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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54.5K- 46.25% |
$3.66M - $4.07M
|
63.4K
$4.53M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-54.6K- 6.24% |
$3.66M - $4.07M
|
820K
$58.6M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-55.8K- 38.49% |
$3.74M - $4.17M
|
89.2K
$6.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-59.1K- 32.49% |
$3.96M - $4.41M
|
123K
$8.78M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-65.1K- 28.67% |
$4.36M - $4.86M
|
162K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-68.4K- 58.73% |
$4.58M - $5.1M
|
48.1K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-68.7K- 25.3% |
$4.61M - $5.13M
|
203K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-74.5K- 61.08% |
$4.99M - $5.56M
|
47.5K
$3.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-84.9K- 52.22% |
$5.69M - $6.33M
|
77.7K
$5.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-85.9K- 5.16% |
$5.76M - $6.41M
|
1.58M
$113M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-98.6K- 77.79% |
$6.61M - $7.36M
|
28.2K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-112K- 7.29% |
$7.51M - $8.36M
|
1.43M
$102M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-118K- 19.16% |
$7.94M - $8.84M
|
500K
$35.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-128K- 12.68% |
$8.61M - $9.59M
|
885K
$63.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-146K- 11.1% |
$9.78M - $10.9M
|
1.17M
$83.6M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-195K- 86.05% |
$13.1M - $14.5M
|
31.6K
$2.26M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-205K- 6.1% |
$13.7M - $15.3M
|
3.16M
$226M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-231K- 2.75% |
$15.5M - $17.2M
|
8.17M
$584M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-237K- 6.82% |
$15.9M - $17.7M
|
3.24M
$231M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-280K- 10.49% |
$18.7M - $20.9M
|
2.38M
$171M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-314K- 55.95% |
$21.1M - $23.4M
|
247K
$17.7M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-395K- 38.58% |
$26.5M - $29.4M
|
628K
$44.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-506K- 98.53% |
$33.9M - $37.7M
|
7.55K
$540K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-530K- 26.32% |
$35.5M - $39.6M
|
1.48M
$106M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-777K- 52.31% |
$52.1M - $58M
|
709K
$50.7M
|