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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.56M- 56.78% |
$147M - $164M
|
1.95M
$129M
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-622K- 99.26% |
$35.7M - $39.9M
|
4.66K
$309K
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-432K- 92.96% |
$24.8M - $27.7M
|
32.7K
$2.17M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-404K- 68.26% |
$23.2M - $25.9M
|
188K
$12.5M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-353K- 32.77% |
$20.2M - $22.6M
|
723K
$48M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-343K- 33.11% |
$19.7M - $22M
|
694K
$46M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-342K- 3.9% |
$19.6M - $21.9M
|
8.43M
$559M
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-211K- 56.37% |
$12.1M - $13.5M
|
163K
$10.8M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-194K- 82.44% |
$11.1M - $12.5M
|
41.3K
$2.74M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-165K- 31.75% |
$9.44M - $10.6M
|
354K
$23.5M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-140K- 46.12% |
$8.04M - $8.99M
|
164K
$10.9M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-126K- 20.23% |
$7.23M - $8.08M
|
497K
$32.9M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-126K- 43.07% |
$7.21M - $8.07M
|
166K
$11M
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-125K- 18.16% |
$7.17M - $8.01M
|
563K
$37.4M
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-109K- 70.31% |
$6.27M - $7.01M
|
46.1K
$3.06M
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-108K- 12.15% |
$6.19M - $6.92M
|
779K
$51.7M
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-107K- 12.23% |
$6.14M - $6.86M
|
767K
$50.9M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-88.3K- 15.02% |
$5.07M - $5.67M
|
500K
$33.2M
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-79.4K- 16.02% |
$4.56M - $5.09M
|
416K
$27.6M
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-79.2K- 52.17% |
$4.54M - $5.08M
|
72.6K
$4.82M
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-73.5K- 94.5% |
$4.22M - $4.72M
|
4.28K
$284K
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-66.8K- 26.2% |
$3.83M - $4.28M
|
188K
$12.5M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-64.3K- 11.53% |
$3.69M - $4.12M
|
493K
$32.7M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-51.5K- 53.89% |
$2.96M - $3.31M
|
44.1K
$2.93M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.1K- 3.7% |
$2.82M - $3.15M
|
1.28M
$84.7M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-46.8K- 26.06% |
$2.68M - $3M
|
133K
$8.8M
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-45.1K- 13.64% |
$2.59M - $2.89M
|
286K
$18.9M
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.3K- 7.76% |
$2.14M - $2.39M
|
444K
$29.4M
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-36K- 54.03% |
$2.06M - $2.31M
|
30.6K
$2.03M
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-35.7K- 10.71% |
$2.05M - $2.29M
|
297K
$19.7M
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-31.7K- 28.5% |
$1.82M - $2.03M
|
79.5K
$5.27M
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-28.8K- 50.27% |
$1.65M - $1.85M
|
28.5K
$1.89M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-27.1K- 67.84% |
$1.56M - $1.74M
|
12.9K
$853K
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-26.2K- 68.93% |
$1.5M - $1.68M
|
11.8K
$783K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-24.8K- 11.97% |
$1.42M - $1.59M
|
183K
$12.1M
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-23.5K- 91.95% |
$1.35M - $1.5M
|
2.05K
$136K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-23.2K- 70.64% |
$1.33M - $1.49M
|
9.65K
$640K
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-19.9K- 14.71% |
$1.14M - $1.27M
|
115K
$7.64M
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-18.6K- 4.58% |
$1.06M - $1.19M
|
386K
$25.6M
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-18.2K- 3.44% |
$1.04M - $1.17M
|
510K
$33.9M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-18.2K- 50.31% |
$1.04M - $1.16M
|
17.9K
$1.19M
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-17.6K- 83.9% |
$1.01M - $1.13M
|
3.38K
$224K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.4K- 15.28% |
$999K - $1.12M
|
96.5K
$6.41M
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-17.3K- 66.06% |
$991K - $1.11M
|
8.87K
$589K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-17.1K- 99.42% |
$981K - $1.1M
|
100
$6.63K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17K- 12.22% |
$977K - $1.09M
|
122K
$8.11M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-17K- 84.16% |
$975K - $1.09M
|
3.2K
$212K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.7K- 12.04% |
$845K - $945K
|
108K
$7.14M
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-14.6K- 2.03% |
$839K - $938K
|
705K
$46.8M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13.3K- 10.16% |
$761K - $851K
|
117K
$7.79M
|