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 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-1.64K- 16.96% |
$110K - $123K
|
8.04K
$541K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.84K- 20.67% |
$123K - $137K
|
7.06K
$475K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.09K- 89.49% |
$140K - $156K
|
246
$16.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.15K- 3.62% |
$144K - $160K
|
57.1K
$3.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.2K- 0.85% |
$147K - $164K
|
257K
$17.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.22K- 0.36% |
$149K - $166K
|
608K
$40.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-2.4K- 8.76% |
$161K - $179K
|
25K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.43K- 1.9% |
$163K - $181K
|
126K
$8.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.45K- 25.98% |
$164K - $182K
|
6.97K
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.48K- 2.96% |
$166K - $185K
|
81.2K
$5.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.54K- 0.57% |
$170K - $190K
|
447K
$30.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-2.55K- 3.76% |
$171K - $190K
|
65.4K
$4.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.58K- 22.69% |
$173K - $192K
|
8.77K
$591K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.6K- 24.81% |
$174K - $194K
|
7.89K
$531K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.65K- 3.62% |
$178K - $198K
|
70.5K
$4.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.67K- 4.21% |
$179K - $200K
|
60.8K
$4.1M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.76K- 2.66% |
$185K - $206K
|
101K
$6.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.13K- 24.53% |
$210K - $233K
|
9.62K
$648K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.17K- 22.17% |
$213K - $237K
|
11.1K
$749K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-3.27K- 2.09% |
$219K - $244K
|
153K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.37K- 9.89% |
$226K - $252K
|
30.7K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-3.37K- 2.24% |
$226K - $252K
|
147K
$9.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.96K- 1.68% |
$265K - $295K
|
231K
$15.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.1K- 0.79% |
$274K - $306K
|
516K
$34.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.15K- 7.92% |
$278K - $310K
|
48.3K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-4.24K- 0.88% |
$284K - $316K
|
476K
$32M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.85K- 1.61% |
$325K - $362K
|
297K
$20M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-4.97K- 6.78% |
$333K - $371K
|
68.4K
$4.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.66K- 6.85% |
$379K - $422K
|
76.9K
$5.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-6.2K- 22.32% |
$416K - $463K
|
21.6K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-6.28K- 3.44% |
$421K - $468K
|
176K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-6.79K- 14.9% |
$455K - $506K
|
38.8K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-6.81K- 26.47% |
$456K - $508K
|
18.9K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.22K- 56.86% |
$484K - $539K
|
5.48K
$369K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-7.4K- 0.74% |
$496K - $552K
|
997K
$67.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.64K- 0.25% |
$512K - $570K
|
3.02M
$203M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-8.68K- 48.91% |
$582K - $648K
|
9.07K
$611K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.95K- 3.69% |
$667K - $742K
|
260K
$17.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10.2K- 3.51% |
$685K - $763K
|
281K
$18.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-10.5K- 7.17% |
$705K - $785K
|
136K
$9.18M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-10.7K- 8.3% |
$715K - $796K
|
118K
$7.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-10.7K- 3.9% |
$720K - $801K
|
265K
$17.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.6K- 3.83% |
$912K - $1.01M
|
342K
$23M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-13.6K- 14.09% |
$913K - $1.02M
|
83K
$5.59M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-13.7K- 0.92% |
$918K - $1.02M
|
1.48M
$99.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.7K- 1.69% |
$918K - $1.02M
|
799K
$53.8M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18.3K- 84.01% |
$1.22M - $1.36M
|
3.48K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-18.5K- 0.84% |
$1.24M - $1.38M
|
2.17M
$146M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-19.7K- 48.06% |
$1.32M - $1.47M
|
21.3K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-21.6K- 78.56% |
$1.45M - $1.61M
|
5.91K
$398K
|