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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.01M- 68.32% |
$61.2M - $75.9M
|
470K
$36.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-838K- 25.9% |
$50.6M - $62.8M
|
2.4M
$185M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-684K- 68.63% |
$41.3M - $51.2M
|
312K
$24.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-469K- 19.65% |
$28.3M - $35.1M
|
1.92M
$148M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-142K- 4.69% |
$8.55M - $10.6M
|
2.88M
$222M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-140K- 76.31% |
$8.46M - $10.5M
|
43.5K
$3.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-135K- 76.61% |
$8.15M - $10.1M
|
41.2K
$3.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-133K- 10.72% |
$8.03M - $9.97M
|
1.11M
$85.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-81.2K- 31.53% |
$4.9M - $6.08M
|
176K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-62.8K- 37.05% |
$3.79M - $4.7M
|
107K
$8.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-59.8K- 20.11% |
$3.61M - $4.48M
|
237K
$18.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-55.7K- 14.83% |
$3.36M - $4.17M
|
320K
$24.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-54.8K- 52.31% |
$3.31M - $4.1M
|
50K
$3.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-49.2K- 75.21% |
$2.97M - $3.68M
|
16.2K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-46.6K- 12.03% |
$2.81M - $3.49M
|
341K
$26.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.3K- 0.57% |
$2.79M - $3.47M
|
8.12M
$626M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-40.3K- 2.53% |
$2.43M - $3.01M
|
1.55M
$119M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-38.6K- 79.82% |
$2.33M - $2.89M
|
9.75K
$752K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-38.4K- 30.56% |
$2.32M - $2.88M
|
87.3K
$6.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-31.9K- 18.59% |
$1.93M - $2.39M
|
140K
$10.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-30.3K- 9.62% |
$1.83M - $2.27M
|
285K
$22M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29.3K- 32.87% |
$1.77M - $2.2M
|
59.9K
$4.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-20.7K- 14.06% |
$1.25M - $1.55M
|
127K
$9.77M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-19.4K- 5.38% |
$1.17M - $1.45M
|
342K
$26.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-18.6K- 37.79% |
$1.12M - $1.39M
|
30.5K
$2.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.8K- 72.46% |
$1.07M - $1.33M
|
6.76K
$521K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.4K- 12.65% |
$1.05M - $1.3M
|
120K
$9.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 4.81% |
$992K - $1.23M
|
325K
$25.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-15.8K- 3.53% |
$952K - $1.18M
|
432K
$33.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.2K- 24.93% |
$859K - $1.07M
|
42.9K
$3.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-12.6K- 12.52% |
$763K - $947K
|
88.4K
$6.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-12.2K- 10.33% |
$735K - $912K
|
106K
$8.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-11.7K- 27.81% |
$704K - $874K
|
30.3K
$2.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-11.7K- 4.37% |
$703K - $873K
|
255K
$19.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.3K- 3.97% |
$622K - $772K
|
249K
$19.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-10K- 3.79% |
$605K - $751K
|
255K
$19.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-9.6K- 3.88% |
$580K - $719K
|
238K
$18.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.45K- 8.71% |
$570K - $708K
|
99K
$7.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.04K- 64.86% |
$545K - $677K
|
4.89K
$377K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-8.63K- 5.02% |
$521K - $646K
|
163K
$12.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-8.37K- 13.59% |
$505K - $627K
|
53.2K
$4.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.02K- 41.01% |
$484K - $601K
|
11.5K
$889K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.79K- 3.37% |
$470K - $583K
|
223K
$17.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.49K- 12.93% |
$452K - $561K
|
50.5K
$3.89M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-7.09K- 3.55% |
$428K - $531K
|
193K
$14.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.94K- 51.47% |
$419K - $520K
|
6.55K
$505K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.25K- 23.64% |
$377K - $468K
|
20.2K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.96K- 21.16% |
$360K - $446K
|
22.2K
$1.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.94K- 6.59% |
$358K - $445K
|
84.2K
$6.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-5.61K- 1.46% |
$339K - $420K
|
378K
$29.1M
|