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 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
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-6.57K- 9.84% |
$396K - $492K
|
60.2K
$4.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.25K- 23.64% |
$377K - $468K
|
20.2K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.11K- 9.64% |
$369K - $458K
|
57.3K
$4.42M
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.3K- 8.02% |
$320K - $397K
|
60.7K
$4.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5K- 8.67% |
$302K - $374K
|
52.7K
$4.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-4.88K- 46.86% |
$295K - $366K
|
5.54K
$427K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-4.81K- 4.84% |
$290K - $360K
|
94.5K
$7.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.73K- 1.08% |
$286K - $354K
|
434K
$33.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-4.47K- 1.73% |
$270K - $335K
|
255K
$19.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4.43K- 5.74% |
$267K - $332K
|
72.7K
$5.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-4.2K- 2.1% |
$253K - $314K
|
196K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.2K- 16.34% |
$253K - $314K
|
21.5K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4.19K- 56.46% |
$253K - $314K
|
3.23K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.91K- 2.53% |
$236K - $293K
|
151K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.87K- 1.94% |
$234K - $290K
|
195K
$15M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3.8K- 37.24% |
$229K - $285K
|
6.41K
$494K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-3.74K- 12.49% |
$226K - $280K
|
26.2K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.5K- 40.9% |
$211K - $262K
|
5.05K
$390K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-3.44K- 46.45% |
$208K - $258K
|
3.97K
$306K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 5.33% |
$196K - $243K
|
57.6K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-3.18K- 9.79% |
$192K - $238K
|
29.3K
$2.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3.18K- 9.7% |
$192K - $238K
|
29.6K
$2.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-3.07K- 2.09% |
$185K - $230K
|
144K
$11.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.02K- 3.82% |
$182K - $226K
|
76.2K
$5.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.01K- 0.51% |
$182K - $225K
|
581K
$44.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2.87K- 7.41% |
$173K - $215K
|
35.9K
$2.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.86K- 31.77% |
$173K - $214K
|
6.14K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.83K- 16.76% |
$171K - $212K
|
14.1K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.79K- 25.05% |
$168K - $209K
|
8.34K
$643K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.57K- 5.03% |
$155K - $192K
|
48.5K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.42K- 26.83% |
$146K - $181K
|
6.59K
$508K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.4K- 19.84% |
$145K - $179K
|
9.67K
$746K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.31K- 10.85% |
$139K - $173K
|
19K
$1.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.17K- 11.53% |
$131K - $162K
|
16.6K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.11K- 29.64% |
$127K - $158K
|
5.02K
$387K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.09K- 0.33% |
$126K - $156K
|
628K
$48.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-2.05K- 12.35% |
$124K - $154K
|
14.5K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.93K- 11.44% |
$116K - $144K
|
14.9K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.8K- 0.51% |
$108K - $135K
|
349K
$26.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.74K- 29.43% |
$105K - $130K
|
4.17K
$321K
|