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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-862- 12.23% |
$64.6K - $69.6K
|
6.19K
$495K
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-976- 3.03% |
$73.1K - $78.8K
|
31.2K
$2.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.02K- 4.66% |
$76.1K - $81.9K
|
20.8K
$1.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1.04K- 6.16% |
$77.9K - $83.9K
|
15.8K
$1.27M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-1.05K- 0.73% |
$78.3K - $84.4K
|
143K
$11.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.09K- 5.74% |
$82K - $88.3K
|
18K
$1.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-1.18K- 1.52% |
$88.3K - $95.1K
|
76.4K
$6.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.21K- 6.38% |
$90.6K - $97.6K
|
17.7K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.23K- 0.16% |
$92.1K - $99.2K
|
749K
$59.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.26K- 6.73% |
$94.3K - $102K
|
17.4K
$1.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.43K- 0.73% |
$107K - $115K
|
195K
$15.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.48K- 27.77% |
$111K - $120K
|
3.86K
$308K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.5K- 13.59% |
$112K - $121K
|
9.53K
$761K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.52K- 1.81% |
$114K - $123K
|
82.7K
$6.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.58K- 16.25% |
$119K - $128K
|
8.17K
$653K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.66K- 6.11% |
$124K - $134K
|
25.5K
$2.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.73K- 1.06% |
$130K - $140K
|
161K
$12.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 0.97% |
$138K - $148K
|
188K
$15M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.85K- 26.7% |
$138K - $149K
|
5.06K
$405K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-2.03K- 7.73% |
$152K - $163K
|
24.2K
$1.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 10.51% |
$162K - $174K
|
18.4K
$1.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-2.29K- 7.86% |
$171K - $185K
|
26.8K
$2.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.44K- 30.89% |
$183K - $197K
|
5.45K
$436K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.45K- 2.77% |
$183K - $198K
|
85.9K
$6.87M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-2.57K- 1.68% |
$192K - $207K
|
150K
$12M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.94K- 15.13% |
$220K - $238K
|
16.5K
$1.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-3.17K- 4.69% |
$237K - $256K
|
64.3K
$5.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-3.35K- 95.58% |
$251K - $270K
|
155
$12.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.89K- 38.35% |
$292K - $314K
|
6.26K
$500K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-4.01K- 5.83% |
$301K - $324K
|
64.9K
$5.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.04K- 7.01% |
$303K - $326K
|
53.6K
$4.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.23K- 44.84% |
$317K - $341K
|
5.2K
$416K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-4.4K- 1.73% |
$329K - $355K
|
250K
$20M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.6K- 1.81% |
$345K - $371K
|
250K
$20M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.78K- 51.13% |
$358K - $386K
|
4.57K
$365K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.96K- 3.64% |
$372K - $400K
|
131K
$10.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-4.99K- 9.16% |
$374K - $403K
|
49.5K
$3.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-5.26K- 2.73% |
$394K - $424K
|
187K
$15M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.27K- 1.45% |
$470K - $506K
|
425K
$34M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.37K- 3.26% |
$477K - $514K
|
189K
$15.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7.11K- 2.99% |
$533K - $574K
|
230K
$18.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-7.32K- 1.52% |
$548K - $591K
|
473K
$37.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7.91K- 14.87% |
$593K - $639K
|
45.3K
$3.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-8.32K- 12.77% |
$623K - $672K
|
56.8K
$4.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-8.75K- 3.68% |
$656K - $706K
|
229K
$18.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.29K- 18.6% |
$696K - $750K
|
40.7K
$3.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-9.83K- 1.58% |
$736K - $793K
|
613K
$49M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-10.3K- 6.32% |
$773K - $833K
|
153K
$12.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-10.6K- 4.74% |
$793K - $854K
|
213K
$17M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13K- 4.0% |
$975K - $1.05M
|
312K
$24.9M
|