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 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.23K- 20.07% |
$186K - $207K
|
12.9K
$860K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.13K- 11.31% |
$180K - $201K
|
24.6K
$1.64M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.02K- 11.98% |
$173K - $194K
|
22.2K
$1.48M
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.98K- 5.46% |
$171K - $191K
|
51.6K
$3.44M
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-2.94K- 0.95% |
$169K - $189K
|
307K
$20.5M
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.93K- 40.28% |
$168K - $188K
|
4.34K
$290K
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.89K- 8.35% |
$166K - $186K
|
31.7K
$2.12M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.7K- 96.43% |
$155K - $173K
|
100
$6.68K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.7K- 1.37% |
$155K - $173K
|
195K
$13M
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.66K- 2.74% |
$153K - $171K
|
94.5K
$6.31M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.57K- 2.94% |
$148K - $165K
|
85K
$5.67M
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.56K- 38.61% |
$147K - $164K
|
4.07K
$272K
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.56K- 0.56% |
$147K - $164K
|
453K
$30.2M
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.51K- 2.62% |
$144K - $161K
|
93.3K
$6.23M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.51K- 68.92% |
$144K - $161K
|
1.13K
$75.5K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.51K- 21.91% |
$144K - $161K
|
8.93K
$596K
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.47K- 15.85% |
$142K - $159K
|
13.1K
$877K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.24K- 2.49% |
$128K - $143K
|
87.5K
$5.84M
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.19K- 2.39% |
$126K - $141K
|
89.4K
$5.97M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.17K- 22.8% |
$125K - $139K
|
7.36K
$491K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.16K- 22.62% |
$124K - $138K
|
7.37K
$492K
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.08K- 3.03% |
$119K - $133K
|
66.5K
$4.44M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.04K- 0.34% |
$117K - $131K
|
598K
$39.9M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.02K- 86.29% |
$116K - $130K
|
321
$21.4K
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.01K- 28.95% |
$116K - $129K
|
4.94K
$330K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.91K- 7.25% |
$109K - $122K
|
24.4K
$1.63M
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.88K- 4.42% |
$108K - $120K
|
40.6K
$2.71M
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.86K- 1.42% |
$107K - $119K
|
129K
$8.6M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.86K- 64.78% |
$106K - $119K
|
1.01K
$67.4K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.83K- 28.97% |
$105K - $117K
|
4.49K
$300K
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.82K- 1.37% |
$104K - $117K
|
131K
$8.75M
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-1.75K- 17.3% |
$100K - $112K
|
8.36K
$558K
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.65K- 20.29% |
$94.6K - $106K
|
6.48K
$433K
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.63K- 18.82% |
$93.5K - $105K
|
7.03K
$469K
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.58K- 23.43% |
$90.8K - $101K
|
5.17K
$345K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.53K- 4.04% |
$87.9K - $98.3K
|
36.4K
$2.43M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.46K- 57.5% |
$83.5K - $93.4K
|
1.08K
$71.9K
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.4K- 10.18% |
$80.3K - $89.8K
|
12.4K
$825K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 5.3% |
$72.9K - $81.5K
|
22.7K
$1.52M
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.27K- 7.56% |
$72.8K - $81.3K
|
15.5K
$1.03M
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.21K- 16.61% |
$69.3K - $77.5K
|
6.06K
$405K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 13.18% |
$67.9K - $75.9K
|
7.79K
$521K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.16K- 5.2% |
$66.5K - $74.3K
|
21.1K
$1.41M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.16K- 12.29% |
$66.4K - $74.3K
|
8.27K
$552K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.13K- 8.21% |
$64.7K - $72.4K
|
12.6K
$843K
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.11K- 6.88% |
$63.7K - $71.3K
|
15K
$1M
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.1K- 1.32% |
$63.2K - $70.7K
|
82.6K
$5.52M
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.07K- 3.77% |
$61.5K - $68.7K
|
27.4K
$1.83M
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.04K- 4.15% |
$59.8K - $66.9K
|
24.1K
$1.61M
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.02K- 4.74% |
$58.5K - $65.4K
|
20.5K
$1.37M
|