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 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
284+ 2.63% |
$19K - $21.2K
|
11.1K
$832K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
268+ 2.98% |
$18K - $20K
|
9.25K
$694K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
254+ 8.85% |
$17K - $19K
|
3.12K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
252+ 10.85% |
$16.9K - $18.8K
|
2.58K
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
245+ 5.37% |
$16.4K - $18.3K
|
4.81K
$361K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
241New |
$16.2K - $18K
|
241
$18.1K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 555.56% |
$13.4K - $14.9K
|
236
$17.7K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
194+ 4.91% |
$13K - $14.5K
|
4.15K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
172+ 0.26% |
$11.5K - $12.8K
|
65.6K
$4.92M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
167+ 0.73% |
$11.2K - $12.5K
|
23K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
166New |
$11.1K - $12.4K
|
166
$12.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
160+ 3.7% |
$10.7K - $11.9K
|
4.48K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
129+ 1.45% |
$8.65K - $9.62K
|
9.01K
$676K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
104+ 1.65% |
$6.97K - $7.76K
|
6.39K
$480K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
101+ 32.9% |
$6.77K - $7.54K
|
408
$30.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
81+ 0.49% |
$5.43K - $6.04K
|
16.8K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
63+ 1.75% |
$4.22K - $4.7K
|
3.66K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
63+ 0.46% |
$4.22K - $4.7K
|
13.6K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
58+ 0.53% |
$3.89K - $4.33K
|
10.9K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57+ 0.33% |
$3.82K - $4.25K
|
17.5K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
56+ 0.84% |
$3.75K - $4.18K
|
6.71K
$504K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
56New |
$3.75K - $4.18K
|
56
$4.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
54+ 0.27% |
$3.62K - $4.03K
|
20.1K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
53New |
$3.55K - $3.95K
|
53
$3.98K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
51+ 0.32% |
$3.42K - $3.81K
|
16.1K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
47New |
$3.15K - $3.51K
|
47
$3.53K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
44+ 0.83% |
$2.95K - $3.28K
|
5.34K
$401K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
40+ 1.08% |
$2.68K - $2.98K
|
3.73K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
36+ 1.95% |
$2.41K - $2.69K
|
1.89K
$141K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
36+ 0.2% |
$2.41K - $2.69K
|
17.9K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34New |
$2.28K - $2.54K
|
34
$2.55K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
31+ 0.05% |
$2.08K - $2.31K
|
66K
$4.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29+ 0.27% |
$1.94K - $2.16K
|
10.6K
$795K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
27+ 0.32% |
$1.81K - $2.01K
|
8.45K
$634K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 0.05% |
$1.68K - $1.87K
|
48.8K
$3.66M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
25+ 0.62% |
$1.68K - $1.87K
|
4.09K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
20+ 0.31% |
$1.34K - $1.49K
|
6.46K
$485K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
20+ 0.05% |
$1.34K - $1.49K
|
41.3K
$3.1M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
18+ 0.48% |
$1.21K - $1.34K
|
3.75K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
16+ 0.26% |
$1.07K - $1.19K
|
6.16K
$462K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
15+ 0.69% |
$1.01K - $1.12K
|
2.2K
$165K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
14+ 0.33% |
$938 - $1.04K
|
4.23K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
12+ 0.23% |
$804 - $895
|
5.25K
$394K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
11+ 0.16% |
$737 - $821
|
6.94K
$521K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10+ 0.14% |
$670 - $746
|
7.11K
$534K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10+ 0.32% |
$670 - $746
|
3.16K
$237K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.25% |
$670 - $746
|
4.09K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
8New |
$536 - $597
|
8
$600
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
7+ 2.27% |
$469 - $522
|
315
$23.6K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6+ 0.2% |
$402 - $448
|
3.03K
$227K
|