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 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-247- 3.67% |
$14.9K - $18.5K
|
6.48K
$517K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-247- 3.42% |
$14.9K - $18.5K
|
6.98K
$556K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-258- 7.35% |
$15.6K - $19.3K
|
3.25K
$259K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-266- 5.24% |
$16.1K - $19.9K
|
4.81K
$384K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-289- 0.97% |
$17.4K - $21.6K
|
29.6K
$2.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-290- 1.66% |
$17.5K - $21.7K
|
17.1K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-295- 2.59% |
$17.8K - $22.1K
|
11.1K
$884K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-370- 2.58% |
$22.3K - $27.7K
|
14K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-378- 1.6% |
$22.8K - $28.3K
|
23.2K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-387- 7.37% |
$23.4K - $29K
|
4.87K
$388K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-387- 4.9% |
$23.4K - $29K
|
7.52K
$599K
|
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-391- 7.2% |
$23.6K - $29.3K
|
5.04K
$402K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-400- 6.09% |
$24.1K - $30K
|
6.17K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-401- 2.27% |
$24.2K - $30K
|
17.3K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-416- 7.23% |
$25.1K - $31.2K
|
5.34K
$426K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-418- 1.56% |
$25.2K - $31.3K
|
26.4K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-434- 1.72% |
$26.2K - $32.5K
|
24.8K
$1.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-436- 1.4% |
$26.3K - $32.7K
|
30.6K
$2.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-447- 0.68% |
$27K - $33.5K
|
65.2K
$5.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-452- 0.21% |
$27.3K - $33.9K
|
212K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-487- 5.01% |
$29.4K - $36.5K
|
9.23K
$736K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-493- 3.32% |
$29.7K - $36.9K
|
14.4K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-516- 0.86% |
$31.1K - $38.6K
|
59.8K
$4.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-530- 1.89% |
$32K - $39.7K
|
27.4K
$2.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-535- 0.76% |
$32.3K - $40.1K
|
70K
$5.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-543- 11.29% |
$32.8K - $40.7K
|
4.27K
$340K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-552- 1.67% |
$33.3K - $41.3K
|
32.5K
$2.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-580- 7.22% |
$35K - $43.4K
|
7.46K
$594K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-590- 1.05% |
$35.6K - $44.2K
|
55.6K
$4.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-599- 11.05% |
$36.1K - $44.9K
|
4.82K
$384K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-601- 11.26% |
$36.3K - $45K
|
4.74K
$378K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-620- 3.7% |
$37.4K - $46.4K
|
16.1K
$1.29M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-625- 1.03% |
$37.7K - $46.8K
|
60.3K
$4.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-635- 1.77% |
$38.3K - $47.6K
|
35.2K
$2.81M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-640- 0.93% |
$38.6K - $47.9K
|
68K
$5.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-652- 2.06% |
$39.3K - $48.8K
|
31.1K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-666- 1.48% |
$40.2K - $49.9K
|
44.3K
$3.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-684- 6.18% |
$41.3K - $51.2K
|
10.4K
$827K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-689- 9.39% |
$41.6K - $51.6K
|
6.65K
$530K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-693- 3.16% |
$41.8K - $51.9K
|
21.2K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-709- 2.26% |
$42.8K - $53.1K
|
30.6K
$2.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-730- 10.88% |
$44K - $54.7K
|
5.98K
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-735- 3.25% |
$44.3K - $55K
|
21.9K
$1.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-747- 1.67% |
$45.1K - $55.9K
|
43.9K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-770- 6.98% |
$46.5K - $57.7K
|
10.3K
$818K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-792- 21.15% |
$47.8K - $59.3K
|
2.95K
$235K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-801- 1.34% |
$48.3K - $60K
|
58.8K
$4.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-809- 7.3% |
$48.8K - $60.6K
|
10.3K
$819K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-815- 1.06% |
$49.2K - $61K
|
76.1K
$6.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-839- 12.61% |
$50.6K - $62.8K
|
5.82K
$464K
|