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 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-28.1K- 4.99% |
$2.11M - $2.27M
|
536K
$42.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-36.4K- 8.01% |
$2.73M - $2.94M
|
418K
$33.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-37.3K- 73.86% |
$2.79M - $3.01M
|
13.2K
$1.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-40.3K- 2.6% |
$3.02M - $3.25M
|
1.51M
$121M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-42K- 12.29% |
$3.15M - $3.39M
|
300K
$24M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-52.1K- 6.98% |
$3.9M - $4.2M
|
694K
$55.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56.6K- 25.16% |
$4.24M - $4.57M
|
168K
$13.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-78.4K- 2.45% |
$5.87M - $6.33M
|
3.13M
$250M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-84.9K- 39.55% |
$6.36M - $6.85M
|
130K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-164K- 51.22% |
$12.3M - $13.2M
|
156K
$12.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-211K- 19.02% |
$15.8M - $17M
|
898K
$71.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-256K- 99.94% |
$19.2M - $20.7M
|
148
$11.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-266K- 13.88% |
$19.9M - $21.5M
|
1.65M
$132M
|