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 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-36- 0.62% |
$2.17K - $2.7K
|
5.75K
$458K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-42- 0.21% |
$2.53K - $3.15K
|
19.6K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-43- 0.21% |
$2.59K - $3.22K
|
20K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-46- 0.75% |
$2.78K - $3.44K
|
6.11K
$487K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-46- 0.22% |
$2.78K - $3.44K
|
20.9K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-50- 1.5% |
$3.02K - $3.74K
|
3.29K
$262K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-51- 1.05% |
$3.08K - $3.82K
|
4.8K
$383K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-52- 0.84% |
$3.14K - $3.89K
|
6.16K
$491K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-52- 0.26% |
$3.14K - $3.89K
|
20.1K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-54- 27.98% |
$3.26K - $4.04K
|
139
$11.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.99% |
$3.38K - $4.19K
|
5.59K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-57- 1.16% |
$3.44K - $4.27K
|
4.85K
$386K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-59- 1.32% |
$3.56K - $4.42K
|
4.41K
$351K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-63- 1.72% |
$3.8K - $4.72K
|
3.6K
$287K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-70- 1.56% |
$4.22K - $5.24K
|
4.42K
$352K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-74- 2.89% |
$4.47K - $5.54K
|
2.49K
$198K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-77- 0.65% |
$4.65K - $5.77K
|
11.8K
$941K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-80- 0.39% |
$4.83K - $5.99K
|
20.5K
$1.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-84- 0.62% |
$5.07K - $6.29K
|
13.5K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-93- 0.34% |
$5.61K - $6.96K
|
27.3K
$2.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-94- 0.39% |
$5.67K - $7.04K
|
23.9K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-95- 2.36% |
$5.73K - $7.11K
|
3.93K
$313K
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-100- 0.4% |
$6.03K - $7.49K
|
24.9K
$1.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-100- 0.59% |
$6.03K - $7.49K
|
16.9K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-100- 1.25% |
$6.03K - $7.49K
|
7.93K
$632K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-107- 2.87% |
$6.46K - $8.01K
|
3.62K
$289K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-109- 2.77% |
$6.58K - $8.16K
|
3.82K
$305K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-110- 1.38% |
$6.64K - $8.24K
|
7.83K
$624K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-116- 0.46% |
$7K - $8.69K
|
25K
$1.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-117- 0.21% |
$7.06K - $8.76K
|
54.5K
$4.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-118- 1.22% |
$7.12K - $8.84K
|
9.58K
$764K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-129- 1.08% |
$7.78K - $9.66K
|
11.8K
$941K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-140- 19.8% |
$8.45K - $10.5K
|
567
$45.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-145- 0.87% |
$8.75K - $10.9K
|
16.4K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-147- 2.48% |
$8.87K - $11K
|
5.78K
$461K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-150- 2.5% |
$9.05K - $11.2K
|
5.84K
$466K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-161- 3.09% |
$9.71K - $12.1K
|
5.04K
$402K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-161- 0.84% |
$9.71K - $12.1K
|
19.1K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-166- 0.12% |
$10K - $12.4K
|
136K
$10.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-167- 3.58% |
$10.1K - $12.5K
|
4.5K
$359K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-175- 1.66% |
$10.6K - $13.1K
|
10.4K
$827K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-190- 3.58% |
$11.5K - $14.2K
|
5.11K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-199- 0.86% |
$12K - $14.9K
|
23K
$1.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-200- 78.74% |
$12.1K - $15K
|
54
$4.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-203- 9.59% |
$12.2K - $15.2K
|
1.91K
$152K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-215- 2.03% |
$13K - $16.1K
|
10.4K
$825K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-215- 12.22% |
$13K - $16.1K
|
1.55K
$123K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-226- 4.84% |
$13.6K - $16.9K
|
4.44K
$354K
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-229- 4.12% |
$13.8K - $17.1K
|
5.34K
$425K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-244- 1.27% |
$14.7K - $18.3K
|
19K
$1.51M
|