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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-224- 0.85% |
$14.2K - $15.7K
|
26.1K
$1.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-221- 1.63% |
$14K - $15.5K
|
13.3K
$979K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-218- 81.34% |
$13.8K - $15.3K
|
50
$3.67K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 5.16% |
$12.7K - $14K
|
3.68K
$270K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-197- 6.41% |
$12.5K - $13.8K
|
2.88K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-193- 0.43% |
$12.2K - $13.5K
|
44.9K
$3.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-187- 0.87% |
$11.8K - $13.1K
|
21.4K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-177- 0.19% |
$11.2K - $12.4K
|
95K
$6.97M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-169- 4.6% |
$10.7K - $11.8K
|
3.5K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-165- 1.31% |
$10.4K - $11.6K
|
12.5K
$914K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-130- 26.42% |
$8.23K - $9.11K
|
362
$26.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-117- 1.1% |
$7.4K - $8.2K
|
10.5K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-109- 0.14% |
$6.9K - $7.64K
|
77.8K
$5.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-108- 0.92% |
$6.83K - $7.57K
|
11.6K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-76- 2.76% |
$4.81K - $5.32K
|
2.68K
$196K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-75- 23.89% |
$4.75K - $5.25K
|
239
$17.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-74- 2.35% |
$4.68K - $5.18K
|
3.08K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-63- 0.7% |
$3.99K - $4.41K
|
8.97K
$659K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-60- 0.35% |
$3.8K - $4.2K
|
17K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-54- 0.91% |
$3.42K - $3.78K
|
5.87K
$431K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-35- 52.24% |
$2.21K - $2.45K
|
32
$2.35K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-23- 8.39% |
$1.46K - $1.61K
|
251
$18.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-22- 0.08% |
$1.39K - $1.54K
|
26.6K
$1.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8- 0.14% |
$506 - $560
|
5.63K
$414K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-5- 0.12% |
$316 - $350
|
4.32K
$317K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-51K- 10.21% |
$3.1M - $3.41M
|
449K
$33M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-4.9KClosed |
$298K - $328K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-4.8K- 99.83% |
$291K - $321K
|
8
$587
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.09K- 19.71% |
$187K - $206K
|
12.6K
$923K
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.88K- 47.92% |
$174K - $192K
|
3.13K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.31K- 67.48% |
$140K - $154K
|
1.11K
$81.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.62K- 18.62% |
$98.6K - $109K
|
7.1K
$521K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.04K- 5.01% |
$62.8K - $69.2K
|
19.6K
$1.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-835- 11.03% |
$50.7K - $55.8K
|
6.74K
$494K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-443- 1.08% |
$26.9K - $29.6K
|
40.4K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-320- 5.61% |
$19.4K - $21.4K
|
5.38K
$395K
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-310- 8.4% |
$18.8K - $20.7K
|
3.38K
$248K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-301- 4.96% |
$18.3K - $20.1K
|
5.76K
$423K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-200- 4.32% |
$12.1K - $13.4K
|
4.43K
$325K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-143- 2.13% |
$8.68K - $9.56K
|
6.56K
$481K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-141- 3.44% |
$8.56K - $9.42K
|
3.96K
$290K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 14.95% |
$6.07K - $6.68K
|
569
$41.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-84- 2.27% |
$5.1K - $5.61K
|
3.61K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-41Closed |
$2.49K - $2.74K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-30- 0.34% |
$1.82K - $2K
|
8.81K
$646K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-20- 0.19% |
$1.21K - $1.34K
|
10.4K
$767K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6- 22.22% |
$364 - $401
|
21
$1.54K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2- 0.04% |
$121 - $134
|
4.67K
$343K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1- 0.01% |
$60.7 - $66.8
|
7.59K
$557K
|
|
| Q1 2024 | |||||||
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-651K- 98.41% |
$37.4M - $41.8M
|
10.5K
$771K
|
|