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 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.23% |
$268 - $298
|
1.74K
$124K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3+ 0.01% |
$201 - $224
|
30.6K
$2.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.04% |
$201 - $224
|
7.03K
$503K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.02% |
$134 - $149
|
9.05K
$648K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.41% |
$134 - $149
|
487
$34.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2+ 0.03% |
$134 - $149
|
6.53K
$467K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$134 - $149
|
775
$55.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.37% |
$67 - $74.6
|
270
$19.3K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.94% |
$67 - $74.6
|
107
$7.65K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.03% |
$67 - $74.6
|
3.42K
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1+ 0.01% |
$67 - $74.6
|
7.59K
$543K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$67 - $74.6
|
2.07K
$148K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$67 - $74.6
|
28.8K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1+ 0.01% |
$67 - $74.6
|
14.4K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.0% |
$67 - $74.6
|
101
$7.22K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3- 0.01% |
$201 - $224
|
23.2K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4- 0.09% |
$268 - $298
|
4.67K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7- 0.03% |
$469 - $522
|
22K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-10- 0.15% |
$670 - $746
|
6.57K
$470K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11- 0.37% |
$737 - $821
|
3K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-18- 0.1% |
$1.21K - $1.34K
|
17.7K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-27- 1.51% |
$1.81K - $2.01K
|
1.76K
$126K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-27- 0.73% |
$1.81K - $2.01K
|
3.69K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-29- 0.21% |
$1.94K - $2.16K
|
13.6K
$971K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-33- 0.28% |
$2.21K - $2.46K
|
11.9K
$850K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-33- 0.16% |
$2.21K - $2.46K
|
20.9K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-41- 0.51% |
$2.75K - $3.06K
|
7.94K
$568K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-41- 2.61% |
$2.75K - $3.06K
|
1.53K
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-47- 0.24% |
$3.15K - $3.51K
|
19.2K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-48- 1.11% |
$3.22K - $3.58K
|
4.27K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-49- 18.7% |
$3.28K - $3.66K
|
213
$15.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-58- 0.38% |
$3.89K - $4.33K
|
15.3K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-58- 23.11% |
$3.89K - $4.33K
|
193
$13.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-63- 0.61% |
$4.22K - $4.7K
|
10.2K
$730K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-63- 1.13% |
$4.22K - $4.7K
|
5.49K
$393K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-68- 1.01% |
$4.56K - $5.07K
|
6.66K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-70- 0.28% |
$4.69K - $5.22K
|
25.3K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-72- 1.26% |
$4.83K - $5.37K
|
5.63K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-72- 0.93% |
$4.83K - $5.37K
|
7.63K
$546K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-82- 0.22% |
$5.5K - $6.12K
|
36.7K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-94- 11.01% |
$6.3K - $7.01K
|
760
$54.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-100- 9.29% |
$6.7K - $7.46K
|
976
$69.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-103- 0.51% |
$6.9K - $7.68K
|
20.2K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-103- 1.29% |
$6.9K - $7.68K
|
7.91K
$565K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-107- 18.14% |
$7.17K - $7.98K
|
483
$34.5K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-110- 1.38% |
$7.37K - $8.21K
|
7.89K
$564K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-113- 2.01% |
$7.57K - $8.43K
|
5.51K
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-115- 2.31% |
$7.71K - $8.58K
|
4.87K
$348K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-117- 4.39% |
$7.84K - $8.73K
|
2.55K
$182K
|