Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.68K+ 2.84% |
$113K - $125K
|
60.9K
$4.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.61K+ 10.19% |
$108K - $120K
|
17.4K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
1.57K+ 1.2% |
$105K - $117K
|
133K
$8.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.56K+ 6.17% |
$105K - $116K
|
26.9K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.56K+ 2.65% |
$104K - $116K
|
60.3K
$4.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.5K+ 1.47% |
$101K - $112K
|
104K
$6.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.46K+ 25.39% |
$98.1K - $109K
|
7.23K
$487K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.42K+ 1.03% |
$95.4K - $106K
|
139K
$9.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.42KNew |
$95.4K - $106K
|
1.42K
$95.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.41K+ 140900.0% |
$94.4K - $105K
|
1.41K
$94.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.34K+ 2.44% |
$89.6K - $99.7K
|
56.2K
$3.78M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.29K+ 5.98% |
$86.5K - $96.3K
|
22.9K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.18K+ 0.41% |
$79K - $88K
|
291K
$19.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 31.37% |
$71.5K - $79.5K
|
4.46K
$301K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.06K+ 35.66% |
$71.3K - $79.3K
|
4.04K
$272K
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
971+ 1.24% |
$65.1K - $72.4K
|
79.5K
$5.35M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
936+ 1.87% |
$62.7K - $69.8K
|
51K
$3.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
894+ 1.85% |
$59.9K - $66.7K
|
49.1K
$3.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
880New |
$59K - $65.7K
|
880
$59.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
874+ 4.22% |
$58.6K - $65.2K
|
21.6K
$1.45M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
808+ 2.62% |
$54.2K - $60.3K
|
31.7K
$2.13M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
662+ 2.47% |
$44.4K - $49.4K
|
27.4K
$1.85M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
593+ 3.64% |
$39.7K - $44.2K
|
16.9K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
528+ 6.45% |
$35.4K - $39.4K
|
8.72K
$587K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
505+ 0.58% |
$33.9K - $37.7K
|
87.5K
$5.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
473+ 68.65% |
$31.7K - $35.3K
|
1.16K
$78.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
407+ 1.6% |
$27.3K - $30.4K
|
25.8K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
399+ 2.43% |
$26.7K - $29.8K
|
16.8K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
390+ 0.89% |
$26.1K - $29.1K
|
44.2K
$2.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
355New |
$23.8K - $26.5K
|
355
$23.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
348+ 2.49% |
$23.3K - $26K
|
14.3K
$965K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
347+ 2.07% |
$23.3K - $25.9K
|
17.1K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
298+ 5.81% |
$20K - $22.2K
|
5.43K
$366K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
284+ 2.63% |
$19K - $21.2K
|
11.1K
$746K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
268+ 2.98% |
$18K - $20K
|
9.25K
$623K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
254+ 8.85% |
$17K - $19K
|
3.12K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
245+ 5.37% |
$16.4K - $18.3K
|
4.81K
$324K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
241New |
$16.2K - $18K
|
241
$16.2K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 555.56% |
$13.4K - $14.9K
|
236
$15.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
163+ 0.16% |
$10.9K - $12.2K
|
99.3K
$6.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
160+ 3.7% |
$10.7K - $11.9K
|
4.48K
$302K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
104+ 0.16% |
$6.97K - $7.76K
|
66K
$4.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
81+ 0.49% |
$5.43K - $6.04K
|
16.8K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
63+ 0.46% |
$4.22K - $4.7K
|
13.6K
$918K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
58+ 0.53% |
$3.89K - $4.33K
|
10.9K
$734K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
56New |
$3.75K - $4.18K
|
56
$3.77K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
54+ 0.27% |
$3.62K - $4.03K
|
20.1K
$1.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
53+ 0.25% |
$3.55K - $3.95K
|
21.4K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
40+ 1.08% |
$2.68K - $2.98K
|
3.73K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
36+ 0.2% |
$2.41K - $2.69K
|
17.9K
$1.21M
|