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 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.65K+ 33.7% |
$111K - $123K
|
6.55K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-68.4K- 58.73% |
$4.58M - $5.1M
|
48.1K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.35K- 16.5% |
$425K - $473K
|
32.1K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-286- 3.97% |
$19.2K - $21.3K
|
6.91K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.3K- 0.93% |
$221K - $246K
|
351K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
136K+ 20.49% |
$9.09M - $10.1M
|
798K
$60.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
189K+ 14.64% |
$12.6M - $14.1M
|
1.48M
$113M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-12.3K- 1.84% |
$822K - $915K
|
653K
$49.8M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
16+ 0.26% |
$1.07K - $1.19K
|
6.16K
$470K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
5+ 0.14% |
$335 - $373
|
3.51K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3.84K+ 3.23% |
$258K - $287K
|
123K
$9.38M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-55.8K- 38.49% |
$3.74M - $4.17M
|
89.2K
$6.81M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-9.18K- 2.34% |
$615K - $685K
|
384K
$29.3M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.03% |
$67 - $74.6
|
3.42K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.62KNew |
$511K - $569K
|
7.62K
$582K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-209- 4.09% |
$14K - $15.6K
|
4.9K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57+ 0.33% |
$3.82K - $4.25K
|
17.5K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91.9K+ 32.43% |
$6.16M - $6.85M
|
375K
$28.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-68.7K- 25.3% |
$4.61M - $5.13M
|
203K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
23.9K+ 314.21% |
$1.6M - $1.79M
|
31.6K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
35.8K+ 21.8% |
$2.4M - $2.67M
|
200K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
327New |
$21.9K - $24.4K
|
327
$24.9K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
964+ 24.44% |
$64.6K - $71.9K
|
4.91K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7- 0.03% |
$469 - $522
|
22K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.37K+ 12.26% |
$293K - $326K
|
40K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.74K- 16.26% |
$318K - $354K
|
24.4K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.07K+ 37.98% |
$474K - $527K
|
25.7K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
129+ 1.45% |
$8.65K - $9.62K
|
9.01K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.06K- 3.61% |
$138K - $154K
|
55K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-65.1K- 28.67% |
$4.36M - $4.86M
|
162K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
36.8KNew |
$2.47M - $2.75M
|
36.8K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
900New |
$60.3K - $67.1K
|
900
$68.7K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.05K+ 6.62% |
$70.3K - $78.3K
|
16.9K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.48M+ 448.23% |
$99.3M - $111M
|
1.81M
$138M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-889- 4.31% |
$59.6K - $66.3K
|
19.8K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-3.67K- 26.96% |
$246K - $273K
|
9.93K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.2K- 13.82% |
$2.03M - $2.26M
|
189K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.54K+ 5.63% |
$573K - $637K
|
160K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.01K- 35.64% |
$403K - $448K
|
10.9K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.72K+ 1.95% |
$115K - $128K
|
90.1K
$6.88M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
20.7K+ 39.34% |
$1.39M - $1.55M
|
73.5K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-696- 5.88% |
$46.7K - $51.9K
|
11.1K
$850K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17.8K- 9.53% |
$1.2M - $1.33M
|
169K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.4K- 1.22% |
$362K - $403K
|
438K
$33.4M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-237K- 6.82% |
$15.9M - $17.7M
|
3.24M
$247M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
64.5K+ 399.22% |
$4.32M - $4.81M
|
80.6K
$6.15M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-190- 69.09% |
$12.7K - $14.2K
|
85
$6.48K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-74.5K- 61.08% |
$4.99M - $5.56M
|
47.5K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4+ 0.01% |
$268 - $298
|
33.5K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-112K- 7.29% |
$7.51M - $8.36M
|
1.43M
$109M
|