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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-112K- 7.29% |
$7.51M - $8.36M
|
1.43M
$109M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-4.45K- 2.53% |
$298K - $332K
|
172K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.36K- 5.14% |
$225K - $251K
|
62K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
9.16K+ 5.25% |
$614K - $683K
|
184K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-72- 0.93% |
$4.83K - $5.37K
|
7.63K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.43K- 24.87% |
$163K - $181K
|
7.34K
$560K
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
435+ 9.42% |
$29.2K - $32.5K
|
5.05K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14.5K+ 19.62% |
$969K - $1.08M
|
88.2K
$6.73M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
941+ 2.14% |
$63.1K - $70.2K
|
45K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.1K+ 1872.62% |
$4.83M - $5.38M
|
75.9K
$5.79M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
3.2KNew |
$214K - $239K
|
3.2K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-103- 1.29% |
$6.9K - $7.68K
|
7.91K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
14+ 0.33% |
$938 - $1.04K
|
4.23K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
25.4K+ 4.11% |
$1.7M - $1.89M
|
643K
$49M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.5K- 76.32% |
$1.64M - $1.83M
|
7.6K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
446+ 0.26% |
$29.9K - $33.3K
|
173K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-305- 0.83% |
$20.4K - $22.8K
|
36.5K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.42K+ 13.06% |
$95.1K - $106K
|
12.3K
$937K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
101K+ 55.09% |
$6.78M - $7.54M
|
285K
$21.7M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-670- 11.0% |
$44.9K - $50K
|
5.42K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-30.7K- 3.05% |
$2.06M - $2.29M
|
974K
$74.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 13.25% |
$159K - $177K
|
20.2K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-18- 0.1% |
$1.21K - $1.34K
|
17.7K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-273- 0.86% |
$18.3K - $20.4K
|
31.3K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.24K- 1.55% |
$83.3K - $92.7K
|
79.1K
$6.03M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.35KNew |
$158K - $176K
|
2.35K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-195K- 86.05% |
$13.1M - $14.5M
|
31.6K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.4K+ 801.55% |
$830K - $924K
|
13.9K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
908+ 7.7% |
$60.9K - $67.7K
|
12.7K
$969K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 1548.28% |
$694K - $773K
|
11K
$841K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.03K- 15.39% |
$69.1K - $76.9K
|
5.67K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-991- 3.84% |
$66.4K - $73.9K
|
24.8K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-70- 0.28% |
$4.69K - $5.22K
|
25.3K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.8K- 2.77% |
$2.2M - $2.45M
|
1.15M
$87.7M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6.61K- 10.28% |
$443K - $493K
|
57.7K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-276- 4.45% |
$18.5K - $20.6K
|
5.93K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.05KNew |
$70.6K - $78.6K
|
1.05K
$80.4K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-940- 17.03% |
$63K - $70.1K
|
4.58K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.5K+ 4.89% |
$1.1M - $1.23M
|
353K
$26.9M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
931+ 19.18% |
$62.4K - $69.5K
|
5.79K
$441K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18K- 11.59% |
$1.21M - $1.35M
|
138K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-870- 12.67% |
$58.3K - $64.9K
|
5.99K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-118K- 19.16% |
$7.94M - $8.84M
|
500K
$38.1M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
39.1K+ 41.84% |
$2.62M - $2.92M
|
133K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 0.05% |
$1.68K - $1.87K
|
48.8K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.3K+ 20.19% |
$1.16M - $1.29M
|
103K
$7.85M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.23K- 45.38% |
$351K - $390K
|
6.3K
$480K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.27K+ 8.05% |
$152K - $169K
|
30.5K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
890+ 4.97% |
$59.7K - $66.4K
|
18.8K
$1.43M
|