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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.9K+ 24.54% |
$3.54M - $3.94M
|
268K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
47.2K+ 3.06% |
$3.16M - $3.52M
|
1.59M
$119M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
39.1K+ 41.84% |
$2.62M - $2.92M
|
133K
$9.96M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
36.8KNew |
$2.47M - $2.75M
|
36.8K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
35.8K+ 21.8% |
$2.4M - $2.67M
|
200K
$15M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
32.5KNew |
$2.18M - $2.43M
|
32.5K
$2.44M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
29.5K+ 39.12% |
$1.97M - $2.2M
|
105K
$7.86M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
27.7KNew |
$1.86M - $2.07M
|
27.7K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
25.4K+ 4.11% |
$1.7M - $1.89M
|
643K
$48.3M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
23.9K+ 314.21% |
$1.6M - $1.79M
|
31.6K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
21.6KNew |
$1.45M - $1.61M
|
21.6K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
20.7K+ 39.34% |
$1.39M - $1.55M
|
73.5K
$5.52M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.7K+ 278.53% |
$1.39M - $1.54M
|
28.1K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.7K+ 6.17% |
$1.32M - $1.47M
|
339K
$25.4M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
18.5K+ 8.47% |
$1.24M - $1.38M
|
237K
$17.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
17.5K+ 6.32% |
$1.17M - $1.31M
|
295K
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.3K+ 20.19% |
$1.16M - $1.29M
|
103K
$7.73M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.3K+ 59.66% |
$1.16M - $1.29M
|
46.2K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.5K+ 4.89% |
$1.1M - $1.23M
|
353K
$26.5M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14.5K+ 19.62% |
$969K - $1.08M
|
88.2K
$6.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
13.6KNew |
$911K - $1.01M
|
13.6K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.4K+ 801.55% |
$830K - $924K
|
13.9K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
12.2K+ 14.58% |
$815K - $907K
|
95.6K
$7.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11.8K+ 8.71% |
$790K - $880K
|
147K
$11M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10.6K+ 1.85% |
$712K - $793K
|
584K
$43.9M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 1548.28% |
$694K - $773K
|
11K
$828K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10.2KNew |
$685K - $762K
|
10.2K
$767K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.2K+ 5.38% |
$681K - $758K
|
199K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.1K+ 8158.06% |
$678K - $755K
|
10.2K
$769K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.71KNew |
$651K - $724K
|
9.71K
$729K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9.58K+ 9.24% |
$642K - $714K
|
113K
$8.5M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
9.16K+ 5.25% |
$614K - $683K
|
184K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.92K+ 150.35% |
$598K - $666K
|
14.9K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.54K+ 5.63% |
$573K - $637K
|
160K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
8.53K+ 6.94% |
$571K - $636K
|
131K
$9.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.42KNew |
$565K - $628K
|
8.42K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.38K+ 7.38% |
$562K - $626K
|
122K
$9.15M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.03K+ 0.48% |
$539K - $599K
|
1.69M
$127M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.62KNew |
$511K - $569K
|
7.62K
$572K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.07K+ 37.98% |
$474K - $527K
|
25.7K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.99K+ 2.55% |
$469K - $522K
|
281K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.94K+ 106.08% |
$465K - $518K
|
13.5K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.88K+ 7.98% |
$461K - $513K
|
93.1K
$6.99M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6.52KNew |
$437K - $486K
|
6.52K
$489K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.24K+ 9.99% |
$418K - $465K
|
68.6K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6.11KNew |
$410K - $456K
|
6.11K
$459K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
5.85KNew |
$392K - $437K
|
5.85K
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.78K+ 26.77% |
$387K - $431K
|
27.4K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.77K+ 20.29% |
$387K - $431K
|
34.2K
$2.57M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.53K+ 20.13% |
$371K - $413K
|
33K
$2.48M
|