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 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.11M- 98.54% |
$77.2M - $82.8M
|
16.4K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-634K- 95.0% |
$43.9M - $47.1M
|
33.4K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-145K- 25.8% |
$10.1M - $10.8M
|
418K
$30.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-123K- 70.17% |
$8.55M - $9.17M
|
52.5K
$3.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-42.6K- 12.36% |
$2.95M - $3.16M
|
302K
$22.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-25.3K- 19.8% |
$1.75M - $1.88M
|
102K
$7.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-15.8K- 15.86% |
$1.09M - $1.17M
|
83.8K
$6.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-14.4K- 1.91% |
$1M - $1.07M
|
744K
$54.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-12.7K- 3.52% |
$879K - $943K
|
348K
$25.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-12.5K- 49.57% |
$869K - $931K
|
12.8K
$936K
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-12.5K- 2.53% |
$864K - $926K
|
480K
$35.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-12.4K- 3.89% |
$860K - $923K
|
307K
$22.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11.4K- 12.15% |
$791K - $849K
|
82.5K
$6.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11K- 43.51% |
$763K - $818K
|
14.3K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-8.78K- 8.33% |
$609K - $653K
|
96.6K
$7.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.95K- 2.81% |
$551K - $591K
|
275K
$20.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.47K- 2.5% |
$518K - $555K
|
291K
$21.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.27K- 24.87% |
$504K - $540K
|
22K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.11K- 2.94% |
$493K - $528K
|
235K
$17.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.77K- 4.4% |
$469K - $503K
|
147K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-6.39K- 19.91% |
$443K - $475K
|
25.7K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.25K- 6.86% |
$433K - $464K
|
84.9K
$6.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6.1K- 8.76% |
$423K - $453K
|
63.5K
$4.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.37K- 4.89% |
$303K - $325K
|
85K
$6.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-4.14K- 2.48% |
$287K - $308K
|
163K
$11.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.47K- 5.53% |
$240K - $258K
|
59.2K
$4.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-3.21K- 1.21% |
$222K - $239K
|
262K
$19.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-2.78K- 35.12% |
$193K - $206K
|
5.13K
$377K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.59K- 0.56% |
$179K - $192K
|
455K
$33.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-2.58K- 1.92% |
$179K - $191K
|
131K
$9.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.56K- 3.66% |
$178K - $190K
|
67.4K
$4.95M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.52K- 2.82% |
$175K - $187K
|
87K
$6.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.51K- 1.44% |
$174K - $187K
|
172K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.3K- 3.05% |
$159K - $171K
|
73.2K
$5.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.83K- 9.84% |
$127K - $136K
|
16.8K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-1.57K- 13.41% |
$109K - $117K
|
10.1K
$745K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.52K- 5.06% |
$105K - $113K
|
28.5K
$2.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.45K- 2.8% |
$100K - $107K
|
50.1K
$3.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.35K- 99.93% |
$93.8K - $101K
|
1
$73.4
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.22K- 3.68% |
$84.8K - $90.9K
|
32K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.2K- 6.71% |
$83.1K - $89.1K
|
16.7K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.12K- 5.49% |
$77.4K - $83K
|
19.2K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.1K- 22.85% |
$76.2K - $81.7K
|
3.71K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-991- 0.63% |
$68.7K - $73.6K
|
156K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-922- 8.92% |
$63.9K - $68.5K
|
9.42K
$691K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-892- 10.03% |
$61.8K - $66.3K
|
8K
$587K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-879- 9.87% |
$60.9K - $65.3K
|
8.03K
$589K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-805- 1.9% |
$55.8K - $59.8K
|
41.5K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-804- 1.84% |
$55.7K - $59.7K
|
42.8K
$3.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-741- 76.23% |
$51.4K - $55.1K
|
231
$17K
|