Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
374KNew |
$28M - $30.2M
|
374K
$29.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
144KNew |
$10.8M - $11.6M
|
144K
$11.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
134K+ 21.42% |
$10M - $10.8M
|
757K
$60.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
114KNew |
$8.51M - $9.17M
|
114K
$9.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
79.6KNew |
$5.96M - $6.42M
|
79.6K
$6.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
77.5K+ 2.83% |
$5.8M - $6.25M
|
2.82M
$225M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
45K+ 2.85% |
$3.37M - $3.63M
|
1.62M
$130M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
42KNew |
$3.15M - $3.39M
|
42K
$3.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
29.9K+ 208.65% |
$2.24M - $2.41M
|
44.2K
$3.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
21KNew |
$1.57M - $1.69M
|
21K
$1.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
19.2K+ 10.49% |
$1.44M - $1.55M
|
202K
$16.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
16.8KNew |
$1.26M - $1.36M
|
16.8K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
16.1K+ 5.35% |
$1.21M - $1.3M
|
317K
$25.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15.7K+ 197.83% |
$1.17M - $1.27M
|
23.6K
$1.89M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
15.5KNew |
$1.16M - $1.25M
|
15.5K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.4K+ 12.97% |
$1.16M - $1.25M
|
134K
$10.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.6K+ 3.37% |
$1.02M - $1.1M
|
417K
$33.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.4K+ 31.26% |
$927K - $999K
|
51.9K
$4.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 0.59% |
$862K - $929K
|
1.97M
$158M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
10.7K+ 4.3% |
$801K - $863K
|
259K
$20.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 4.57% |
$783K - $844K
|
239K
$19.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
10.2K+ 6.05% |
$761K - $820K
|
178K
$14.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$758K - $817K
|
10.1K
$809K
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
9.81KNew |
$735K - $792K
|
9.81K
$784K
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
9.09K+ 3.01% |
$681K - $734K
|
311K
$24.9M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
8.44K+ 2.08% |
$633K - $682K
|
414K
$33.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.09K+ 3.11% |
$606K - $653K
|
268K
$21.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.78K+ 228.06% |
$583K - $628K
|
11.2K
$895K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.08K+ 73.19% |
$531K - $572K
|
16.8K
$1.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.39K+ 4.17% |
$478K - $515K
|
160K
$12.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.59K+ 27.12% |
$419K - $451K
|
26.2K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.69K+ 101.36% |
$351K - $378K
|
9.31K
$744K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
4.66K+ 11.29% |
$349K - $376K
|
45.9K
$3.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.21K+ 4.72% |
$316K - $340K
|
93.5K
$7.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.21K+ 26.06% |
$315K - $340K
|
20.3K
$1.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.17K+ 15.8% |
$313K - $337K
|
30.6K
$2.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4.13K+ 4.6% |
$309K - $333K
|
94K
$7.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.08K+ 11.56% |
$306K - $329K
|
39.4K
$3.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.04K+ 1.41% |
$303K - $326K
|
291K
$23.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
3.95K+ 5.4% |
$296K - $319K
|
77K
$6.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.88KNew |
$291K - $313K
|
3.88K
$310K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.34K+ 1.68% |
$250K - $269K
|
201K
$16.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.26K+ 2.73% |
$244K - $263K
|
122K
$9.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.86KNew |
$214K - $231K
|
2.86K
$228K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.78K+ 1.82% |
$208K - $224K
|
155K
$12.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
2.78KNew |
$208K - $224K
|
2.78K
$222K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$206K - $222K
|
2.74K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.68KNew |
$201K - $217K
|
2.68K
$214K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.68KNew |
$200K - $216K
|
2.68K
$214K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.66KNew |
$200K - $215K
|
2.66K
$213K
|