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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.37K- 9.89% |
$226K - $252K
|
30.7K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-47- 0.24% |
$3.15K - $3.51K
|
19.2K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
390+ 0.89% |
$26.1K - $29.1K
|
44.2K
$3.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.22K- 0.36% |
$149K - $166K
|
608K
$45.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10+ 0.14% |
$670 - $746
|
7.11K
$534K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-10- 0.15% |
$670 - $746
|
6.57K
$493K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-3.37K- 2.24% |
$226K - $252K
|
147K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-976- 3.05% |
$65.4K - $72.8K
|
31K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-639- 13.3% |
$42.8K - $47.7K
|
4.16K
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
31+ 0.05% |
$2.08K - $2.31K
|
66K
$4.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 31.37% |
$71.5K - $79.5K
|
4.46K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.17K- 22.17% |
$213K - $237K
|
11.1K
$835K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.5K+ 1.47% |
$101K - $112K
|
104K
$7.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.42KNew |
$95.4K - $106K
|
1.42K
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-125- 0.63% |
$8.38K - $9.33K
|
19.6K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-58- 0.38% |
$3.89K - $4.33K
|
15.3K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5+ 1.43% |
$335 - $373
|
354
$26.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
347+ 2.07% |
$23.3K - $25.9K
|
17.1K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-280K- 10.49% |
$18.7M - $20.9M
|
2.38M
$179M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
268+ 2.98% |
$18K - $20K
|
9.25K
$694K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-298- 5.01% |
$20K - $22.2K
|
5.65K
$424K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.02% |
$134 - $149
|
9.05K
$680K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-68- 1.01% |
$4.56K - $5.07K
|
6.66K
$500K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10.2K- 3.51% |
$685K - $763K
|
281K
$21.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-179- 3.4% |
$12K - $13.4K
|
5.09K
$382K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-103- 0.51% |
$6.9K - $7.68K
|
20.2K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
17.5K+ 6.32% |
$1.17M - $1.31M
|
295K
$22.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.38K- 19.6% |
$92.4K - $103K
|
5.65K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
8New |
$536 - $597
|
8
$600
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
348+ 2.49% |
$23.3K - $26K
|
14.3K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.11K- 24.68% |
$74.3K - $82.7K
|
3.39K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-844- 1.97% |
$56.6K - $63K
|
42K
$3.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.2K+ 25.19% |
$214K - $239K
|
15.9K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-679- 3.89% |
$45.5K - $50.7K
|
16.8K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
399+ 2.43% |
$26.7K - $29.8K
|
16.8K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.55K- 12.27% |
$104K - $116K
|
11.1K
$832K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.84K+ 25.75% |
$257K - $287K
|
18.8K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
61.3K+ 9.82% |
$4.11M - $4.57M
|
686K
$51.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-4.97K- 6.78% |
$333K - $371K
|
68.4K
$5.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.48K- 2.96% |
$166K - $185K
|
81.2K
$6.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-314K- 55.95% |
$21.1M - $23.4M
|
247K
$18.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.15K- 3.62% |
$144K - $160K
|
57.1K
$4.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.65K- 3.62% |
$178K - $198K
|
70.5K
$5.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
298+ 5.81% |
$20K - $22.2K
|
5.43K
$408K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
40+ 1.08% |
$2.68K - $2.98K
|
3.73K
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1+ 0.01% |
$67 - $74.6
|
7.59K
$570K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.56K+ 6.17% |
$105K - $116K
|
26.9K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
1.57K+ 1.2% |
$105K - $117K
|
133K
$9.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-325- 4.36% |
$21.8K - $24.2K
|
7.13K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$67 - $74.6
|
28.8K
$2.16M
|