Purchases and Sales Made in Q1 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 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
May 02, 2025 Q1 2025
Whittier Trust CO Of Nevada Inc

BUY
 -
34
New
$2.28K - $2.54K
34 $2.29K
Apr 30, 2025 Q1 2025
Austin Wealth Management, LLC

Austin, TX
BUY
 -
31
+ 0.05%
$2.08K - $2.31K
66K $4.45M
Apr 25, 2025 Q1 2025
Koshinski Asset Management, Inc.

BUY
 -
29
+ 0.27%
$1.94K - $2.16K
10.6K $713K
May 02, 2025 Q1 2025
Independent Wealth Network Inc.

BUY
 -
27
+ 0.32%
$1.81K - $2.01K
8.45K $569K
May 05, 2025 Q1 2025
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
25
+ 0.62%
$1.68K - $1.87K
4.09K $275K
Apr 17, 2025 Q1 2025
Brighton Jones LLC

BUY
 -
20
+ 0.31%
$1.34K - $1.49K
6.46K $435K
Apr 14, 2025 Q1 2025
Michael A. Dubis Financial Planning, LLC

Middleton, WI
BUY
 -
20
+ 0.05%
$1.34K - $1.49K
41.3K $2.78M
Apr 23, 2025 Q1 2025
Helen Stephens Group, LLC

BUY
 -
16
+ 0.46%
$1.07K - $1.19K
3.52K $237K
Apr 17, 2025 Q1 2025
Copia Wealth Management

Bend, OR
BUY
 -
15
+ 0.69%
$1.01K - $1.12K
2.2K $148K
Apr 24, 2025 Q1 2025
Falcon Wealth Planning

BUY
 -
12
+ 0.23%
$804 - $895
5.25K $354K
Apr 11, 2025 Q1 2025
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
10
+ 0.25%
$670 - $746
4.09K $275K
Apr 30, 2025 Q1 2025
Badgley Phelps Wealth Managers, LLC

BUY
 -
10
+ 0.14%
$670 - $746
7.11K $479K
Apr 28, 2025 Q1 2025
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
8
New
$536 - $597
8 $539
Apr 14, 2025 Q1 2025
Centricity Wealth Management, LLC

Westerville, OH
BUY
 -
7
+ 2.27%
$469 - $522
315 $21.2K
Apr 29, 2025 Q1 2025
Compass Wealth Management LLC

Guilford, CT
BUY
 -
5
+ 1.43%
$335 - $373
354 $23.8K
Apr 02, 2025 Q1 2025
Legacy Wealth Management, LLC / Ms

Ridgeland, MS
BUY
 -
5
+ 0.07%
$335 - $373
7.41K $499K
May 01, 2025 Q1 2025
Northwest Capital Management Inc

BUY
 -
4
+ 0.23%
$268 - $298
1.74K $117K
Apr 17, 2025 Q1 2025
Mission Wealth Management, LP

BUY
 -
3
+ 0.04%
$201 - $224
7.03K $474K
Apr 11, 2025 Q1 2025
Successful Portfolios LLC

BUY
 -
2
+ 0.03%
$134 - $149
6.53K $440K
Apr 23, 2025 Q1 2025
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
2
+ 0.41%
$134 - $149
487 $32.8K
Apr 29, 2025 Q1 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
2
+ 0.02%
$134 - $149
9.05K $610K
Apr 17, 2025 Q1 2025
North Star Investment Management Corp.

Chicago, IL
BUY
 -
2
+ 0.26%
$134 - $149
775 $52.2K
Apr 22, 2025 Q1 2025
Tower View Investment Management & Research LLC

BUY
 -
1
+ 1.0%
$67 - $74.6
101 $6.8K
Apr 22, 2025 Q1 2025
Bernardo Wealth Planning LLC

BUY
 -
1
+ 0.01%
$67 - $74.6
14.4K $973K
Apr 17, 2025 Q1 2025
Abound Wealth Management

Franklin, TN
BUY
 -
1
+ 0.37%
$67 - $74.6
270 $18.2K
Apr 25, 2025 Q1 2025
Wise Wealth Partners

Phoenix, AZ
BUY
 -
1
+ 0.01%
$67 - $74.6
7.59K $511K
Apr 25, 2025 Q1 2025
Westside Investment Management, Inc.

