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 |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
SELL
|
- |
-1K- 3.45% |
$57.4K - $64.2K
|
28K
$1.87M
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-950- 13.74% |
$54.5K - $60.9K
|
5.96K
$398K
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-938- 11.7% |
$53.8K - $60.2K
|
7.08K
$473K
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-926- 4.09% |
$53.1K - $59.4K
|
21.7K
$1.45M
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-876- 1.3% |
$50.3K - $56.2K
|
66.4K
$4.44M
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-853- 36.59% |
$48.9K - $54.7K
|
1.48K
$98.7K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-826- 2.6% |
$47.4K - $53K
|
31K
$2.07M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-792- 1.92% |
$45.4K - $50.8K
|
40.4K
$2.7M
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-790- 1.44% |
$45.3K - $50.7K
|
53.9K
$3.6M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-776- 11.23% |
$44.5K - $49.8K
|
6.14K
$410K
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-771- 6.93% |
$44.2K - $49.5K
|
10.4K
$692K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-765- 1.57% |
$43.9K - $49.1K
|
47.9K
$3.2M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-588- 2.19% |
$33.7K - $37.7K
|
26.3K
$1.76M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-583- 60.73% |
$33.5K - $37.4K
|
377
$25.2K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-553- 2.59% |
$31.7K - $35.5K
|
20.8K
$1.39M
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-525- 6.49% |
$30.1K - $33.7K
|
7.57K
$506K
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-519- 9.39% |
$29.8K - $33.3K
|
5.01K
$335K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-517- 7.36% |
$29.7K - $33.2K
|
6.51K
$435K
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-512- 3.41% |
$29.4K - $32.8K
|
14.5K
$969K
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-505- 0.19% |
$29K - $32.4K
|
269K
$18M
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-502- 4.64% |
$28.8K - $32.2K
|
10.3K
$689K
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-496- 5.02% |
$28.5K - $31.8K
|
9.39K
$627K
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-488- 0.07% |
$28K - $31.3K
|
684K
$45.7M
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-480- 1.27% |
$27.5K - $30.8K
|
37.3K
$2.49M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-475- 1.6% |
$27.3K - $30.5K
|
29.1K
$1.95M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-469- 1.14% |
$26.9K - $30.1K
|
40.8K
$2.73M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-466- 5.05% |
$26.7K - $29.9K
|
8.76K
$585K
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-452- 5.98% |
$25.9K - $29K
|
7.11K
$475K
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-452- 7.41% |
$25.9K - $29K
|
5.65K
$377K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-434- 4.25% |
$24.9K - $27.8K
|
9.78K
$653K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-412- 1.27% |
$23.6K - $26.4K
|
32.1K
$2.14M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-410- 10.71% |
$23.5K - $26.3K
|
3.42K
$228K
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-400- 15.23% |
$23K - $25.7K
|
2.23K
$149K
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-398- 1.85% |
$22.8K - $25.5K
|
21.1K
$1.41M
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-381- 10.58% |
$21.9K - $24.4K
|
3.22K
$215K
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-371- 1.33% |
$21.3K - $23.8K
|
27.5K
$1.83M
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-364- 1.53% |
$20.9K - $23.4K
|
23.5K
$1.57M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-300- 4.81% |
$17.2K - $19.2K
|
5.94K
$397K
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-288- 4.56% |
$16.5K - $18.5K
|
6.03K
$403K
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-281- 4.11% |
$16.1K - $18K
|
6.55K
$437K
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-266- 0.85% |
$15.3K - $17.1K
|
31K
$2.07M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-263- 2.41% |
$15.1K - $16.9K
|
10.6K
$711K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-250- 6.02% |
$14.3K - $16K
|
3.9K
$260K
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-250- 4.39% |
$14.3K - $16K
|
5.45K
$364K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-246- 0.37% |
$14.1K - $15.8K
|
65.5K
$4.37M
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-243- 0.89% |
$13.9K - $15.6K
|
27K
$1.8M
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-238- 1.24% |
$13.7K - $15.3K
|
18.9K
$1.26M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-232- 2.93% |
$13.3K - $14.9K
|
7.69K
$513K
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-225- 3.25% |
$12.9K - $14.4K
|
6.7K
$447K
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-219- 0.62% |
$12.6K - $14K
|
34.8K
$2.33M
|