Purchases and Sales Made in Q3 2025 in Spdr Portfolio S&P 1500 Compos (SPTM)

SPTM Quotes by TradingView

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 31, 2025 Q3 2025
Flagstone Financial Management

Lincoln, NE
BUY
 -
24
+ 0.1%
$1.8K - $1.94K
25.1K $2.01M
Oct 17, 2025 Q3 2025
Parisi Gray Wealth Management

BUY
 -
24
+ 0.87%
$1.8K - $1.94K
2.79K $223K
Oct 20, 2025 Q3 2025
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
22
+ 0.29%
$1.65K - $1.78K
7.65K $612K
Oct 27, 2025 Q3 2025
Retirement Planning Group

BUY
 -
19
+ 0.42%
$1.42K - $1.53K
4.5K $360K
Oct 15, 2025 Q3 2025
Vestia Personal Wealth Advisors

Fort Wayne, IN
BUY
 -
13
+ 0.21%
$974 - $1.05K
6.18K $494K
Oct 02, 2025 Q3 2025
Helen Stephens Group, LLC

BUY
 -
11
+ 0.31%
$824 - $888
3.51K $281K
Oct 10, 2025 Q3 2025
Red Door Wealth Management, LLC

BUY
 -
8
+ 0.25%
$599 - $646
3.18K $254K
Nov 03, 2025 Q3 2025
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
8
New
$599 - $646
8 $640
Nov 04, 2025 Q3 2025
J.W. Cole Advisors, Inc.

BUY
 -
6
+ 0.11%
$450 - $484
5.58K $446K
Nov 04, 2025 Q3 2025
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
3
+ 0.29%
$225 - $242
1.05K $83.8K
Oct 23, 2025 Q3 2025
Spire Wealth Management

BUY
 -
2
+ 0.35%
$150 - $161
569 $45.5K
Oct 22, 2025 Q3 2025
North Star Investment Management Corp.

Chicago, IL
BUY
 -
2
+ 0.26%
$150 - $161
780 $62.4K
Oct 23, 2025 Q3 2025
Wise Wealth Partners

Phoenix, AZ
BUY
 -
2
+ 0.03%
$150 - $161
7.6K $607K
Oct 21, 2025 Q3 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
1
+ 0.05%
$74.9 - $80.7
2.07K $165K
Oct 31, 2025 Q3 2025
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
1
+ 0.2%
$74.9 - $80.7
490 $39.2K
Oct 08, 2025 Q3 2025
Pinnacle Wealth Management Group, Inc.

BUY
 -
1
+ 0.02%
$74.9 - $80.7
5.75K $459K
Nov 03, 2025 Q3 2025
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-1
- 4.55%
$74.9 - $80.7
21 $1.68K
Oct 20, 2025 Q3 2025
Squire Investment Management Company, LLC

Orem, UT
SELL
 -
-3
- 0.02%
$225 - $242
12.5K $1M
Oct 31, 2025 Q3 2025
Modera Wealth Management, LLC

SELL
 -
-4
- 0.01%
$300 - $323
29.6K $2.37M
Oct 10, 2025 Q3 2025
Tlwm

San Antonio, TX
SELL
 -
-5
- 0.04%
$375 - $404
13.5K $1.08M
Nov 04, 2025 Q3 2025
Post Resch Tallon Group Inc.

Pittsford, NY
SELL
 -
-10
- 0.21%
$749 - $807
4.86K $388K
Oct 08, 2025 Q3 2025
Rda Financial Network

SELL
 -
-10
- 0.16%
$749 - $807
6.11K $488K
Oct 27, 2025 Q3 2025
Sutton Place Investors LLC

Katonah, NY
SELL
 -
-10
- 0.06%
$749 - $807
16.3K $1.3M
Nov 03, 2025 Q3 2025
Alta Wealth Advisors LLC

SELL
 -
-11
- 0.05%
$824 - $888
20.1K $1.6M
Oct 31, 2025 Q3 2025
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-13
- 0.48%
$974 - $1.05K
2.72K $217K
Oct 20, 2025 Q3 2025
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
SELL
 -
-16
- 1.72%
$1.2K - $1.29K
915 $73.1K
Oct 22, 2025 Q3 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
SELL
 -
-24
- 0.1%
$1.8K - $1.94K
23.1K $1.85M
Oct 24, 2025 Q3 2025
Equita Financial Network, Inc.

