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 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.3K+ 59.66% |
$1.16M - $1.29M
|
46.2K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.5K+ 4.89% |
$1.1M - $1.23M
|
353K
$25.3M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14.5K+ 19.62% |
$969K - $1.08M
|
88.2K
$6.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
13.6KNew |
$911K - $1.01M
|
13.6K
$972K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
13K+ 3.72% |
$868K - $967K
|
361K
$25.8M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.4K+ 801.55% |
$830K - $924K
|
13.9K
$996K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
12.2K+ 14.58% |
$815K - $907K
|
95.6K
$6.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11.8K+ 8.71% |
$790K - $880K
|
147K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10.6K+ 1.85% |
$712K - $793K
|
584K
$41.8M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 1548.28% |
$694K - $773K
|
11K
$789K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10.2KNew |
$685K - $762K
|
10.2K
$731K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.2K+ 5.38% |
$681K - $758K
|
199K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.1K+ 8158.06% |
$678K - $755K
|
10.2K
$732K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.71KNew |
$651K - $724K
|
9.71K
$694K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9.58K+ 9.24% |
$642K - $714K
|
113K
$8.1M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
9.16K+ 5.25% |
$614K - $683K
|
184K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.92K+ 150.35% |
$598K - $666K
|
14.9K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.82K+ 0.53% |
$591K - $658K
|
1.69M
$121M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.54K+ 5.63% |
$573K - $637K
|
160K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
8.53K+ 6.94% |
$571K - $636K
|
131K
$9.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.47KNew |
$568K - $632K
|
8.47K
$606K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.42KNew |
$565K - $628K
|
8.42K
$602K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.38K+ 7.38% |
$562K - $626K
|
122K
$8.72M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.03K+ 0.48% |
$539K - $599K
|
1.69M
$121M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.62KNew |
$511K - $569K
|
7.62K
$545K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.29K+ 4.51% |
$489K - $544K
|
169K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.07K+ 37.98% |
$474K - $527K
|
25.7K
$1.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.99K+ 2.55% |
$469K - $522K
|
281K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.94K+ 106.08% |
$465K - $518K
|
13.5K
$965K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.88K+ 7.98% |
$461K - $513K
|
93.1K
$6.66M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
6.8KNew |
$455K - $507K
|
6.8K
$486K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6.52KNew |
$437K - $486K
|
6.52K
$466K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.24K+ 9.99% |
$418K - $465K
|
68.6K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6.11KNew |
$410K - $456K
|
6.11K
$437K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
5.85KNew |
$392K - $437K
|
5.85K
$419K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.78K+ 26.77% |
$387K - $431K
|
27.4K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.77K+ 20.29% |
$387K - $431K
|
34.2K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.53K+ 20.13% |
$371K - $413K
|
33K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5.31K+ 26.1% |
$356K - $396K
|
25.6K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.3KNew |
$355K - $396K
|
5.3K
$379K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.89K+ 22.27% |
$328K - $365K
|
26.8K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.45KNew |
$298K - $332K
|
4.45K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.37K+ 12.26% |
$293K - $326K
|
40K
$2.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4.23K+ 2.38% |
$284K - $316K
|
182K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
4.23K+ 55.42% |
$283K - $315K
|
11.8K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
4.02K+ 6.41% |
$270K - $300K
|
66.8K
$4.78M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.96K+ 21.75% |
$265K - $295K
|
22.1K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3.84K+ 3.23% |
$258K - $287K
|
123K
$8.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.84K+ 25.75% |
$257K - $287K
|
18.8K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.82K+ 9.26% |
$256K - $285K
|
45.1K
$3.22M
|