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 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11- 0.37% |
$737 - $821
|
3K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
2.68K+ 0.87% |
$179K - $200K
|
309K
$23.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.19K- 11.7% |
$80K - $89K
|
9K
$676K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.32K+ 4.99% |
$156K - $173K
|
48.8K
$3.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-41- 2.61% |
$2.75K - $3.06K
|
1.53K
$115K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.96K+ 21.75% |
$265K - $295K
|
22.1K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
13.6KNew |
$911K - $1.01M
|
13.6K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.17K+ 2.56% |
$146K - $162K
|
87.2K
$6.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.66K+ 8.71% |
$178K - $199K
|
33.2K
$2.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-2.4K- 8.76% |
$161K - $179K
|
25K
$1.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-777K- 52.31% |
$52.1M - $58M
|
709K
$53.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.34K+ 2.44% |
$89.6K - $99.7K
|
56.2K
$4.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
158K+ 463.82% |
$10.6M - $11.8M
|
192K
$14.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.84K- 20.67% |
$123K - $137K
|
7.06K
$530K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$134 - $149
|
775
$58.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
20+ 0.31% |
$1.34K - $1.49K
|
6.46K
$485K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.37% |
$67 - $74.6
|
270
$20.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.04% |
$201 - $224
|
7.03K
$528K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.42KNew |
$565K - $628K
|
8.42K
$632K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
15+ 0.69% |
$1.01K - $1.12K
|
2.2K
$165K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11.8K+ 8.71% |
$790K - $880K
|
147K
$11M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-572- 2.81% |
$38.3K - $42.7K
|
19.8K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
894+ 1.85% |
$59.9K - $66.7K
|
49.1K
$3.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-137- 0.46% |
$9.18K - $10.2K
|
29.9K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
63+ 0.46% |
$4.22K - $4.7K
|
13.6K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.6K+ 2.17% |
$241K - $269K
|
170K
$12.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-306- 8.4% |
$20.5K - $22.8K
|
3.34K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.45K- 25.98% |
$164K - $182K
|
6.97K
$523K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.08K- 8.12% |
$72.6K - $80.8K
|
12.3K
$920K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.06K- 12.31% |
$70.7K - $78.7K
|
7.51K
$564K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-117- 4.39% |
$7.84K - $8.73K
|
2.55K
$191K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.34KNew |
$157K - $174K
|
2.34K
$175K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
5.85KNew |
$392K - $437K
|
5.85K
$439K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
473+ 68.65% |
$31.7K - $35.3K
|
1.16K
$87.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
74.1K+ 38.53% |
$4.97M - $5.53M
|
267K
$20M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.36K- 21.86% |
$91K - $101K
|
4.85K
$364K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-100- 9.29% |
$6.7K - $7.46K
|
976
$73.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
407+ 1.6% |
$27.3K - $30.4K
|
25.8K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-425- 0.25% |
$28.5K - $31.7K
|
172K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
874+ 4.22% |
$58.6K - $65.2K
|
21.6K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-577- 2.02% |
$38.7K - $43K
|
28K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.54K- 0.57% |
$170K - $190K
|
447K
$33.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-211- 4.32% |
$14.1K - $15.7K
|
4.67K
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-222- 3.71% |
$14.9K - $16.6K
|
5.76K
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-641- 12.18% |
$43K - $47.8K
|
4.62K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-6.81K- 26.47% |
$456K - $508K
|
18.9K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-155- 2.89% |
$10.4K - $11.6K
|
5.2K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
7+ 2.27% |
$469 - $522
|
315
$23.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-1.64K- 16.96% |
$110K - $123K
|
8.04K
$603K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-41- 0.51% |
$2.75K - $3.06K
|
7.94K
$596K
|