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 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-735- 3.25% |
$44.3K - $55K
|
21.9K
$1.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-747- 1.67% |
$45.1K - $55.9K
|
43.9K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-770- 6.98% |
$46.5K - $57.7K
|
10.3K
$842K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-792- 21.15% |
$47.8K - $59.3K
|
2.95K
$243K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-801- 1.34% |
$48.3K - $60K
|
58.8K
$4.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-809- 7.3% |
$48.8K - $60.6K
|
10.3K
$843K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-815- 1.06% |
$49.2K - $61K
|
76.1K
$6.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-839- 12.61% |
$50.6K - $62.8K
|
5.82K
$478K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-842- 0.55% |
$50.8K - $63.1K
|
152K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-880- 8.11% |
$53.1K - $65.9K
|
9.97K
$819K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-882- 12.5% |
$53.2K - $66.1K
|
6.17K
$507K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-924- 8.73% |
$55.8K - $69.2K
|
9.66K
$794K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-939- 1.98% |
$56.7K - $70.3K
|
46.5K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-953- 3.9% |
$57.5K - $71.4K
|
23.5K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-953- 1.16% |
$57.5K - $71.4K
|
81.2K
$6.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-955- 16.32% |
$57.6K - $71.5K
|
4.9K
$402K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-982- 11.19% |
$59.3K - $73.5K
|
7.79K
$640K
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-1K- 9.18% |
$60.6K - $75.2K
|
9.93K
$816K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 16.01% |
$60.8K - $75.5K
|
5.29K
$434K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.07K- 4.94% |
$64.4K - $79.9K
|
20.5K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.08K- 2.95% |
$64.9K - $80.6K
|
35.4K
$2.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-1.13K- 3.6% |
$68.1K - $84.6K
|
30.2K
$2.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.15K- 1.11% |
$69.5K - $86.3K
|
103K
$8.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.16K- 4.76% |
$69.9K - $86.7K
|
23.2K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.17K- 11.45% |
$70.6K - $87.6K
|
9.05K
$743K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.18K- 7.0% |
$71.3K - $88.5K
|
15.7K
$1.29M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.2K- 21.68% |
$72.2K - $89.6K
|
4.32K
$355K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-1.25K- 6.59% |
$75.1K - $93.2K
|
17.7K
$1.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.27K- 21.65% |
$76.6K - $95.1K
|
4.6K
$377K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-1.32K- 0.99% |
$79.6K - $98.9K
|
132K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.35K- 4.12% |
$81.5K - $101K
|
31.4K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.36K- 9.27% |
$81.9K - $102K
|
13.3K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.38K- 25.24% |
$83.5K - $104K
|
4.1K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.39K- 73.47% |
$83.6K - $104K
|
500
$41.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.44K- 82.75% |
$86.8K - $108K
|
300
$24.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.45K- 2.51% |
$87.2K - $108K
|
56.2K
$4.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.47K- 14.69% |
$88.7K - $110K
|
8.53K
$701K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 7.44% |
$90.9K - $113K
|
18.7K
$1.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.59K- 9.99% |
$95.9K - $119K
|
14.3K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.64K- 1.95% |
$99.1K - $123K
|
82.4K
$6.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 17.43% |
$101K - $126K
|
7.95K
$652K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 7.26% |
$101K - $126K
|
21.5K
$1.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.74K- 29.43% |
$105K - $130K
|
4.17K
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.8K- 0.51% |
$108K - $135K
|
349K
$28.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.93K- 11.44% |
$116K - $144K
|
14.9K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-2.05K- 12.35% |
$124K - $154K
|
14.5K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.09K- 0.33% |
$126K - $156K
|
628K
$51.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.11K- 29.64% |
$127K - $158K
|
5.02K
$412K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.17K- 11.53% |
$131K - $162K
|
16.6K
$1.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.31K- 10.85% |
$139K - $173K
|
19K
$1.56M
|