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 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-21.7K- 12.58% |
$1.46M - $1.62M
|
151K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-22.2K- 26.47% |
$1.49M - $1.65M
|
61.6K
$4.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30K- 4.55% |
$2.01M - $2.24M
|
630K
$42.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-30.5K- 6.71% |
$2.05M - $2.28M
|
425K
$28.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-42.5K- 10.18% |
$2.85M - $3.17M
|
375K
$25.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-59.1K- 32.49% |
$3.96M - $4.41M
|
123K
$8.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-84.9K- 52.22% |
$5.69M - $6.33M
|
77.7K
$5.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-85.9K- 5.16% |
$5.76M - $6.41M
|
1.58M
$106M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-128K- 12.68% |
$8.61M - $9.59M
|
885K
$59.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-205K- 6.1% |
$13.7M - $15.3M
|
3.16M
$213M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-280K- 10.49% |
$18.7M - $20.9M
|
2.38M
$161M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-314K- 55.95% |
$21.1M - $23.4M
|
247K
$16.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-506K- 98.53% |
$33.9M - $37.7M
|
7.55K
$508K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-530K- 26.32% |
$35.5M - $39.6M
|
1.48M
$99.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-777K- 52.31% |
$52.1M - $58M
|
709K
$47.7M
|