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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
172+ 0.26% |
$11.5K - $12.8K
|
65.6K
$5.23M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
167+ 0.73% |
$11.2K - $12.5K
|
23K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
166New |
$11.1K - $12.4K
|
166
$13.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
163+ 0.16% |
$10.9K - $12.2K
|
99.3K
$7.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
160+ 3.7% |
$10.7K - $11.9K
|
4.48K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
129+ 1.45% |
$8.65K - $9.62K
|
9.01K
$718K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
104+ 0.16% |
$6.97K - $7.76K
|
66K
$5.26M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
104+ 1.65% |
$6.97K - $7.76K
|
6.39K
$510K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
101+ 32.9% |
$6.77K - $7.54K
|
408
$32.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
81+ 0.49% |
$5.43K - $6.04K
|
16.8K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
63+ 0.46% |
$4.22K - $4.7K
|
13.6K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
63+ 1.75% |
$4.22K - $4.7K
|
3.66K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
58+ 0.53% |
$3.89K - $4.33K
|
10.9K
$869K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57+ 0.33% |
$3.82K - $4.25K
|
17.5K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
56+ 0.84% |
$3.75K - $4.18K
|
6.71K
$535K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
56New |
$3.75K - $4.18K
|
56
$4.46K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
54+ 0.27% |
$3.62K - $4.03K
|
20.1K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
53New |
$3.55K - $3.95K
|
53
$4.22K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
53+ 0.25% |
$3.55K - $3.95K
|
21.4K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
51+ 0.32% |
$3.42K - $3.81K
|
16.1K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
47New |
$3.15K - $3.51K
|
47
$3.75K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
44+ 0.83% |
$2.95K - $3.28K
|
5.34K
$425K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
40+ 1.08% |
$2.68K - $2.98K
|
3.73K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
36+ 1.95% |
$2.41K - $2.69K
|
1.89K
$150K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
36+ 0.2% |
$2.41K - $2.69K
|
17.9K
$1.43M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
36+ 0.63% |
$2.41K - $2.69K
|
5.78K
$461K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34New |
$2.28K - $2.54K
|
34
$2.71K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
31+ 0.05% |
$2.08K - $2.31K
|
66K
$5.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29+ 0.27% |
$1.94K - $2.16K
|
10.6K
$844K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
27+ 0.32% |
$1.81K - $2.01K
|
8.45K
$673K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
25+ 0.62% |
$1.68K - $1.87K
|
4.09K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 0.05% |
$1.68K - $1.87K
|
48.8K
$3.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
20+ 0.31% |
$1.34K - $1.49K
|
6.46K
$515K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
20+ 0.05% |
$1.34K - $1.49K
|
41.3K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
18+ 0.48% |
$1.21K - $1.34K
|
3.75K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
16+ 0.26% |
$1.07K - $1.19K
|
6.16K
$491K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
16+ 0.46% |
$1.07K - $1.19K
|
3.52K
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
15+ 0.69% |
$1.01K - $1.12K
|
2.2K
$175K
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
BUY
|
- |
15+ 0.26% |
$1.01K - $1.12K
|
5.9K
$470K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
14+ 0.33% |
$938 - $1.04K
|
4.23K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
12+ 0.23% |
$804 - $895
|
5.25K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
12+ 0.24% |
$804 - $895
|
5.08K
$405K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
11+ 0.16% |
$737 - $821
|
6.94K
$553K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
11+ 36.67% |
$737 - $821
|
41
$3.27K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10+ 0.32% |
$670 - $746
|
3.16K
$252K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10+ 0.14% |
$670 - $746
|
7.11K
$567K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.25% |
$670 - $746
|
4.09K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
8New |
$536 - $597
|
8
$638
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
7+ 2.27% |
$469 - $522
|
315
$25.1K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6+ 0.2% |
$402 - $448
|
3.03K
$242K
|