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 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
895+ 1.86% |
$54K - $67K
|
49K
$3.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
889+ 34.52% |
$53.6K - $66.6K
|
3.46K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
854+ 10.11% |
$51.5K - $64K
|
9.3K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
845+ 2.11% |
$51K - $63.3K
|
40.9K
$3.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
834+ 12.27% |
$50.3K - $62.5K
|
7.63K
$608K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
816+ 19.3% |
$49.2K - $61.1K
|
5.05K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
776+ 0.81% |
$46.8K - $58.1K
|
96.3K
$7.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
754+ 2.92% |
$45.5K - $56.5K
|
26.6K
$2.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
749New |
$45.2K - $56.1K
|
749
$59.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
748+ 1.53% |
$45.1K - $56K
|
49.5K
$3.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
664+ 4.6% |
$40.1K - $49.7K
|
15.1K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
646+ 1.89% |
$39K - $48.4K
|
34.9K
$2.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
626+ 3.37% |
$37.8K - $46.9K
|
19.2K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
622+ 2.27% |
$37.5K - $46.6K
|
28.1K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
609New |
$36.7K - $45.6K
|
609
$48.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
605+ 2.86% |
$36.5K - $45.3K
|
21.8K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
600+ 61.48% |
$36.2K - $44.9K
|
1.58K
$126K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
567+ 12.24% |
$34.2K - $42.5K
|
5.2K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
553+ 6.11% |
$33.4K - $41.4K
|
9.61K
$766K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
548+ 10.96% |
$33.1K - $41K
|
5.55K
$442K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
533+ 16.23% |
$32.2K - $39.9K
|
3.82K
$304K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
528+ 2.91% |
$31.9K - $39.5K
|
18.7K
$1.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
521+ 15.66% |
$31.4K - $39K
|
3.85K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
501+ 0.73% |
$30.2K - $37.5K
|
68.9K
$5.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
500New |
$30.2K - $37.4K
|
500
$39.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
497+ 2.9% |
$30K - $37.2K
|
17.6K
$1.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
469New |
$28.3K - $35.1K
|
469
$37.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
458+ 0.62% |
$27.6K - $34.3K
|
73.9K
$5.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
452+ 4.06% |
$27.3K - $33.9K
|
11.6K
$924K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
432+ 9.43% |
$26.1K - $32.4K
|
5.01K
$400K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
409+ 1.54% |
$24.7K - $30.6K
|
27K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
400+ 8.15% |
$24.1K - $30K
|
5.31K
$423K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
398+ 1.97% |
$24K - $29.8K
|
20.6K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
370+ 1.74% |
$22.3K - $27.7K
|
21.7K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
295+ 0.7% |
$17.8K - $22.1K
|
42.4K
$3.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
272+ 4.81% |
$16.4K - $20.4K
|
5.93K
$472K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
268New |
$16.2K - $20.1K
|
268
$21.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
224New |
$13.5K - $16.8K
|
224
$17.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
212New |
$12.8K - $15.9K
|
212
$16.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
207+ 0.83% |
$12.5K - $15.5K
|
25K
$1.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
185+ 2.0% |
$11.2K - $13.9K
|
9.43K
$752K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
184+ 3.8% |
$11.1K - $13.8K
|
5.03K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
177+ 106.63% |
$10.7K - $13.3K
|
343
$27.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
173+ 0.55% |
$10.4K - $13K
|
31.7K
$2.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
144+ 1.65% |
$8.69K - $10.8K
|
8.86K
$706K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
138+ 0.6% |
$8.33K - $10.3K
|
23.1K
$1.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
135+ 16.4% |
$8.15K - $10.1K
|
958
$76.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
122+ 1.12% |
$7.36K - $9.14K
|
11K
$879K
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
121+ 1.33% |
$7.3K - $9.06K
|
9.19K
$732K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
105+ 0.41% |
$6.34K - $7.86K
|
25.7K
$2.05M
|