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 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
116K+ 14.08% |
$8.66M - $9.33M
|
936K
$76M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.5KNew |
$783K - $844K
|
10.5K
$849K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
2.55M+ 12455.26% |
$191M - $206M
|
2.58M
$209M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.2K- 13.31% |
$987K - $1.06M
|
85.8K
$6.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.34K- 28.33% |
$251K - $270K
|
8.46K
$687K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.07K+ 180.92% |
$680K - $732K
|
14.1K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
192+ 0.22% |
$14.4K - $15.5K
|
87.5K
$7.1M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
551+ 0.81% |
$41.3K - $44.5K
|
68.6K
$5.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8.44K+ 1.18% |
$632K - $681K
|
726K
$58.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
7.43K+ 81.5% |
$557K - $600K
|
16.6K
$1.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
41+ 0.63% |
$3.07K - $3.31K
|
6.59K
$535K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.35KNew |
$101K - $109K
|
1.35K
$109K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-20.4K- 55.01% |
$1.53M - $1.65M
|
16.7K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-312- 5.11% |
$23.4K - $25.2K
|
5.8K
$471K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
79.6KNew |
$5.96M - $6.42M
|
79.6K
$6.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.37K+ 13.54% |
$102K - $110K
|
11.5K
$930K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
993New |
$74.4K - $80.2K
|
993
$80.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-364- 0.83% |
$27.3K - $29.4K
|
43.6K
$3.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-459- 0.04% |
$34.4K - $37.1K
|
1.11M
$89.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-16K- 7.56% |
$1.2M - $1.29M
|
196K
$15.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-653- 54.83% |
$48.9K - $52.7K
|
538
$43.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.92K- 4.81% |
$219K - $236K
|
57.8K
$4.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.36K- 10.2% |
$102K - $109K
|
11.9K
$969K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
38.2K+ 6.59% |
$2.87M - $3.09M
|
618K
$50.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
11.4K+ 9.07% |
$857K - $923K
|
137K
$11.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
123+ 0.46% |
$9.22K - $9.93K
|
26.7K
$2.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
286+ 0.29% |
$21.4K - $23.1K
|
98.5K
$8M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-101K- 21.57% |
$7.6M - $8.19M
|
369K
$29.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
90.7K+ 201.12% |
$6.8M - $7.32M
|
136K
$11M
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-116- 0.72% |
$8.69K - $9.36K
|
16.1K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.4K+ 31.26% |
$927K - $999K
|
51.9K
$4.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
10.2K+ 6.05% |
$761K - $820K
|
178K
$14.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-674- 2.21% |
$50.5K - $54.4K
|
29.9K
$2.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.23K- 0.16% |
$92.1K - $99.2K
|
749K
$60.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.45K- 2.77% |
$183K - $198K
|
85.9K
$6.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1.04K- 6.16% |
$77.9K - $83.9K
|
15.8K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-508- 0.6% |
$38.1K - $41K
|
84.3K
$6.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.21K- 6.38% |
$90.6K - $97.6K
|
17.7K
$1.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.68KNew |
$201K - $217K
|
2.68K
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$758K - $817K
|
10.1K
$821K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-391- 6.33% |
$29.3K - $31.6K
|
5.78K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-3.35K- 95.58% |
$251K - $270K
|
155
$12.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.04% |
$225 - $242
|
7.04K
$571K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.04K+ 1.41% |
$303K - $326K
|
291K
$23.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 10.51% |
$162K - $174K
|
18.4K
$1.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-417- 7.17% |
$31.2K - $33.7K
|
5.4K
$438K
|
|
|
Nov 04, 2025
Q3 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
192New |
$14.4K - $15.5K
|
192
$15.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
16.1K+ 5.35% |
$1.21M - $1.3M
|
317K
$25.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3+ 0.29% |
$225 - $242
|
1.05K
$85.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
345+ 1.14% |
$25.9K - $27.9K
|
30.6K
$2.48M
|
|