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 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-122- 1.14% |
$8.45K - $9.06K
|
10.6K
$773K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-121- 2.08% |
$8.39K - $8.99K
|
5.7K
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-119- 2.54% |
$8.25K - $8.84K
|
4.56K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-116- 0.55% |
$8.04K - $8.62K
|
21K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-98- 1.57% |
$6.79K - $7.28K
|
6.13K
$449K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-96- 10.11% |
$6.65K - $7.13K
|
854
$62.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-91- 1.7% |
$6.31K - $6.76K
|
5.27K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-89- 0.49% |
$6.17K - $6.61K
|
17.9K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-72- 2.58% |
$4.99K - $5.35K
|
2.72K
$199K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-67- 6.75% |
$4.64K - $4.98K
|
926
$67.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-65- 0.6% |
$4.5K - $4.83K
|
10.8K
$794K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-57- 34.97% |
$3.95K - $4.24K
|
106
$7.76K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-46- 0.06% |
$3.19K - $3.42K
|
79K
$5.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-43- 0.14% |
$2.98K - $3.19K
|
31.6K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-41- 0.76% |
$2.84K - $3.05K
|
5.36K
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-40- 0.84% |
$2.77K - $2.97K
|
4.71K
$345K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-39- 1.0% |
$2.7K - $2.9K
|
3.85K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32- 12.21% |
$2.22K - $2.38K
|
230
$16.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-22- 0.14% |
$1.52K - $1.63K
|
15.4K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-22- 0.04% |
$1.52K - $1.63K
|
58K
$4.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-18- 0.34% |
$1.25K - $1.34K
|
5.24K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-16- 0.2% |
$1.11K - $1.19K
|
8.1K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-10- 0.06% |
$693 - $743
|
17K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-10- 0.17% |
$693 - $743
|
5.73K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4- 0.06% |
$277 - $297
|
6.7K
$491K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-3- 0.06% |
$208 - $223
|
4.85K
$355K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-488K- 31.53% |
$30.9M - $34.2M
|
1.06M
$77.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-246K- 38.38% |
$15.5M - $17.2M
|
394K
$28.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-242K- 24.89% |
$15.3M - $16.9M
|
729K
$53.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-143K- 98.46% |
$9.05M - $10M
|
2.24K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-89.7K- 5.91% |
$5.68M - $6.29M
|
1.43M
$105M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-78.2K- 86.95% |
$4.95M - $5.48M
|
11.7K
$859K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-65.2K- 0.74% |
$4.13M - $4.57M
|
8.72M
$639M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-54.4K- 62.82% |
$3.44M - $3.81M
|
32.2K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.3K- 19.35% |
$2.61M - $2.89M
|
172K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-39K- 9.67% |
$2.47M - $2.74M
|
365K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-38.8K- 10.18% |
$2.46M - $2.72M
|
342K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-33.2K- 30.38% |
$2.1M - $2.33M
|
76.1K
$5.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-29.7K- 3.33% |
$1.88M - $2.08M
|
861K
$63.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-29.2K- 43.46% |
$1.85M - $2.05M
|
38K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-24.6K- 4.71% |
$1.56M - $1.73M
|
498K
$36.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.8K- 4.1% |
$1.06M - $1.17M
|
392K
$28.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.9K- 11.55% |
$942K - $1.04M
|
114K
$8.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-14.1K- 42.29% |
$891K - $986K
|
19.2K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12.4K- 23.25% |
$785K - $869K
|
40.9K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.1K- 16.81% |
$763K - $845K
|
59.6K
$4.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.1K- 6.09% |
$703K - $778K
|
171K
$12.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-9.66K- 5.26% |
$612K - $677K
|
174K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.55K- 9.25% |
$605K - $669K
|
93.8K
$6.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8.94K- 7.36% |
$566K - $627K
|
113K
$8.25M
|
|