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 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 16.01% |
$60.8K - $75.5K
|
5.29K
$422K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-838K- 25.9% |
$50.6M - $62.8M
|
2.4M
$191M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-46- 0.22% |
$2.78K - $3.44K
|
20.9K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-116- 0.46% |
$7K - $8.69K
|
25K
$1.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
605+ 2.86% |
$36.5K - $45.3K
|
21.8K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-552- 1.67% |
$33.3K - $41.3K
|
32.5K
$2.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-51- 1.05% |
$3.08K - $3.82K
|
4.8K
$383K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
16.9K+ 11.19% |
$1.02M - $1.26M
|
168K
$13.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
501+ 0.73% |
$30.2K - $37.5K
|
68.9K
$5.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-247- 3.67% |
$14.9K - $18.5K
|
6.48K
$517K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
6.98K+ 51.59% |
$421K - $523K
|
20.5K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-809- 7.3% |
$48.8K - $60.6K
|
10.3K
$819K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-815- 1.06% |
$49.2K - $61K
|
76.1K
$6.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 7.15% |
$93.3K - $116K
|
23.2K
$1.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-118- 1.22% |
$7.12K - $8.84K
|
9.58K
$764K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-140- 19.8% |
$8.45K - $10.5K
|
567
$45.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.03KNew |
$123K - $152K
|
2.03K
$162K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.78KNew |
$168K - $208K
|
2.78K
$221K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.45K- 8.71% |
$570K - $708K
|
99K
$7.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
217K+ 687.57% |
$13.1M - $16.3M
|
249K
$19.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 4.76% |
$60.3 - $74.9
|
22
$1.75K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
207K+ 153.05% |
$12.5M - $15.5M
|
342K
$27.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
51+ 0.32% |
$3.08K - $3.82K
|
16.2K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.91K- 2.53% |
$236K - $293K
|
151K
$12M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-447- 0.68% |
$27K - $33.5K
|
65.2K
$5.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.41% |
$121 - $150
|
489
$39K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
51+ 0.33% |
$3.08K - $3.82K
|
15.4K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
22.6K+ 11.78% |
$1.36M - $1.69M
|
215K
$17.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.45K+ 14.93% |
$87.4K - $109K
|
11.2K
$889K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-370- 2.58% |
$22.3K - $27.7K
|
14K
$1.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
144+ 1.65% |
$8.69K - $10.8K
|
8.86K
$706K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-7.09K- 3.55% |
$428K - $531K
|
193K
$15.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-11.7K- 27.81% |
$704K - $874K
|
30.3K
$2.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-11.7K- 4.37% |
$703K - $873K
|
255K
$20.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.79KNew |
$168K - $209K
|
2.79K
$222K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.09K- 0.33% |
$126K - $156K
|
628K
$50M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.25K- 23.64% |
$377K - $468K
|
20.2K
$1.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-107- 2.87% |
$6.46K - $8.01K
|
3.62K
$289K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-452- 0.21% |
$27.3K - $33.9K
|
212K
$16.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
31+ 0.54% |
$1.87K - $2.32K
|
5.75K
$458K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
250K+ 454.39% |
$15.1M - $18.7M
|
305K
$24.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.13K+ 2.44% |
$128K - $159K
|
89.3K
$7.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
20+ 0.31% |
$1.21K - $1.5K
|
6.48K
$517K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
23.3K+ 9.82% |
$1.41M - $1.74M
|
260K
$20.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.31K- 10.85% |
$139K - $173K
|
19K
$1.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-100- 0.59% |
$6.03K - $7.49K
|
16.9K
$1.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-469K- 19.65% |
$28.3M - $35.1M
|
1.92M
$153M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.94K- 6.59% |
$358K - $445K
|
84.2K
$6.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
749New |
$45.2K - $56.1K
|
749
$59.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-391- 7.2% |
$23.6K - $29.3K
|
5.04K
$402K
|