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 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
38.7KNew |
$2.34M - $2.9M
|
38.7K
$3.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3+ 0.29% |
$181 - $225
|
1.05K
$83.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 24.51% |
$77.7K - $96.4K
|
6.54K
$521K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-46- 0.75% |
$2.78K - $3.44K
|
6.11K
$487K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
854+ 10.11% |
$51.5K - $64K
|
9.3K
$741K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.95K+ 6.39% |
$359K - $446K
|
99K
$7.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.16M+ 63.89% |
$69.9M - $86.7M
|
2.97M
$237M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.55K+ 3.5% |
$93.5K - $116K
|
45.8K
$3.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.1K+ 9.76% |
$2M - $2.48M
|
372K
$29.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.22K+ 3.51% |
$194K - $241K
|
94.9K
$7.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-1.13K- 3.6% |
$68.1K - $84.6K
|
30.2K
$2.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.07K+ 3.33% |
$245K - $305K
|
126K
$10M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.41KNew |
$206K - $255K
|
3.41K
$272K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-590- 1.05% |
$35.6K - $44.2K
|
55.6K
$4.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
2.48K+ 0.8% |
$149K - $185K
|
312K
$24.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-882- 12.5% |
$53.2K - $66.1K
|
6.17K
$492K
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-747- 1.67% |
$45.1K - $55.9K
|
43.9K
$3.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.3K+ 13.38% |
$139K - $172K
|
19.5K
$1.55M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-30- 35.29% |
$1.81K - $2.25K
|
55
$4.38K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.2K- 24.93% |
$859K - $1.07M
|
42.9K
$3.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
528+ 2.91% |
$31.9K - $39.5K
|
18.7K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.01K- 0.51% |
$182K - $225K
|
581K
$46.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.3KNew |
$744K - $923K
|
12.3K
$983K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
36.5K+ 4.13% |
$2.2M - $2.73M
|
922K
$73.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
129K+ 8.68% |
$7.76M - $9.63M
|
1.61M
$128M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-493- 3.32% |
$29.7K - $36.9K
|
14.4K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
75+ 2.4% |
$4.53K - $5.62K
|
3.2K
$255K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
9.42K+ 33.94% |
$568K - $705K
|
37.2K
$2.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.87K- 1.94% |
$234K - $290K
|
195K
$15.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-289- 0.97% |
$17.4K - $21.6K
|
29.6K
$2.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
29+ 2.5% |
$1.75K - $2.17K
|
1.19K
$94.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-953- 1.16% |
$57.5K - $71.4K
|
81.2K
$6.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.36K+ 28.33% |
$203K - $251K
|
15.2K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.04K+ 4.11% |
$364K - $452K
|
153K
$12.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-38.4K- 30.56% |
$2.32M - $2.88M
|
87.3K
$6.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-129- 1.08% |
$7.78K - $9.66K
|
11.8K
$941K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-54.8K- 52.31% |
$3.31M - $4.1M
|
50K
$3.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-81.2K- 31.53% |
$4.9M - $6.08M
|
176K
$14.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
40.7KNew |
$2.46M - $3.05M
|
40.7K
$3.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
35.7K+ 10.87% |
$2.15M - $2.67M
|
364K
$29M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-200- 78.74% |
$12.1K - $15K
|
54
$4.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.93K- 11.44% |
$116K - $144K
|
14.9K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.06% |
$241 - $300
|
7.04K
$561K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-601- 11.26% |
$36.3K - $45K
|
4.74K
$378K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-161- 0.84% |
$9.71K - $12.1K
|
19.1K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.8K- 72.46% |
$1.07M - $1.33M
|
6.76K
$539K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-635- 1.77% |
$38.3K - $47.6K
|
35.2K
$2.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-730- 10.88% |
$44K - $54.7K
|
5.98K
$477K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.48K+ 5.13% |
$89.1K - $111K
|
30.3K
$2.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11+ 0.48% |
$664 - $824
|
2.29K
$182K
|