Latest Institutional Sells of Spdr Portfolio S&P 1500 Compos (SPTM)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 1500 Compos (SPTM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-83.4K- 3.18% |
$6.59M - $6.93M
|
2.54M
$206M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-52.1K- 17.37% |
$4.12M - $4.33M
|
248K
$20.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-34.8K- 64.95% |
$2.75M - $2.89M
|
18.8K
$1.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.1K- 1.47% |
$2.3M - $2.42M
|
1.94M
$158M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.9K- 6.71% |
$1.65M - $1.74M
|
291K
$23.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-18.2K- 3.4% |
$1.44M - $1.51M
|
517K
$42M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-11.9K- 71.97% |
$938K - $986K
|
4.63K
$376K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.27K- 4.02% |
$732K - $770K
|
221K
$17.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-9.16K- 2.68% |
$724K - $761K
|
333K
$27M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.69K- 1.57% |
$528K - $555K
|
419K
$34M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.44K- 58.44% |
$430K - $452K
|
3.87K
$314K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.16K- 0.57% |
$407K - $428K
|
893K
$72.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-4.75K- 3.1% |
$375K - $394K
|
148K
$12M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.53K- 10.0% |
$358K - $376K
|
40.8K
$3.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.27K- 28.23% |
$337K - $354K
|
10.9K
$881K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.74K- 1.2% |
$295K - $310K
|
308K
$25M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-3.41K- 5.59% |
$269K - $283K
|
57.5K
$4.67M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.38K- 24.46% |
$188K - $197K
|
7.34K
$596K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-1.91K- 1.33% |
$151K - $159K
|
141K
$11.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.89K- 2.92% |
$149K - $157K
|
62.9K
$5.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.72K- 14.44% |
$136K - $143K
|
10.2K
$829K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.57K- 2.55% |
$124K - $130K
|
60K
$4.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.03K- 5.43% |
$81.2K - $85.4K
|
17.9K
$1.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-962- 10.52% |
$76K - $79.9K
|
8.18K
$664K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-880- 0.89% |
$69.5K - $73.1K
|
97.6K
$7.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-834- 9.32% |
$65.9K - $69.2K
|
8.11K
$658K
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-766- 8.04% |
$60.5K - $63.6K
|
8.76K
$711K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-652- 4.97% |
$51.5K - $54.1K
|
12.5K
$1.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-624- 8.15% |
$49.3K - $51.8K
|
7.03K
$571K
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-568- 8.38% |
$44.9K - $47.2K
|
6.21K
$504K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-524- 14.08% |
$41.4K - $43.5K
|
3.2K
$260K
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-519- 15.07% |
$41K - $43.1K
|
2.93K
$238K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-347- 12.49% |
$27.4K - $28.8K
|
2.43K
$197K
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-327- 0.43% |
$25.8K - $27.2K
|
76.1K
$6.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-325- 1.18% |
$25.7K - $27K
|
27.3K
$2.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-295- 0.96% |
$23.3K - $24.5K
|
30.3K
$2.46M
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-262- 0.38% |
$20.7K - $21.8K
|
69K
$5.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-259- 0.4% |
$20.5K - $21.5K
|
64K
$5.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-215- 1.05% |
$17K - $17.9K
|
20.2K
$1.64M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-162- 1.85% |
$12.8K - $13.5K
|
8.58K
$696K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-128- 0.82% |
$10.1K - $10.6K
|
15.5K
$1.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-126- 3.56% |
$9.95K - $10.5K
|
3.42K
$277K
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-120- 1.56% |
$9.48K - $9.96K
|
7.56K
$614K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-102- 3.54% |
$8.05K - $8.47K
|
2.78K
$225K
|
|
|
Jan 20, 2026
Q4 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-60- 0.22% |
$4.74K - $4.98K
|
26.8K
$2.17M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-50- 0.96% |
$3.95K - $4.15K
|
5.18K
$421K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-48- 32.43% |
$3.79K - $3.99K
|
100
$8.12K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-42- 0.98% |
$3.32K - $3.49K
|
4.22K
$343K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-40- 0.76% |
$3.16K - $3.32K
|
5.24K
$425K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-32- 0.52% |
$2.53K - $2.66K
|
6.07K
$493K
|
|