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 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.47% |
$60.3 - $74.9
|
69
$5.26K
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
85.2K+ 109.72% |
$5.14M - $6.38M
|
163K
$12.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
121+ 1.33% |
$7.3K - $9.06K
|
9.19K
$701K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6+ 1.9% |
$362 - $449
|
321
$24.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.15K- 1.11% |
$69.5K - $86.3K
|
103K
$7.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-167- 3.58% |
$10.1K - $12.5K
|
4.5K
$343K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 4.81% |
$992K - $1.23M
|
325K
$24.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.96K- 21.16% |
$360K - $446K
|
22.2K
$1.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
967+ 16.4% |
$58.3K - $72.4K
|
6.86K
$524K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2.87K- 7.41% |
$173K - $215K
|
35.9K
$2.74M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
580KNew |
$35M - $43.4M
|
580K
$44.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.79K- 3.37% |
$470K - $583K
|
223K
$17M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-30.3K- 9.62% |
$1.83M - $2.27M
|
285K
$21.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-580- 7.22% |
$35K - $43.4K
|
7.46K
$569K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
184+ 3.8% |
$11.1K - $13.8K
|
5.03K
$383K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
497+ 2.9% |
$30K - $37.2K
|
17.6K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.82K+ 7.08% |
$110K - $136K
|
27.5K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.51K+ 5.63% |
$91.3K - $113K
|
28.4K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.81K+ 134.04% |
$351K - $435K
|
10.1K
$774K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
754+ 2.92% |
$45.5K - $56.5K
|
26.6K
$2.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
75.3K+ 61.29% |
$4.54M - $5.64M
|
198K
$15.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-839- 12.61% |
$50.6K - $62.8K
|
5.82K
$444K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.62KNew |
$279K - $346K
|
4.62K
$353K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-842- 0.55% |
$50.8K - $63.1K
|
152K
$11.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
21.3K+ 16.22% |
$1.29M - $1.6M
|
153K
$11.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.49K- 12.93% |
$452K - $561K
|
50.5K
$3.85M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-63- 1.72% |
$3.8K - $4.72K
|
3.6K
$274K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
370+ 1.74% |
$22.3K - $27.7K
|
21.7K
$1.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
122+ 1.12% |
$7.36K - $9.14K
|
11K
$841K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-387- 7.37% |
$23.4K - $29K
|
4.87K
$371K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
9.36K+ 84.43% |
$565K - $701K
|
20.4K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-110- 1.38% |
$6.64K - $8.24K
|
7.83K
$598K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-54- 27.98% |
$3.26K - $4.04K
|
139
$10.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-416- 7.23% |
$25.1K - $31.2K
|
5.34K
$407K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-400- 6.09% |
$24.1K - $30K
|
6.17K
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-100- 1.25% |
$6.03K - $7.49K
|
7.93K
$605K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$60.3 - $74.9
|
2.07K
$158K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
26+ 0.31% |
$1.57K - $1.95K
|
8.48K
$647K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.46K+ 77.48% |
$330K - $409K
|
12.5K
$954K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-543- 11.29% |
$32.8K - $40.7K
|
4.27K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.57K+ 3.77% |
$215K - $267K
|
98.2K
$7.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-8.37K- 13.59% |
$505K - $627K
|
53.2K
$4.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.66K+ 3.4% |
$100K - $124K
|
50.5K
$3.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.36K+ 2.7% |
$143K - $177K
|
89.8K
$6.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
8.67KNew |
$523K - $649K
|
8.67K
$661K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-95- 2.36% |
$5.73K - $7.11K
|
3.93K
$300K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
295+ 0.7% |
$17.8K - $22.1K
|
42.4K
$3.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
600+ 61.48% |
$36.2K - $44.9K
|
1.58K
$120K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.17K- 11.45% |
$70.6K - $87.6K
|
9.05K
$690K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-109- 2.77% |
$6.58K - $8.16K
|
3.82K
$292K
|