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 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
26.5KNew |
$1.6M - $1.98M
|
26.5K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
400+ 8.15% |
$24.1K - $30K
|
5.31K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.67K+ 88.04% |
$282K - $350K
|
9.97K
$795K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.47K- 14.69% |
$88.7K - $110K
|
8.53K
$680K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
86+ 0.39% |
$5.19K - $6.44K
|
22.1K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
845+ 2.11% |
$51K - $63.3K
|
40.9K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-953- 3.9% |
$57.5K - $71.4K
|
23.5K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.44K+ 0.83% |
$87.1K - $108K
|
174K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.42K- 26.83% |
$146K - $181K
|
6.59K
$526K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
10.4K+ 28.47% |
$626K - $778K
|
46.8K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-50- 1.5% |
$3.02K - $3.74K
|
3.29K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-57- 1.16% |
$3.44K - $4.27K
|
4.85K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83.6K- 22.28% |
$5.04M - $6.26M
|
292K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.4K+ 19.43% |
$2.38M - $2.95M
|
242K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.96K+ 64.74% |
$239K - $296K
|
10.1K
$802K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
173+ 0.55% |
$10.4K - $13K
|
31.7K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
486K+ 1320.18% |
$29.3M - $36.4M
|
523K
$41.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-190- 3.58% |
$11.5K - $14.2K
|
5.11K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.34KNew |
$322K - $400K
|
5.34K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.71KNew |
$465K - $577K
|
7.71K
$614K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-880- 8.11% |
$53.1K - $65.9K
|
9.97K
$795K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.04K+ 113.56% |
$123K - $152K
|
3.83K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.39K- 73.47% |
$83.6K - $104K
|
500
$39.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
76+ 1.86% |
$4.59K - $5.69K
|
4.17K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
7+ 0.06% |
$422 - $524
|
12.7K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
154K+ 30.89% |
$9.32M - $11.6M
|
654K
$52.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
8.95K+ 5111.43% |
$540K - $670K
|
9.12K
$727K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-4.2K- 2.1% |
$253K - $314K
|
196K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-19K- 10.42% |
$1.14M - $1.42M
|
163K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-3.18K- 9.79% |
$192K - $238K
|
29.3K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.36K- 9.27% |
$81.9K - $102K
|
13.3K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-939- 1.98% |
$56.7K - $70.3K
|
46.5K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-487- 5.01% |
$29.4K - $36.5K
|
9.23K
$736K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.1K+ 108.75% |
$672K - $834K
|
21.4K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.5K- 14.57% |
$695K - $863K
|
67.5K
$5.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.89K+ 1.42% |
$114K - $141K
|
135K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-147- 2.48% |
$8.87K - $11K
|
5.78K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
27+ 2.87% |
$1.63K - $2.02K
|
967
$77.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-666- 1.48% |
$40.2K - $49.9K
|
44.3K
$3.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.2K- 16.34% |
$253K - $314K
|
21.5K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.25K+ 18.57% |
$256K - $318K
|
27.1K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-5.61K- 1.46% |
$339K - $420K
|
378K
$30.1M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.84KNew |
$171K - $213K
|
2.84K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-62.8K- 37.05% |
$3.79M - $4.7M
|
107K
$8.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.02K- 41.01% |
$484K - $601K
|
11.5K
$920K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
20.3K+ 1.87% |
$1.23M - $1.52M
|
1.11M
$88.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
664+ 4.6% |
$40.1K - $49.7K
|
15.1K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.51K+ 42.97% |
$453K - $562K
|
25K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-29- 0.21% |
$1.75K - $2.17K
|
13.5K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-434- 1.72% |
$26.2K - $32.5K
|
24.8K
$1.98M
|