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 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-107- 18.14% |
$7.17K - $7.98K
|
483
$38.5K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-110- 1.38% |
$7.37K - $8.21K
|
7.89K
$629K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-113- 2.01% |
$7.57K - $8.43K
|
5.51K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-115- 2.31% |
$7.71K - $8.58K
|
4.87K
$388K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-117- 4.39% |
$7.84K - $8.73K
|
2.55K
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-123- 50.0% |
$8.24K - $9.18K
|
123
$9.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-123- 0.22% |
$8.24K - $9.18K
|
54.6K
$4.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-125- 0.63% |
$8.38K - $9.33K
|
19.6K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-126- 0.28% |
$8.45K - $9.4K
|
44.7K
$3.56M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-129- 84.31% |
$8.65K - $9.62K
|
24
$1.91K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-129- 0.66% |
$8.65K - $9.62K
|
19.6K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-137- 0.46% |
$9.18K - $10.2K
|
29.9K
$2.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-154- 5.67% |
$10.3K - $11.5K
|
2.56K
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-155- 2.89% |
$10.4K - $11.6K
|
5.2K
$415K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-165- 1.11% |
$11.1K - $12.3K
|
14.6K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-170- 4.71% |
$11.4K - $12.7K
|
3.44K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-177- 6.61% |
$11.9K - $13.2K
|
2.5K
$199K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-179- 3.4% |
$12K - $13.4K
|
5.09K
$406K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-190- 69.09% |
$12.7K - $14.2K
|
85
$6.78K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-194- 4.6% |
$13K - $14.5K
|
4.03K
$321K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-200- 78.74% |
$13.4K - $14.9K
|
54
$4.3K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-209- 4.09% |
$14K - $15.6K
|
4.9K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-211- 4.32% |
$14.1K - $15.7K
|
4.67K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-214- 2.55% |
$14.3K - $16K
|
8.19K
$653K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-219- 4.51% |
$14.7K - $16.3K
|
4.63K
$369K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-219- 23.65% |
$14.7K - $16.3K
|
707
$56.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-222- 3.71% |
$14.9K - $16.6K
|
5.76K
$459K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-230- 0.87% |
$15.4K - $17.2K
|
26.3K
$2.1M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-241- 1.72% |
$16.2K - $18K
|
13.8K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-241- 3.73% |
$16.2K - $18K
|
6.21K
$495K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-269- 1.29% |
$18K - $20.1K
|
20.6K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-273- 0.86% |
$18.3K - $20.4K
|
31.3K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-275- 7.61% |
$18.4K - $20.5K
|
3.34K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-276- 4.45% |
$18.5K - $20.6K
|
5.93K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-286- 3.97% |
$19.2K - $21.3K
|
6.91K
$551K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-298- 5.01% |
$20K - $22.2K
|
5.65K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-305- 0.83% |
$20.4K - $22.8K
|
36.5K
$2.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-306- 8.4% |
$20.5K - $22.8K
|
3.34K
$266K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-319- 6.18% |
$21.4K - $23.8K
|
4.84K
$386K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-325- 4.36% |
$21.8K - $24.2K
|
7.13K
$568K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-350- 9.08% |
$23.5K - $26.1K
|
3.5K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-359- 6.7% |
$24.1K - $26.8K
|
5K
$399K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-361- 2.13% |
$24.2K - $26.9K
|
16.6K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-368- 3.65% |
$24.7K - $27.5K
|
9.72K
$775K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-383- 0.61% |
$25.7K - $28.6K
|
62.5K
$4.98M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-389- 8.19% |
$26.1K - $29K
|
4.36K
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-425- 0.25% |
$28.5K - $31.7K
|
172K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-475- 2.62% |
$31.8K - $35.4K
|
17.7K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-485- 1.94% |
$32.5K - $36.2K
|
24.5K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-487- 3.47% |
$32.6K - $36.3K
|
13.6K
$1.08M
|