Latest Institutional Purchases of Spdr Portfolio S&P 1500 Compos (SPTM)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 1500 Compos (SPTM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
384K+ 24.33% |
$23.2M - $28.8M
|
1.96M
$147M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
256KNew |
$15.5M - $19.2M
|
256K
$19.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
74.2K+ 13.49% |
$4.47M - $5.55M
|
624K
$46.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57.5K+ 34.35% |
$3.47M - $4.31M
|
225K
$16.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
30.7K+ 1.98% |
$1.85M - $2.3M
|
1.58M
$119M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
20.6KNew |
$1.24M - $1.54M
|
20.6K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
19.7K+ 1.97% |
$1.19M - $1.47M
|
1.02M
$76.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
16.9KNew |
$1.02M - $1.27M
|
16.9K
$1.27M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.4K+ 8.51% |
$867K - $1.08M
|
183K
$13.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
9.84KNew |
$594K - $737K
|
9.84K
$739K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.61K+ 78.1% |
$399K - $495K
|
15.1K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.57K+ 4.9% |
$336K - $417K
|
119K
$8.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.95K+ 2.58% |
$299K - $371K
|
197K
$14.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.39K+ 4.76% |
$265K - $329K
|
96.5K
$7.25M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
3.29KNew |
$198K - $246K
|
3.29K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.18KNew |
$192K - $238K
|
3.18K
$238K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.78K+ 12.99% |
$168K - $208K
|
24.2K
$1.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.76KNew |
$167K - $207K
|
2.76K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.51K+ 2.28% |
$90.9K - $113K
|
67.5K
$5.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
834+ 12.27% |
$50.3K - $62.5K
|
7.63K
$573K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
567+ 12.24% |
$34.2K - $42.5K
|
5.2K
$390K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
521+ 15.66% |
$31.4K - $39K
|
3.85K
$289K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
135+ 16.4% |
$8.15K - $10.1K
|
958
$71.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
21+ 0.49% |
$1.27K - $1.57K
|
4.29K
$322K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.48M+ 448.23% |
$99.3M - $111M
|
1.81M
$136M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.09MNew |
$72.8M - $81M
|
1.09M
$81.5M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
680K+ 215.33% |
$45.6M - $50.8M
|
996K
$74.8M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
457KNew |
$30.6M - $34.1M
|
457K
$34.3M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
367K+ 1648.41% |
$24.6M - $27.4M
|
390K
$29.2M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
285KNew |
$19.1M - $21.3M
|
285K
$21.4M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
258KNew |
$17.3M - $19.3M
|
258K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
189K+ 14.64% |
$12.6M - $14.1M
|
1.48M
$111M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
158K+ 463.82% |
$10.6M - $11.8M
|
192K
$14.4M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
149K+ 62.19% |
$9.96M - $11.1M
|
387K
$29.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
142K+ 5.65% |
$9.53M - $10.6M
|
2.66M
$199M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
139K+ 22.93% |
$9.29M - $10.3M
|
743K
$55.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
136K+ 20.49% |
$9.09M - $10.1M
|
798K
$59.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
133K+ 166.42% |
$8.89M - $9.9M
|
212K
$15.9M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
121K+ 31.89% |
$8.1M - $9.02M
|
500K
$37.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
101K+ 55.09% |
$6.78M - $7.54M
|
285K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91.9K+ 32.43% |
$6.16M - $6.85M
|
375K
$28.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
74.1K+ 38.53% |
$4.97M - $5.53M
|
267K
$20M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
73.2K+ 28.7% |
$4.91M - $5.46M
|
328K
$24.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.1K+ 1872.62% |
$4.83M - $5.38M
|
75.9K
$5.7M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
67.8K+ 100.65% |
$4.54M - $5.06M
|
135K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
67.1K+ 16.53% |
$4.5M - $5.01M
|
473K
$35.5M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
64.5K+ 399.22% |
$4.32M - $4.81M
|
80.6K
$6.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
61.3K+ 9.82% |
$4.11M - $4.57M
|
686K
$51.5M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
54.6K+ 37.61% |
$3.66M - $4.07M
|
200K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
53.2KNew |
$3.56M - $3.97M
|
53.2K
$3.99M
|
|