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 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-140- 19.8% |
$8.45K - $10.5K
|
567
$43.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-129- 1.08% |
$7.78K - $9.66K
|
11.8K
$910K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-118- 1.22% |
$7.12K - $8.84K
|
9.58K
$739K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-117- 0.21% |
$7.06K - $8.76K
|
54.5K
$4.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-116- 0.46% |
$7K - $8.69K
|
25K
$1.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-110- 1.38% |
$6.64K - $8.24K
|
7.83K
$604K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-109- 2.77% |
$6.58K - $8.16K
|
3.82K
$295K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-107- 2.87% |
$6.46K - $8.01K
|
3.62K
$279K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-100- 0.59% |
$6.03K - $7.49K
|
16.9K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-100- 0.4% |
$6.03K - $7.49K
|
24.9K
$1.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-100- 1.25% |
$6.03K - $7.49K
|
7.93K
$611K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-95- 2.36% |
$5.73K - $7.11K
|
3.93K
$303K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-94- 0.39% |
$5.67K - $7.04K
|
23.9K
$1.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-93- 0.34% |
$5.61K - $6.96K
|
27.3K
$2.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-84- 0.62% |
$5.07K - $6.29K
|
13.5K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-80- 0.39% |
$4.83K - $5.99K
|
20.5K
$1.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-77- 0.65% |
$4.65K - $5.77K
|
11.8K
$910K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-74- 2.89% |
$4.47K - $5.54K
|
2.49K
$192K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-70- 1.56% |
$4.22K - $5.24K
|
4.42K
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-63- 1.72% |
$3.8K - $4.72K
|
3.6K
$277K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-59- 1.32% |
$3.56K - $4.42K
|
4.41K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-57- 1.16% |
$3.44K - $4.27K
|
4.85K
$374K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.99% |
$3.38K - $4.19K
|
5.59K
$431K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-54- 27.98% |
$3.26K - $4.04K
|
139
$10.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-52- 0.84% |
$3.14K - $3.89K
|
6.16K
$475K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-52- 0.26% |
$3.14K - $3.89K
|
20.1K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-51- 1.05% |
$3.08K - $3.82K
|
4.8K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-50- 1.5% |
$3.02K - $3.74K
|
3.29K
$254K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-46- 0.75% |
$2.78K - $3.44K
|
6.11K
$471K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-46- 0.22% |
$2.78K - $3.44K
|
20.9K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-43- 0.21% |
$2.59K - $3.22K
|
20K
$1.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-42- 0.21% |
$2.53K - $3.15K
|
19.6K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32- 13.91% |
$1.93K - $2.4K
|
198
$15.3K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-30- 35.29% |
$1.81K - $2.25K
|
55
$4.24K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-29- 0.21% |
$1.75K - $2.17K
|
13.5K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-22- 0.11% |
$1.33K - $1.65K
|
19.7K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-18- 0.05% |
$1.09K - $1.35K
|
33.4K
$2.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-18- 0.19% |
$1.09K - $1.35K
|
9.51K
$733K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-13- 0.37% |
$784 - $974
|
3.5K
$270K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-12- 1.58% |
$724 - $899
|
748
$57.7K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-10- 0.16% |
$603 - $749
|
6.12K
$472K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 40.0% |
$362 - $449
|
9
$694
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2- 8.33% |
$121 - $150
|
22
$1.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1- 0.01% |
$60.3 - $74.9
|
12.5K
$960K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10.2K- 3.51% |
$685K - $763K
|
281K
$21.7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.55K- 1.64% |
$439K - $489K
|
393K
$30.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-6.2K- 22.32% |
$416K - $463K
|
21.6K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.18K- 35.5% |
$347K - $386K
|
9.41K
$725K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.37K- 9.89% |
$226K - $252K
|
30.7K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.62K- 4.21% |
$175K - $195K
|
59.6K
$4.59M
|
|