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 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.06M- 98.49% |
$67M - $74.2M
|
16.2K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-488K- 31.53% |
$30.9M - $34.2M
|
1.06M
$76.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-246K- 38.38% |
$15.5M - $17.2M
|
394K
$28.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-242K- 24.89% |
$15.3M - $16.9M
|
729K
$52.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-183K- 24.87% |
$11.6M - $12.8M
|
554K
$40M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-143K- 98.46% |
$9.05M - $10M
|
2.24K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-89.7K- 5.91% |
$5.68M - $6.29M
|
1.43M
$103M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-78.2K- 86.95% |
$4.95M - $5.48M
|
11.7K
$847K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-69.4K- 3.98% |
$4.39M - $4.86M
|
1.67M
$121M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-65.2K- 0.74% |
$4.13M - $4.57M
|
8.72M
$629M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-64.2K- 15.7% |
$4.06M - $4.5M
|
345K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-61.6K- 32.54% |
$3.9M - $4.31M
|
128K
$9.21M
|
|
|
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
$2.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-50.4K- 1.46% |
$3.19M - $3.53M
|
3.4M
$245M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.3K- 19.35% |
$2.61M - $2.89M
|
172K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-39K- 9.67% |
$2.47M - $2.74M
|
365K
$26.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-38.8K- 10.18% |
$2.46M - $2.72M
|
342K
$24.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-35.1K- 85.11% |
$2.22M - $2.46M
|
6.14K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-33.2K- 30.38% |
$2.1M - $2.33M
|
76.1K
$5.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-29.7K- 3.33% |
$1.88M - $2.08M
|
861K
$62.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-29.2K- 43.46% |
$1.85M - $2.05M
|
38K
$2.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-26.4K- 56.68% |
$1.67M - $1.85M
|
20.2K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-25K- 8.09% |
$1.58M - $1.75M
|
284K
$20.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-24.6K- 4.71% |
$1.56M - $1.73M
|
498K
$36M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-24.6K- 2.99% |
$1.55M - $1.72M
|
798K
$57.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-21.4K- 33.78% |
$1.35M - $1.5M
|
41.9K
$3.02M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-20.6K- 4.4% |
$1.31M - $1.45M
|
448K
$32.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-19.8K- 10.14% |
$1.26M - $1.39M
|
176K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.8K- 4.1% |
$1.06M - $1.17M
|
392K
$28.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-16K- 63.03% |
$1.01M - $1.12M
|
9.37K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.9K- 11.55% |
$942K - $1.04M
|
114K
$8.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-14.1K- 42.29% |
$891K - $986K
|
19.2K
$1.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-13.6K- 2.14% |
$862K - $954K
|
623K
$44.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.4K- 0.45% |
$845K - $936K
|
2.95M
$213M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12.4K- 23.25% |
$785K - $869K
|
40.9K
$2.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-12.1K- 51.79% |
$763K - $845K
|
11.2K
$810K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.1K- 16.81% |
$763K - $845K
|
59.6K
$4.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.1K- 6.09% |
$703K - $778K
|
171K
$12.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.85K- 3.1% |
$624K - $690K
|
308K
$22.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-9.66K- 5.26% |
$612K - $677K
|
174K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.55K- 9.25% |
$605K - $669K
|
93.8K
$6.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8.94K- 7.36% |
$566K - $627K
|
113K
$8.13M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.73K- 5.05% |
$552K - $611K
|
164K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8.26K- 5.58% |
$523K - $579K
|
140K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.1K- 37.16% |
$513K - $567K
|
13.7K
$989K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-7.72K- 0.77% |
$489K - $541K
|
998K
$72M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-7.67K- 12.36% |
$485K - $538K
|
54.4K
$3.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.41K- 41.76% |
$469K - $519K
|
10.3K
$746K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.14K- 0.33% |
$452K - $500K
|
2.15M
$155M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.01K- 6.94% |
$443K - $491K
|
94K
$6.78M
|