Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
2.55M+ 12455.26% |
$191M - $206M
|
2.58M
$209M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
374KNew |
$28M - $30.2M
|
374K
$30.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
148K+ 1.82% |
$11.1M - $11.9M
|
8.27M
$671M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
144KNew |
$10.8M - $11.6M
|
144K
$11.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
134K+ 21.42% |
$10M - $10.8M
|
757K
$61.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
118K+ 7.34% |
$8.86M - $9.55M
|
1.73M
$140M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
118K+ 119.21% |
$8.85M - $9.53M
|
217K
$17.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
116K+ 18.45% |
$8.68M - $9.35M
|
744K
$60.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
116K+ 14.08% |
$8.66M - $9.33M
|
936K
$76M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
114KNew |
$8.51M - $9.17M
|
114K
$9.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
108K+ 431.94% |
$8.09M - $8.71M
|
133K
$10.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
90.7K+ 201.12% |
$6.8M - $7.32M
|
136K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
79.7KNew |
$5.97M - $6.44M
|
79.7K
$6.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
79.6KNew |
$5.96M - $6.42M
|
79.6K
$6.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
77.5K+ 2.83% |
$5.8M - $6.25M
|
2.82M
$229M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
76.9K+ 14.71% |
$5.76M - $6.21M
|
600K
$48.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.1KNew |
$5.63M - $6.06M
|
75.1K
$6.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
73.3K+ 18.66% |
$5.49M - $5.92M
|
466K
$37.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
53.2K+ 5.79% |
$3.99M - $4.3M
|
973K
$79M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
53.1KNew |
$3.98M - $4.28M
|
53.1K
$4.31M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
51.6K+ 5.6% |
$3.87M - $4.17M
|
973K
$79M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.6K+ 18.86% |
$3.79M - $4.09M
|
319K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46.2K+ 1.55% |
$3.46M - $3.73M
|
3.02M
$245M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
45.6K+ 8.26% |
$3.42M - $3.68M
|
598K
$48.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
45.6K+ 6.79% |
$3.42M - $3.68M
|
717K
$58.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
45K+ 2.85% |
$3.37M - $3.63M
|
1.62M
$132M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
43.2K+ 59160.27% |
$3.24M - $3.49M
|
43.3K
$3.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
42KNew |
$3.15M - $3.39M
|
42K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39.4KNew |
$2.95M - $3.18M
|
39.4K
$3.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.8K+ 4.53% |
$2.9M - $3.13M
|
895K
$72.7M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
38.2K+ 6.59% |
$2.87M - $3.09M
|
618K
$50.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.8K+ 2.67% |
$2.75M - $2.97M
|
1.41M
$115M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.1K+ 136.24% |
$2.55M - $2.75M
|
59.1K
$4.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
29.9K+ 208.65% |
$2.24M - $2.41M
|
44.2K
$3.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.3K+ 9.7% |
$2.19M - $2.36M
|
331K
$26.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.8KNew |
$1.86M - $2M
|
24.8K
$2.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.6K+ 158.04% |
$1.69M - $1.82M
|
36.9K
$3M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.2K+ 0.85% |
$1.67M - $1.79M
|
2.63M
$213M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 1.61% |
$1.6M - $1.72M
|
1.34M
$109M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
21KNew |
$1.57M - $1.69M
|
21K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
20.1K+ 1.25% |
$1.51M - $1.63M
|
1.63M
$132M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
19.9KNew |
$1.49M - $1.6M
|
19.9K
$1.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
19.2K+ 10.49% |
$1.44M - $1.55M
|
202K
$16.4M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.3K+ 260.16% |
$1.37M - $1.48M
|
25.4K
$2.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
16.8KNew |
$1.26M - $1.36M
|
16.8K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
16.1K+ 5.35% |
$1.21M - $1.3M
|
317K
$25.7M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16K+ 14.59% |
$1.2M - $1.29M
|
126K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.7K+ 67.09% |
$1.18M - $1.27M
|
39.2K
$3.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15.7K+ 197.83% |
$1.17M - $1.27M
|
23.6K
$1.92M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
15.5KNew |
$1.16M - $1.25M
|
15.5K
$1.26M
|
|