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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
350K+ 39.26% |
$23.5M - $26.1M
|
1.24M
$83.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167K+ 35963.15% |
$11.2M - $12.5M
|
167K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
158K+ 463.82% |
$10.6M - $11.8M
|
192K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
142K+ 5.65% |
$9.53M - $10.6M
|
2.66M
$179M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
133K+ 166.42% |
$8.89M - $9.9M
|
212K
$14.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
114KNew |
$7.61M - $8.48M
|
114K
$7.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
92.1KNew |
$6.18M - $6.87M
|
92.1K
$6.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
74.1K+ 38.53% |
$4.97M - $5.53M
|
267K
$17.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
73.2K+ 28.7% |
$4.91M - $5.46M
|
328K
$22.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
61.3K+ 9.82% |
$4.11M - $4.57M
|
686K
$46.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
23.4K+ 1.53% |
$1.57M - $1.74M
|
1.55M
$104M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
21.6KNew |
$1.45M - $1.61M
|
21.6K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.7K+ 6.17% |
$1.32M - $1.47M
|
339K
$22.8M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
18.5K+ 8.47% |
$1.24M - $1.38M
|
237K
$16M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
17.5K+ 6.32% |
$1.17M - $1.31M
|
295K
$19.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
13.6KNew |
$911K - $1.01M
|
13.6K
$915K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
13K+ 3.72% |
$868K - $967K
|
361K
$24.3M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
12.2K+ 14.58% |
$815K - $907K
|
95.6K
$6.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11.8K+ 8.71% |
$790K - $880K
|
147K
$9.91M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10.2KNew |
$685K - $762K
|
10.2K
$688K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9.58K+ 9.24% |
$642K - $714K
|
113K
$7.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
8.53K+ 6.94% |
$571K - $636K
|
131K
$8.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.47KNew |
$568K - $632K
|
8.47K
$570K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.42KNew |
$565K - $628K
|
8.42K
$567K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.38K+ 7.38% |
$562K - $626K
|
122K
$8.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.29K+ 4.51% |
$489K - $544K
|
169K
$11.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.99K+ 2.55% |
$469K - $522K
|
281K
$18.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
5.85KNew |
$392K - $437K
|
5.85K
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.78K+ 26.77% |
$387K - $431K
|
27.4K
$1.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.89K+ 22.27% |
$328K - $365K
|
26.8K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.45KNew |
$298K - $332K
|
4.45K
$300K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4.23K+ 2.38% |
$284K - $316K
|
182K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.96K+ 21.75% |
$265K - $295K
|
22.1K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.84K+ 25.75% |
$257K - $287K
|
18.8K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.82K+ 9.26% |
$256K - $285K
|
45.1K
$3.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.6K+ 2.17% |
$241K - $269K
|
170K
$11.4M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.52K+ 15.38% |
$236K - $263K
|
26.4K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.33KNew |
$223K - $248K
|
3.33K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.2K+ 25.19% |
$214K - $239K
|
15.9K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.97K+ 36.69% |
$199K - $222K
|
11.1K
$745K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.96KNew |
$199K - $221K
|
2.96K
$199K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.76K+ 8.74% |
$185K - $206K
|
34.4K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
2.68K+ 0.87% |
$179K - $200K
|
309K
$20.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.66K+ 8.71% |
$178K - $199K
|
33.2K
$2.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.57K+ 3.26% |
$172K - $192K
|
81.6K
$5.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.54K+ 6.44% |
$170K - $190K
|
42.1K
$2.83M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.5K+ 21.94% |
$168K - $187K
|
13.9K
$937K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.34KNew |
$157K - $174K
|
2.34K
$157K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.32K+ 4.99% |
$156K - $173K
|
48.8K
$3.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.17K+ 2.56% |
$146K - $162K
|
87.2K
$5.87M
|