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 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10+ 0.32% |
$670 - $746
|
3.16K
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-3.27K- 2.09% |
$219K - $244K
|
153K
$11.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29+ 0.27% |
$1.94K - $2.16K
|
10.6K
$795K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.35K- 3.58% |
$90.6K - $101K
|
36.4K
$2.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-154- 5.67% |
$10.3K - $11.5K
|
2.56K
$192K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
54+ 0.27% |
$3.62K - $4.03K
|
20.1K
$1.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
12+ 0.23% |
$804 - $895
|
5.25K
$394K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.99K+ 2.55% |
$469K - $522K
|
281K
$21.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.1K- 0.79% |
$274K - $306K
|
516K
$38.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-350- 9.08% |
$23.5K - $26.1K
|
3.5K
$263K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-123- 50.0% |
$8.24K - $9.18K
|
123
$9.23K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4- 0.09% |
$268 - $298
|
4.67K
$351K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.58K- 22.69% |
$173K - $192K
|
8.77K
$658K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
81+ 0.49% |
$5.43K - $6.04K
|
16.8K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.41% |
$134 - $149
|
487
$36.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-6.2K- 22.32% |
$416K - $463K
|
21.6K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.15K- 7.92% |
$278K - $310K
|
48.3K
$3.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.54K+ 6.44% |
$170K - $190K
|
42.1K
$3.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-21.7K- 12.58% |
$1.46M - $1.62M
|
151K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-644- 1.93% |
$43.2K - $48K
|
32.7K
$2.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.18K+ 0.41% |
$79K - $88K
|
291K
$21.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-219- 23.65% |
$14.7K - $16.3K
|
707
$53.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-607- 2.51% |
$40.7K - $45.3K
|
23.6K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.96K- 1.68% |
$265K - $295K
|
231K
$17.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.82K+ 9.26% |
$256K - $285K
|
45.1K
$3.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-13.6K- 14.09% |
$913K - $1.02M
|
83K
$6.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.38K+ 7.38% |
$562K - $626K
|
122K
$9.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-33- 0.28% |
$2.21K - $2.46K
|
11.9K
$892K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.2K- 0.85% |
$147K - $164K
|
257K
$19.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-8.68K- 48.91% |
$582K - $648K
|
9.07K
$681K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.22K- 56.86% |
$484K - $539K
|
5.48K
$411K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1+ 0.01% |
$67 - $74.6
|
14.4K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.0% |
$67 - $74.6
|
101
$7.58K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-58- 23.11% |
$3.89K - $4.33K
|
193
$14.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-42.5K- 10.18% |
$2.85M - $3.17M
|
375K
$28.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30K- 4.55% |
$2.01M - $2.24M
|
630K
$47.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
58+ 0.53% |
$3.89K - $4.33K
|
10.9K
$818K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-761- 4.39% |
$51K - $56.8K
|
16.6K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
528+ 6.45% |
$35.4K - $39.4K
|
8.72K
$654K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.66K- 6.85% |
$379K - $422K
|
76.9K
$5.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
8.53K+ 6.94% |
$571K - $636K
|
131K
$9.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-780- 3.15% |
$52.3K - $58.2K
|
23.9K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-897- 4.27% |
$60.1K - $66.9K
|
20.1K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
245+ 5.37% |
$16.4K - $18.3K
|
4.81K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-506K- 98.53% |
$33.9M - $37.7M
|
7.55K
$567K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
142K+ 5.65% |
$9.53M - $10.6M
|
2.66M
$199M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-487- 3.47% |
$32.6K - $36.3K
|
13.6K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-6.28K- 3.44% |
$421K - $468K
|
176K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-115- 2.31% |
$7.71K - $8.58K
|
4.87K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-319- 6.18% |
$21.4K - $23.8K
|
4.84K
$363K
|