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 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.69K- 3.81% |
$114K - $126K
|
42.8K
$3.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.11K- 24.68% |
$74.3K - $82.7K
|
3.39K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.08K- 8.12% |
$72.6K - $80.8K
|
12.3K
$945K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-850- 12.53% |
$57K - $63.4K
|
5.94K
$458K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-711- 57.02% |
$47.7K - $53K
|
536
$41.3K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-679- 3.89% |
$45.5K - $50.7K
|
16.8K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-389- 8.19% |
$26.1K - $29K
|
4.36K
$336K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-383- 0.61% |
$25.7K - $28.6K
|
62.5K
$4.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-350- 9.08% |
$23.5K - $26.1K
|
3.5K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-286- 3.97% |
$19.2K - $21.3K
|
6.91K
$533K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-230- 0.87% |
$15.4K - $17.2K
|
26.3K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-214- 2.55% |
$14.3K - $16K
|
8.19K
$631K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-200- 78.74% |
$13.4K - $14.9K
|
54
$4.16K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-177- 6.61% |
$11.9K - $13.2K
|
2.5K
$193K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-170- 4.71% |
$11.4K - $12.7K
|
3.44K
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-123- 50.0% |
$8.24K - $9.18K
|
123
$9.48K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-117- 4.39% |
$7.84K - $8.73K
|
2.55K
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-115- 2.31% |
$7.71K - $8.58K
|
4.87K
$375K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-113- 2.01% |
$7.57K - $8.43K
|
5.51K
$425K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-107- 18.14% |
$7.17K - $7.98K
|
483
$37.2K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-72- 0.93% |
$4.83K - $5.37K
|
7.63K
$588K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-72- 1.26% |
$4.83K - $5.37K
|
5.63K
$434K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-63- 1.13% |
$4.22K - $4.7K
|
5.49K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-49- 18.7% |
$3.28K - $3.66K
|
213
$16.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-41- 2.61% |
$2.75K - $3.06K
|
1.53K
$118K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-27- 0.73% |
$1.81K - $2.01K
|
3.69K
$284K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11- 0.37% |
$737 - $821
|
3K
$231K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.18M- 98.6% |
$81.6M - $87.5M
|
16.7K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-17.3K- 67.32% |
$1.2M - $1.28M
|
8.4K
$647K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-7.93K- 8.45% |
$549K - $589K
|
85.8K
$6.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.51K- 93.95% |
$243K - $261K
|
226
$17.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-1.57K- 13.41% |
$109K - $117K
|
10.1K
$782K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-805- 1.9% |
$55.8K - $59.8K
|
41.5K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-741- 76.23% |
$51.4K - $55.1K
|
231
$17.8K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-664- 1.58% |
$46K - $49.3K
|
41.3K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-394- 11.65% |
$27.3K - $29.3K
|
2.99K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-345- 5.12% |
$23.9K - $25.6K
|
6.39K
$493K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-327- 31.72% |
$22.7K - $24.3K
|
704
$54.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-315- 35.04% |
$21.8K - $23.4K
|
584
$45K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-226- 7.53% |
$15.7K - $16.8K
|
2.77K
$214K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-169- 1.76% |
$11.7K - $12.6K
|
9.45K
$728K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-140- 4.22% |
$9.7K - $10.4K
|
3.18K
$245K
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-135- 2.22% |
$9.36K - $10K
|
5.94K
$458K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-57- 34.97% |
$3.95K - $4.24K
|
106
$8.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-40- 2.19% |
$2.77K - $2.97K
|
1.79K
$138K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-40- 0.84% |
$2.77K - $2.97K
|
4.71K
$363K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-36- 0.97% |
$2.49K - $2.67K
|
3.67K
$283K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-54.4K- 62.82% |
$3.44M - $3.81M
|
32.2K
$2.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-14.1K- 42.29% |
$891K - $986K
|
19.2K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-6.61K- 19.8% |
$418K - $463K
|
26.8K
$2.07M
|
|