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 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.09K- 5.74% |
$82K - $88.3K
|
18K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.52K- 1.81% |
$114K - $123K
|
82.7K
$6.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.52K+ 3.1% |
$189K - $203K
|
83.8K
$6.8M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.11% |
$450 - $484
|
5.58K
$453K
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-194- 3.24% |
$14.5K - $15.7K
|
5.79K
$470K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-8.32K- 12.77% |
$623K - $672K
|
56.8K
$4.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-266K- 13.88% |
$19.9M - $21.5M
|
1.65M
$134M
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-10- 0.21% |
$749 - $807
|
4.86K
$394K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-70- 2.19% |
$5.25K - $5.65K
|
3.13K
$254K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-193- 6.72% |
$14.5K - $15.6K
|
2.68K
$218K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
72+ 1.95% |
$5.39K - $5.81K
|
3.76K
$306K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-11- 0.05% |
$824 - $888
|
20.1K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.39K+ 4.17% |
$478K - $515K
|
160K
$13M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-113- 2.02% |
$8.47K - $9.12K
|
5.48K
$445K
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.26K+ 2.73% |
$244K - $263K
|
122K
$9.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-32- 0.03% |
$2.4K - $2.58K
|
103K
$8.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8New |
$599 - $646
|
8
$649
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-180- 3.17% |
$13.5K - $14.5K
|
5.49K
$446K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-862- 12.23% |
$64.6K - $69.6K
|
6.19K
$502K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 4.55% |
$74.9 - $80.7
|
21
$1.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 0.97% |
$138K - $148K
|
188K
$15.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.29K- 18.6% |
$696K - $750K
|
40.7K
$3.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-427- 27.64% |
$32K - $34.5K
|
1.12K
$90.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-115- 2.39% |
$8.62K - $9.28K
|
4.69K
$381K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.26K+ 34.52% |
$169K - $182K
|
8.8K
$714K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-44- 0.29% |
$3.3K - $3.55K
|
15.2K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
173New |
$13K - $14K
|
173
$14K
|
|
|
Nov 03, 2025
Q3 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-36.4K- 8.01% |
$2.73M - $2.94M
|
418K
$33.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-42- 0.91% |
$3.15K - $3.39K
|
4.55K
$370K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-84.9K- 39.55% |
$6.36M - $6.85M
|
130K
$10.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-537- 2.5% |
$40.2K - $43.4K
|
20.9K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.2% |
$74.9 - $80.7
|
490
$39.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-9.83K- 1.58% |
$736K - $793K
|
613K
$49.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4- 0.01% |
$300 - $323
|
29.6K
$2.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.1KNew |
$82K - $88.4K
|
1.1K
$88.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-13- 0.48% |
$974 - $1.05K
|
2.72K
$220K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.21K+ 4.72% |
$316K - $340K
|
93.5K
$7.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-758- 1.08% |
$56.8K - $61.2K
|
69.2K
$5.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-150- 6.82% |
$11.2K - $12.1K
|
2.05K
$166K
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
9.81KNew |
$735K - $792K
|
9.81K
$796K
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
24+ 0.1% |
$1.8K - $1.94K
|
25.1K
$2.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.08K+ 73.19% |
$531K - $572K
|
16.8K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-52.1K- 6.98% |
$3.9M - $4.2M
|
694K
$56.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-2.29K- 7.86% |
$171K - $185K
|
26.8K
$2.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-738- 3.41% |
$55.3K - $59.6K
|
20.9K
$1.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.09K+ 3.11% |
$606K - $653K
|
268K
$21.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-173- 3.43% |
$13K - $14K
|
4.87K
$395K
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-976- 3.03% |
$73.1K - $78.8K
|
31.2K
$2.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-5.26K- 2.73% |
$394K - $424K
|
187K
$15.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.48K- 27.77% |
$111K - $120K
|
3.86K
$313K
|
|