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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.16M+ 63.89% |
$69.9M - $86.7M
|
2.97M
$237M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
616K+ 8152.54% |
$37.1M - $46.1M
|
623K
$49.7M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
580KNew |
$35M - $43.4M
|
580K
$46.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
486K+ 1320.18% |
$29.3M - $36.4M
|
523K
$41.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
430K+ 19.78% |
$25.9M - $32.2M
|
2.6M
$208M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
384K+ 24.33% |
$23.2M - $28.8M
|
1.96M
$156M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
345K+ 27.22% |
$20.8M - $25.8M
|
1.61M
$128M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
292K+ 46.45% |
$17.6M - $21.9M
|
920K
$73.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
265K+ 41411.23% |
$16M - $19.9M
|
266K
$21.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
260K+ 85.86% |
$15.7M - $19.5M
|
564K
$44.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
256KNew |
$15.5M - $19.2M
|
256K
$20.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
250K+ 454.39% |
$15.1M - $18.7M
|
305K
$24.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
229KNew |
$13.8M - $17.1M
|
229K
$18.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
217K+ 687.57% |
$13.1M - $16.3M
|
249K
$19.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
207K+ 153.05% |
$12.5M - $15.5M
|
342K
$27.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
154K+ 30.89% |
$9.32M - $11.6M
|
654K
$52.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
149K+ 18.14% |
$8.97M - $11.1M
|
968K
$77.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
134K+ 52.01% |
$8.11M - $10.1M
|
393K
$31.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
129K+ 8.68% |
$7.76M - $9.63M
|
1.61M
$128M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
98K+ 14.29% |
$5.91M - $7.34M
|
784K
$62.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
90.8K+ 14.95% |
$5.48M - $6.8M
|
698K
$55.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
85.2K+ 109.72% |
$5.14M - $6.38M
|
163K
$13M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
84KNew |
$5.07M - $6.29M
|
84K
$6.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
83.5K+ 3.14% |
$5.04M - $6.25M
|
2.74M
$218M
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
83KNew |
$5.01M - $6.21M
|
83K
$6.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
77.6KNew |
$4.68M - $5.81M
|
77.6K
$6.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
75.3K+ 61.29% |
$4.54M - $5.64M
|
198K
$15.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
74.2K+ 13.49% |
$4.47M - $5.55M
|
624K
$49.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
64.2KNew |
$3.87M - $4.81M
|
64.2K
$5.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
64KNew |
$3.86M - $4.79M
|
64K
$5.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.8K+ 7.37% |
$3.55M - $4.4M
|
856K
$68.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57.5K+ 34.35% |
$3.47M - $4.31M
|
225K
$17.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
55.2K+ 13.0% |
$3.33M - $4.14M
|
480K
$38.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
53.3K+ 85.9% |
$3.22M - $3.99M
|
115K
$9.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
53.3K+ 269.06% |
$3.21M - $3.99M
|
73.1K
$5.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
52.9K+ 10.57% |
$3.19M - $3.96M
|
553K
$44.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
49.4K+ 1.57% |
$2.98M - $3.7M
|
3.21M
$256M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
40.9K+ 983.14% |
$2.47M - $3.07M
|
45.1K
$3.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
40.7KNew |
$2.46M - $3.05M
|
40.7K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.4K+ 19.43% |
$2.38M - $2.95M
|
242K
$19.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
38.7KNew |
$2.34M - $2.9M
|
38.7K
$3.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
36.5K+ 4.13% |
$2.2M - $2.73M
|
922K
$73.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
35.7K+ 10.87% |
$2.15M - $2.67M
|
364K
$29M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.1K+ 9.76% |
$2M - $2.48M
|
372K
$29.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
30.7K+ 1.98% |
$1.85M - $2.3M
|
1.58M
$126M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30.2KNew |
$1.82M - $2.26M
|
30.2K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
29.1KNew |
$1.76M - $2.18M
|
29.1K
$2.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
28.2K+ 4.38% |
$1.7M - $2.11M
|
671K
$53.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
26.5KNew |
$1.6M - $1.98M
|
26.5K
$2.11M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
25.9K+ 359.28% |
$1.56M - $1.94M
|
33.1K
$2.63M
|