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 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-4.88K- 3.32% |
$327K - $364K
|
142K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-4.97K- 6.78% |
$333K - $371K
|
68.4K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5.14K- 1.67% |
$345K - $384K
|
303K
$21.7M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.18K- 35.5% |
$347K - $386K
|
9.41K
$673K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.23K- 45.38% |
$351K - $390K
|
6.3K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.4K- 1.22% |
$362K - $403K
|
438K
$31.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.66K- 6.85% |
$379K - $422K
|
76.9K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.01K- 35.64% |
$403K - $448K
|
10.9K
$776K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-6.2K- 22.32% |
$416K - $463K
|
21.6K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-6.28K- 3.44% |
$421K - $468K
|
176K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.35K- 16.5% |
$425K - $473K
|
32.1K
$2.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.55K- 1.64% |
$439K - $489K
|
393K
$28.1M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6.61K- 10.28% |
$443K - $493K
|
57.7K
$4.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-6.79K- 14.9% |
$455K - $506K
|
38.8K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-6.81K- 26.47% |
$456K - $508K
|
18.9K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.22K- 56.86% |
$484K - $539K
|
5.48K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-7.4K- 0.74% |
$496K - $552K
|
997K
$71.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.64K- 0.25% |
$512K - $570K
|
3.02M
$216M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.64K- 50.73% |
$512K - $570K
|
7.42K
$531K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.85K- 19.18% |
$526K - $585K
|
33.1K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-8.68K- 48.91% |
$582K - $648K
|
9.07K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-9.18K- 2.34% |
$615K - $685K
|
384K
$27.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.95K- 3.69% |
$667K - $742K
|
260K
$18.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.98K- 29.08% |
$669K - $745K
|
24.4K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10.2K- 3.51% |
$685K - $763K
|
281K
$20.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-10.5K- 7.17% |
$705K - $785K
|
136K
$9.75M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-10.7K- 8.3% |
$715K - $796K
|
118K
$8.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-10.7K- 3.9% |
$720K - $801K
|
265K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-12.3K- 1.84% |
$822K - $915K
|
653K
$46.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-13.5K- 49.96% |
$906K - $1.01M
|
13.5K
$968K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.6K- 3.83% |
$912K - $1.01M
|
342K
$24.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-13.6K- 14.09% |
$913K - $1.02M
|
83K
$5.93M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-13.7K- 0.92% |
$918K - $1.02M
|
1.48M
$106M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.7K- 1.69% |
$918K - $1.02M
|
799K
$57.1M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17.8K- 9.53% |
$1.2M - $1.33M
|
169K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18K- 11.59% |
$1.21M - $1.35M
|
138K
$9.84M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18.3K- 84.01% |
$1.22M - $1.36M
|
3.48K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-18.5K- 0.84% |
$1.24M - $1.38M
|
2.17M
$155M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-19.7K- 48.06% |
$1.32M - $1.47M
|
21.3K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20.6K- 26.33% |
$1.38M - $1.54M
|
57.7K
$4.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-21.6K- 78.56% |
$1.45M - $1.61M
|
5.91K
$422K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-21.7K- 12.58% |
$1.46M - $1.62M
|
151K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-22.2K- 26.47% |
$1.49M - $1.65M
|
61.6K
$4.4M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.5K- 76.32% |
$1.64M - $1.83M
|
7.6K
$544K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30K- 4.55% |
$2.01M - $2.24M
|
630K
$45.1M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.2K- 13.82% |
$2.03M - $2.26M
|
189K
$13.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-30.5K- 6.71% |
$2.05M - $2.28M
|
425K
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-30.7K- 3.05% |
$2.06M - $2.29M
|
974K
$69.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.8K- 2.77% |
$2.2M - $2.45M
|
1.15M
$82.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-42.5K- 10.18% |
$2.85M - $3.17M
|
375K
$26.8M
|