Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
580KNew |
$35M - $43.4M
|
580K
$44.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
430K+ 19.78% |
$25.9M - $32.2M
|
2.6M
$201M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
384K+ 24.33% |
$23.2M - $28.8M
|
1.96M
$152M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
260K+ 85.86% |
$15.7M - $19.5M
|
564K
$43.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
256KNew |
$15.5M - $19.2M
|
256K
$19.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
149K+ 18.14% |
$8.97M - $11.1M
|
968K
$74.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
85.2K+ 109.72% |
$5.14M - $6.38M
|
163K
$12.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
83.5K+ 3.14% |
$5.04M - $6.25M
|
2.74M
$212M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
77.6KNew |
$4.68M - $5.81M
|
77.6K
$5.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
75.3K+ 61.29% |
$4.54M - $5.64M
|
198K
$15.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
74.2K+ 13.49% |
$4.47M - $5.55M
|
624K
$48.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
64KNew |
$3.86M - $4.79M
|
64K
$4.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57.5K+ 34.35% |
$3.47M - $4.31M
|
225K
$17.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
55.2K+ 13.0% |
$3.33M - $4.14M
|
480K
$37.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
53.3K+ 269.06% |
$3.21M - $3.99M
|
73.1K
$5.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
49.4K+ 1.57% |
$2.98M - $3.7M
|
3.21M
$248M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
30.7K+ 1.98% |
$1.85M - $2.3M
|
1.58M
$122M
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
29.1KNew |
$1.76M - $2.18M
|
29.1K
$2.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
21.3K+ 16.22% |
$1.29M - $1.6M
|
153K
$11.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
20.6KNew |
$1.24M - $1.54M
|
20.6K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
19.7K+ 1.97% |
$1.19M - $1.47M
|
1.02M
$78.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
16.9KNew |
$1.02M - $1.27M
|
16.9K
$1.31M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.4K+ 8.51% |
$867K - $1.08M
|
183K
$14.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
14.2KNew |
$857K - $1.06M
|
14.2K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
10.5K+ 7.36% |
$631K - $783K
|
152K
$11.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
9.84KNew |
$594K - $737K
|
9.84K
$760K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
9.36K+ 84.43% |
$565K - $701K
|
20.4K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
8.67KNew |
$523K - $649K
|
8.67K
$669K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
8.5KNew |
$513K - $636K
|
8.5K
$656K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
8.31K+ 60.19% |
$502K - $622K
|
22.1K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
7.5K+ 63.29% |
$452K - $561K
|
19.3K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7K+ 7.32% |
$422K - $524K
|
103K
$7.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.61K+ 78.1% |
$399K - $495K
|
15.1K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.81K+ 134.04% |
$351K - $435K
|
10.1K
$784K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.59KNew |
$338K - $419K
|
5.59K
$432K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.57K+ 4.9% |
$336K - $417K
|
119K
$9.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.46K+ 77.48% |
$330K - $409K
|
12.5K
$966K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.41KNew |
$326K - $405K
|
5.41K
$418K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.95K+ 2.58% |
$299K - $371K
|
197K
$15.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.62KNew |
$279K - $346K
|
4.62K
$357K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.39K+ 4.76% |
$265K - $329K
|
96.5K
$7.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.69KNew |
$223K - $276K
|
3.69K
$285K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.57K+ 3.77% |
$215K - $267K
|
98.2K
$7.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.29KNew |
$199K - $247K
|
3.29K
$254K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
3.29KNew |
$198K - $246K
|
3.29K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.18KNew |
$192K - $238K
|
3.18K
$245K
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.93KNew |
$177K - $219K
|
2.93K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.87KNew |
$173K - $215K
|
2.87K
$222K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.78K+ 12.99% |
$168K - $208K
|
24.2K
$1.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.76KNew |
$167K - $207K
|
2.76K
$213K
|