32K
$188K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.02K- 4.13% |
$151K - $163K
|
46.9K
$3.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.57K- 0.94% |
$267K - $288K
|
374K
$30.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-352- 3.43% |
$26.4K - $28.4K
|
9.92K
$805K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.8KNew |
$1.86M - $2M
|
24.8K
$2.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.3K+ 9.7% |
$2.19M - $2.36M
|
331K
$26.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-35- 1.06% |
$2.62K - $2.83K
|
3.26K
$264K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.6KNew |
$1.02M - $1.1M
|
13.6K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
108K+ 431.94% |
$8.09M - $8.71M
|
133K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.34KNew |
$250K - $270K
|
3.34K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.9K+ 7.11% |
$742K - $799K
|
149K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.24K- 38.56% |
$618K - $665K
|
13.1K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.8K+ 2.67% |
$2.75M - $2.97M
|
1.41M
$115M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-944- 3.07% |
$70.7K - $76.2K
|
29.8K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
12.6K+ 64.29% |
$944K - $1.02M
|
32.2K
$2.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.04KNew |
$228K - $246K
|
3.04K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.06K+ 40.34% |
$304K - $328K
|
14.1K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39.4KNew |
$2.95M - $3.18M
|
39.4K
$3.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-30.8K- 8.8% |
$2.3M - $2.48M
|
319K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.13K+ 159.11% |
$609K - $656K
|
13.2K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
198+ 0.34% |
$14.8K - $16K
|
57.9K
$4.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15.5K- 39.94% |
$1.16M - $1.25M
|
23.3K
$1.89M
|
|