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 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
42.4K+ 11.54% |
$3.35M - $3.52M
|
409K
$33.2M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19.1K+ 2.46% |
$1.51M - $1.58M
|
794K
$64.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 0.88% |
$1.13M - $1.18M
|
1.64M
$133M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
10.5K+ 5.24% |
$833K - $876K
|
212K
$17.2M
|
|
|
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 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 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 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.41K+ 3.91% |
$190K - $200K
|
64K
$5.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.25K+ 3.17% |
$98.5K - $104K
|
40.6K
$3.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
836+ 30.47% |
$66K - $69.4K
|
3.58K
$291K
|
|
|
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 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
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
218+ 6.21% |
$17.2K - $18.1K
|
3.73K
$303K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
186+ 4.69% |
$14.7K - $15.4K
|
4.16K
$337K
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
157+ 2.98% |
$12.4K - $13K
|
5.42K
$440K
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
139+ 0.28% |
$11K - $11.5K
|
49.6K
$4.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
135New |
$10.7K - $11.2K
|
135
$11K
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
81+ 1.32% |
$6.4K - $6.73K
|
6.23K
$506K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
81+ 0.55% |
$6.4K - $6.73K
|
14.8K
$1.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
72+ 1.38% |
$5.69K - $5.98K
|
5.28K
$428K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
55New |
$4.34K - $4.57K
|
55
$4.46K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
45+ 0.93% |
$3.55K - $3.74K
|
4.9K
$398K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
34+ 0.24% |
$2.68K - $2.82K
|
14K
$1.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
22+ 0.29% |
$1.74K - $1.83K
|
7.67K
$623K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
22+ 0.6% |
$1.74K - $1.83K
|
3.66K
$297K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
20+ 0.36% |
$1.58K - $1.66K
|
5.51K
$448K
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
17+ 0.61% |
$1.34K - $1.41K
|
2.8K
$228K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
13+ 0.29% |
$1.03K - $1.08K
|
4.54K
$368K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
13+ 0.28% |
$1.03K - $1.08K
|
4.71K
$382K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.05% |
$948 - $996
|
23.3K
$1.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.04% |
$790 - $830
|
23.2K
$1.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.18% |
$79 - $83
|
570
$46.3K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
1+ 0.03% |
$79 - $83
|
3.52K
$285K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.03% |
$79 - $83
|
3.83K
$311K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$79 - $83
|
3.44K
$279K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1+ 0.01% |
$79 - $83
|
14.2K
$1.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-4- 0.12% |
$316 - $332
|
3.44K
$279K
|
|