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 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
12.9K+ 2.82% |
$778K - $966K
|
470K
$37.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.5K+ 40.85% |
$693K - $860K
|
39.6K
$3.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.73KNew |
$165K - $204K
|
2.73K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.04KNew |
$304K - $377K
|
5.04K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
177+ 106.63% |
$10.7K - $13.3K
|
343
$27.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
90.8K+ 14.95% |
$5.48M - $6.8M
|
698K
$55.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13.6K+ 8.0% |
$819K - $1.02M
|
183K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-18- 0.05% |
$1.09K - $1.35K
|
33.4K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
83KNew |
$5.01M - $6.21M
|
83K
$6.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
207+ 0.83% |
$12.5K - $15.5K
|
25K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14K+ 79.1% |
$843K - $1.05M
|
31.6K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-770- 6.98% |
$46.5K - $57.7K
|
10.3K
$818K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-693- 3.16% |
$41.8K - $51.9K
|
21.2K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.7K+ 87.04% |
$645K - $801K
|
23K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 7.26% |
$101K - $126K
|
21.5K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
458+ 0.62% |
$27.6K - $34.3K
|
73.9K
$5.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-709- 2.26% |
$42.8K - $53.1K
|
30.6K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
16.8KNew |
$1.02M - $1.26M
|
16.8K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.7K+ 88.16% |
$404K - $502K
|
14.3K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8.88K+ 1.25% |
$536K - $665K
|
717K
$57.2M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$615K - $763K
|
10.2K
$812K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$741K - $920K
|
12.3K
$979K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
452+ 4.06% |
$27.3K - $33.9K
|
11.6K
$924K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
40.9K+ 983.14% |
$2.47M - $3.07M
|
45.1K
$3.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-792- 21.15% |
$47.8K - $59.3K
|
2.95K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 40.0% |
$362 - $449
|
9
$717
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.64K- 1.95% |
$99.1K - $123K
|
82.4K
$6.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-387- 4.9% |
$23.4K - $29K
|
7.52K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
816+ 19.3% |
$49.2K - $61.1K
|
5.05K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.6K+ 1.43% |
$639K - $793K
|
750K
$59.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30.2KNew |
$1.82M - $2.26M
|
30.2K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
6.4K+ 2.17% |
$386K - $479K
|
301K
$24M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
15.1K+ 2.31% |
$908K - $1.13M
|
668K
$53.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1- 0.01% |
$60.3 - $74.9
|
12.5K
$993K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12KNew |
$724K - $898K
|
12K
$956K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.4K+ 13.79% |
$870K - $1.08M
|
119K
$9.49M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.1K+ 60.39% |
$127K - $157K
|
5.58K
$444K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-46.6K- 12.03% |
$2.81M - $3.49M
|
341K
$27.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.35K- 4.12% |
$81.5K - $101K
|
31.4K
$2.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
292K+ 46.45% |
$17.6M - $21.9M
|
920K
$73.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
622+ 2.27% |
$37.5K - $46.6K
|
28.1K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.3K- 0.57% |
$2.79M - $3.47M
|
8.12M
$648M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
432+ 9.43% |
$26.1K - $32.4K
|
5.01K
$400K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
265K+ 41411.23% |
$16M - $19.9M
|
266K
$21.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-215- 2.03% |
$13K - $16.1K
|
10.4K
$825K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 7.44% |
$90.9K - $113K
|
18.7K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.14K+ 1.19% |
$370K - $460K
|
522K
$41.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
646+ 1.89% |
$39K - $48.4K
|
34.9K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.5K- 40.9% |
$211K - $262K
|
5.05K
$403K
|