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 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-12.5K- 30.3% |
$716K - $800K
|
28.7K
$1.92M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.5K- 23.09% |
$662K - $740K
|
38.4K
$2.57M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-11.5K- 6.7% |
$658K - $736K
|
160K
$10.7M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-11.2K- 70.0% |
$644K - $720K
|
4.81K
$321K
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11.2K- 8.13% |
$642K - $718K
|
127K
$8.45M
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-10.9K- 39.07% |
$624K - $697K
|
17K
$1.13M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 5.59% |
$601K - $672K
|
177K
$11.8M
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-10.4K- 4.18% |
$596K - $666K
|
238K
$15.9M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.4K- 10.37% |
$595K - $665K
|
89.6K
$5.98M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 91.6% |
$592K - $662K
|
947
$63.3K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9.65K- 5.87% |
$553K - $619K
|
155K
$10.3M
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-9.45K- 5.38% |
$542K - $606K
|
166K
$11.1M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.29K- 6.76% |
$533K - $596K
|
128K
$8.56M
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-8.63K- 7.72% |
$495K - $554K
|
103K
$6.89M
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.96K- 3.04% |
$457K - $510K
|
254K
$16.9M
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-7.89K- 21.14% |
$452K - $506K
|
29.4K
$1.96M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.6K- 5.45% |
$436K - $487K
|
132K
$8.8M
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-7.12K- 2.51% |
$408K - $456K
|
276K
$18.5M
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.9K- 3.52% |
$396K - $443K
|
189K
$12.6M
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.9K- 2.04% |
$396K - $442K
|
332K
$22.1M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-6.79K- 52.03% |
$390K - $436K
|
6.26K
$418K
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-6.72K- 45.78% |
$386K - $431K
|
7.96K
$532K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.67K- 13.2% |
$383K - $428K
|
43.9K
$2.93M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.47K- 5.42% |
$371K - $415K
|
113K
$7.53M
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.25K- 2.09% |
$359K - $401K
|
292K
$19.5M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.18K- 42.17% |
$355K - $397K
|
8.48K
$567K
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-6.07K- 46.02% |
$348K - $389K
|
7.11K
$475K
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-5.94K- 8.51% |
$341K - $381K
|
63.8K
$4.26M
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-5.82K- 3.46% |
$334K - $373K
|
162K
$10.9M
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.73K- 5.52% |
$329K - $368K
|
98.2K
$6.56M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-5.72K- 3.58% |
$328K - $367K
|
154K
$10.3M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.58K- 56.29% |
$320K - $358K
|
4.34K
$290K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.47K- 2.22% |
$314K - $351K
|
241K
$16.1M
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.41K- 2.96% |
$310K - $347K
|
178K
$11.9M
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-5.15K- 0.81% |
$295K - $330K
|
628K
$41.9M
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5.11K- 1.48% |
$293K - $327K
|
340K
$22.7M
|
|
May 03, 2024
Q1 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-4.94K- 1.49% |
$283K - $317K
|
326K
$21.7M
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-4.84K- 5.97% |
$278K - $311K
|
76.2K
$5.09M
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-4.53K- 48.67% |
$260K - $291K
|
4.78K
$319K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.49K- 6.29% |
$257K - $288K
|
66.9K
$4.47M
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-4.48K- 23.51% |
$257K - $287K
|
14.6K
$973K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.39K- 60.68% |
$252K - $282K
|
2.85K
$190K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-4.36K- 18.36% |
$250K - $280K
|
19.4K
$1.29M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.29K- 22.31% |
$246K - $275K
|
14.9K
$998K
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-3.65K- 4.59% |
$209K - $234K
|
75.9K
$5.07M
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-3.61K- 2.4% |
$207K - $232K
|
147K
$9.83M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.53K- 47.29% |
$202K - $226K
|
3.93K
$263K
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3.49K- 9.38% |
$200K - $224K
|
33.7K
$2.25M
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.49K- 39.97% |
$200K - $224K
|
5.24K
$350K
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-3.36K- 20.1% |
$193K - $215K
|
13.3K
$891K
|