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
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
889+ 34.52% |
$53.6K - $66.6K
|
3.46K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
854+ 10.11% |
$51.5K - $64K
|
9.3K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
845+ 2.11% |
$51K - $63.3K
|
40.9K
$3.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
834+ 12.27% |
$50.3K - $62.5K
|
7.63K
$608K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
816+ 19.3% |
$49.2K - $61.1K
|
5.05K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
776+ 0.81% |
$46.8K - $58.1K
|
96.3K
$7.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
754+ 2.92% |
$45.5K - $56.5K
|
26.6K
$2.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
749New |
$45.2K - $56.1K
|
749
$59.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
748+ 1.53% |
$45.1K - $56K
|
49.5K
$3.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
664+ 4.6% |
$40.1K - $49.7K
|
15.1K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
646+ 1.89% |
$39K - $48.4K
|
34.9K
$2.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
626+ 3.37% |
$37.8K - $46.9K
|
19.2K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
622+ 2.27% |
$37.5K - $46.6K
|
28.1K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
609New |
$36.7K - $45.6K
|
609
$48.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
605+ 2.86% |
$36.5K - $45.3K
|
21.8K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
600+ 61.48% |
$36.2K - $44.9K
|
1.58K
$126K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
567+ 12.24% |
$34.2K - $42.5K
|
5.2K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
553+ 6.11% |
$33.4K - $41.4K
|
9.61K
$766K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
548+ 10.96% |
$33.1K - $41K
|
5.55K
$442K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
533+ 16.23% |
$32.2K - $39.9K
|
3.82K
$304K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
528+ 2.91% |
$31.9K - $39.5K
|
18.7K
$1.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
521+ 15.66% |
$31.4K - $39K
|
3.85K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
501+ 0.73% |
$30.2K - $37.5K
|
68.9K
$5.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
500New |
$30.2K - $37.4K
|
500
$39.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
497+ 2.9% |
$30K - $37.2K
|
17.6K
$1.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
469New |
$28.3K - $35.1K
|
469
$37.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
458+ 0.62% |
$27.6K - $34.3K
|
73.9K
$5.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
452+ 4.06% |
$27.3K - $33.9K
|
11.6K
$924K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
432+ 9.43% |
$26.1K - $32.4K
|
5.01K
$400K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
409+ 1.54% |
$24.7K - $30.6K
|
27K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
400+ 8.15% |
$24.1K - $30K
|
5.31K
$423K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
398+ 1.97% |
$24K - $29.8K
|
20.6K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
370+ 1.74% |
$22.3K - $27.7K
|
21.7K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
295+ 0.7% |
$17.8K - $22.1K
|
42.4K
$3.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
272+ 4.81% |
$16.4K - $20.4K
|
5.93K
$472K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
268New |
$16.2K - $20.1K
|
268
$21.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
224New |
$13.5K - $16.8K
|
224
$17.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
212New |
$12.8K - $15.9K
|
212
$16.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
207+ 0.83% |
$12.5K - $15.5K
|
25K
$1.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
185+ 2.0% |
$11.2K - $13.9K
|
9.43K
$752K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
184+ 3.8% |
$11.1K - $13.8K
|
5.03K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
177+ 106.63% |
$10.7K - $13.3K
|
343
$27.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
173+ 0.55% |
$10.4K - $13K
|
31.7K
$2.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
144+ 1.65% |
$8.69K - $10.8K
|
8.86K
$706K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
138+ 0.6% |
$8.33K - $10.3K
|
23.1K
$1.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
135+ 16.4% |
$8.15K - $10.1K
|
958
$76.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
122+ 1.12% |
$7.36K - $9.14K
|
11K
$879K
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
121+ 1.33% |
$7.3K - $9.06K
|
9.19K
$732K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
105+ 0.41% |
$6.34K - $7.86K
|
25.7K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
86+ 0.39% |
$5.19K - $6.44K
|
22.1K
$1.76M
|