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 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.86K- 31.77% |
$173K - $214K
|
6.14K
$489K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-1.25K- 6.59% |
$75.1K - $93.2K
|
17.7K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.27K- 21.65% |
$76.6K - $95.1K
|
4.6K
$366K
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-20.7K- 14.06% |
$1.25M - $1.55M
|
127K
$10.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.93KNew |
$177K - $219K
|
2.93K
$233K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-203- 9.59% |
$12.2K - $15.2K
|
1.91K
$152K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
40+ 0.53% |
$2.41K - $3K
|
7.55K
$602K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-70- 1.56% |
$4.22K - $5.24K
|
4.42K
$352K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.72K+ 1.85% |
$104K - $129K
|
94.5K
$7.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3.8K- 37.24% |
$229K - $285K
|
6.41K
$511K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-94- 0.39% |
$5.67K - $7.04K
|
23.9K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-74- 2.89% |
$4.47K - $5.54K
|
2.49K
$198K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
609New |
$36.7K - $45.6K
|
609
$48.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-145- 0.87% |
$8.75K - $10.9K
|
16.4K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-1.32K- 0.99% |
$79.6K - $98.9K
|
132K
$10.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.76K+ 9.83% |
$106K - $132K
|
19.7K
$1.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
149K+ 18.14% |
$8.97M - $11.1M
|
968K
$77.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.02K- 3.82% |
$182K - $226K
|
76.2K
$6.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
533+ 16.23% |
$32.2K - $39.9K
|
3.82K
$304K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
3+ 0.04% |
$181 - $225
|
7.59K
$605K
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-100- 0.4% |
$6.03K - $7.49K
|
24.9K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
55.2K+ 13.0% |
$3.33M - $4.14M
|
480K
$38.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-535- 0.76% |
$32.3K - $40.1K
|
70K
$5.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
4+ 0.06% |
$241 - $300
|
6.95K
$554K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
83.5K+ 3.14% |
$5.04M - $6.25M
|
2.74M
$218M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.59KNew |
$338K - $419K
|
5.59K
$446K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.16K+ 8.53% |
$70.2K - $87.1K
|
14.8K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10+ 0.32% |
$603 - $749
|
3.17K
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
7.5K+ 63.29% |
$452K - $561K
|
19.3K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
53.3K+ 269.06% |
$3.21M - $3.99M
|
73.1K
$5.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
998+ 6.51% |
$60.2K - $74.7K
|
16.3K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
430K+ 19.78% |
$25.9M - $32.2M
|
2.6M
$208M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.07K- 4.94% |
$64.4K - $79.9K
|
20.5K
$1.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
548+ 10.96% |
$33.1K - $41K
|
5.55K
$442K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-18- 0.19% |
$1.09K - $1.35K
|
9.51K
$758K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-4.47K- 1.73% |
$270K - $335K
|
255K
$20.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
10.5K+ 7.36% |
$631K - $783K
|
152K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.4K- 19.84% |
$145K - $179K
|
9.67K
$771K
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
260K+ 85.86% |
$15.7M - $19.5M
|
564K
$44.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.41KNew |
$326K - $405K
|
5.41K
$431K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-12- 1.58% |
$724 - $899
|
748
$59.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-295- 2.59% |
$17.8K - $22.1K
|
11.1K
$884K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-418- 1.56% |
$25.2K - $31.3K
|
26.4K
$2.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-52- 0.26% |
$3.14K - $3.89K
|
20.1K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-955- 16.32% |
$57.6K - $71.5K
|
4.9K
$390K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.94K- 51.47% |
$419K - $520K
|
6.55K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.69KNew |
$223K - $276K
|
3.69K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-530- 1.89% |
$32K - $39.7K
|
27.4K
$2.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
23+ 0.49% |
$1.39K - $1.72K
|
4.68K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-135K- 76.61% |
$8.15M - $10.1M
|
41.2K
$3.29M
|