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 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-842- 0.55% |
$50.8K - $63.1K
|
152K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-880- 8.11% |
$53.1K - $65.9K
|
9.97K
$795K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-882- 12.5% |
$53.2K - $66.1K
|
6.17K
$492K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-924- 8.73% |
$55.8K - $69.2K
|
9.66K
$770K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-939- 1.98% |
$56.7K - $70.3K
|
46.5K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-953- 3.9% |
$57.5K - $71.4K
|
23.5K
$1.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-953- 1.16% |
$57.5K - $71.4K
|
81.2K
$6.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-955- 16.32% |
$57.6K - $71.5K
|
4.9K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-982- 11.19% |
$59.3K - $73.5K
|
7.79K
$621K
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-1K- 9.18% |
$60.6K - $75.2K
|
9.93K
$792K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 16.01% |
$60.8K - $75.5K
|
5.29K
$422K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.07K- 4.94% |
$64.4K - $79.9K
|
20.5K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.08K- 2.95% |
$64.9K - $80.6K
|
35.4K
$2.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-1.13K- 3.6% |
$68.1K - $84.6K
|
30.2K
$2.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.15K- 1.11% |
$69.5K - $86.3K
|
103K
$8.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.16K- 4.76% |
$69.9K - $86.7K
|
23.2K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.17K- 11.45% |
$70.6K - $87.6K
|
9.05K
$721K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.18K- 7.0% |
$71.3K - $88.5K
|
15.7K
$1.25M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.2K- 21.68% |
$72.2K - $89.6K
|
4.32K
$345K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-1.25K- 6.59% |
$75.1K - $93.2K
|
17.7K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.27K- 21.65% |
$76.6K - $95.1K
|
4.6K
$366K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-1.32K- 0.99% |
$79.6K - $98.9K
|
132K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.35K- 4.12% |
$81.5K - $101K
|
31.4K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.36K- 9.27% |
$81.9K - $102K
|
13.3K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.38K- 25.24% |
$83.5K - $104K
|
4.1K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.39K- 73.47% |
$83.6K - $104K
|
500
$39.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.44K- 82.75% |
$86.8K - $108K
|
300
$23.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.45K- 2.51% |
$87.2K - $108K
|
56.2K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.47K- 14.69% |
$88.7K - $110K
|
8.53K
$680K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 7.44% |
$90.9K - $113K
|
18.7K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.59K- 9.99% |
$95.9K - $119K
|
14.3K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.64K- 1.95% |
$99.1K - $123K
|
82.4K
$6.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 17.43% |
$101K - $126K
|
7.95K
$633K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 7.26% |
$101K - $126K
|
21.5K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.74K- 29.43% |
$105K - $130K
|
4.17K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.8K- 0.51% |
$108K - $135K
|
349K
$27.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.93K- 11.44% |
$116K - $144K
|
14.9K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-2.05K- 12.35% |
$124K - $154K
|
14.5K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.09K- 0.33% |
$126K - $156K
|
628K
$50M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.11K- 29.64% |
$127K - $158K
|
5.02K
$400K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.17K- 11.53% |
$131K - $162K
|
16.6K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.31K- 10.85% |
$139K - $173K
|
19K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.4K- 19.84% |
$145K - $179K
|
9.67K
$771K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.42K- 26.83% |
$146K - $181K
|
6.59K
$526K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.57K- 5.03% |
$155K - $192K
|
48.5K
$3.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.79K- 25.05% |
$168K - $209K
|
8.34K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.83K- 16.76% |
$171K - $212K
|
14.1K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.86K- 31.77% |
$173K - $214K
|
6.14K
$489K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2.87K- 7.41% |
$173K - $215K
|
35.9K
$2.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.01K- 0.51% |
$182K - $225K
|
581K
$46.3M
|