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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.06K+ 35.66% |
$71.3K - $79.3K
|
4.04K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.05KNew |
$70.6K - $78.6K
|
1.05K
$75.4K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.05K+ 6.62% |
$70.3K - $78.3K
|
16.9K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
971+ 1.24% |
$65.1K - $72.4K
|
79.5K
$5.69M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
964+ 24.44% |
$64.6K - $71.9K
|
4.91K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
941+ 2.14% |
$63.1K - $70.2K
|
45K
$3.22M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
936+ 1.87% |
$62.7K - $69.8K
|
51K
$3.65M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
931+ 19.18% |
$62.4K - $69.5K
|
5.79K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
908+ 7.7% |
$60.9K - $67.7K
|
12.7K
$909K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
894+ 1.85% |
$59.9K - $66.7K
|
49.1K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
890+ 4.97% |
$59.7K - $66.4K
|
18.8K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
880New |
$59K - $65.7K
|
880
$62.9K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
877+ 0.93% |
$58.8K - $65.4K
|
95.5K
$6.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
874+ 4.22% |
$58.6K - $65.2K
|
21.6K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
872+ 23.06% |
$58.5K - $65.1K
|
4.65K
$333K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
808+ 2.62% |
$54.2K - $60.3K
|
31.7K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
763New |
$51.1K - $56.9K
|
763
$54.6K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
662+ 2.47% |
$44.4K - $49.4K
|
27.4K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
641New |
$43K - $47.8K
|
641
$45.8K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
594+ 5.95% |
$39.8K - $44.3K
|
10.6K
$756K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
593+ 3.64% |
$39.7K - $44.2K
|
16.9K
$1.21M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
559+ 1.01% |
$37.5K - $41.7K
|
56.2K
$4.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
528+ 6.45% |
$35.4K - $39.4K
|
8.72K
$623K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
507New |
$34K - $37.8K
|
507
$36.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
505+ 0.58% |
$33.9K - $37.7K
|
87.5K
$6.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
473+ 68.65% |
$31.7K - $35.3K
|
1.16K
$83.1K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
446+ 0.26% |
$29.9K - $33.3K
|
173K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
435+ 9.42% |
$29.2K - $32.5K
|
5.05K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
432+ 2.07% |
$29K - $32.2K
|
21.3K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
407+ 1.6% |
$27.3K - $30.4K
|
25.8K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
405+ 4.69% |
$27.1K - $30.2K
|
9.05K
$647K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
399+ 2.43% |
$26.7K - $29.8K
|
16.8K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
390+ 0.89% |
$26.1K - $29.1K
|
44.2K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
376New |
$25.2K - $28.1K
|
376
$26.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
355New |
$23.8K - $26.5K
|
355
$25.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
348+ 2.49% |
$23.3K - $26K
|
14.3K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
347+ 2.07% |
$23.3K - $25.9K
|
17.1K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
329+ 3.36% |
$22.1K - $24.5K
|
10.1K
$723K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
327New |
$21.9K - $24.4K
|
327
$23.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
298+ 5.81% |
$20K - $22.2K
|
5.43K
$388K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
294+ 2.59% |
$19.7K - $21.9K
|
11.6K
$833K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
284+ 2.63% |
$19K - $21.2K
|
11.1K
$792K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
268+ 2.98% |
$18K - $20K
|
9.25K
$661K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
254+ 8.85% |
$17K - $19K
|
3.12K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
252+ 10.85% |
$16.9K - $18.8K
|
2.58K
$184K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
245+ 5.37% |
$16.4K - $18.3K
|
4.81K
$344K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
241New |
$16.2K - $18K
|
241
$17.2K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 555.56% |
$13.4K - $14.9K
|
236
$16.9K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
194+ 4.91% |
$13K - $14.5K
|
4.15K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
172+ 0.26% |
$11.5K - $12.8K
|
65.6K
$4.69M
|