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 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.8K- 72.46% |
$1.07M - $1.33M
|
6.76K
$539K
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-18.6K- 37.79% |
$1.12M - $1.39M
|
30.5K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-19K- 10.42% |
$1.14M - $1.42M
|
163K
$13M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-19.4K- 5.38% |
$1.17M - $1.45M
|
342K
$27.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-20.7K- 14.06% |
$1.25M - $1.55M
|
127K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-21.6K- 4.53% |
$1.3M - $1.61M
|
454K
$36.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-22.7K- 14.01% |
$1.37M - $1.7M
|
139K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-25.9K- 78.23% |
$1.56M - $1.94M
|
7.2K
$574K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29.3K- 32.87% |
$1.77M - $2.2M
|
59.9K
$4.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-30.3K- 9.62% |
$1.83M - $2.27M
|
285K
$22.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-31.9K- 18.59% |
$1.93M - $2.39M
|
140K
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-38.4K- 30.56% |
$2.32M - $2.88M
|
87.3K
$6.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-38.6K- 79.82% |
$2.33M - $2.89M
|
9.75K
$777K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-39.3K- 91.82% |
$2.37M - $2.94M
|
3.5K
$279K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-40.3K- 2.53% |
$2.43M - $3.01M
|
1.55M
$123M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-45.2K- 59.52% |
$2.73M - $3.39M
|
30.7K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.3K- 0.57% |
$2.79M - $3.47M
|
8.12M
$648M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-46.6K- 12.03% |
$2.81M - $3.49M
|
341K
$27.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-49.2K- 75.21% |
$2.97M - $3.68M
|
16.2K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-50.7K- 3.56% |
$3.06M - $3.8M
|
1.37M
$110M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-54.8K- 52.31% |
$3.31M - $4.1M
|
50K
$3.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-55.7K- 14.83% |
$3.36M - $4.17M
|
320K
$25.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-59.8K- 20.11% |
$3.61M - $4.48M
|
237K
$18.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-62.8K- 37.05% |
$3.79M - $4.7M
|
107K
$8.5M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-68K- 14.37% |
$4.1M - $5.09M
|
405K
$32.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-81.2K- 31.53% |
$4.9M - $6.08M
|
176K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83.6K- 22.28% |
$5.04M - $6.26M
|
292K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-95.7K- 5.65% |
$5.78M - $7.17M
|
1.6M
$127M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-133K- 10.72% |
$8.03M - $9.97M
|
1.11M
$88.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-135K- 76.61% |
$8.15M - $10.1M
|
41.2K
$3.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-140K- 76.31% |
$8.46M - $10.5M
|
43.5K
$3.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-142K- 4.69% |
$8.55M - $10.6M
|
2.88M
$230M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-155K- 10.47% |
$9.33M - $11.6M
|
1.32M
$105M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-469K- 19.65% |
$28.3M - $35.1M
|
1.92M
$153M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-684K- 68.63% |
$41.3M - $51.2M
|
312K
$24.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-838K- 25.9% |
$50.6M - $62.8M
|
2.4M
$191M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.01M- 68.32% |
$61.2M - $75.9M
|
470K
$37.5M
|