Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
173K+ 6.73% |
$13.7M - $14.4M
|
2.75M
$223M
|
|
|
Jan 23, 2026
Q4 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
77.1K+ 91.23% |
$6.09M - $6.4M
|
162K
$13.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
50.7K+ 5.2% |
$4M - $4.21M
|
1.03M
$83.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
42.4K+ 11.54% |
$3.35M - $3.52M
|
409K
$33.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
34K+ 4.49% |
$2.69M - $2.82M
|
791K
$64.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
21.9KNew |
$1.73M - $1.82M
|
21.9K
$1.78M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19.1K+ 2.46% |
$1.51M - $1.58M
|
794K
$64.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
17.6KNew |
$1.39M - $1.46M
|
17.6K
$1.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 0.88% |
$1.13M - $1.18M
|
1.64M
$133M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2K+ 1.41% |
$1.04M - $1.09M
|
949K
$77M
|
|
|
Jan 23, 2026
Q4 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
12.2K+ 14.12% |
$962K - $1.01M
|
98.5K
$7.99M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
10.5K+ 5.24% |
$833K - $876K
|
212K
$17.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.08K+ 21.52% |
$401K - $422K
|
28.7K
$2.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
4.65K+ 6.04% |
$367K - $386K
|
81.7K
$6.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
4.52KNew |
$357K - $376K
|
4.52K
$367K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
4.27KNew |
$337K - $354K
|
4.27K
$346K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.89K+ 16.78% |
$307K - $323K
|
27.1K
$2.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.85K+ 0.38% |
$304K - $320K
|
1.02M
$82.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.82KNew |
$302K - $317K
|
3.82K
$310K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.49K+ 0.67% |
$275K - $289K
|
527K
$42.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.48K+ 4.12% |
$275K - $289K
|
88K
$7.14M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.36K+ 73.49% |
$265K - $279K
|
7.93K
$644K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.99K+ 25.78% |
$236K - $248K
|
14.6K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
2.8KNew |
$221K - $232K
|
2.8K
$227K
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.75KNew |
$217K - $228K
|
2.75K
$223K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.52KNew |
$199K - $209K
|
2.52K
$205K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.47K+ 4.84% |
$195K - $205K
|
53.4K
$4.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.45K+ 5.34% |
$193K - $203K
|
48.3K
$3.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.41K+ 3.91% |
$190K - $200K
|
64K
$5.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.09K+ 0.78% |
$165K - $173K
|
271K
$22M
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.94K+ 12.88% |
$153K - $161K
|
17K
$1.38M
|
|
|
Jan 23, 2026
Q4 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.71KNew |
$135K - $142K
|
1.71K
$139K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.51K+ 0.77% |
$119K - $125K
|
197K
$16M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.25K+ 3.17% |
$98.5K - $104K
|
40.6K
$3.3M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.11K+ 10.16% |
$87.7K - $92.2K
|
12K
$978K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
951+ 95.77% |
$75.1K - $79K
|
1.94K
$158K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
836+ 30.47% |
$66K - $69.4K
|
3.58K
$291K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
829New |
$65.5K - $68.8K
|
829
$67.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
752+ 1.68% |
$59.4K - $62.4K
|
45.4K
$3.69M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
662+ 2.75% |
$52.3K - $55K
|
24.7K
$2M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
653+ 24.67% |
$51.6K - $54.2K
|
3.3K
$268K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
589+ 478.86% |
$46.5K - $48.9K
|
712
$57.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
565+ 2.69% |
$44.6K - $46.9K
|
21.5K
$1.75M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
495New |
$39.1K - $41.1K
|
495
$40.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
469+ 3.48% |
$37K - $38.9K
|
14K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
429+ 1.77% |
$33.9K - $35.6K
|
24.6K
$2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
400+ 2.02% |
$31.6K - $33.2K
|
20.2K
$1.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
360New |
$28.4K - $29.9K
|
360
$29.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
277+ 2.5% |
$21.9K - $23K
|
11.4K
$923K
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
241+ 3.18% |
$19K - $20K
|
7.83K
$636K
|
|