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 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.83K+ 0.35% |
$137K - $147K
|
524K
$42.5M
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
SELL
|
- |
-1.47K- 29.08% |
$110K - $119K
|
3.58K
$291K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.03KNew |
$227K - $245K
|
3.03K
$246K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.57K+ 13.62% |
$118K - $127K
|
13.1K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-367- 4.71% |
$27.5K - $29.6K
|
7.42K
$603K
|
|
|
Nov 13, 2025
Q3 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-105- 0.11% |
$7.87K - $8.48K
|
96.2K
$7.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.5K- 1.17% |
$1.01M - $1.09M
|
1.14M
$92.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
5.08K+ 4.03% |
$381K - $410K
|
131K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.37K- 6.43% |
$102K - $110K
|
19.9K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.52K+ 14.97% |
$189K - $203K
|
19.4K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.6K+ 158.04% |
$1.69M - $1.82M
|
36.9K
$3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-126- 0.4% |
$9.44K - $10.2K
|
31.5K
$2.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-5.46K- 12.56% |
$409K - $441K
|
38K
$3.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.84K- 2.13% |
$138K - $149K
|
84.8K
$6.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.55K- 3.79% |
$116K - $125K
|
39.3K
$3.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
36+ 0.29% |
$2.7K - $2.91K
|
12.3K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-129- 0.39% |
$9.67K - $10.4K
|
33.3K
$2.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 5.08% |
$81.8K - $88.2K
|
20.4K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.4K+ 92.17% |
$852K - $917K
|
23.7K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
69New |
$5.17K - $5.57K
|
69
$5.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.44K+ 3.1% |
$108K - $116K
|
48K
$3.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-48- 0.64% |
$3.6K - $3.88K
|
7.47K
$606K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-184- 0.39% |
$13.8K - $14.9K
|
46.7K
$3.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.1K+ 136.24% |
$2.55M - $2.75M
|
59.1K
$4.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.29K+ 55.65% |
$321K - $346K
|
12K
$974K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-940- 9.43% |
$70.4K - $75.9K
|
9.03K
$733K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4K+ 2.18% |
$300K - $323K
|
187K
$15.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-222- 2.71% |
$16.6K - $17.9K
|
7.97K
$647K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.8K+ 1.44% |
$135K - $146K
|
127K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-350- 2.27% |
$26.2K - $28.3K
|
15.1K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-573- 99.48% |
$42.9K - $46.3K
|
3
$244
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
45.6K+ 6.79% |
$3.42M - $3.68M
|
717K
$58.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200- 10.45% |
$15K - $16.1K
|
1.71K
$139K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.52K+ 31.31% |
$114K - $122K
|
6.36K
$516K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.3KNew |
$322K - $347K
|
4.3K
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-111K- 6.97% |
$8.35M - $8.99M
|
1.49M
$121M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
972+ 7.65% |
$72.8K - $78.5K
|
13.7K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
116K+ 18.45% |
$8.68M - $9.35M
|
744K
$60.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
5.09KNew |
$381K - $411K
|
5.09K
$413K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
2New |
$150 - $161
|
2
$162
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12+ 2.93% |
$899 - $969
|
421
$34.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
225+ 4.47% |
$16.9K - $18.2K
|
5.26K
$427K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-468K- 19.51% |
$35M - $37.8M
|
1.93M
$157M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-78- 1.27% |
$5.84K - $6.3K
|
6.08K
$494K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
484+ 0.64% |
$36.3K - $39.1K
|
76.6K
$6.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.82KNew |
$211K - $228K
|
2.82K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
108+ 0.47% |
$8.09K - $8.72K
|
23.1K
$1.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.75K+ 8.44% |
$356K - $383K
|
61K
$4.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.8K- 3.43% |
$435K - $468K
|
164K
$13.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-108- 2.14% |
$8.09K - $8.72K
|
4.94K
$401K
|
|