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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.4K+ 801.55% |
$830K - $924K
|
13.9K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
908+ 7.7% |
$60.9K - $67.7K
|
12.7K
$954K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.94K+ 106.08% |
$465K - $518K
|
13.5K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 1548.28% |
$694K - $773K
|
11K
$828K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.03K- 15.39% |
$69.1K - $76.9K
|
5.67K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-991- 3.84% |
$66.4K - $73.9K
|
24.8K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-70- 0.28% |
$4.69K - $5.22K
|
25.3K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.8K- 2.77% |
$2.2M - $2.45M
|
1.15M
$86.3M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6.61K- 10.28% |
$443K - $493K
|
57.7K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-276- 4.45% |
$18.5K - $20.6K
|
5.93K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.05KNew |
$70.6K - $78.6K
|
1.05K
$79.1K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-940- 17.03% |
$63K - $70.1K
|
4.58K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.5K+ 4.89% |
$1.1M - $1.23M
|
353K
$26.5M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
931+ 19.18% |
$62.4K - $69.5K
|
5.79K
$434K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18K- 11.59% |
$1.21M - $1.35M
|
138K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-870- 12.67% |
$58.3K - $64.9K
|
5.99K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-118K- 19.16% |
$7.94M - $8.84M
|
500K
$37.5M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
39.1K+ 41.84% |
$2.62M - $2.92M
|
133K
$9.96M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 0.05% |
$1.68K - $1.87K
|
48.8K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.3K+ 20.19% |
$1.16M - $1.29M
|
103K
$7.73M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.23K- 45.38% |
$351K - $390K
|
6.3K
$473K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.27K+ 8.05% |
$152K - $169K
|
30.5K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
890+ 4.97% |
$59.7K - $66.4K
|
18.8K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.18K- 35.5% |
$347K - $386K
|
9.41K
$706K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-3.01K- 1.15% |
$202K - $224K
|
259K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.79KNew |
$120K - $134K
|
1.79K
$135K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
329+ 3.36% |
$22.1K - $24.5K
|
10.1K
$759K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3.28KNew |
$220K - $245K
|
3.28K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-475- 2.62% |
$31.8K - $35.4K
|
17.7K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
457KNew |
$30.6M - $34.1M
|
457K
$34.3M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
367K+ 1648.41% |
$24.6M - $27.4M
|
390K
$29.2M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.77K+ 20.29% |
$387K - $431K
|
34.2K
$2.57M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
166New |
$11.1K - $12.4K
|
166
$12.5K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-63- 1.13% |
$4.22K - $4.7K
|
5.49K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.53K+ 20.13% |
$371K - $413K
|
33K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.9K+ 24.54% |
$3.54M - $3.94M
|
268K
$20.1M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
18+ 0.48% |
$1.21K - $1.34K
|
3.75K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.71KNew |
$651K - $724K
|
9.71K
$729K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-777- 6.63% |
$52.1K - $58K
|
10.9K
$821K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-542- 5.38% |
$36.3K - $40.4K
|
9.53K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-368- 3.65% |
$24.7K - $27.5K
|
9.72K
$730K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
594+ 5.95% |
$39.8K - $44.3K
|
10.6K
$793K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-230- 0.87% |
$15.4K - $17.2K
|
26.3K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.3KNew |
$355K - $396K
|
5.3K
$398K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-275- 7.61% |
$18.4K - $20.5K
|
3.34K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
4.23K+ 55.42% |
$283K - $315K
|
11.8K
$889K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-177- 6.61% |
$11.9K - $13.2K
|
2.5K
$188K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
44+ 0.83% |
$2.95K - $3.28K
|
5.34K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
258KNew |
$17.3M - $19.3M
|
258K
$19.4M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
27.7KNew |
$1.86M - $2.07M
|
27.7K
$2.08M
|