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 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-395K- 38.58% |
$26.5M - $29.4M
|
628K
$47.2M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-3.33K- 1.05% |
$223K - $248K
|
315K
$23.6M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
4.02K+ 6.41% |
$270K - $300K
|
66.8K
$5.01M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.24K+ 9.99% |
$418K - $465K
|
68.6K
$5.15M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
101+ 32.9% |
$6.77K - $7.54K
|
408
$30.6K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-29- 0.21% |
$1.94K - $2.16K
|
13.6K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
104+ 1.65% |
$6.97K - $7.76K
|
6.39K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.2K+ 5.38% |
$681K - $758K
|
199K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-600- 22.09% |
$40.2K - $44.8K
|
2.12K
$159K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.7K+ 16.01% |
$114K - $127K
|
12.3K
$926K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-4.42K- 11.89% |
$297K - $330K
|
32.8K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.33K- 11.71% |
$88.9K - $99K
|
10K
$751K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-129- 84.31% |
$8.65K - $9.62K
|
24
$1.8K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3+ 0.01% |
$201 - $224
|
30.6K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-668- 2.8% |
$44.8K - $49.8K
|
23.2K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.85K- 19.18% |
$526K - $585K
|
33.1K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.42K- 12.34% |
$162K - $180K
|
17.2K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.98K- 29.08% |
$669K - $745K
|
24.4K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
47.2K+ 3.06% |
$3.16M - $3.52M
|
1.59M
$119M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-389- 8.19% |
$26.1K - $29K
|
4.36K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5.14K- 1.67% |
$345K - $384K
|
303K
$22.8M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.92K+ 150.35% |
$598K - $666K
|
14.9K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.7K- 1.98% |
$114K - $127K
|
84K
$6.31M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-54.6K- 6.24% |
$3.66M - $4.07M
|
820K
$61.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.25K+ 0.84% |
$83.5K - $92.9K
|
149K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-850- 12.53% |
$57K - $63.4K
|
5.94K
$446K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.12K+ 1.48% |
$75.3K - $83.9K
|
77.1K
$5.79M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
36+ 1.95% |
$2.41K - $2.69K
|
1.89K
$141K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
51+ 0.32% |
$3.42K - $3.81K
|
16.1K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-27- 1.51% |
$1.81K - $2.01K
|
1.76K
$132K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
507New |
$34K - $37.8K
|
507
$38.1K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
167+ 0.73% |
$11.2K - $12.5K
|
23K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
172+ 0.26% |
$11.5K - $12.8K
|
65.6K
$4.92M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
641New |
$43K - $47.8K
|
641
$48.1K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.95K- 12.95% |
$265K - $295K
|
26.6K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-711- 57.02% |
$47.7K - $53K
|
536
$40.2K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
53New |
$3.55K - $3.95K
|
53
$3.98K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.49K+ 18.16% |
$99.9K - $111K
|
9.7K
$728K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.3K+ 59.66% |
$1.16M - $1.29M
|
46.2K
$3.47M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.68K- 3.16% |
$180K - $200K
|
82.2K
$6.17M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.93K+ 9.32% |
$129K - $144K
|
22.6K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-33- 0.16% |
$2.21K - $2.46K
|
20.9K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-241- 1.72% |
$16.2K - $18K
|
13.8K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
67.8K+ 100.65% |
$4.54M - $5.06M
|
135K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.38K- 1.97% |
$92.2K - $103K
|
68.6K
$5.15M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.94% |
$67 - $74.6
|
107
$8.03K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.64K- 5.19% |
$110K - $122K
|
29.9K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.49K- 10.18% |
$167K - $185K
|
21.9K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.96K- 34.69% |
$198K - $221K
|
5.57K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.55K- 19.35% |
$104K - $115K
|
6.44K
$483K
|