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 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-599- 11.05% |
$36.1K - $44.9K
|
4.82K
$384K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
776+ 0.81% |
$46.8K - $58.1K
|
96.3K
$7.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-140K- 76.31% |
$8.46M - $10.5M
|
43.5K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
2.68KNew |
$162K - $201K
|
2.68K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
134K+ 52.01% |
$8.11M - $10.1M
|
393K
$31.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
28.2K+ 4.38% |
$1.7M - $2.11M
|
671K
$53.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
82+ 1.04% |
$4.95K - $6.14K
|
7.97K
$635K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.73K- 1.08% |
$286K - $354K
|
434K
$34.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-22- 0.11% |
$1.33K - $1.65K
|
19.7K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
616K+ 8152.54% |
$37.1M - $46.1M
|
623K
$49.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
73New |
$4.4K - $5.47K
|
73
$5.82K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-12.6K- 12.52% |
$763K - $947K
|
88.4K
$7.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-49.2K- 75.21% |
$2.97M - $3.68M
|
16.2K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
748+ 1.53% |
$45.1K - $56K
|
49.5K
$3.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 0.73% |
$82.8K - $103K
|
190K
$15.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-620- 3.7% |
$37.4K - $46.4K
|
16.1K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-142K- 4.69% |
$8.55M - $10.6M
|
2.88M
$230M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-640- 0.93% |
$38.6K - $47.9K
|
68K
$5.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
64.2KNew |
$3.87M - $4.81M
|
64.2K
$5.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-229- 4.12% |
$13.8K - $17.1K
|
5.34K
$425K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32- 13.91% |
$1.93K - $2.4K
|
198
$15.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.02KNew |
$182K - $226K
|
3.02K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
224New |
$13.5K - $16.8K
|
224
$17.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-31.9K- 18.59% |
$1.93M - $2.39M
|
140K
$11.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1+ 0.02% |
$60.3 - $74.9
|
5.67K
$452K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.4K- 12.65% |
$1.05M - $1.3M
|
120K
$9.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-215- 12.22% |
$13K - $16.1K
|
1.55K
$123K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-161- 3.09% |
$9.71K - $12.1K
|
5.04K
$402K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-150- 2.5% |
$9.05K - $11.2K
|
5.84K
$466K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2- 8.33% |
$121 - $150
|
22
$1.75K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
15K+ 1.54% |
$904K - $1.12M
|
989K
$78.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
272+ 4.81% |
$16.4K - $20.4K
|
5.93K
$472K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-258- 7.35% |
$15.6K - $19.3K
|
3.25K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.25% |
$60.3 - $74.9
|
409
$32.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-80- 0.39% |
$4.83K - $5.99K
|
20.5K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.72KNew |
$526K - $653K
|
8.72K
$695K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29.3K- 32.87% |
$1.77M - $2.2M
|
59.9K
$4.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.1K+ 48.5% |
$187K - $232K
|
9.49K
$757K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.3K- 8.02% |
$320K - $397K
|
60.7K
$4.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21.8K+ 24.73% |
$1.32M - $1.63M
|
110K
$8.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-12.2K- 10.33% |
$735K - $912K
|
106K
$8.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
626+ 3.37% |
$37.8K - $46.9K
|
19.2K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-175- 1.66% |
$10.6K - $13.1K
|
10.4K
$827K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.43K+ 6.11% |
$207K - $257K
|
59.6K
$4.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-9.6K- 3.88% |
$580K - $719K
|
238K
$19M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.04K- 64.86% |
$545K - $677K
|
4.89K
$390K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
52.9K+ 10.57% |
$3.19M - $3.96M
|
553K
$44.1M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.23K+ 9.99% |
$74.4K - $92.3K
|
13.6K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-18.6K- 37.79% |
$1.12M - $1.39M
|
30.5K
$2.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
2.03K+ 46.27% |
$123K - $152K
|
6.43K
$513K
|