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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
128New |
$9.59K - $10.3K
|
128
$10.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
20.1K+ 1.25% |
$1.51M - $1.63M
|
1.63M
$132M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.82K+ 1.96% |
$286K - $309K
|
199K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.7K+ 7.77% |
$877K - $945K
|
162K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.8K+ 4.53% |
$2.9M - $3.13M
|
895K
$72.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 1.61% |
$1.6M - $1.72M
|
1.34M
$109M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
187+ 0.53% |
$14K - $15.1K
|
35.4K
$2.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.42K+ 12.29% |
$556K - $599K
|
67.8K
$5.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-573- 9.73% |
$42.9K - $46.3K
|
5.32K
$432K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
79.7KNew |
$5.97M - $6.44M
|
79.7K
$6.47M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-177- 51.6% |
$13.3K - $14.3K
|
166
$13.5K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
3+ 0.09% |
$225 - $242
|
3.26K
$264K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
370+ 1.4% |
$27.7K - $29.9K
|
26.8K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-19K- 17.98% |
$1.42M - $1.53M
|
86.7K
$7.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-98- 0.32% |
$7.34K - $7.91K
|
30.6K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.13K+ 115.41% |
$459K - $495K
|
11.4K
$928K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-909- 9.12% |
$68.1K - $73.4K
|
9.06K
$735K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.7K+ 67.09% |
$1.18M - $1.27M
|
39.2K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
428+ 0.85% |
$32.1K - $34.6K
|
50.9K
$4.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.62K+ 17.26% |
$122K - $131K
|
11K
$896K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.86K+ 1.06% |
$139K - $150K
|
176K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
118K+ 119.21% |
$8.85M - $9.53M
|
217K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.25K- 3.53% |
$318K - $343K
|
116K
$9.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.42K+ 37.25% |
$107K - $115K
|
5.24K
$425K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.2K+ 3.87% |
$1.06M - $1.14M
|
381K
$30.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 17.76% |
$762K - $821K
|
67.5K
$5.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.1K+ 5.81% |
$1.05M - $1.14M
|
256K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8K+ 25.21% |
$599K - $646K
|
39.7K
$3.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
76.9K+ 14.71% |
$5.76M - $6.21M
|
600K
$48.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.1KNew |
$5.63M - $6.06M
|
75.1K
$6.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
10.1K+ 224.44% |
$757K - $815K
|
14.6K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46.2K+ 1.55% |
$3.46M - $3.73M
|
3.02M
$245M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.52K- 47.26% |
$189K - $204K
|
2.81K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-208- 1.69% |
$15.6K - $16.8K
|
12.1K
$982K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 78.72% |
$83.2K - $89.6K
|
2.52K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-73- 2.47% |
$5.47K - $5.89K
|
2.88K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-304- 6.3% |
$22.8K - $24.5K
|
4.52K
$367K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.78K- 1.34% |
$658K - $709K
|
645K
$52.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-34- 0.39% |
$2.55K - $2.74K
|
8.61K
$699K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-2.81K- 0.6% |
$211K - $227K
|
467K
$37.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
SELL
|
- |
-83- 1.72% |
$6.22K - $6.7K
|
4.73K
$384K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.9K+ 10.43% |
$367K - $395K
|
51.9K
$4.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
367+ 1.83% |
$27.5K - $29.6K
|
20.4K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-573- 5.65% |
$42.9K - $46.3K
|
9.57K
$777K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-154- 15.93% |
$11.5K - $12.4K
|
813
$66K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-2.25K- 1.48% |
$169K - $182K
|
150K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10- 0.44% |
$749 - $807
|
2.28K
$185K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.47K- 43.93% |
$410K - $442K
|
6.98K
$567K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.55K+ 4.28% |
$116K - $125K
|
37.7K
$3.06M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.02% |
$74.9 - $80.7
|
5.01K
$407K
|
|