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 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
82+ 1.04% |
$4.95K - $6.14K
|
7.97K
$635K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
77+ 1.51% |
$4.65K - $5.77K
|
5.17K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
76+ 1.86% |
$4.59K - $5.69K
|
4.17K
$332K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
75+ 2.4% |
$4.53K - $5.62K
|
3.2K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
73New |
$4.4K - $5.47K
|
73
$5.82K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
51+ 0.32% |
$3.08K - $3.82K
|
16.2K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
51+ 0.33% |
$3.08K - $3.82K
|
15.4K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
40+ 0.53% |
$2.41K - $3K
|
7.55K
$602K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
31+ 0.54% |
$1.87K - $2.32K
|
5.75K
$458K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
29+ 2.5% |
$1.75K - $2.17K
|
1.19K
$94.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
27+ 2.87% |
$1.63K - $2.02K
|
967
$77.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
26+ 0.31% |
$1.57K - $1.95K
|
8.48K
$676K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
23+ 0.49% |
$1.39K - $1.72K
|
4.68K
$373K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
21+ 0.49% |
$1.27K - $1.57K
|
4.29K
$342K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
20+ 0.31% |
$1.21K - $1.5K
|
6.48K
$517K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11+ 0.48% |
$664 - $824
|
2.29K
$182K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10+ 0.32% |
$603 - $749
|
3.17K
$253K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
9+ 0.22% |
$543 - $674
|
4.09K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
7+ 0.06% |
$422 - $524
|
12.7K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6+ 1.9% |
$362 - $449
|
321
$25.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.06% |
$241 - $300
|
7.04K
$561K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
4+ 0.06% |
$241 - $300
|
6.95K
$554K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3+ 0.29% |
$181 - $225
|
1.05K
$83.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
3+ 0.04% |
$181 - $225
|
7.59K
$605K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.39% |
$181 - $225
|
778
$62K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.41% |
$121 - $150
|
489
$39K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1+ 0.02% |
$60.3 - $74.9
|
5.67K
$452K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.25% |
$60.3 - $74.9
|
409
$32.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 4.76% |
$60.3 - $74.9
|
22
$1.75K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.02% |
$60.3 - $74.9
|
6.53K
$520K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.47% |
$60.3 - $74.9
|
69
$5.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$60.3 - $74.9
|
2.07K
$165K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.37% |
$60.3 - $74.9
|
271
$21.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$60.3 - $74.9
|
3.34K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
367K+ 1648.41% |
$24.6M - $27.4M
|
390K
$31M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
285KNew |
$19.1M - $21.3M
|
285K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
64.5K+ 399.22% |
$4.32M - $4.81M
|
80.6K
$6.43M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
53.2KNew |
$3.56M - $3.97M
|
53.2K
$4.24M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.9K+ 24.54% |
$3.54M - $3.94M
|
268K
$21.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
13.6KNew |
$911K - $1.01M
|
13.6K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9.58K+ 9.24% |
$642K - $714K
|
113K
$9.02M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.62KNew |
$511K - $569K
|
7.62K
$608K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6.52KNew |
$437K - $486K
|
6.52K
$520K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.96K+ 21.75% |
$265K - $295K
|
22.1K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.48KNew |
$233K - $260K
|
3.48K
$277K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$203K - $226K
|
3.02K
$241K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.96KNew |
$199K - $221K
|
2.96K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.35KNew |
$158K - $176K
|
2.35K
$188K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.34KNew |
$157K - $174K
|
2.34K
$186K
|
|