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 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.71KNew |
$465K - $577K
|
7.71K
$614K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.51K+ 42.97% |
$453K - $562K
|
25K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
7.5K+ 63.29% |
$452K - $561K
|
19.3K
$1.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7K+ 7.32% |
$422K - $524K
|
103K
$8.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
6.98K+ 51.59% |
$421K - $523K
|
20.5K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.7K+ 88.16% |
$404K - $502K
|
14.3K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.61K+ 78.1% |
$399K - $495K
|
15.1K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
6.4K+ 2.17% |
$386K - $479K
|
301K
$24M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.27KNew |
$378K - $469K
|
6.27K
$500K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.14K+ 1.19% |
$370K - $460K
|
522K
$41.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.13K+ 2.18% |
$370K - $459K
|
287K
$22.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.04K+ 4.11% |
$364K - $452K
|
153K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.95K+ 6.39% |
$359K - $446K
|
99K
$7.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.81K+ 134.04% |
$351K - $435K
|
10.1K
$809K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.59KNew |
$338K - $419K
|
5.59K
$446K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.57K+ 4.9% |
$336K - $417K
|
119K
$9.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.46K+ 77.48% |
$330K - $409K
|
12.5K
$997K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.41KNew |
$326K - $405K
|
5.41K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.34KNew |
$322K - $400K
|
5.34K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.04KNew |
$304K - $377K
|
5.04K
$401K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.95K+ 2.58% |
$299K - $371K
|
197K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.67K+ 88.04% |
$282K - $350K
|
9.97K
$795K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.62KNew |
$279K - $346K
|
4.62K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
4.4K+ 6.41% |
$265K - $329K
|
73K
$5.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.39K+ 4.76% |
$265K - $329K
|
96.5K
$7.69M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.25K+ 18.57% |
$256K - $318K
|
27.1K
$2.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.07K+ 3.33% |
$245K - $305K
|
126K
$10M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4KNew |
$241K - $300K
|
4K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.96K+ 64.74% |
$239K - $296K
|
10.1K
$802K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.69KNew |
$223K - $276K
|
3.69K
$294K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.63K+ 4.38% |
$219K - $272K
|
86.6K
$6.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.62K+ 4.46% |
$219K - $271K
|
84.8K
$6.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.57K+ 3.77% |
$215K - $267K
|
98.2K
$7.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.43K+ 6.11% |
$207K - $257K
|
59.6K
$4.75M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.42KNew |
$207K - $256K
|
3.42K
$273K
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.41KNew |
$206K - $255K
|
3.41K
$272K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.36K+ 28.33% |
$203K - $251K
|
15.2K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.29KNew |
$199K - $247K
|
3.29K
$262K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
3.29KNew |
$198K - $246K
|
3.29K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.27KNew |
$197K - $245K
|
3.27K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.22K+ 3.51% |
$194K - $241K
|
94.9K
$7.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.18KNew |
$192K - $238K
|
3.18K
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.1K+ 48.5% |
$187K - $232K
|
9.49K
$757K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.02KNew |
$182K - $226K
|
3.02K
$241K
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.93KNew |
$177K - $219K
|
2.93K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.92K+ 8.79% |
$176K - $219K
|
36.1K
$2.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.89KNew |
$174K - $216K
|
2.89K
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.87KNew |
$173K - $215K
|
2.87K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.86K+ 64.24% |
$172K - $214K
|
7.31K
$582K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.84KNew |
$171K - $213K
|
2.84K
$226K
|