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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52- 0.22% |
$3.9K - $4.2K
|
23.2K
$1.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.65KNew |
$198K - $214K
|
2.65K
$215K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.14K+ 22.7% |
$161K - $173K
|
11.6K
$940K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-99- 0.47% |
$7.42K - $7.99K
|
20.8K
$1.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.88KNew |
$291K - $313K
|
3.88K
$315K
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-28.1K- 4.99% |
$2.11M - $2.27M
|
536K
$43.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
203+ 5.6% |
$15.2K - $16.4K
|
3.83K
$311K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.6K- 1.81% |
$345K - $371K
|
250K
$20.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-336- 8.73% |
$25.2K - $27.1K
|
3.51K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-10.6K- 4.74% |
$793K - $854K
|
213K
$17.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.33K+ 5.49% |
$174K - $188K
|
44.7K
$3.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
145New |
$10.9K - $11.7K
|
145
$11.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-40.3K- 2.6% |
$3.02M - $3.25M
|
1.51M
$122M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
101+ 3.03% |
$7.57K - $8.15K
|
3.44K
$279K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-102- 1.13% |
$7.64K - $8.23K
|
8.94K
$726K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
19.2K+ 10.49% |
$1.44M - $1.55M
|
202K
$16.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-45- 0.27% |
$3.37K - $3.63K
|
16.9K
$1.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
374KNew |
$28M - $30.2M
|
374K
$30.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.39K+ 12.13% |
$179K - $193K
|
22.1K
$1.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-98- 1.5% |
$7.34K - $7.91K
|
6.43K
$522K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.94K- 15.13% |
$220K - $238K
|
16.5K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
29.9K+ 208.65% |
$2.24M - $2.41M
|
44.2K
$3.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-250- 9.81% |
$18.7K - $20.2K
|
2.3K
$187K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-1.18K- 1.52% |
$88.3K - $95.1K
|
76.4K
$6.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.38K+ 16.56% |
$103K - $111K
|
9.72K
$789K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-620- 10.44% |
$46.5K - $50.1K
|
5.32K
$432K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
13+ 0.21% |
$974 - $1.05K
|
6.18K
$502K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.1K+ 12.93% |
$82.1K - $88.5K
|
9.57K
$777K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
115New |
$8.62K - $9.28K
|
115
$9.33K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
114KNew |
$8.51M - $9.17M
|
114K
$9.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-78.4K- 2.45% |
$5.87M - $6.33M
|
3.13M
$254M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
222+ 4.29% |
$16.6K - $17.9K
|
5.39K
$438K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.59K+ 27.12% |
$419K - $451K
|
26.2K
$2.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
16.8KNew |
$1.26M - $1.36M
|
16.8K
$1.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
579+ 4.51% |
$43.4K - $46.7K
|
13.4K
$1.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-221- 3.41% |
$16.6K - $17.8K
|
6.26K
$508K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.34K+ 1.68% |
$250K - $269K
|
201K
$16.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-80- 0.35% |
$5.99K - $6.46K
|
22.9K
$1.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-795- 2.8% |
$59.6K - $64.2K
|
27.6K
$2.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-256K- 99.94% |
$19.2M - $20.7M
|
148
$12K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-777- 8.17% |
$58.2K - $62.7K
|
8.74K
$709K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.58K- 16.25% |
$119K - $128K
|
8.17K
$663K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56.6K- 25.16% |
$4.24M - $4.57M
|
168K
$13.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.45K+ 0.22% |
$108K - $117K
|
669K
$54.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-612- 9.55% |
$45.9K - $49.4K
|
5.8K
$470K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.32K+ 1.37% |
$99K - $107K
|
97.8K
$7.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-527- 0.95% |
$39.5K - $42.5K
|
55K
$4.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
134K+ 21.42% |
$10M - $10.8M
|
757K
$61.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
749+ 3.87% |
$56.1K - $60.5K
|
20.1K
$1.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-4.99K- 9.16% |
$374K - $403K
|
49.5K
$4.01M
|
|