Latest Institutional Purchases of Spdr Portfolio S&P 1500 Compos (SPTM)

SPTM Quotes by TradingView

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 22, 2025 Q1 2025
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
1.95K
New
$131K - $146K
1.95K $156K
May 15, 2025 Q1 2025
Concorde Asset Management, LLC

BUY
 -
1.65K
+ 33.7%
$111K - $123K
6.55K $522K
Apr 29, 2025 Q1 2025
Columbia River Financial Group, LLC

Vancouver, WA
BUY
 -
1.42K
New
$95.4K - $106K
1.42K $113K
Apr 11, 2025 Q1 2025
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
1.42K
+ 1.03%
$95.4K - $106K
139K $11.1M
Apr 09, 2025 Q1 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.41K
+ 140900.0%
$94.4K - $105K
1.41K $112K
Apr 08, 2025 Q1 2025
Cerro Pacific Wealth Advisors LLC

BUY
 -
1.06K
+ 35.66%
$71.3K - $79.3K
4.04K $322K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
1.05K
New
$70.6K - $78.6K
1.05K $84K
May 13, 2025 Q1 2025
Adams Wealth Management

BUY
 -
931
+ 19.18%
$62.4K - $69.5K
5.79K $461K
Apr 11, 2025 Q1 2025
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
880
New
$59K - $65.7K
880 $70.1K
May 07, 2025 Q1 2025
Angeles Wealth Management, LLC

BUY
 -
763
New
$51.1K - $56.9K
763 $60.8K
May 14, 2025 Q1 2025
F

BUY
 -
435
+ 9.42%
$29.2K - $32.5K
5.05K $403K
Aug 15, 2025 Q1 2025
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
418
+ 4.84%
$28K - $31.2K
9.06K $722K
May 15, 2025 Q1 2025
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
376
New
$25.2K - $28.1K
376 $30K
Apr 30, 2025 Q1 2025
Topsail Wealth Management, LLC

Charlotte, NC
BUY
 -
355
New
$23.8K - $26.5K
355 $28.3K
May 13, 2025 Q1 2025
Cache Tech Inc.

Logan, UT
BUY
 -
329
+ 3.36%
$22.1K - $24.5K
10.1K $806K
May 15, 2025 Q1 2025
Nova Wealth Management, Inc.

Bonita Springs, FL
BUY
 -
327
New
$21.9K - $24.4K
327 $26.1K
May 08, 2025 Q1 2025
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
294
+ 2.59%
$19.7K - $21.9K
11.6K $928K
May 01, 2025 Q1 2025
Woodside Wealth Management LLC

Framingham, MA
BUY
 -
241
New
$16.2K - $18K
241 $19.2K
May 01, 2025 Q1 2025
Bogart Wealth, LLC

BUY
 -
200
+ 555.56%
$13.4K - $14.9K
236 $18.8K
May 06, 2025 Q1 2025
Orin Green Financial, LLC

BUY
 -
194
+ 4.91%
$13K - $14.5K
4.15K $331K
Apr 10, 2025 Q1 2025
Retirement Planning Group

BUY
 -
160
+ 3.7%
$10.7K - $11.9K
4.48K $357K
Apr 30, 2025 Q1 2025
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
56
New
$3.75K - $4.18K
56 $4.46K
May 08, 2025 Q1 2025
Eastern Bank

BUY
 -
53
New
$3.55K - $3.95K
53 $4.22K
May 15, 2025 Q1 2025
Private Wealth Asset Management, LLC

Cedar Rapids, IA
BUY
 -
47
New
$3.15K - $3.51K
47 $3.75K
Jul 25, 2025 Q1 2025
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
36
+ 0.63%
$2.41K - $2.69K
5.78K $461K
May 02, 2025 Q1 2025
Whittier Trust CO Of Nevada Inc

BUY
 -
34
New
$2.28K - $2.54K
34 $2.71K
Apr 14, 2025 Q1 2025
Michael A. Dubis Financial Planning, LLC

Middleton, WI
BUY
 -
20
+ 0.05%
$1.34K - $1.49K
41.3K $3.29M
Apr 17, 2025 Q1 2025
Copia Wealth Management

Bend, OR
BUY
 -
15
+ 0.69%
$1.01K - $1.12K
2.2K $175K
Apr 30, 2025 Q1 2025
Badgley Phelps Wealth Managers, LLC

BUY
 -
10
+ 0.14%
$670 - $746
7.11K $567K
Apr 28, 2025 Q1 2025
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
8
New
$536 - $597
8 $638
May 06, 2025 Q1 2025
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
6
+ 0.2%
$402 - $448
3.03K $242K
Apr 29, 2025 Q1 2025
Compass Wealth Management LLC

Guilford, CT
BUY
 -
5
+ 1.43%
$335 - $373
354 $28.2K
May 09, 2025 Q1 2025
Wade Financial Advisory, Inc

BUY
 -
3
+ 0.01%
$201 - $224
30.6K $2.44M
May 15, 2025 Q1 2025
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1
+ 0.03%
$67 - $74.6
3.42K $273K
May 08, 2025 Q1 2025
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1
+ 0.94%
$67 - $74.6
107 $8.53K
Apr 22, 2025 Q1 2025
Tower View Investment Management & Research LLC

BUY
 -
1
+ 1.0%
$67 - $74.6
101 $8.05K
Q4 2024
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
1.46M
New
$101M - $108M
1.46M $116M
Feb 06, 2025 Q4 2024
Spc Financial, Inc.

BUY
 -
132K
New
$9.13M - $9.79M
132K $10.5M
Jan 22, 2025 Q4 2024
Spectrum Planning & Advisory Services Inc.

BUY
 -
85.4K
New
$5.92M - $6.35M
85.4K $6.81M
Feb 10, 2025 Q4 2024
Brooklyn Fi, LLC

New York, NY
BUY
 -
50.4K
New
$3.49M - $3.74M
50.4K $4.01M
Jan 29, 2025 Q4 2024
Ridgeline Wealth Planning, LLC

Centerville, OH
BUY
 -
10.9K
New
$754K - $808K
10.9K $867K
Feb 11, 2025 Q4 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
8.38K
New
$581K - $623K
8.38K $668K
Jan 30, 2025 Q4 2024
Congress Asset Management CO

BUY
 -
8.38K
New
$581K - $623K
8.38K $668K
Jan 29, 2025 Q4 2024
Attessa Capital LLC

Tucson, AZ
BUY
 -
5.23K
New
$363K - $389K
5.23K $417K
Jan 14, 2025 Q4 2024
Tallon Kerry Patrick

Pittsford, NY
BUY
 -
4.98K
New
$345K - $370K
4.98K $397K
Feb 04, 2025 Q4 2024
Wrapmanager Inc

BUY
 -
4.68K
New
$325K - $348K
4.68K $373K
Feb 14, 2025 Q4 2024
Green Square Capital Advisors LLC

BUY
 -
3.61K
New
$250K - $268K
3.61K $287K
Jan 23, 2025 Q4 2024
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
3.05K
New
$211K - $226K
3.05K $243K
Feb 11, 2025 Q4 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
2.87K
New
$199K - $213K
2.87K $229K

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