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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.02K- 3.82% |
$182K - $226K
|
76.2K
$6.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-3.07K- 2.09% |
$185K - $230K
|
144K
$11.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.16K- 7.0% |
$191K - $237K
|
41.9K
$3.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3.18K- 9.7% |
$192K - $238K
|
29.6K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-3.18K- 9.79% |
$192K - $238K
|
29.3K
$2.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 5.33% |
$196K - $243K
|
57.6K
$4.59M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-3.44K- 46.45% |
$208K - $258K
|
3.97K
$316K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.5K- 40.9% |
$211K - $262K
|
5.05K
$403K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-3.74K- 12.49% |
$226K - $280K
|
26.2K
$2.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3.8K- 37.24% |
$229K - $285K
|
6.41K
$511K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.87K- 1.94% |
$234K - $290K
|
195K
$15.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.91K- 2.53% |
$236K - $293K
|
151K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4.19K- 56.46% |
$253K - $314K
|
3.23K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.2K- 16.34% |
$253K - $314K
|
21.5K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-4.2K- 2.1% |
$253K - $314K
|
196K
$15.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4.43K- 5.74% |
$267K - $332K
|
72.7K
$5.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-4.47K- 1.73% |
$270K - $335K
|
255K
$20.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.73K- 1.08% |
$286K - $354K
|
434K
$34.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-4.81K- 4.84% |
$290K - $360K
|
94.5K
$7.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-4.88K- 46.86% |
$295K - $366K
|
5.54K
$441K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5K- 8.67% |
$302K - $374K
|
52.7K
$4.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.3K- 8.02% |
$320K - $397K
|
60.7K
$4.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-5.61K- 1.46% |
$339K - $420K
|
378K
$30.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.94K- 6.59% |
$358K - $445K
|
84.2K
$6.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.96K- 21.16% |
$360K - $446K
|
22.2K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.11K- 9.64% |
$369K - $458K
|
57.3K
$4.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.25K- 23.64% |
$377K - $468K
|
20.2K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-6.57K- 9.84% |
$396K - $492K
|
60.2K
$4.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-6.91K- 36.83% |
$417K - $517K
|
11.8K
$944K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.94K- 51.47% |
$419K - $520K
|
6.55K
$522K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-7.09K- 3.55% |
$428K - $531K
|
193K
$15.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.49K- 12.93% |
$452K - $561K
|
50.5K
$4.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.79K- 3.37% |
$470K - $583K
|
223K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.02K- 41.01% |
$484K - $601K
|
11.5K
$920K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-8.37K- 13.59% |
$505K - $627K
|
53.2K
$4.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-8.63K- 5.02% |
$521K - $646K
|
163K
$13M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.04K- 64.86% |
$545K - $677K
|
4.89K
$390K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.45K- 8.71% |
$570K - $708K
|
99K
$7.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-9.6K- 3.88% |
$580K - $719K
|
238K
$19M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-10K- 3.79% |
$605K - $751K
|
255K
$20.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.3K- 3.97% |
$622K - $772K
|
249K
$19.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.5K- 14.57% |
$695K - $863K
|
67.5K
$5.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-11.7K- 4.37% |
$703K - $873K
|
255K
$20.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-11.7K- 27.81% |
$704K - $874K
|
30.3K
$2.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-12.2K- 10.33% |
$735K - $912K
|
106K
$8.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-12.6K- 12.52% |
$763K - $947K
|
88.4K
$7.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.2K- 24.93% |
$859K - $1.07M
|
42.9K
$3.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-15.8K- 3.53% |
$952K - $1.18M
|
432K
$34.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 4.81% |
$992K - $1.23M
|
325K
$25.9M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.4K- 12.65% |
$1.05M - $1.3M
|
120K
$9.58M
|