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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
931+ 19.18% |
$62.4K - $69.5K
|
5.79K
$461K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.18K- 35.5% |
$347K - $386K
|
9.41K
$750K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
329+ 3.36% |
$22.1K - $24.5K
|
10.1K
$806K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
367K+ 1648.41% |
$24.6M - $27.4M
|
390K
$31M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-63- 1.13% |
$4.22K - $4.7K
|
5.49K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.9K+ 24.54% |
$3.54M - $3.94M
|
268K
$21.4M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-230- 0.87% |
$15.4K - $17.2K
|
26.3K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-177- 6.61% |
$11.9K - $13.2K
|
2.5K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3+ 0.01% |
$201 - $224
|
30.6K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-389- 8.19% |
$26.1K - $29K
|
4.36K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-850- 12.53% |
$57K - $63.4K
|
5.94K
$473K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
507New |
$34K - $37.8K
|
507
$40.4K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-711- 57.02% |
$47.7K - $53K
|
536
$42.7K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
53New |
$3.55K - $3.95K
|
53
$4.22K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.94% |
$67 - $74.6
|
107
$8.53K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6.52KNew |
$437K - $486K
|
6.52K
$520K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
294+ 2.59% |
$19.7K - $21.9K
|
11.6K
$928K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-214- 2.55% |
$14.3K - $16K
|
8.19K
$653K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
763New |
$51.1K - $56.9K
|
763
$60.8K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$203K - $226K
|
3.02K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-72- 1.26% |
$4.83K - $5.37K
|
5.63K
$448K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-383- 0.61% |
$25.7K - $28.6K
|
62.5K
$4.98M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
285KNew |
$19.1M - $21.3M
|
285K
$22.7M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6+ 0.2% |
$402 - $448
|
3.03K
$242K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-107- 18.14% |
$7.17K - $7.98K
|
483
$38.5K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
194+ 4.91% |
$13K - $14.5K
|
4.15K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-113- 2.01% |
$7.57K - $8.43K
|
5.51K
$439K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.48KNew |
$233K - $260K
|
3.48K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34New |
$2.28K - $2.54K
|
34
$2.71K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
241New |
$16.2K - $18K
|
241
$19.2K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 555.56% |
$13.4K - $14.9K
|
236
$18.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
355New |
$23.8K - $26.5K
|
355
$28.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
56New |
$3.75K - $4.18K
|
56
$4.46K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.37K- 9.89% |
$226K - $252K
|
30.7K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10+ 0.14% |
$670 - $746
|
7.11K
$567K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.42KNew |
$95.4K - $106K
|
1.42K
$113K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5+ 1.43% |
$335 - $373
|
354
$28.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10.2K- 3.51% |
$685K - $763K
|
281K
$22.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
8New |
$536 - $597
|
8
$638
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.11K- 24.68% |
$74.3K - $82.7K
|
3.39K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-679- 3.89% |
$45.5K - $50.7K
|
16.8K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-350- 9.08% |
$23.5K - $26.1K
|
3.5K
$279K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-123- 50.0% |
$8.24K - $9.18K
|
123
$9.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-6.2K- 22.32% |
$416K - $463K
|
21.6K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.0% |
$67 - $74.6
|
101
$8.05K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-115- 2.31% |
$7.71K - $8.58K
|
4.87K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11- 0.37% |
$737 - $821
|
3K
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-41- 2.61% |
$2.75K - $3.06K
|
1.53K
$122K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.96K+ 21.75% |
$265K - $295K
|
22.1K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
13.6KNew |
$911K - $1.01M
|
13.6K
$1.08M
|