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 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
2.83KNew |
$170K - $212K
|
2.83K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.8K+ 0.38% |
$169K - $210K
|
746K
$59.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.79KNew |
$168K - $209K
|
2.79K
$222K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.78K+ 12.99% |
$168K - $208K
|
24.2K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.78KNew |
$168K - $208K
|
2.78K
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.76KNew |
$167K - $207K
|
2.76K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.73KNew |
$165K - $204K
|
2.73K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
2.68KNew |
$162K - $201K
|
2.68K
$214K
|
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
2.48K+ 0.8% |
$149K - $185K
|
312K
$24.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.38K+ 34.21% |
$144K - $179K
|
9.35K
$746K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.38K+ 23.92% |
$143K - $178K
|
12.3K
$981K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.36K+ 2.7% |
$143K - $177K
|
89.8K
$7.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.3K+ 13.38% |
$139K - $172K
|
19.5K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.28K+ 0.2% |
$138K - $171K
|
1.15M
$91.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.27K+ 7.44% |
$137K - $170K
|
32.7K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.13K+ 1.73% |
$129K - $160K
|
125K
$9.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.13K+ 2.44% |
$128K - $159K
|
89.3K
$7.12M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.1K+ 60.39% |
$127K - $157K
|
5.58K
$444K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.07K+ 14.87% |
$125K - $155K
|
16K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.04K+ 113.56% |
$123K - $152K
|
3.83K
$305K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.03KNew |
$123K - $152K
|
2.03K
$162K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
2.03K+ 46.27% |
$123K - $152K
|
6.43K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.89K+ 1.42% |
$114K - $141K
|
135K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.82K+ 7.08% |
$110K - $136K
|
27.5K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.79KNew |
$108K - $134K
|
1.79K
$143K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.76K+ 9.83% |
$106K - $132K
|
19.7K
$1.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.72K+ 1.85% |
$104K - $129K
|
94.5K
$7.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.7K+ 2.08% |
$102K - $127K
|
83.3K
$6.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.66K+ 3.4% |
$100K - $124K
|
50.5K
$4.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.55K+ 3.5% |
$93.5K - $116K
|
45.8K
$3.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 7.15% |
$93.3K - $116K
|
23.2K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.52K+ 3.39% |
$91.8K - $114K
|
46.4K
$3.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.51K+ 5.63% |
$91.3K - $113K
|
28.4K
$2.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.51K+ 2.28% |
$90.9K - $113K
|
67.5K
$5.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.48K+ 5.13% |
$89.1K - $111K
|
30.3K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.45K+ 22.55% |
$87.6K - $109K
|
7.89K
$629K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.45K+ 14.93% |
$87.4K - $109K
|
11.2K
$889K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.44K+ 0.83% |
$87.1K - $108K
|
174K
$13.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 0.73% |
$82.8K - $103K
|
190K
$15.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 24.51% |
$77.7K - $96.4K
|
6.54K
$521K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.23K+ 9.99% |
$74.4K - $92.3K
|
13.6K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.2K+ 0.8% |
$72.2K - $89.6K
|
151K
$12M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.18K+ 14.9% |
$70.9K - $88K
|
9.06K
$722K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.16K+ 8.53% |
$70.2K - $87.1K
|
14.8K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.04K+ 11.54% |
$63K - $78.2K
|
10.1K
$805K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.02K+ 12.09% |
$61.4K - $76.2K
|
9.44K
$753K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.02K+ 13.3% |
$61.2K - $76K
|
8.64K
$689K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
998+ 6.51% |
$60.2K - $74.7K
|
16.3K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
967+ 16.4% |
$58.3K - $72.4K
|
6.86K
$547K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
910+ 2.65% |
$54.9K - $68.1K
|
35.3K
$2.81M
|