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 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5.31K+ 26.1% |
$356K - $396K
|
25.6K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.3KNew |
$355K - $396K
|
5.3K
$398K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.89K+ 22.27% |
$328K - $365K
|
26.8K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.45KNew |
$298K - $332K
|
4.45K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.37K+ 12.26% |
$293K - $326K
|
40K
$3.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4.23K+ 2.38% |
$284K - $316K
|
182K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
4.23K+ 55.42% |
$283K - $315K
|
11.8K
$889K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
4.02K+ 6.41% |
$270K - $300K
|
66.8K
$5.01M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.96K+ 21.75% |
$265K - $295K
|
22.1K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3.84K+ 3.23% |
$258K - $287K
|
123K
$9.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.84K+ 25.75% |
$257K - $287K
|
18.8K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.82K+ 9.26% |
$256K - $285K
|
45.1K
$3.38M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.79K+ 11.84% |
$254K - $283K
|
35.8K
$2.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.6K+ 2.17% |
$241K - $269K
|
170K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.52K+ 15.38% |
$236K - $263K
|
26.4K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.48KNew |
$233K - $260K
|
3.48K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.36K+ 3.2% |
$225K - $251K
|
108K
$8.14M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3.28KNew |
$220K - $245K
|
3.28K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
3.2KNew |
$214K - $239K
|
3.2K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.2K+ 25.19% |
$214K - $239K
|
15.9K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$203K - $226K
|
3.02K
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.96KNew |
$199K - $221K
|
2.96K
$222K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.91K+ 31.82% |
$195K - $217K
|
12.1K
$906K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.76K+ 8.74% |
$185K - $206K
|
34.4K
$2.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
2.68K+ 0.87% |
$179K - $200K
|
309K
$23.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.66K+ 8.71% |
$178K - $199K
|
33.2K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.57K+ 3.26% |
$172K - $192K
|
81.6K
$6.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.54K+ 6.44% |
$170K - $190K
|
42.1K
$3.16M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.5K+ 21.94% |
$168K - $187K
|
13.9K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 13.25% |
$159K - $177K
|
20.2K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.35KNew |
$158K - $176K
|
2.35K
$177K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.34KNew |
$157K - $174K
|
2.34K
$175K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.32K+ 4.99% |
$156K - $173K
|
48.8K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.27K+ 8.05% |
$152K - $169K
|
30.5K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.17K+ 2.56% |
$146K - $162K
|
87.2K
$6.54M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.95KNew |
$131K - $146K
|
1.95K
$147K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.93K+ 9.32% |
$129K - $144K
|
22.6K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.85K+ 2.39% |
$124K - $138K
|
79.2K
$5.94M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.79KNew |
$120K - $134K
|
1.79K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.72K+ 1.95% |
$115K - $128K
|
90.1K
$6.76M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.7K+ 16.01% |
$114K - $127K
|
12.3K
$926K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.65K+ 33.7% |
$111K - $123K
|
6.55K
$492K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.61K+ 10.19% |
$108K - $120K
|
17.4K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
1.57K+ 1.2% |
$105K - $117K
|
133K
$9.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.56K+ 6.17% |
$105K - $116K
|
26.9K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.56K+ 2.65% |
$104K - $116K
|
60.3K
$4.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.5K+ 1.47% |
$101K - $112K
|
104K
$7.79M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.49K+ 18.16% |
$99.9K - $111K
|
9.7K
$728K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.42KNew |
$95.4K - $106K
|
1.42K
$107K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.42K+ 1.03% |
$95.4K - $106K
|
139K
$10.4M
|