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
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.69K- 3.81% |
$114K - $126K
|
42.8K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.7K- 1.98% |
$114K - $127K
|
84K
$6.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.84K- 20.67% |
$123K - $137K
|
7.06K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.04K- 7.53% |
$137K - $152K
|
25.1K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.06K- 3.61% |
$138K - $154K
|
55K
$3.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.09K- 89.49% |
$140K - $156K
|
246
$17.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.15K- 3.62% |
$144K - $160K
|
57.1K
$4.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.2K- 0.85% |
$147K - $164K
|
257K
$18.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.22K- 0.36% |
$149K - $166K
|
608K
$43.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-2.4K- 8.76% |
$161K - $179K
|
25K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.42K- 12.34% |
$162K - $180K
|
17.2K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.43K- 24.87% |
$163K - $181K
|
7.34K
$525K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.43K- 1.9% |
$163K - $181K
|
126K
$8.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.45K- 25.98% |
$164K - $182K
|
6.97K
$498K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.48K- 2.55% |
$166K - $185K
|
94.7K
$6.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.48K- 2.96% |
$166K - $185K
|
81.2K
$5.81M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.49K- 10.18% |
$167K - $185K
|
21.9K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.54K- 0.57% |
$170K - $190K
|
447K
$32M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-2.55K- 3.76% |
$171K - $190K
|
65.4K
$4.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.58K- 22.69% |
$173K - $192K
|
8.77K
$627K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.6K- 24.81% |
$174K - $194K
|
7.89K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.62K- 4.21% |
$175K - $195K
|
59.6K
$4.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.65K- 3.62% |
$178K - $198K
|
70.5K
$5.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.67K- 4.21% |
$179K - $200K
|
60.8K
$4.35M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.68K- 3.16% |
$180K - $200K
|
82.2K
$5.88M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.74K- 2.86% |
$183K - $204K
|
92.8K
$6.64M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.76K- 2.66% |
$185K - $206K
|
101K
$7.22M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.96K- 34.69% |
$198K - $221K
|
5.57K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-3.01K- 1.15% |
$202K - $224K
|
259K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.13K- 25.95% |
$210K - $233K
|
8.92K
$638K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.13K- 24.53% |
$210K - $233K
|
9.62K
$688K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.17K- 22.17% |
$213K - $237K
|
11.1K
$796K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-3.27K- 2.09% |
$219K - $244K
|
153K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.3K- 0.93% |
$221K - $246K
|
351K
$25.1M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-3.33K- 1.05% |
$223K - $248K
|
315K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.36K- 5.14% |
$225K - $251K
|
62K
$4.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.37K- 9.89% |
$226K - $252K
|
30.7K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-3.37K- 2.24% |
$226K - $252K
|
147K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-3.67K- 26.96% |
$246K - $273K
|
9.93K
$710K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.95K- 12.95% |
$265K - $295K
|
26.6K
$1.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.96K- 1.68% |
$265K - $295K
|
231K
$16.5M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4.1K- 0.55% |
$274K - $306K
|
740K
$52.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.1K- 0.79% |
$274K - $306K
|
516K
$36.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.15K- 7.92% |
$278K - $310K
|
48.3K
$3.46M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.2K- 32.97% |
$282K - $314K
|
8.55K
$611K
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-4.24K- 0.88% |
$284K - $316K
|
476K
$34M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-4.42K- 11.89% |
$297K - $330K
|
32.8K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-4.45K- 2.53% |
$298K - $332K
|
172K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.74K- 16.26% |
$318K - $354K
|
24.4K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.85K- 1.61% |
$325K - $362K
|
297K
$21.3M
|