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 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
23.3K+ 9.82% |
$1.41M - $1.74M
|
260K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
23.2K+ 22.57% |
$1.4M - $1.74M
|
126K
$10.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
22.6K+ 11.78% |
$1.36M - $1.69M
|
215K
$17.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.8K+ 2.73% |
$1.32M - $1.63M
|
820K
$65.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21.8K+ 24.73% |
$1.32M - $1.63M
|
110K
$8.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
21.4KNew |
$1.29M - $1.6M
|
21.4K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
21.3K+ 16.22% |
$1.29M - $1.6M
|
153K
$12.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
20.6KNew |
$1.24M - $1.54M
|
20.6K
$1.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
20.5K+ 451.73% |
$1.24M - $1.54M
|
25.1K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
20.3K+ 1.87% |
$1.23M - $1.52M
|
1.11M
$88.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
19.7K+ 1.97% |
$1.19M - $1.47M
|
1.02M
$81M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.4K+ 6.13% |
$1.05M - $1.31M
|
302K
$24.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
16.9KNew |
$1.02M - $1.27M
|
16.9K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
16.9K+ 11.19% |
$1.02M - $1.26M
|
168K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
16.8KNew |
$1.02M - $1.26M
|
16.8K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
15.8K+ 415.79% |
$953K - $1.18M
|
19.6K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
15.1K+ 2.31% |
$908K - $1.13M
|
668K
$53.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
15K+ 1.54% |
$904K - $1.12M
|
989K
$78.8M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.8K+ 46.21% |
$895K - $1.11M
|
47K
$3.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.4K+ 13.79% |
$870K - $1.08M
|
119K
$9.49M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.4K+ 8.51% |
$867K - $1.08M
|
183K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.2K+ 30.76% |
$857K - $1.06M
|
60.4K
$4.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
14.2KNew |
$857K - $1.06M
|
14.2K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14K+ 79.1% |
$843K - $1.05M
|
31.6K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13.6K+ 8.0% |
$819K - $1.02M
|
183K
$14.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.2K+ 3.73% |
$795K - $987K
|
366K
$29.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.1K+ 147.17% |
$792K - $983K
|
22K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
12.9K+ 2.82% |
$778K - $966K
|
470K
$37.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.3KNew |
$744K - $923K
|
12.3K
$983K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$741K - $920K
|
12.3K
$979K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12KNew |
$724K - $898K
|
12K
$956K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.5K+ 40.85% |
$693K - $860K
|
39.6K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.1K+ 108.75% |
$672K - $834K
|
21.4K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.7K+ 87.04% |
$645K - $801K
|
23K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.6K+ 1.43% |
$639K - $793K
|
750K
$59.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
10.5K+ 3.6% |
$633K - $786K
|
302K
$24.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
10.5K+ 7.36% |
$631K - $783K
|
152K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
10.4K+ 28.47% |
$626K - $778K
|
46.8K
$3.73M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$615K - $763K
|
10.2K
$812K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.1K+ 2.56% |
$607K - $754K
|
403K
$32.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
9.84KNew |
$594K - $737K
|
9.84K
$785K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
9.42K+ 33.94% |
$568K - $705K
|
37.2K
$2.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
9.36K+ 84.43% |
$565K - $701K
|
20.4K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.07K+ 5.66% |
$547K - $679K
|
169K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
8.95K+ 5111.43% |
$540K - $670K
|
9.12K
$727K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8.88K+ 1.25% |
$536K - $665K
|
717K
$57.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.72KNew |
$526K - $653K
|
8.72K
$695K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
8.67KNew |
$523K - $649K
|
8.67K
$691K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
8.5KNew |
$513K - $636K
|
8.5K
$677K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
8.31K+ 60.19% |
$502K - $622K
|
22.1K
$1.76M
|