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 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
507New |
$34K - $37.8K
|
507
$38.7K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
167+ 0.73% |
$11.2K - $12.5K
|
23K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
172+ 0.26% |
$11.5K - $12.8K
|
65.6K
$5.01M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
641New |
$43K - $47.8K
|
641
$48.9K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.95K- 12.95% |
$265K - $295K
|
26.6K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-711- 57.02% |
$47.7K - $53K
|
536
$40.9K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
53New |
$3.55K - $3.95K
|
53
$4.04K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.49K+ 18.16% |
$99.9K - $111K
|
9.7K
$740K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.3K+ 59.66% |
$1.16M - $1.29M
|
46.2K
$3.52M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.68K- 3.16% |
$180K - $200K
|
82.2K
$6.27M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-33- 0.16% |
$2.21K - $2.46K
|
20.9K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-241- 1.72% |
$16.2K - $18K
|
13.8K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
67.8K+ 100.65% |
$4.54M - $5.06M
|
135K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.38K- 1.97% |
$92.2K - $103K
|
68.6K
$5.23M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.94% |
$67 - $74.6
|
107
$8.16K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.64K- 5.19% |
$110K - $122K
|
29.9K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.49K- 10.18% |
$167K - $185K
|
21.9K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.96K- 34.69% |
$198K - $221K
|
5.57K
$425K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.55K- 19.35% |
$104K - $115K
|
6.44K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.09MNew |
$72.8M - $81M
|
1.09M
$82.8M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.67K- 1.79% |
$112K - $125K
|
91.7K
$7M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-778- 3.55% |
$52.1K - $58K
|
21.2K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6.52KNew |
$437K - $486K
|
6.52K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-738- 3.9% |
$49.5K - $55.1K
|
18.2K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20.6K- 26.33% |
$1.38M - $1.54M
|
57.7K
$4.4M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
405+ 4.69% |
$27.1K - $30.2K
|
9.05K
$690K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
294+ 2.59% |
$19.7K - $21.9K
|
11.6K
$888K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-214- 2.55% |
$14.3K - $16K
|
8.19K
$625K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
763New |
$51.1K - $56.9K
|
763
$58.2K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-665- 10.75% |
$44.6K - $49.6K
|
5.52K
$421K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$203K - $226K
|
3.02K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-72- 1.26% |
$4.83K - $5.37K
|
5.63K
$429K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-496- 8.63% |
$33.2K - $37K
|
5.25K
$401K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
54.6K+ 37.61% |
$3.66M - $4.07M
|
200K
$15.2M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
139K+ 22.93% |
$9.29M - $10.3M
|
743K
$56.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-231K- 2.75% |
$15.5M - $17.2M
|
8.17M
$623M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-82- 0.22% |
$5.5K - $6.12K
|
36.7K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
67.1K+ 16.53% |
$4.5M - $5.01M
|
473K
$36.1M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-110- 1.38% |
$7.37K - $8.21K
|
7.89K
$602K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-383- 0.61% |
$25.7K - $28.6K
|
62.5K
$4.77M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
285KNew |
$19.1M - $21.3M
|
285K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
29.5K+ 39.12% |
$1.97M - $2.2M
|
105K
$7.99M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-643- 5.11% |
$43.1K - $48K
|
11.9K
$910K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-995- 2.17% |
$66.7K - $74.2K
|
44.9K
$3.42M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6+ 0.2% |
$402 - $448
|
3.03K
$231K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-107- 18.14% |
$7.17K - $7.98K
|
483
$36.8K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
194+ 4.91% |
$13K - $14.5K
|
4.15K
$317K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.4K+ 19.82% |
$93.6K - $104K
|
8.45K
$644K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.88K+ 7.98% |
$461K - $513K
|
93.1K
$7.1M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.2K- 32.97% |
$282K - $314K
|
8.55K
$652K
|