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
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
86+ 0.39% |
$5.19K - $6.44K
|
22.1K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
82+ 1.04% |
$4.95K - $6.14K
|
7.97K
$635K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
77+ 1.51% |
$4.65K - $5.77K
|
5.17K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
76+ 1.86% |
$4.59K - $5.69K
|
4.17K
$332K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
75+ 2.4% |
$4.53K - $5.62K
|
3.2K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
73New |
$4.4K - $5.47K
|
73
$5.82K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
51+ 0.32% |
$3.08K - $3.82K
|
16.2K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
51+ 0.33% |
$3.08K - $3.82K
|
15.4K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
40+ 0.53% |
$2.41K - $3K
|
7.55K
$602K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
31+ 0.54% |
$1.87K - $2.32K
|
5.75K
$458K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
29+ 2.5% |
$1.75K - $2.17K
|
1.19K
$94.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
27+ 2.87% |
$1.63K - $2.02K
|
967
$77.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
26+ 0.31% |
$1.57K - $1.95K
|
8.48K
$676K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
23+ 0.49% |
$1.39K - $1.72K
|
4.68K
$373K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
21+ 0.49% |
$1.27K - $1.57K
|
4.29K
$342K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
20+ 0.31% |
$1.21K - $1.5K
|
6.48K
$517K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11+ 0.48% |
$664 - $824
|
2.29K
$182K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10+ 0.32% |
$603 - $749
|
3.17K
$253K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
9+ 0.22% |
$543 - $674
|
4.09K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
7+ 0.06% |
$422 - $524
|
12.7K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6+ 1.9% |
$362 - $449
|
321
$25.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
4+ 0.06% |
$241 - $300
|
6.95K
$554K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.06% |
$241 - $300
|
7.04K
$561K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3+ 0.29% |
$181 - $225
|
1.05K
$83.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
3+ 0.04% |
$181 - $225
|
7.59K
$605K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.39% |
$181 - $225
|
778
$62K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.41% |
$121 - $150
|
489
$39K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.25% |
$60.3 - $74.9
|
409
$32.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1+ 0.02% |
$60.3 - $74.9
|
5.67K
$452K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$60.3 - $74.9
|
2.07K
$165K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.37% |
$60.3 - $74.9
|
271
$21.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.47% |
$60.3 - $74.9
|
69
$5.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.02% |
$60.3 - $74.9
|
6.53K
$520K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 4.76% |
$60.3 - $74.9
|
22
$1.75K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$60.3 - $74.9
|
3.34K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1- 0.01% |
$60.3 - $74.9
|
12.5K
$993K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2- 8.33% |
$121 - $150
|
22
$1.75K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 40.0% |
$362 - $449
|
9
$717
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-10- 0.16% |
$603 - $749
|
6.12K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-11- 26.83% |
$664 - $824
|
30
$2.39K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-12- 1.58% |
$724 - $899
|
748
$59.6K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-13- 0.37% |
$784 - $974
|
3.5K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-18- 0.05% |
$1.09K - $1.35K
|
33.4K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-18- 0.19% |
$1.09K - $1.35K
|
9.51K
$758K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-22- 0.11% |
$1.33K - $1.65K
|
19.7K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-29- 0.21% |
$1.75K - $2.17K
|
13.5K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-30- 35.29% |
$1.81K - $2.25K
|
55
$4.38K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32- 13.91% |
$1.93K - $2.4K
|
198
$15.8K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-34- 0.24% |
$2.05K - $2.55K
|
13.9K
$1.11M
|