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 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
5+ 0.14% |
$335 - $373
|
3.51K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5+ 1.43% |
$335 - $373
|
354
$26.6K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4+ 0.01% |
$268 - $298
|
33.5K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.23% |
$268 - $298
|
1.74K
$131K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3+ 0.29% |
$201 - $224
|
1.04K
$78.2K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3+ 0.01% |
$201 - $224
|
30.6K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.04% |
$201 - $224
|
7.03K
$528K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.02% |
$134 - $149
|
9.05K
$680K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.41% |
$134 - $149
|
487
$36.6K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$134 - $149
|
775
$58.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2+ 0.03% |
$134 - $149
|
6.53K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.03% |
$67 - $74.6
|
3.42K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.94% |
$67 - $74.6
|
107
$8.03K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$67 - $74.6
|
2.07K
$155K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$67 - $74.6
|
28.8K
$2.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1+ 0.01% |
$67 - $74.6
|
7.59K
$570K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1+ 0.01% |
$67 - $74.6
|
14.4K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.0% |
$67 - $74.6
|
101
$7.58K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.37% |
$67 - $74.6
|
270
$20.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.46MNew |
$101M - $108M
|
1.46M
$109M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
142K+ 12.16% |
$9.85M - $10.6M
|
1.31M
$98.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
132KNew |
$9.13M - $9.79M
|
132K
$9.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
85.4KNew |
$5.92M - $6.35M
|
85.4K
$6.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
50.4KNew |
$3.49M - $3.74M
|
50.4K
$3.78M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
25.6KNew |
$1.78M - $1.9M
|
25.6K
$1.92M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
12.3KNew |
$853K - $915K
|
12.3K
$924K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
10.9KNew |
$754K - $808K
|
10.9K
$817K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.38KNew |
$581K - $623K
|
8.38K
$629K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
8.38KNew |
$581K - $623K
|
8.38K
$629K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.78KNew |
$401K - $430K
|
5.78K
$434K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.77K+ 5.84% |
$400K - $428K
|
105K
$7.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.3KNew |
$367K - $394K
|
5.3K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
5.23KNew |
$363K - $389K
|
5.23K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
4.98KNew |
$345K - $370K
|
4.98K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.68KNew |
$325K - $348K
|
4.68K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.34KNew |
$300K - $322K
|
4.34K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.61KNew |
$250K - $268K
|
3.61K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.05KNew |
$211K - $226K
|
3.05K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.94K+ 34.82% |
$204K - $219K
|
11.4K
$855K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.87KNew |
$199K - $213K
|
2.87K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.84KNew |
$197K - $211K
|
2.84K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
2.83KNew |
$196K - $210K
|
2.83K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
2.72KNew |
$189K - $202K
|
2.72K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.31KNew |
$160K - $171K
|
2.31K
$173K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.97KNew |
$137K - $147K
|
1.97K
$148K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.53KNew |
$106K - $113K
|
1.53K
$115K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$104K - $112K
|
1.51K
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.26K+ 43.42% |
$87.3K - $93.6K
|
4.16K
$312K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.14KNew |
$78.7K - $84.4K
|
1.14K
$85.3K
|
|