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 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.55KNew |
$191K - $205K
|
2.55K
$203K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.52K+ 3.1% |
$189K - $203K
|
83.8K
$6.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2.5K+ 2.64% |
$187K - $202K
|
97K
$7.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.39K+ 12.13% |
$179K - $193K
|
22.1K
$1.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.33K+ 5.49% |
$174K - $188K
|
44.7K
$3.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.3K+ 0.33% |
$172K - $186K
|
701K
$56M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.26K+ 34.52% |
$169K - $182K
|
8.8K
$703K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.14K+ 22.7% |
$161K - $173K
|
11.6K
$926K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.09K+ 6.73% |
$157K - $169K
|
33.1K
$2.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.76K+ 2.95% |
$132K - $142K
|
61.6K
$4.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.72K+ 8.5% |
$129K - $138K
|
21.9K
$1.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.45K+ 0.22% |
$108K - $117K
|
669K
$53.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.39K+ 59.4% |
$104K - $112K
|
3.72K
$298K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.38K+ 16.56% |
$103K - $111K
|
9.72K
$777K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33K+ 13.8% |
$99.4K - $107K
|
10.9K
$874K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.33K+ 2.2% |
$99.4K - $107K
|
61.6K
$4.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.32K+ 1.37% |
$99K - $107K
|
97.8K
$7.82M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.18K+ 1.42% |
$88.6K - $95.4K
|
84.5K
$6.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
1.12K+ 0.88% |
$83.7K - $90.2K
|
128K
$10.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.1K+ 12.93% |
$82.1K - $88.5K
|
9.57K
$765K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.1KNew |
$82K - $88.4K
|
1.1K
$87.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
898+ 32.79% |
$67.3K - $72.5K
|
3.64K
$291K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
860+ 0.25% |
$64.4K - $69.4K
|
342K
$27.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
822New |
$61.6K - $66.4K
|
822
$65.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
749+ 3.87% |
$56.1K - $60.5K
|
20.1K
$1.61M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
BUY
|
- |
728+ 10.61% |
$54.5K - $58.8K
|
7.59K
$607K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
677+ 1.12% |
$50.7K - $54.7K
|
60.9K
$4.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
622+ 2.69% |
$46.6K - $50.2K
|
23.7K
$1.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
600+ 159.57% |
$45K - $48.4K
|
976
$78K
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
579+ 4.51% |
$43.4K - $46.7K
|
13.4K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
345+ 1.14% |
$25.9K - $27.9K
|
30.6K
$2.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
340New |
$25.5K - $27.4K
|
340
$27.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
254+ 5.92% |
$19K - $20.5K
|
4.55K
$363K
|
|
|
Oct 29, 2025
Q3 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
247+ 2.79% |
$18.5K - $19.9K
|
9.11K
$728K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
236+ 1.6% |
$17.7K - $19.1K
|
15K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
225+ 0.83% |
$16.9K - $18.2K
|
27.2K
$2.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
222+ 4.29% |
$16.6K - $17.9K
|
5.39K
$431K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
203+ 2.38% |
$15.2K - $16.4K
|
8.74K
$698K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
203+ 5.6% |
$15.2K - $16.4K
|
3.83K
$306K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
201+ 1.38% |
$15.1K - $16.2K
|
14.8K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
194New |
$14.5K - $15.7K
|
194
$15.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
192New |
$14.4K - $15.5K
|
192
$15.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
173New |
$13K - $14K
|
173
$13.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
145New |
$10.9K - $11.7K
|
145
$11.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
125+ 1.65% |
$9.37K - $10.1K
|
7.68K
$614K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
115New |
$8.62K - $9.28K
|
115
$9.19K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
101+ 3.03% |
$7.57K - $8.15K
|
3.44K
$275K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
72+ 1.95% |
$5.39K - $5.81K
|
3.76K
$301K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
64+ 1.23% |
$4.8K - $5.17K
|
5.27K
$421K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
40+ 0.27% |
$3K - $3.23K
|
15.1K
$1.21M
|