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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-562- 1.84% |
$42.1K - $45.4K
|
30.1K
$2.44M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-561- 11.53% |
$42K - $45.3K
|
4.3K
$349K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-537- 2.5% |
$40.2K - $43.4K
|
20.9K
$1.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-527- 0.95% |
$39.5K - $42.5K
|
55K
$4.47M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-522- 9.47% |
$39.1K - $42.1K
|
4.99K
$405K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-508- 0.6% |
$38.1K - $41K
|
84.3K
$6.84M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-492- 11.38% |
$36.9K - $39.7K
|
3.83K
$311K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-479- 0.05% |
$35.9K - $38.7K
|
1.02M
$82.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-467- 2.73% |
$35K - $37.7K
|
16.7K
$1.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-459- 0.04% |
$34.4K - $37.1K
|
1.11M
$89.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-427- 27.64% |
$32K - $34.5K
|
1.12K
$90.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-427- 1.21% |
$32K - $34.5K
|
34.9K
$2.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-417- 7.17% |
$31.2K - $33.7K
|
5.4K
$438K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-410- 1.65% |
$30.7K - $33.1K
|
24.4K
$1.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-391- 6.33% |
$29.3K - $31.6K
|
5.78K
$469K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-385- 8.74% |
$28.8K - $31.1K
|
4.02K
$326K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-376- 9.18% |
$28.2K - $30.4K
|
3.72K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-367- 4.71% |
$27.5K - $29.6K
|
7.42K
$603K
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-364- 0.83% |
$27.3K - $29.4K
|
43.6K
$3.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-358- 3.03% |
$26.8K - $28.9K
|
11.5K
$929K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-355- 2.62% |
$26.6K - $28.7K
|
13.2K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-352- 3.43% |
$26.4K - $28.4K
|
9.92K
$805K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-350- 2.27% |
$26.2K - $28.3K
|
15.1K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-348- 0.97% |
$26.1K - $28.1K
|
35.5K
$2.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-336- 8.73% |
$25.2K - $27.1K
|
3.51K
$285K
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-329- 3.58% |
$24.7K - $26.6K
|
8.86K
$719K
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-312- 5.11% |
$23.4K - $25.2K
|
5.8K
$471K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-304- 6.3% |
$22.8K - $24.5K
|
4.52K
$367K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-290- 3.65% |
$21.7K - $23.4K
|
7.66K
$621K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-283- 0.87% |
$21.2K - $22.8K
|
32.2K
$2.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-282- 0.64% |
$21.1K - $22.8K
|
44K
$3.57M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-274- 4.94% |
$20.5K - $22.1K
|
5.28K
$428K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-272- 0.78% |
$20.4K - $22K
|
34.6K
$2.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-270- 56.84% |
$20.2K - $21.8K
|
205
$16.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-259- 6.24% |
$19.4K - $20.9K
|
3.89K
$316K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-257- 3.8% |
$19.3K - $20.7K
|
6.5K
$528K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-250- 9.81% |
$18.7K - $20.2K
|
2.3K
$187K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-223- 1.13% |
$16.7K - $18K
|
19.5K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-222- 2.71% |
$16.6K - $17.9K
|
7.97K
$647K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-221- 3.41% |
$16.6K - $17.8K
|
6.26K
$508K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-208- 1.69% |
$15.6K - $16.8K
|
12.1K
$982K
|
|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-207- 0.83% |
$15.5K - $16.7K
|
24.8K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200- 10.45% |
$15K - $16.1K
|
1.71K
$139K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-198- 5.04% |
$14.8K - $16K
|
3.73K
$303K
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-194- 3.24% |
$14.5K - $15.7K
|
5.79K
$470K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-193- 6.72% |
$14.5K - $15.6K
|
2.68K
$218K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-184- 0.39% |
$13.8K - $14.9K
|
46.7K
$3.79M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-182- 2.61% |
$13.6K - $14.7K
|
6.8K
$552K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-180- 3.17% |
$13.5K - $14.5K
|
5.49K
$446K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-177- 51.6% |
$13.3K - $14.3K
|
166
$13.5K
|
|