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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
25.9K+ 359.28% |
$1.56M - $1.94M
|
33.1K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4.19K- 56.46% |
$253K - $314K
|
3.23K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.27KNew |
$197K - $245K
|
3.27K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.79KNew |
$108K - $134K
|
1.79K
$145K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
86+ 0.39% |
$5.19K - $6.44K
|
22.1K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.04K+ 113.56% |
$123K - $152K
|
3.83K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.39K- 73.47% |
$83.6K - $104K
|
500
$40.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-19K- 10.42% |
$1.14M - $1.42M
|
163K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.84KNew |
$171K - $213K
|
2.84K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$615K - $763K
|
10.2K
$827K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 40.0% |
$362 - $449
|
9
$731
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.35K- 4.12% |
$81.5K - $101K
|
31.4K
$2.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
2.68KNew |
$162K - $201K
|
2.68K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32- 13.91% |
$1.93K - $2.4K
|
198
$16.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.02KNew |
$182K - $226K
|
3.02K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
224New |
$13.5K - $16.8K
|
224
$18.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-150- 2.5% |
$9.05K - $11.2K
|
5.84K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
626+ 3.37% |
$37.8K - $46.9K
|
19.2K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.43K+ 6.11% |
$207K - $257K
|
59.6K
$4.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
2.03K+ 46.27% |
$123K - $152K
|
6.43K
$522K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
854+ 10.11% |
$51.5K - $64K
|
9.3K
$755K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-1.13K- 3.6% |
$68.1K - $84.6K
|
30.2K
$2.45M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-30- 35.29% |
$1.81K - $2.25K
|
55
$4.46K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
40.7KNew |
$2.46M - $3.05M
|
40.7K
$3.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-200- 78.74% |
$12.1K - $15K
|
54
$4.38K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.93K- 11.44% |
$116K - $144K
|
14.9K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-118- 1.22% |
$7.12K - $8.84K
|
9.58K
$778K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.03KNew |
$123K - $152K
|
2.03K
$165K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.78KNew |
$168K - $208K
|
2.78K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 4.76% |
$60.3 - $74.9
|
22
$1.79K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.45K+ 14.93% |
$87.4K - $109K
|
11.2K
$906K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.79KNew |
$168K - $209K
|
2.79K
$227K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
749New |
$45.2K - $56.1K
|
749
$60.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-1K- 9.18% |
$60.6K - $75.2K
|
9.93K
$806K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.89KNew |
$174K - $216K
|
2.89K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.86K+ 64.24% |
$172K - $214K
|
7.31K
$593K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4KNew |
$241K - $300K
|
4K
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
469New |
$28.3K - $35.1K
|
469
$38.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
2.83KNew |
$170K - $212K
|
2.83K
$229K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-226- 4.84% |
$13.6K - $16.9K
|
4.44K
$361K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.44K- 82.75% |
$86.8K - $108K
|
300
$24.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.16K- 4.76% |
$69.9K - $86.7K
|
23.2K
$1.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.86K- 31.77% |
$173K - $214K
|
6.14K
$498K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-1.25K- 6.59% |
$75.1K - $93.2K
|
17.7K
$1.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.93KNew |
$177K - $219K
|
2.93K
$238K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-74- 2.89% |
$4.47K - $5.54K
|
2.49K
$202K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
609New |
$36.7K - $45.6K
|
609
$49.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
4+ 0.06% |
$241 - $300
|
6.95K
$564K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.59KNew |
$338K - $419K
|
5.59K
$454K
|
|