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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5K- 8.67% |
$302K - $374K
|
52.7K
$4.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-1K- 9.18% |
$60.6K - $75.2K
|
9.93K
$792K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-40.3K- 2.53% |
$2.43M - $3.01M
|
1.55M
$123M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-689- 9.39% |
$41.6K - $51.6K
|
6.65K
$530K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-436- 1.4% |
$26.3K - $32.7K
|
30.6K
$2.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.79K- 25.05% |
$168K - $209K
|
8.34K
$665K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.89KNew |
$174K - $216K
|
2.89K
$230K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.07K+ 14.87% |
$125K - $155K
|
16K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-290- 1.66% |
$17.5K - $21.7K
|
17.1K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-42- 0.21% |
$2.53K - $3.15K
|
19.6K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
9+ 0.22% |
$543 - $674
|
4.09K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.38K+ 23.92% |
$143K - $178K
|
12.3K
$981K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
398+ 1.97% |
$24K - $29.8K
|
20.6K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.59K- 9.99% |
$95.9K - $119K
|
14.3K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 17.43% |
$101K - $126K
|
7.95K
$633K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.8K+ 2.73% |
$1.32M - $1.63M
|
820K
$65.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.86K+ 64.24% |
$172K - $214K
|
7.31K
$582K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
229KNew |
$13.8M - $17.1M
|
229K
$18.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-924- 8.73% |
$55.8K - $69.2K
|
9.66K
$770K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-77- 0.65% |
$4.65K - $5.77K
|
11.8K
$941K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.8K+ 0.38% |
$169K - $210K
|
746K
$59.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-52- 0.84% |
$3.14K - $3.89K
|
6.16K
$491K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
138+ 0.6% |
$8.33K - $10.3K
|
23.1K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.08K- 2.95% |
$64.9K - $80.6K
|
35.4K
$2.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4KNew |
$241K - $300K
|
4K
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
469New |
$28.3K - $35.1K
|
469
$37.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-93- 0.34% |
$5.61K - $6.96K
|
27.3K
$2.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.01M- 68.32% |
$61.2M - $75.9M
|
470K
$37.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.63K+ 4.38% |
$219K - $272K
|
86.6K
$6.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.38K+ 34.21% |
$144K - $179K
|
9.35K
$746K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
84KNew |
$5.07M - $6.29M
|
84K
$6.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
10.5K+ 3.6% |
$633K - $786K
|
302K
$24.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.45K- 2.51% |
$87.2K - $108K
|
56.2K
$4.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
98K+ 14.29% |
$5.91M - $7.34M
|
784K
$62.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
2.83KNew |
$170K - $212K
|
2.83K
$225K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.62K+ 4.46% |
$219K - $271K
|
84.8K
$6.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-226- 4.84% |
$13.6K - $16.9K
|
4.44K
$354K
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-84- 0.62% |
$5.07K - $6.29K
|
13.5K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
409+ 1.54% |
$24.7K - $30.6K
|
27K
$2.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
77+ 1.51% |
$4.65K - $5.77K
|
5.17K
$412K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
20.5K+ 451.73% |
$1.24M - $1.54M
|
25.1K
$2M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
21.4KNew |
$1.29M - $1.6M
|
21.4K
$1.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-59- 1.32% |
$3.56K - $4.42K
|
4.41K
$351K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
29.1KNew |
$1.76M - $2.18M
|
29.1K
$2.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
49.4K+ 1.57% |
$2.98M - $3.7M
|
3.21M
$256M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.45K+ 22.55% |
$87.6K - $109K
|
7.89K
$629K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.44K- 82.75% |
$86.8K - $108K
|
300
$23.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.7K+ 2.08% |
$102K - $127K
|
83.3K
$6.64M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
8.31K+ 60.19% |
$502K - $622K
|
22.1K
$1.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.16K- 4.76% |
$69.9K - $86.7K
|
23.2K
$1.85M
|