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 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
121K+ 31.89% |
$8.1M - $9.02M
|
500K
$37.5M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
149K+ 62.19% |
$9.96M - $11.1M
|
387K
$29.1M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.95KNew |
$131K - $146K
|
1.95K
$147K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.55K- 1.64% |
$439K - $489K
|
393K
$29.5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.91K+ 31.82% |
$195K - $217K
|
12.1K
$906K
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
32.5KNew |
$2.18M - $2.43M
|
32.5K
$2.44M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4.1K- 0.55% |
$274K - $306K
|
740K
$55.5M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-200- 78.74% |
$13.4K - $14.9K
|
54
$4.05K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.1K+ 8158.06% |
$678K - $755K
|
10.2K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.13K- 25.95% |
$210K - $233K
|
8.92K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-49- 18.7% |
$3.28K - $3.66K
|
213
$16K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54.5K- 46.25% |
$3.66M - $4.07M
|
63.4K
$4.76M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
376New |
$25.2K - $28.1K
|
376
$28.2K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
53.2KNew |
$3.56M - $3.97M
|
53.2K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6.11KNew |
$410K - $456K
|
6.11K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
252+ 10.85% |
$16.9K - $18.8K
|
2.58K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
47New |
$3.15K - $3.51K
|
47
$3.53K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.69K- 3.81% |
$114K - $126K
|
42.8K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
432+ 2.07% |
$29K - $32.2K
|
21.3K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.62K- 4.21% |
$175K - $195K
|
59.6K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.65K+ 33.7% |
$111K - $123K
|
6.55K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-68.4K- 58.73% |
$4.58M - $5.1M
|
48.1K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.35K- 16.5% |
$425K - $473K
|
32.1K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-286- 3.97% |
$19.2K - $21.3K
|
6.91K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.3K- 0.93% |
$221K - $246K
|
351K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
136K+ 20.49% |
$9.09M - $10.1M
|
798K
$59.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
189K+ 14.64% |
$12.6M - $14.1M
|
1.48M
$111M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-12.3K- 1.84% |
$822K - $915K
|
653K
$49M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
16+ 0.26% |
$1.07K - $1.19K
|
6.16K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
872+ 23.06% |
$58.5K - $65.1K
|
4.65K
$349K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
5+ 0.14% |
$335 - $373
|
3.51K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3.84K+ 3.23% |
$258K - $287K
|
123K
$9.23M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-55.8K- 38.49% |
$3.74M - $4.17M
|
89.2K
$6.7M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-9.18K- 2.34% |
$615K - $685K
|
384K
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.03% |
$67 - $74.6
|
3.42K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.62KNew |
$511K - $569K
|
7.62K
$572K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-209- 4.09% |
$14K - $15.6K
|
4.9K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57+ 0.33% |
$3.82K - $4.25K
|
17.5K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91.9K+ 32.43% |
$6.16M - $6.85M
|
375K
$28.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-68.7K- 25.3% |
$4.61M - $5.13M
|
203K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
23.9K+ 314.21% |
$1.6M - $1.79M
|
31.6K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
35.8K+ 21.8% |
$2.4M - $2.67M
|
200K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
327New |
$21.9K - $24.4K
|
327
$24.5K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
964+ 24.44% |
$64.6K - $71.9K
|
4.91K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7- 0.03% |
$469 - $522
|
22K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.37K+ 12.26% |
$293K - $326K
|
40K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.74K- 16.26% |
$318K - $354K
|
24.4K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.07K+ 37.98% |
$474K - $527K
|
25.7K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
129+ 1.45% |
$8.65K - $9.62K
|
9.01K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.06K- 3.61% |
$138K - $154K
|
55K
$4.13M
|