Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.16M+ 63.89% |
$69.9M - $86.7M
|
2.97M
$237M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
616K+ 8152.54% |
$37.1M - $46.1M
|
623K
$49.7M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
580KNew |
$35M - $43.4M
|
580K
$46.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
486K+ 1320.18% |
$29.3M - $36.4M
|
523K
$41.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
430K+ 19.78% |
$25.9M - $32.2M
|
2.6M
$208M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
384K+ 24.33% |
$23.2M - $28.8M
|
1.96M
$156M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
345K+ 27.22% |
$20.8M - $25.8M
|
1.61M
$128M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
292K+ 46.45% |
$17.6M - $21.9M
|
920K
$73.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
265K+ 41411.23% |
$16M - $19.9M
|
266K
$21.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
260K+ 85.86% |
$15.7M - $19.5M
|
564K
$44.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
256KNew |
$15.5M - $19.2M
|
256K
$20.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
250K+ 454.39% |
$15.1M - $18.7M
|
305K
$24.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
229KNew |
$13.8M - $17.1M
|
229K
$18.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
217K+ 687.57% |
$13.1M - $16.3M
|
249K
$19.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
207K+ 153.05% |
$12.5M - $15.5M
|
342K
$27.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
154K+ 30.89% |
$9.32M - $11.6M
|
654K
$52.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
149K+ 18.14% |
$8.97M - $11.1M
|
968K
$77.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
134K+ 52.01% |
$8.11M - $10.1M
|
393K
$31.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
129K+ 8.68% |
$7.76M - $9.63M
|
1.61M
$128M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98K+ 8.39% |
$5.91M - $7.34M
|
1.27M
$101M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
98K+ 14.29% |
$5.91M - $7.34M
|
784K
$62.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
90.8K+ 14.95% |
$5.48M - $6.8M
|
698K
$55.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
85.2K+ 109.72% |
$5.14M - $6.38M
|
163K
$13M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
84KNew |
$5.07M - $6.29M
|
84K
$6.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
83.5K+ 3.14% |
$5.04M - $6.25M
|
2.74M
$218M
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
83KNew |
$5.01M - $6.21M
|
83K
$6.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
77.6KNew |
$4.68M - $5.81M
|
77.6K
$6.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
75.3K+ 61.29% |
$4.54M - $5.64M
|
198K
$15.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
74.2K+ 13.49% |
$4.47M - $5.55M
|
624K
$49.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
64.2KNew |
$3.87M - $4.81M
|
64.2K
$5.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
64KNew |
$3.86M - $4.79M
|
64K
$5.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.8K+ 7.37% |
$3.55M - $4.4M
|
856K
$68.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57.5K+ 34.35% |
$3.47M - $4.31M
|
225K
$17.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
55.2K+ 13.0% |
$3.33M - $4.14M
|
480K
$38.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
53.3K+ 85.9% |
$3.22M - $3.99M
|
115K
$9.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
53.3K+ 269.06% |
$3.21M - $3.99M
|
73.1K
$5.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
52.9K+ 10.57% |
$3.19M - $3.96M
|
553K
$44.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
49.4K+ 1.57% |
$2.98M - $3.7M
|
3.21M
$256M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
40.9K+ 983.14% |
$2.47M - $3.07M
|
45.1K
$3.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
40.7KNew |
$2.46M - $3.05M
|
40.7K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.4K+ 19.43% |
$2.38M - $2.95M
|
242K
$19.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
38.7KNew |
$2.34M - $2.9M
|
38.7K
$3.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
36.5K+ 4.13% |
$2.2M - $2.73M
|
922K
$73.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
35.7K+ 10.87% |
$2.15M - $2.67M
|
364K
$29M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.1K+ 9.76% |
$2M - $2.48M
|
372K
$29.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
30.7K+ 1.98% |
$1.85M - $2.3M
|
1.58M
$126M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30.2KNew |
$1.82M - $2.26M
|
30.2K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
29.1KNew |
$1.76M - $2.18M
|
29.1K
$2.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
28.2K+ 4.38% |
$1.7M - $2.11M
|
671K
$53.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
26.5KNew |
$1.6M - $1.98M
|
26.5K
$2.11M
|