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 |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 7.26% |
$101K - $126K
|
21.5K
$1.66M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 17.43% |
$101K - $126K
|
7.95K
$613K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.64K- 1.95% |
$99.1K - $123K
|
82.4K
$6.35M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.59K- 9.99% |
$95.9K - $119K
|
14.3K
$1.1M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 7.44% |
$90.9K - $113K
|
18.7K
$1.44M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.47K- 14.69% |
$88.7K - $110K
|
8.53K
$658K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.45K- 2.51% |
$87.2K - $108K
|
56.2K
$4.34M
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.44K- 82.75% |
$86.8K - $108K
|
300
$23.1K
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.39K- 73.47% |
$83.6K - $104K
|
500
$38.6K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.38K- 25.24% |
$83.5K - $104K
|
4.1K
$316K
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.36K- 9.27% |
$81.9K - $102K
|
13.3K
$1.02M
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.35K- 4.12% |
$81.5K - $101K
|
31.4K
$2.42M
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-1.32K- 0.99% |
$79.6K - $98.9K
|
132K
$10.1M
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.27K- 21.65% |
$76.6K - $95.1K
|
4.6K
$354K
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-1.25K- 6.59% |
$75.1K - $93.2K
|
17.7K
$1.36M
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.2K- 21.68% |
$72.2K - $89.6K
|
4.32K
$333K
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.18K- 7.0% |
$71.3K - $88.5K
|
15.7K
$1.21M
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.17K- 11.45% |
$70.6K - $87.6K
|
9.05K
$697K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.16K- 4.76% |
$69.9K - $86.7K
|
23.2K
$1.79M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.15K- 1.11% |
$69.5K - $86.3K
|
103K
$7.92M
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-1.13K- 3.6% |
$68.1K - $84.6K
|
30.2K
$2.33M
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.08K- 2.95% |
$64.9K - $80.6K
|
35.4K
$2.73M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.07K- 4.94% |
$64.4K - $79.9K
|
20.5K
$1.58M
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 16.01% |
$60.8K - $75.5K
|
5.29K
$408K
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-1K- 9.18% |
$60.6K - $75.2K
|
9.93K
$766K
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-982- 11.19% |
$59.3K - $73.5K
|
7.79K
$601K
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-955- 16.32% |
$57.6K - $71.5K
|
4.9K
$378K
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-953- 3.9% |
$57.5K - $71.4K
|
23.5K
$1.81M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-953- 1.16% |
$57.5K - $71.4K
|
81.2K
$6.26M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-939- 1.98% |
$56.7K - $70.3K
|
46.5K
$3.59M
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-924- 8.73% |
$55.8K - $69.2K
|
9.66K
$745K
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-882- 12.5% |
$53.2K - $66.1K
|
6.17K
$476K
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-880- 8.11% |
$53.1K - $65.9K
|
9.97K
$769K
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-842- 0.55% |
$50.8K - $63.1K
|
152K
$11.7M
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-839- 12.61% |
$50.6K - $62.8K
|
5.82K
$448K
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-815- 1.06% |
$49.2K - $61K
|
76.1K
$5.86M
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-809- 7.3% |
$48.8K - $60.6K
|
10.3K
$792K
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-792- 21.15% |
$47.8K - $59.3K
|
2.95K
$228K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-770- 6.98% |
$46.5K - $57.7K
|
10.3K
$791K
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-747- 1.67% |
$45.1K - $55.9K
|
43.9K
$3.39M
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-735- 3.25% |
$44.3K - $55K
|
21.9K
$1.69M
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-730- 10.88% |
$44K - $54.7K
|
5.98K
$461K
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-709- 2.26% |
$42.8K - $53.1K
|
30.6K
$2.36M
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-693- 3.16% |
$41.8K - $51.9K
|
21.2K
$1.64M
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-689- 9.39% |
$41.6K - $51.6K
|
6.65K
$513K
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-684- 6.18% |
$41.3K - $51.2K
|
10.4K
$800K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-666- 1.48% |
$40.2K - $49.9K
|
44.3K
$3.42M
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-652- 2.06% |
$39.3K - $48.8K
|
31.1K
$2.39M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-640- 0.93% |
$38.6K - $47.9K
|
68K
$5.24M
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-635- 1.77% |
$38.3K - $47.6K
|
35.2K
$2.71M
|