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 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-123- 50.0% |
$8.24K - $9.18K
|
123
$8.28K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-125- 0.63% |
$8.38K - $9.33K
|
19.6K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-129- 0.66% |
$8.65K - $9.62K
|
19.6K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-137- 0.46% |
$9.18K - $10.2K
|
29.9K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-154- 5.67% |
$10.3K - $11.5K
|
2.56K
$173K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-155- 2.89% |
$10.4K - $11.6K
|
5.2K
$350K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-165- 1.11% |
$11.1K - $12.3K
|
14.6K
$986K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-170- 4.71% |
$11.4K - $12.7K
|
3.44K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-179- 3.4% |
$12K - $13.4K
|
5.09K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-194- 4.6% |
$13K - $14.5K
|
4.03K
$271K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-211- 4.32% |
$14.1K - $15.7K
|
4.67K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-219- 23.65% |
$14.7K - $16.3K
|
707
$47.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-219- 4.51% |
$14.7K - $16.3K
|
4.63K
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-222- 3.71% |
$14.9K - $16.6K
|
5.76K
$388K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-298- 5.01% |
$20K - $22.2K
|
5.65K
$380K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-306- 8.4% |
$20.5K - $22.8K
|
3.34K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-319- 6.18% |
$21.4K - $23.8K
|
4.84K
$326K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-325- 4.36% |
$21.8K - $24.2K
|
7.13K
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-350- 9.08% |
$23.5K - $26.1K
|
3.5K
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-359- 6.7% |
$24.1K - $26.8K
|
5K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-425- 0.25% |
$28.5K - $31.7K
|
172K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-485- 1.94% |
$32.5K - $36.2K
|
24.5K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-487- 3.47% |
$32.6K - $36.3K
|
13.6K
$914K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-492- 6.82% |
$33K - $36.7K
|
6.73K
$453K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-572- 2.81% |
$38.3K - $42.7K
|
19.8K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-577- 2.02% |
$38.7K - $43K
|
28K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-607- 2.51% |
$40.7K - $45.3K
|
23.6K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-639- 13.3% |
$42.8K - $47.7K
|
4.16K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-641- 12.18% |
$43K - $47.8K
|
4.62K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-644- 1.93% |
$43.2K - $48K
|
32.7K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-679- 3.89% |
$45.5K - $50.7K
|
16.8K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-688- 3.58% |
$46.1K - $51.3K
|
18.6K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-761- 4.39% |
$51K - $56.8K
|
16.6K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-780- 3.15% |
$52.3K - $58.2K
|
23.9K
$1.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-810- 12.42% |
$54.3K - $60.4K
|
5.71K
$385K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-822- 0.56% |
$55.1K - $61.3K
|
147K
$9.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-844- 1.97% |
$56.6K - $63K
|
42K
$2.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-897- 4.27% |
$60.1K - $66.9K
|
20.1K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-976- 3.05% |
$65.4K - $72.8K
|
31K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.06K- 12.31% |
$70.7K - $78.7K
|
7.51K
$506K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.08K- 8.12% |
$72.6K - $80.8K
|
12.3K
$825K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.11K- 24.68% |
$74.3K - $82.7K
|
3.39K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.19K- 11.7% |
$80K - $89K
|
9K
$606K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.24K- 21.67% |
$83.2K - $92.6K
|
4.49K
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.35K- 3.58% |
$90.6K - $101K
|
36.4K
$2.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.36K- 21.86% |
$91K - $101K
|
4.85K
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.38K- 19.6% |
$92.4K - $103K
|
5.65K
$381K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.47K- 0.94% |
$98.4K - $110K
|
155K
$10.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.53K- 0.79% |
$102K - $114K
|
192K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.55K- 12.27% |
$104K - $116K
|
11.1K
$747K
|