BUY
 -
1
+ 0.0%
$67 - $74.6
28.8K $1.94M
May 01, 2025 Q1 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
1
+ 0.05%
$67 - $74.6
2.07K $139K
May 02, 2025 Q1 2025
Seaside Wealth Management, Inc.

Carlsbad, CA
SELL
 -
-3
- 0.01%
$201 - $224
23.2K $1.56M
Apr 24, 2025 Q1 2025
Wj Wealth Management, LLC

SELL
 -
-4
- 0.09%
$268 - $298
4.67K $314K
Apr 30, 2025 Q1 2025
Vestia Personal Wealth Advisors

Fort Wayne, IN
SELL
 -
-10
- 0.15%
$670 - $746
6.57K $442K
Apr 21, 2025 Q1 2025
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-11
- 0.37%
$737 - $821
3K $202K
Apr 09, 2025 Q1 2025
Future Financial Wealth Managment LLC

SELL
 -
-27
- 0.73%
$1.81K - $2.01K
3.69K $248K
Apr 23, 2025 Q1 2025
Goldstein Advisors, LLC

Madison, WI
SELL
 -
-33
- 0.28%
$2.21K - $2.46K
11.9K $800K
Apr 21, 2025 Q1 2025
Cherry Tree Wealth Management, LLC

Minnetonka, MN
SELL
 -
-41
- 2.61%
$2.75K - $3.06K
1.53K $103K
Apr 14, 2025 Q1 2025
Destiny Wealth Partners, LLC

SELL
 -
-41
- 0.51%
$2.75K - $3.06K
7.94K $535K
Apr 30, 2025 Q1 2025
Telos Capital Management, Inc.

SELL
 -
-47
- 0.24%
$3.15K - $3.51K
19.2K $1.29M
Apr 30, 2025 Q1 2025
Omni 360 Wealth, Inc.

Plainsboro, NJ
SELL
 -
-48
- 1.11%
$3.22K - $3.58K
4.27K $288K
Apr 22, 2025 Q1 2025
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-58
- 23.11%
$3.89K - $4.33K
193 $13K
Apr 29, 2025 Q1 2025
Sutton Place Investors LLC

Katonah, NY
SELL
 -
-58
- 0.38%
$3.89K - $4.33K
15.3K $1.03M
Apr 14, 2025 Q1 2025
Reuter James Wealth Management, LLC

Oklahoma City, OK
SELL
 -
-63
- 0.61%
$4.22K - $4.7K
10.2K $687K
Apr 29, 2025 Q1 2025
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-68
- 1.01%
$4.56K - $5.07K
6.66K $448K
May 01, 2025 Q1 2025
Iron Horse Wealth Management, LLC

SELL
 -
-94
- 11.01%
$6.3K - $7.01K
760 $51.2K
Apr 15, 2025 Q1 2025
Fifth Third Bancorp

SELL
 -
-100
- 9.29%
$6.7K - $7.46K
976 $65.7K
Apr 29, 2025 Q1 2025
Sharper & Granite LLC

El Segundo, CA
SELL
 -
-103
- 0.51%
$6.9K - $7.68K
20.2K $1.36M
May 05, 2025 Q1 2025
Arq Wealth Advisors, LLC

SELL
 -
-113
- 2.01%
$7.57K - $8.43K
5.51K $371K
Apr 22, 2025 Q1 2025
Post Resch Tallon Group Inc.

Pittsford, NY
SELL
 -
-115
- 2.31%
$7.71K - $8.58K
4.87K $328K
Apr 15, 2025 Q1 2025
Atwood & Palmer Inc

SELL
 -
-117
- 4.39%
$7.84K - $8.73K
2.55K $172K
Apr 16, 2025 Q1 2025
Praetorian Wealth Management, Inc.

SELL
 -
-123
- 0.22%
$8.24K - $9.18K
54.6K $3.67M

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