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 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
25.9K+ 359.28% |
$1.56M - $1.94M
|
33.1K
$2.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
23.3K+ 9.82% |
$1.41M - $1.74M
|
260K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
23.2K+ 22.57% |
$1.4M - $1.74M
|
126K
$10.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
22.6K+ 11.78% |
$1.36M - $1.69M
|
215K
$17.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.8K+ 2.73% |
$1.32M - $1.63M
|
820K
$65.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21.8K+ 24.73% |
$1.32M - $1.63M
|
110K
$8.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
21.4KNew |
$1.29M - $1.6M
|
21.4K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
21.3K+ 16.22% |
$1.29M - $1.6M
|
153K
$12.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
20.6KNew |
$1.24M - $1.54M
|
20.6K
$1.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
20.5K+ 451.73% |
$1.24M - $1.54M
|
25.1K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
20.3K+ 1.87% |
$1.23M - $1.52M
|
1.11M
$88.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
19.7K+ 1.97% |
$1.19M - $1.47M
|
1.02M
$81M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.4K+ 6.13% |
$1.05M - $1.31M
|
302K
$24.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
16.9KNew |
$1.02M - $1.27M
|
16.9K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
16.9K+ 11.19% |
$1.02M - $1.26M
|
168K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
16.8KNew |
$1.02M - $1.26M
|
16.8K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
15.1K+ 2.31% |
$908K - $1.13M
|
668K
$53.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
15K+ 1.54% |
$904K - $1.12M
|
989K
$78.8M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.8K+ 46.21% |
$895K - $1.11M
|
47K
$3.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.4K+ 13.79% |
$870K - $1.08M
|
119K
$9.49M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.4K+ 8.51% |
$867K - $1.08M
|
183K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.2K+ 30.76% |
$857K - $1.06M
|
60.4K
$4.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
14.2KNew |
$857K - $1.06M
|
14.2K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14K+ 79.1% |
$843K - $1.05M
|
31.6K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13.6K+ 8.0% |
$819K - $1.02M
|
183K
$14.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.2K+ 3.73% |
$795K - $987K
|
366K
$29.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.1K+ 147.17% |
$792K - $983K
|
22K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
12.9K+ 2.82% |
$778K - $966K
|
470K
$37.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.3KNew |
$744K - $923K
|
12.3K
$983K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$741K - $920K
|
12.3K
$979K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12KNew |
$724K - $898K
|
12K
$956K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.5K+ 40.85% |
$693K - $860K
|
39.6K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.1K+ 108.75% |
$672K - $834K
|
21.4K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.7K+ 87.04% |
$645K - $801K
|
23K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.6K+ 1.43% |
$639K - $793K
|
750K
$59.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
10.5K+ 3.6% |
$633K - $786K
|
302K
$24.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
10.5K+ 7.36% |
$631K - $783K
|
152K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
10.4K+ 28.47% |
$626K - $778K
|
46.8K
$3.73M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$615K - $763K
|
10.2K
$812K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.1K+ 2.56% |
$607K - $754K
|
403K
$32.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
9.84KNew |
$594K - $737K
|
9.84K
$785K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
9.42K+ 33.94% |
$568K - $705K
|
37.2K
$2.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
9.36K+ 84.43% |
$565K - $701K
|
20.4K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.07K+ 5.66% |
$547K - $679K
|
169K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
8.95K+ 5111.43% |
$540K - $670K
|
9.12K
$727K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8.88K+ 1.25% |
$536K - $665K
|
717K
$57.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.72KNew |
$526K - $653K
|
8.72K
$695K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
8.67KNew |
$523K - $649K
|
8.67K
$691K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
8.5KNew |
$513K - $636K
|
8.5K
$677K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
8.31K+ 60.19% |
$502K - $622K
|
22.1K
$1.76M
|