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 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.14K- 30.65% |
$236K - $254K
|
7.11K
$577K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.43KNew |
$407K - $438K
|
5.43K
$441K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-8.69K- 1.11% |
$651K - $701K
|
775K
$62.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
323New |
$24.2K - $26.1K
|
323
$26.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.17K- 2.63% |
$162K - $175K
|
80.2K
$6.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
2.24KNew |
$168K - $181K
|
2.24K
$182K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
12.1K+ 4.73% |
$904K - $974K
|
267K
$21.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-62- 0.93% |
$4.65K - $5.01K
|
6.59K
$535K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-570- 2.39% |
$42.7K - $46K
|
23.3K
$1.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-467- 2.73% |
$35K - $37.7K
|
16.7K
$1.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3- 0.03% |
$225 - $242
|
8.72K
$707K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-492- 11.38% |
$36.9K - $39.7K
|
3.83K
$311K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-410- 1.65% |
$30.7K - $33.1K
|
24.4K
$1.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.94K+ 362.13% |
$145K - $157K
|
2.48K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.58K+ 7.71% |
$268K - $289K
|
50K
$4.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-654- 8.2% |
$49K - $52.8K
|
7.32K
$594K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-6.79K- 2.55% |
$508K - $548K
|
259K
$21M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.14KNew |
$311K - $335K
|
4.14K
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-14- 0.43% |
$1.05K - $1.13K
|
3.28K
$266K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-348- 0.97% |
$26.1K - $28.1K
|
35.5K
$2.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
212+ 2.23% |
$15.9K - $17.1K
|
9.7K
$788K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.95K+ 0.81% |
$221K - $238K
|
367K
$29.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.7K+ 1.18% |
$127K - $137K
|
145K
$11.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.6K+ 18.86% |
$3.79M - $4.09M
|
319K
$25.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.98K+ 24.82% |
$223K - $240K
|
15K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-272- 0.78% |
$20.4K - $22K
|
34.6K
$2.81M
|
|
|
Nov 07, 2025
Q3 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-3.33K- 1.07% |
$250K - $269K
|
308K
$25M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-568- 3.18% |
$42.6K - $45.9K
|
17.3K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 1.49% |
$169K - $182K
|
148K
$12.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
79+ 1.57% |
$5.92K - $6.38K
|
5.11K
$414K
|
|
|
Nov 07, 2025
Q3 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-41- 0.23% |
$3.07K - $3.31K
|
17.6K
$1.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.2K+ 0.85% |
$1.67M - $1.79M
|
2.63M
$213M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-694- 3.38% |
$52K - $56K
|
19.8K
$1.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-82.6K- 24.23% |
$6.19M - $6.67M
|
258K
$21M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.84K- 6.76% |
$138K - $149K
|
25.4K
$2.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-21- 0.32% |
$1.57K - $1.7K
|
6.57K
$533K
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.6KNew |
$195K - $210K
|
2.6K
$211K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
7.44K+ 0.77% |
$558K - $601K
|
976K
$79.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
745+ 1.16% |
$55.8K - $60.1K
|
64.7K
$5.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
45.6K+ 8.26% |
$3.42M - $3.68M
|
598K
$48.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
3.52K+ 7.69% |
$264K - $284K
|
49.3K
$4M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.19K+ 8.75% |
$88.9K - $95.8K
|
14.8K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-727- 12.27% |
$54.5K - $58.7K
|
5.2K
$422K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
82+ 0.91% |
$6.14K - $6.62K
|
9.14K
$742K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
745+ 0.78% |
$55.8K - $60.1K
|
95.7K
$7.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Broderick Brian C
|
SELL
|
- |
-900- 3.61% |
$67.4K - $72.7K
|
24K
$1.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.53KNew |
$189K - $204K
|
2.53K
$205K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.6KNew |
$195K - $210K
|
2.6K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-589- 0.7% |
$44.1K - $47.5K
|
83.4K
$6.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-290- 3.65% |
$21.7K - $23.4K
|
7.66K
$621K
|
|