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 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.78KNew |
$168K - $208K
|
2.78K
$214K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.76KNew |
$167K - $207K
|
2.76K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.73KNew |
$165K - $204K
|
2.73K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
2.68KNew |
$162K - $201K
|
2.68K
$207K
|
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
2.48K+ 0.8% |
$149K - $185K
|
312K
$24M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.38K+ 34.21% |
$144K - $179K
|
9.35K
$721K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.38K+ 23.92% |
$143K - $178K
|
12.3K
$949K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.36K+ 2.7% |
$143K - $177K
|
89.8K
$6.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.3K+ 13.38% |
$139K - $172K
|
19.5K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.28K+ 0.2% |
$138K - $171K
|
1.15M
$88.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.13K+ 1.73% |
$129K - $160K
|
125K
$9.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.13K+ 2.44% |
$128K - $159K
|
89.3K
$6.88M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.1K+ 60.39% |
$127K - $157K
|
5.58K
$430K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.07K+ 14.87% |
$125K - $155K
|
16K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.04K+ 113.56% |
$123K - $152K
|
3.83K
$295K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
2.03K+ 46.27% |
$123K - $152K
|
6.43K
$496K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.03KNew |
$123K - $152K
|
2.03K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.89K+ 1.42% |
$114K - $141K
|
135K
$10.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.82K+ 7.08% |
$110K - $136K
|
27.5K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.79KNew |
$108K - $134K
|
1.79K
$138K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.76K+ 9.83% |
$106K - $132K
|
19.7K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.72K+ 1.85% |
$104K - $129K
|
94.5K
$7.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.7K+ 2.08% |
$102K - $127K
|
83.3K
$6.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.66K+ 3.4% |
$100K - $124K
|
50.5K
$3.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.55K+ 3.5% |
$93.5K - $116K
|
45.8K
$3.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 7.15% |
$93.3K - $116K
|
23.2K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.52K+ 3.39% |
$91.8K - $114K
|
46.4K
$3.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.51K+ 5.63% |
$91.3K - $113K
|
28.4K
$2.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.51K+ 2.28% |
$90.9K - $113K
|
67.5K
$5.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.48K+ 5.13% |
$89.1K - $111K
|
30.3K
$2.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.45K+ 22.55% |
$87.6K - $109K
|
7.89K
$608K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.45K+ 14.93% |
$87.4K - $109K
|
11.2K
$860K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.44K+ 0.83% |
$87.1K - $108K
|
174K
$13.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 0.73% |
$82.8K - $103K
|
190K
$14.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 24.51% |
$77.7K - $96.4K
|
6.54K
$504K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.23K+ 9.99% |
$74.4K - $92.3K
|
13.6K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.2K+ 0.8% |
$72.2K - $89.6K
|
151K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.18K+ 14.9% |
$70.9K - $88K
|
9.06K
$699K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.16K+ 8.53% |
$70.2K - $87.1K
|
14.8K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.02K+ 12.09% |
$61.4K - $76.2K
|
9.44K
$728K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
998+ 6.51% |
$60.2K - $74.7K
|
16.3K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
967+ 16.4% |
$58.3K - $72.4K
|
6.86K
$529K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
910+ 2.65% |
$54.9K - $68.1K
|
35.3K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
895+ 1.86% |
$54K - $67K
|
49K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
889+ 34.52% |
$53.6K - $66.6K
|
3.46K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
854+ 10.11% |
$51.5K - $64K
|
9.3K
$717K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
845+ 2.11% |
$51K - $63.3K
|
40.9K
$3.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
834+ 12.27% |
$50.3K - $62.5K
|
7.63K
$588K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
816+ 19.3% |
$49.2K - $61.1K
|
5.05K
$389K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
776+ 0.81% |
$46.8K - $58.1K
|
96.3K
$7.42M
|