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 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.35K- 99.93% |
$93.8K - $101K
|
1
$73.2
|
|
|
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
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-991- 0.63% |
$68.7K - $73.6K
|
156K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-970- 2.31% |
$67.2K - $72.1K
|
40.9K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-922- 8.92% |
$63.9K - $68.5K
|
9.42K
$689K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-892- 10.03% |
$61.8K - $66.3K
|
8K
$586K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-879- 9.87% |
$60.9K - $65.3K
|
8.03K
$588K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-805- 1.9% |
$55.8K - $59.8K
|
41.5K
$3.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-804- 1.84% |
$55.7K - $59.7K
|
42.8K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-741- 76.23% |
$51.4K - $55.1K
|
231
$16.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-700- 9.35% |
$48.5K - $52K
|
6.79K
$497K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-693- 8.76% |
$48K - $51.5K
|
7.22K
$529K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-651- 11.94% |
$45.1K - $48.4K
|
4.8K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-623- 1.05% |
$43.2K - $46.3K
|
58.8K
$4.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-617- 13.57% |
$42.8K - $45.8K
|
3.93K
$288K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-580- 2.92% |
$40.2K - $43.1K
|
19.3K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-577- 0.68% |
$40K - $42.9K
|
83.7K
$6.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-531- 16.61% |
$36.8K - $39.5K
|
2.67K
$195K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-500- 12.5% |
$34.7K - $37.2K
|
3.5K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-493- 0.88% |
$34.2K - $36.6K
|
55.6K
$4.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-477- 2.23% |
$33.1K - $35.4K
|
20.9K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-427- 4.75% |
$29.6K - $31.7K
|
8.57K
$628K
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-420- 0.07% |
$29.1K - $31.2K
|
562K
$41.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-397- 7.01% |
$27.5K - $29.5K
|
5.26K
$385K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-395- 6.43% |
$27.4K - $29.3K
|
5.75K
$421K
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-363- 1.7% |
$25.2K - $27K
|
21K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-349- 1.21% |
$24.2K - $25.9K
|
28.4K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-335- 1.58% |
$23.2K - $24.9K
|
20.9K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-327- 31.72% |
$22.7K - $24.3K
|
704
$51.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-304- 2.49% |
$21.1K - $22.6K
|
11.9K
$873K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-300- 3.2% |
$20.8K - $22.3K
|
9.07K
$664K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-285- 4.58% |
$19.8K - $21.2K
|
5.94K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-265- 2.66% |
$18.4K - $19.7K
|
9.68K
$709K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-248- 5.23% |
$17.2K - $18.4K
|
4.49K
$329K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-233- 3.42% |
$16.1K - $17.3K
|
6.58K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-226- 7.53% |
$15.7K - $16.8K
|
2.77K
$203K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-221- 1.38% |
$15.3K - $16.4K
|
15.8K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-203- 5.34% |
$14.1K - $15.1K
|
3.6K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-199- 1.72% |
$13.8K - $14.8K
|
11.3K
$831K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-195- 6.06% |
$13.5K - $14.5K
|
3.02K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-182- 0.78% |
$12.6K - $13.5K
|
23.2K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-169- 1.76% |
$11.7K - $12.6K
|
9.45K
$692K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-163- 0.65% |
$11.3K - $12.1K
|
25K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-151- 3.45% |
$10.5K - $11.2K
|
4.22K
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-140- 4.22% |
$9.7K - $10.4K
|
3.18K
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-126- 0.28% |
$8.73K - $9.36K
|
44.8K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-124- 1.83% |
$8.59K - $9.21K
|
6.66K
$487K
|