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 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-143- 0.59% |
$10.7K - $11.5K
|
24K
$1.95M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-561- 11.53% |
$42K - $45.3K
|
4.3K
$349K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-198- 5.04% |
$14.8K - $16K
|
3.73K
$303K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-2.03K- 7.73% |
$152K - $163K
|
24.2K
$1.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
2.78KNew |
$208K - $224K
|
2.78K
$225K
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-43- 0.78% |
$3.22K - $3.47K
|
5.49K
$446K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8+ 0.25% |
$599 - $646
|
3.18K
$258K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-5- 0.04% |
$375 - $404
|
13.5K
$1.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-182- 2.61% |
$13.6K - $14.7K
|
6.8K
$552K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.04K- 7.01% |
$303K - $326K
|
53.6K
$4.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
40+ 0.27% |
$3K - $3.23K
|
15.1K
$1.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-625- 15.0% |
$46.8K - $50.5K
|
3.54K
$288K
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-36- 0.23% |
$2.7K - $2.91K
|
15.7K
$1.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-64- 0.52% |
$4.8K - $5.17K
|
12.2K
$989K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33K+ 13.8% |
$99.4K - $107K
|
10.9K
$887K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.33K+ 2.2% |
$99.4K - $107K
|
61.6K
$5M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
600+ 159.57% |
$45K - $48.4K
|
976
$79.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-575- 1.95% |
$43.1K - $46.4K
|
29K
$2.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.76K+ 2.95% |
$132K - $142K
|
61.6K
$5M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-211K- 19.02% |
$15.8M - $17M
|
898K
$72.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
64+ 1.23% |
$4.8K - $5.17K
|
5.27K
$427K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-10- 0.16% |
$749 - $807
|
6.11K
$496K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$74.9 - $80.7
|
5.75K
$466K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-274- 4.94% |
$20.5K - $22.1K
|
5.28K
$428K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-578- 2.11% |
$43.3K - $46.7K
|
26.9K
$2.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 4.7% |
$3.37K - $3.63K
|
913
$74.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.73K- 1.06% |
$130K - $140K
|
161K
$13.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-3.17K- 4.69% |
$237K - $256K
|
64.3K
$5.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.96K- 3.64% |
$372K - $400K
|
131K
$10.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.18K+ 1.42% |
$88.6K - $95.4K
|
84.5K
$6.86M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7.91K- 14.87% |
$593K - $639K
|
45.3K
$3.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7.11K- 2.99% |
$533K - $574K
|
230K
$18.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 4.57% |
$783K - $844K
|
239K
$19.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
860+ 0.25% |
$64.4K - $69.4K
|
342K
$27.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-46- 0.59% |
$3.45K - $3.71K
|
7.79K
$632K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-479- 0.05% |
$35.9K - $38.7K
|
1.02M
$82.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-682- 9.15% |
$51.1K - $55.1K
|
6.78K
$550K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-1.05K- 0.73% |
$78.3K - $84.4K
|
143K
$11.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
11+ 0.31% |
$824 - $888
|
3.51K
$285K
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
BUY
|
- |
728+ 10.61% |
$54.5K - $58.8K
|
7.59K
$616K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83.6K- 22.28% |
$5.04M - $6.26M
|
292K
$23.7M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
5.73K+ 34.95% |
$346K - $429K
|
22.1K
$1.8M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
50+ 1.07% |
$3.02K - $3.74K
|
4.74K
$384K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
21+ 0.49% |
$1.27K - $1.57K
|
4.29K
$348K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
150New |
$9.05K - $11.2K
|
150
$12.2K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
268New |
$16.2K - $20.1K
|
268
$21.8K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
105+ 0.41% |
$6.34K - $7.86K
|
25.7K
$2.09M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-34- 0.24% |
$2.05K - $2.55K
|
13.9K
$1.13M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.27KNew |
$378K - $469K
|
6.27K
$509K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.27K+ 7.44% |
$137K - $170K
|
32.7K
$2.66M
|
|