Purchases and Sales Made in Q1 2025 in Spdr Portfolio S&P 1500 Compos (SPTM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 1500 Compos (SPTM) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 1500 COMPOS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.48M+ 448.23% |
$99.3M - $111M
|
1.81M
$130M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.09MNew |
$72.8M - $81M
|
1.09M
$77.6M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
680K+ 215.33% |
$45.6M - $50.8M
|
996K
$71.2M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
457KNew |
$30.6M - $34.1M
|
457K
$32.7M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
367K+ 1648.41% |
$24.6M - $27.4M
|
390K
$27.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
350K+ 39.26% |
$23.5M - $26.1M
|
1.24M
$88.8M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
285KNew |
$19.1M - $21.3M
|
285K
$20.4M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
258KNew |
$17.3M - $19.3M
|
258K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
189K+ 14.64% |
$12.6M - $14.1M
|
1.48M
$106M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167K+ 35963.15% |
$11.2M - $12.5M
|
167K
$12M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
158K+ 463.82% |
$10.6M - $11.8M
|
192K
$13.7M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
149K+ 62.19% |
$9.96M - $11.1M
|
387K
$27.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
142K+ 5.65% |
$9.53M - $10.6M
|
2.66M
$190M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
139K+ 33.76% |
$9.3M - $10.3M
|
549K
$39.3M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
139K+ 22.93% |
$9.29M - $10.3M
|
743K
$53.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
136K+ 20.49% |
$9.09M - $10.1M
|
798K
$57M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
133K+ 166.42% |
$8.89M - $9.9M
|
212K
$15.2M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
121K+ 31.89% |
$8.1M - $9.02M
|
500K
$35.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
114KNew |
$7.61M - $8.48M
|
114K
$8.12M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
101K+ 55.09% |
$6.78M - $7.54M
|
285K
$20.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
92.1KNew |
$6.18M - $6.87M
|
92.1K
$6.59M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91.9K+ 32.43% |
$6.16M - $6.85M
|
375K
$26.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
74.1K+ 38.53% |
$4.97M - $5.53M
|
267K
$19.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
73.2K+ 28.7% |
$4.91M - $5.46M
|
328K
$23.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.1K+ 1872.62% |
$4.83M - $5.38M
|
75.9K
$5.43M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
67.8K+ 100.65% |
$4.54M - $5.06M
|
135K
$9.67M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
67.1K+ 16.53% |
$4.5M - $5.01M
|
473K
$33.8M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
64.5K+ 399.22% |
$4.32M - $4.81M
|
80.6K
$5.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
61.3K+ 9.82% |
$4.11M - $4.57M
|
686K
$49M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
54.6K+ 37.61% |
$3.66M - $4.07M
|
200K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
53.2KNew |
$3.56M - $3.97M
|
53.2K
$3.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.9K+ 24.54% |
$3.54M - $3.94M
|
268K
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
47.2K+ 3.06% |
$3.16M - $3.52M
|
1.59M
$114M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43.3K+ 12.14% |
$2.9M - $3.23M
|
400K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
39.1K+ 41.84% |
$2.62M - $2.92M
|
133K
$9.49M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
36.8KNew |
$2.47M - $2.75M
|
36.8K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
35.8K+ 21.8% |
$2.4M - $2.67M
|
200K
$14.3M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
32.5KNew |
$2.18M - $2.43M
|
32.5K
$2.33M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
29.5K+ 39.12% |
$1.97M - $2.2M
|
105K
$7.49M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
27.7KNew |
$1.86M - $2.07M
|
27.7K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
25.4K+ 4.11% |
$1.7M - $1.89M
|
643K
$46M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
23.9K+ 314.21% |
$1.6M - $1.79M
|
31.6K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
23.4K+ 1.53% |
$1.57M - $1.74M
|
1.55M
$111M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
21.6KNew |
$1.45M - $1.61M
|
21.6K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
20.7K+ 39.34% |
$1.39M - $1.55M
|
73.5K
$5.26M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.7K+ 278.53% |
$1.39M - $1.54M
|
28.1K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.7K+ 6.17% |
$1.32M - $1.47M
|
339K
$24.2M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
18.5K+ 8.47% |
$1.24M - $1.38M
|
237K
$17M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
17.5K+ 6.32% |
$1.17M - $1.31M
|
295K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.3K+ 20.19% |
$1.16M - $1.29M
|
103K
$7.36M
|