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
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-577- 2.02% |
$38.7K - $43K
|
28K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-600- 22.09% |
$40.2K - $44.8K
|
2.12K
$159K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-607- 2.51% |
$40.7K - $45.3K
|
23.6K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-639- 13.3% |
$42.8K - $47.7K
|
4.16K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-641- 12.18% |
$43K - $47.8K
|
4.62K
$347K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-643- 5.11% |
$43.1K - $48K
|
11.9K
$896K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-644- 1.93% |
$43.2K - $48K
|
32.7K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-665- 10.75% |
$44.6K - $49.6K
|
5.52K
$414K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-668- 2.8% |
$44.8K - $49.8K
|
23.2K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-670- 11.0% |
$44.9K - $50K
|
5.42K
$407K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-679- 3.89% |
$45.5K - $50.7K
|
16.8K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-688- 3.58% |
$46.1K - $51.3K
|
18.6K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-696- 5.88% |
$46.7K - $51.9K
|
11.1K
$836K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-711- 57.02% |
$47.7K - $53K
|
536
$40.2K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-738- 3.9% |
$49.5K - $55.1K
|
18.2K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-761- 4.39% |
$51K - $56.8K
|
16.6K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-777- 6.63% |
$52.1K - $58K
|
10.9K
$821K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-778- 3.55% |
$52.1K - $58K
|
21.2K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-780- 3.15% |
$52.3K - $58.2K
|
23.9K
$1.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-810- 12.42% |
$54.3K - $60.4K
|
5.71K
$429K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-822- 0.56% |
$55.1K - $61.3K
|
147K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-844- 1.97% |
$56.6K - $63K
|
42K
$3.15M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-850- 12.53% |
$57K - $63.4K
|
5.94K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-870- 12.67% |
$58.3K - $64.9K
|
5.99K
$450K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-879- 7.69% |
$58.9K - $65.6K
|
10.6K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-889- 4.31% |
$59.6K - $66.3K
|
19.8K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-897- 4.27% |
$60.1K - $66.9K
|
20.1K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-940- 17.03% |
$63K - $70.1K
|
4.58K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-976- 3.05% |
$65.4K - $72.8K
|
31K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-991- 3.84% |
$66.4K - $73.9K
|
24.8K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-995- 2.17% |
$66.7K - $74.2K
|
44.9K
$3.37M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.03K- 15.39% |
$69.1K - $76.9K
|
5.67K
$426K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.06K- 12.31% |
$70.7K - $78.7K
|
7.51K
$564K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.08K- 8.12% |
$72.6K - $80.8K
|
12.3K
$920K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.11K- 24.68% |
$74.3K - $82.7K
|
3.39K
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.19K- 11.7% |
$80K - $89K
|
9K
$676K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.24K- 21.67% |
$83.2K - $92.6K
|
4.49K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.24K- 1.55% |
$83.3K - $92.7K
|
79.1K
$5.93M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.28K- 7.7% |
$86K - $95.7K
|
15.4K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.33K- 11.71% |
$88.9K - $99K
|
10K
$751K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.35K- 3.58% |
$90.6K - $101K
|
36.4K
$2.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.36K- 21.86% |
$91K - $101K
|
4.85K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.38K- 1.97% |
$92.2K - $103K
|
68.6K
$5.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.38K- 19.6% |
$92.4K - $103K
|
5.65K
$424K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.47K- 0.94% |
$98.4K - $110K
|
155K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.53K- 0.79% |
$102K - $114K
|
192K
$14.4M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.55K- 19.35% |
$104K - $115K
|
6.44K
$483K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.55K- 12.27% |
$104K - $116K
|
11.1K
$832K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.64K- 5.19% |
$110K - $122K
|
29.9K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-1.64K- 16.96% |
$110K - $123K
|
8.04K
$603K
|