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 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-625- 1.03% |
$37.7K - $46.8K
|
60.3K
$4.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-620- 3.7% |
$37.4K - $46.4K
|
16.1K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-601- 11.26% |
$36.3K - $45K
|
4.74K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-599- 11.05% |
$36.1K - $44.9K
|
4.82K
$372K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-590- 1.05% |
$35.6K - $44.2K
|
55.6K
$4.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-580- 7.22% |
$35K - $43.4K
|
7.46K
$575K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-552- 1.67% |
$33.3K - $41.3K
|
32.5K
$2.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-543- 11.29% |
$32.8K - $40.7K
|
4.27K
$329K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-535- 0.76% |
$32.3K - $40.1K
|
70K
$5.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-530- 1.89% |
$32K - $39.7K
|
27.4K
$2.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-516- 0.86% |
$31.1K - $38.6K
|
59.8K
$4.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-493- 3.32% |
$29.7K - $36.9K
|
14.4K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-487- 5.01% |
$29.4K - $36.5K
|
9.23K
$712K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-452- 0.21% |
$27.3K - $33.9K
|
212K
$16.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-447- 0.68% |
$27K - $33.5K
|
65.2K
$5.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-436- 1.4% |
$26.3K - $32.7K
|
30.6K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-434- 1.72% |
$26.2K - $32.5K
|
24.8K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-418- 1.56% |
$25.2K - $31.3K
|
26.4K
$2.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-416- 7.23% |
$25.1K - $31.2K
|
5.34K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-401- 2.27% |
$24.2K - $30K
|
17.3K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-400- 6.09% |
$24.1K - $30K
|
6.17K
$475K
|
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-391- 7.2% |
$23.6K - $29.3K
|
5.04K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-387- 4.9% |
$23.4K - $29K
|
7.52K
$580K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-387- 7.37% |
$23.4K - $29K
|
4.87K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-378- 1.6% |
$22.8K - $28.3K
|
23.2K
$1.79M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-370- 2.58% |
$22.3K - $27.7K
|
14K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-295- 2.59% |
$17.8K - $22.1K
|
11.1K
$855K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-290- 1.66% |
$17.5K - $21.7K
|
17.1K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-289- 0.97% |
$17.4K - $21.6K
|
29.6K
$2.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-266- 5.24% |
$16.1K - $19.9K
|
4.81K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-258- 7.35% |
$15.6K - $19.3K
|
3.25K
$251K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-247- 3.67% |
$14.9K - $18.5K
|
6.48K
$500K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-247- 3.42% |
$14.9K - $18.5K
|
6.98K
$538K
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-229- 4.12% |
$13.8K - $17.1K
|
5.34K
$411K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-226- 4.84% |
$13.6K - $16.9K
|
4.44K
$343K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-215- 2.03% |
$13K - $16.1K
|
10.4K
$798K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-215- 12.22% |
$13K - $16.1K
|
1.55K
$119K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-203- 9.59% |
$12.2K - $15.2K
|
1.91K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-200- 4.26% |
$12.1K - $15K
|
4.5K
$347K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-200- 78.74% |
$12.1K - $15K
|
54
$4.16K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-199- 0.86% |
$12K - $14.9K
|
23K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-190- 3.58% |
$11.5K - $14.2K
|
5.11K
$394K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-175- 1.66% |
$10.6K - $13.1K
|
10.4K
$800K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-167- 3.58% |
$10.1K - $12.5K
|
4.5K
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-166- 0.12% |
$10K - $12.4K
|
136K
$10.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-161- 3.09% |
$9.71K - $12.1K
|
5.04K
$389K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-161- 0.84% |
$9.71K - $12.1K
|
19.1K
$1.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-150- 2.5% |
$9.05K - $11.2K
|
5.84K
$451K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-147- 2.48% |
$8.87K - $11K
|
5.78K
$446K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-145- 0.87% |
$8.75K - $10.9K
|
16.4K
$1.27M
|