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 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-217- 1.88% |
$12.5K - $13.9K
|
11.3K
$755K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-203- 12.86% |
$11.6K - $13K
|
1.38K
$91.8K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-197- 0.45% |
$11.3K - $12.6K
|
44K
$2.94M
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-181- 0.37% |
$10.4K - $11.6K
|
49.2K
$3.28M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-175- 1.35% |
$10K - $11.2K
|
12.8K
$857K
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-165- 2.66% |
$9.47K - $10.6K
|
6.04K
$404K
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-164- 0.45% |
$9.41K - $10.5K
|
36.3K
$2.43M
|
|
Apr 17, 2024
Q1 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-155- 2.94% |
$8.89K - $9.94K
|
5.12K
$342K
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-148- 0.49% |
$8.49K - $9.49K
|
30.3K
$2.03M
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-142- 3.7% |
$8.15K - $9.11K
|
3.69K
$247K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-129- 0.63% |
$7.4K - $8.28K
|
20.2K
$1.35M
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-125- 1.59% |
$7.17K - $8.02K
|
7.74K
$517K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-121- 0.11% |
$6.94K - $7.76K
|
109K
$7.25M
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-118- 3.81% |
$6.77K - $7.57K
|
2.98K
$199K
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-110- 1.64% |
$6.31K - $7.06K
|
6.58K
$439K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-106- 0.38% |
$6.08K - $6.8K
|
28K
$1.87M
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-106- 2.59% |
$6.08K - $6.8K
|
3.99K
$267K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-91- 77.12% |
$5.22K - $5.84K
|
27
$1.8K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-78- 7.43% |
$4.48K - $5K
|
972
$64.9K
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-75- 1.25% |
$4.3K - $4.81K
|
5.92K
$395K
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-67- 0.48% |
$3.84K - $4.3K
|
13.8K
$919K
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-66- 0.25% |
$3.79K - $4.23K
|
26.5K
$1.77M
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-65- 0.19% |
$3.73K - $4.17K
|
33.4K
$2.23M
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-64- 0.24% |
$3.67K - $4.11K
|
26.9K
$1.79M
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-35- 0.27% |
$2.01K - $2.25K
|
12.8K
$855K
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-31- 0.38% |
$1.78K - $1.99K
|
8.05K
$538K
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-28- 0.31% |
$1.61K - $1.8K
|
8.98K
$600K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-23- 5.28% |
$1.32K - $1.48K
|
413
$27.6K
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-17- 9.94% |
$975 - $1.09K
|
154
$10.3K
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-15- 0.2% |
$861 - $962
|
7.59K
$507K
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-15- 0.11% |
$861 - $962
|
13.8K
$925K
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-14- 4.86% |
$803 - $898
|
274
$18.3K
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-13- 0.34% |
$746 - $834
|
3.82K
$255K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-5- 0.01% |
$287 - $321
|
35.9K
$2.4M
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-5- 0.07% |
$287 - $321
|
7.14K
$477K
|
|
Q4 2023 | |||||||
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-301K- 99.94% |
$15.1M - $17.6M
|
167
$11.2K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-142K- 26.53% |
$7.13M - $8.31M
|
392K
$26.2M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.7K- 31.41% |
$236K - $275K
|
10.3K
$685K
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.79K- 32.45% |
$90K - $105K
|
3.72K
$249K
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.74K- 2.63% |
$87.3K - $102K
|
64.2K
$4.29M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.73K- 23.68% |
$86.8K - $101K
|
5.56K
$372K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.7K- 4.75% |
$85.3K - $99.4K
|
34K
$2.27M
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.56K- 8.32% |
$78.3K - $91.3K
|
17.1K
$1.15M
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-997- 0.18% |
$50.2K - $58.5K
|
551K
$36.8M
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-903- 5.1% |
$45.4K - $53K
|
16.8K
$1.12M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-847- 12.12% |
$42.6K - $49.7K
|
6.14K
$410K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-699- 39.49% |
$35.2K - $41K
|
1.07K
$71.5K
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-414- 8.73% |
$20.8K - $24.3K
|
4.33K
$289K
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-367- 3.61% |
$18.5K - $21.5K
|
9.8K
$655K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-282- 2.65% |
$14.2K - $16.5K
|
10.3K
$691K
|