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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.41KNew |
$326K - $405K
|
5.41K
$439K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-12- 1.58% |
$724 - $899
|
748
$60.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-295- 2.59% |
$17.8K - $22.1K
|
11.1K
$901K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-955- 16.32% |
$57.6K - $71.5K
|
4.9K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
23+ 0.49% |
$1.39K - $1.72K
|
4.68K
$380K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7K+ 7.32% |
$422K - $524K
|
103K
$8.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
8.5KNew |
$513K - $636K
|
8.5K
$690K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.47% |
$60.3 - $74.9
|
69
$5.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6+ 1.9% |
$362 - $449
|
321
$26.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-30.3K- 9.62% |
$1.83M - $2.27M
|
285K
$23.1M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-63- 1.72% |
$3.8K - $4.72K
|
3.6K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-54- 27.98% |
$3.26K - $4.04K
|
139
$11.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-543- 11.29% |
$32.8K - $40.7K
|
4.27K
$346K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
8.67KNew |
$523K - $649K
|
8.67K
$703K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
600+ 61.48% |
$36.2K - $44.9K
|
1.58K
$128K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-109- 2.77% |
$6.58K - $8.16K
|
3.82K
$310K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.57K- 5.03% |
$155K - $192K
|
48.5K
$3.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.37% |
$60.3 - $74.9
|
271
$22K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
500New |
$30.2K - $37.4K
|
500
$40.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-735- 3.25% |
$44.3K - $55K
|
21.9K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
212New |
$12.8K - $15.9K
|
212
$17.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
14.2KNew |
$857K - $1.06M
|
14.2K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
20.6KNew |
$1.24M - $1.54M
|
20.6K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.18KNew |
$192K - $238K
|
3.18K
$258K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-4.81K- 4.84% |
$290K - $360K
|
94.5K
$7.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-684- 6.18% |
$41.3K - $51.2K
|
10.4K
$843K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
9.84KNew |
$594K - $737K
|
9.84K
$799K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
3.29KNew |
$198K - $246K
|
3.29K
$267K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-3.44K- 46.45% |
$208K - $258K
|
3.97K
$322K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
36+ 0.63% |
$2.41K - $2.69K
|
5.78K
$469K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.95KNew |
$131K - $146K
|
1.95K
$159K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-200- 78.74% |
$13.4K - $14.9K
|
54
$4.38K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-49- 18.7% |
$3.28K - $3.66K
|
213
$17.3K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
376New |
$25.2K - $28.1K
|
376
$30.5K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
53.2KNew |
$3.56M - $3.97M
|
53.2K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
47New |
$3.15K - $3.51K
|
47
$3.81K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.69K- 3.81% |
$114K - $126K
|
42.8K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.65K+ 33.7% |
$111K - $123K
|
6.55K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
327New |
$21.9K - $24.4K
|
327
$26.5K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.35KNew |
$158K - $176K
|
2.35K
$191K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.05KNew |
$70.6K - $78.6K
|
1.05K
$85.6K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
367K+ 1648.41% |
$24.6M - $27.4M
|
390K
$31.6M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-63- 1.13% |
$4.22K - $4.7K
|
5.49K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-230- 0.87% |
$15.4K - $17.2K
|
26.3K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-177- 6.61% |
$11.9K - $13.2K
|
2.5K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3+ 0.01% |
$201 - $224
|
30.6K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-389- 8.19% |
$26.1K - $29K
|
4.36K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-850- 12.53% |
$57K - $63.4K
|
5.94K
$482K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
507New |
$34K - $37.8K
|
507
$41.2K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
53New |
$3.55K - $3.95K
|
53
$4.3K
|
|