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 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.42K+ 13.06% |
$95.1K - $106K
|
12.3K
$922K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.41K+ 140900.0% |
$94.4K - $105K
|
1.41K
$106K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.4K+ 19.82% |
$93.6K - $104K
|
8.45K
$634K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.34K+ 2.44% |
$89.6K - $99.7K
|
56.2K
$4.22M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.29K+ 5.98% |
$86.5K - $96.3K
|
22.9K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.25K+ 0.84% |
$83.5K - $92.9K
|
149K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.18K+ 0.41% |
$79K - $88K
|
291K
$21.9M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.12K+ 1.48% |
$75.3K - $83.9K
|
77.1K
$5.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 31.37% |
$71.5K - $79.5K
|
4.46K
$335K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.06K+ 35.66% |
$71.3K - $79.3K
|
4.04K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.05KNew |
$70.6K - $78.6K
|
1.05K
$79.1K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.05K+ 6.62% |
$70.3K - $78.3K
|
16.9K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
971+ 1.24% |
$65.1K - $72.4K
|
79.5K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
964+ 24.44% |
$64.6K - $71.9K
|
4.91K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
941+ 2.14% |
$63.1K - $70.2K
|
45K
$3.37M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
936+ 1.87% |
$62.7K - $69.8K
|
51K
$3.83M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
931+ 19.18% |
$62.4K - $69.5K
|
5.79K
$434K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
908+ 7.7% |
$60.9K - $67.7K
|
12.7K
$954K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
900New |
$60.3K - $67.1K
|
900
$67.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
894+ 1.85% |
$59.9K - $66.7K
|
49.1K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
890+ 4.97% |
$59.7K - $66.4K
|
18.8K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
880New |
$59K - $65.7K
|
880
$66.1K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
877+ 0.93% |
$58.8K - $65.4K
|
95.5K
$7.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
874+ 4.22% |
$58.6K - $65.2K
|
21.6K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
872+ 23.06% |
$58.5K - $65.1K
|
4.65K
$349K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
808+ 2.62% |
$54.2K - $60.3K
|
31.7K
$2.38M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
763New |
$51.1K - $56.9K
|
763
$57.3K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
662+ 2.47% |
$44.4K - $49.4K
|
27.4K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
641New |
$43K - $47.8K
|
641
$48.1K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
594+ 5.95% |
$39.8K - $44.3K
|
10.6K
$793K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
559+ 1.01% |
$37.5K - $41.7K
|
56.2K
$4.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
528+ 6.45% |
$35.4K - $39.4K
|
8.72K
$654K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
507New |
$34K - $37.8K
|
507
$38.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
505+ 0.58% |
$33.9K - $37.7K
|
87.5K
$6.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
473+ 68.65% |
$31.7K - $35.3K
|
1.16K
$87.2K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
446+ 0.26% |
$29.9K - $33.3K
|
173K
$13M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
435+ 9.42% |
$29.2K - $32.5K
|
5.05K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
432+ 2.07% |
$29K - $32.2K
|
21.3K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
407+ 1.6% |
$27.3K - $30.4K
|
25.8K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
405+ 4.69% |
$27.1K - $30.2K
|
9.05K
$679K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
399+ 2.43% |
$26.7K - $29.8K
|
16.8K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
390+ 0.89% |
$26.1K - $29.1K
|
44.2K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
376New |
$25.2K - $28.1K
|
376
$28.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
355New |
$23.8K - $26.5K
|
355
$26.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
348+ 2.49% |
$23.3K - $26K
|
14.3K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
347+ 2.07% |
$23.3K - $25.9K
|
17.1K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
329+ 3.36% |
$22.1K - $24.5K
|
10.1K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
327New |
$21.9K - $24.4K
|
327
$24.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
298+ 5.81% |
$20K - $22.2K
|
5.43K
$408K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
294+ 2.59% |
$19.7K - $21.9K
|
11.6K
$874K
|