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 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
SELL
|
- |
-104- 0.49% |
$7.79K - $8.4K
|
21.3K
$1.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-108- 0.55% |
$8.09K - $8.72K
|
19.4K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-113- 2.02% |
$8.47K - $9.12K
|
5.48K
$438K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-115- 0.7% |
$8.62K - $9.28K
|
16.3K
$1.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-115- 2.39% |
$8.62K - $9.28K
|
4.69K
$375K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-143- 0.59% |
$10.7K - $11.5K
|
24K
$1.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-150- 6.82% |
$11.2K - $12.1K
|
2.05K
$164K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-173- 3.43% |
$13K - $14K
|
4.87K
$389K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-180- 3.17% |
$13.5K - $14.5K
|
5.49K
$439K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-182- 2.61% |
$13.6K - $14.7K
|
6.8K
$543K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-193- 6.72% |
$14.5K - $15.6K
|
2.68K
$214K
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-194- 3.24% |
$14.5K - $15.7K
|
5.79K
$463K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-198- 5.04% |
$14.8K - $16K
|
3.73K
$298K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-221- 3.41% |
$16.6K - $17.8K
|
6.26K
$501K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-250- 9.81% |
$18.7K - $20.2K
|
2.3K
$184K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-259- 6.24% |
$19.4K - $20.9K
|
3.89K
$311K
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-270- 56.84% |
$20.2K - $21.8K
|
205
$16.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-274- 4.94% |
$20.5K - $22.1K
|
5.28K
$422K
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-329- 3.58% |
$24.7K - $26.6K
|
8.86K
$708K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-336- 8.73% |
$25.2K - $27.1K
|
3.51K
$281K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-355- 2.62% |
$26.6K - $28.7K
|
13.2K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-358- 3.03% |
$26.8K - $28.9K
|
11.5K
$915K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-376- 9.18% |
$28.2K - $30.4K
|
3.72K
$297K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-385- 8.74% |
$28.8K - $31.1K
|
4.02K
$321K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-391- 6.33% |
$29.3K - $31.6K
|
5.78K
$462K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-417- 7.17% |
$31.2K - $33.7K
|
5.4K
$432K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-427- 1.21% |
$32K - $34.5K
|
34.9K
$2.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-427- 27.64% |
$32K - $34.5K
|
1.12K
$89.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-479- 0.05% |
$35.9K - $38.7K
|
1.02M
$81.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-508- 0.6% |
$38.1K - $41K
|
84.3K
$6.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-527- 0.95% |
$39.5K - $42.5K
|
55K
$4.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-537- 2.5% |
$40.2K - $43.4K
|
20.9K
$1.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-561- 11.53% |
$42K - $45.3K
|
4.3K
$344K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-562- 1.84% |
$42.1K - $45.4K
|
30.1K
$2.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-575- 1.95% |
$43.1K - $46.4K
|
29K
$2.32M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-578- 2.11% |
$43.3K - $46.7K
|
26.9K
$2.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-587- 0.19% |
$44K - $47.4K
|
312K
$24.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-612- 9.55% |
$45.9K - $49.4K
|
5.8K
$463K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-620- 10.44% |
$46.5K - $50.1K
|
5.32K
$425K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-625- 15.0% |
$46.8K - $50.5K
|
3.54K
$283K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-645- 4.27% |
$48.3K - $52.1K
|
14.5K
$1.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-647- 6.24% |
$48.5K - $52.2K
|
9.73K
$778K
|
|
|
Nov 04, 2025
Q3 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-674- 2.21% |
$50.5K - $54.4K
|
29.9K
$2.39M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-682- 9.15% |
$51.1K - $55.1K
|
6.78K
$542K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-707- 3.6% |
$53K - $57.1K
|
18.9K
$1.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-720- 3.24% |
$53.9K - $58.1K
|
21.5K
$1.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-738- 3.41% |
$55.3K - $59.6K
|
20.9K
$1.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-758- 1.08% |
$56.8K - $61.2K
|
69.2K
$5.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-777- 8.17% |
$58.2K - $62.7K
|
8.74K
$698K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-795- 2.8% |
$59.6K - $64.2K
|
27.6K
$2.21M
|