Fort Washington, PA
SELL
 -
-26
- 0.09%
$1.95K - $2.1K
30.3K $2.42M
Oct 29, 2025 Q3 2025
Financial Advisory Service, Inc.

SELL
 -
-29
- 6.04%
$2.17K - $2.34K
451 $36.1K
Nov 03, 2025 Q3 2025
Truist Financial Corp

SELL
 -
-32
- 0.03%
$2.4K - $2.58K
103K $8.21M
Oct 09, 2025 Q3 2025
Waller Financial Planning Group, Inc

SELL
 -
-36
- 0.23%
$2.7K - $2.91K
15.7K $1.25M
Nov 03, 2025 Q3 2025
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-42
- 0.91%
$3.15K - $3.39K
4.55K $364K
Oct 10, 2025 Q3 2025
Ridgeline Wealth, LLC

Mesa, AZ
SELL
 -
-43
- 0.78%
$3.22K - $3.47K
5.49K $439K
Nov 03, 2025 Q3 2025
Paulson Wealth Management Inc.

SELL
 -
-44
- 0.29%
$3.3K - $3.55K
15.2K $1.21M
Oct 07, 2025 Q3 2025
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-45
- 4.7%
$3.37K - $3.63K
913 $73K
Oct 16, 2025 Q3 2025
Emprise Bank

Wichita, KS
SELL
 -
-45
- 0.27%
$3.37K - $3.63K
16.9K $1.35M
Oct 06, 2025 Q3 2025
Destiny Wealth Partners, LLC

SELL
 -
-46
- 0.59%
$3.45K - $3.71K
7.79K $622K
Oct 24, 2025 Q3 2025
Aventus Investment Advisors, Inc.

Naples, FL
SELL
 -
-47
- 12.11%
$3.52K - $3.79K
341 $27.3K
Oct 21, 2025 Q3 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
SELL
 -
-50
- 1.06%
$3.75K - $4.04K
4.69K $375K
Oct 17, 2025 Q3 2025
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-52
- 0.22%
$3.9K - $4.2K
23.2K $1.85M
Oct 24, 2025 Q3 2025
Iron Financial, LLC

SELL
 -
-61
- 0.05%
$4.57K - $4.92K
131K $10.5M
Oct 28, 2025 Q3 2025
Bck Partners, Inc.

SELL
 -
-61
- 1.21%
$4.57K - $4.92K
4.98K $398K
Oct 09, 2025 Q3 2025
Prentice Wealth Management LLC

SELL
 -
-64
- 0.52%
$4.8K - $5.17K
12.2K $974K
Nov 04, 2025 Q3 2025
Sbi Securities Co., Ltd.

Tokyo, M0
SELL
 -
-70
- 2.19%
$5.25K - $5.65K
3.13K $250K
Oct 14, 2025 Q3 2025
Seaside Wealth Management, Inc.

Carlsbad, CA
SELL
 -
-80
- 0.35%
$5.99K - $6.46K
22.9K $1.83M
Oct 22, 2025 Q3 2025
One Ascent Financial Services LLC

Birmingham, AL
SELL
 -
-83
- 0.3%
$6.22K - $6.7K
28K $2.24M
Oct 15, 2025 Q3 2025
Successful Portfolios LLC

SELL
 -
-98
- 1.5%
$7.34K - $7.91K
6.43K $514K
Oct 17, 2025 Q3 2025
Sunburst Financial Group, LLC

SELL
 -
-99
- 0.47%
$7.42K - $7.99K
20.8K $1.66M
Oct 16, 2025 Q3 2025
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-102
- 1.13%
$7.64K - $8.23K
8.94K $715K

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