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 |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-200- 6.45% |
$10.1K - $11.7K
|
2.9K
$194K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-196- 3.02% |
$9.86K - $11.5K
|
6.3K
$421K
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100- 2.04% |
$5.03K - $5.87K
|
4.81K
$322K
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-43- 0.37% |
$2.16K - $2.52K
|
11.7K
$782K
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-30- 0.48% |
$1.51K - $1.76K
|
6.22K
$416K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5- 0.08% |
$252 - $293
|
6.01K
$402K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.13MClosed |
$58.8M - $63.4M
|
0
$0
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-66K- 96.32% |
$3.45M - $3.72M
|
2.53K
$169K
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-21.1K- 39.83% |
$1.1M - $1.19M
|
31.9K
$2.13M
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-18.3K- 55.81% |
$956K - $1.03M
|
14.5K
$968K
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-13.2K- 8.51% |
$690K - $744K
|
142K
$9.49M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-5.27K- 1.93% |
$275K - $296K
|
267K
$17.8M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.91K- 36.03% |
$257K - $277K
|
8.72K
$582K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.69K- 30.5% |
$245K - $264K
|
10.7K
$714K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.83K- 1.07% |
$200K - $215K
|
354K
$23.6M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.64K- 31.1% |
$138K - $148K
|
5.84K
$390K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.46K- 4.38% |
$76.3K - $82.3K
|
31.9K
$2.13M
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-932- 7.47% |
$48.7K - $52.5K
|
11.5K
$771K
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-243- 5.21% |
$12.7K - $13.7K
|
4.42K
$295K
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-190- 4.46% |
$9.92K - $10.7K
|
4.07K
$272K
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-75- 1.67% |
$3.92K - $4.22K
|
4.41K
$295K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-43- 51.19% |
$2.25K - $2.42K
|
41
$2.74K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-14- 0.25% |
$731 - $788
|
5.49K
$367K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-4- 20.0% |
$209 - $225
|
16
$1.07K
|
|
Q2 2023 | |||||||
Jul 13, 2023
Q2 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-110K- 78.48% |
$5.48M - $6M
|
30.2K
$2.02M
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-11.6K- 16.09% |
$577K - $632K
|
60.5K
$4.04M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.6K- 38.22% |
$279K - $305K
|
9.05K
$605K
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.17K- 14.11% |
$158K - $172K
|
19.3K
$1.29M
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-2.84K- 7.31% |
$141K - $154K
|
36K
$2.4M
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.43K- 38.05% |
$121K - $132K
|
3.95K
$264K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.46K- 18.82% |
$72.5K - $79.3K
|
6.28K
$420K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.36K- 60.26% |
$67.8K - $74.2K
|
899
$60K
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-705- 12.84% |
$35.1K - $38.4K
|
4.79K
$320K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-543- 2.65% |
$27K - $29.6K
|
19.9K
$1.33M
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-442- 9.14% |
$22K - $24.1K
|
4.4K
$294K
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-222- 2.88% |
$11K - $12.1K
|
7.49K
$500K
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-131- 71.58% |
$6.52K - $7.13K
|
52
$3.47K
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-103- 35.4% |
$5.12K - $5.61K
|
188
$12.6K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-21Closed |
$1.04K - $1.14K
|
0
$0
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-264K- 97.86% |
$12.4M - $13.6M
|
5.77K
$385K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-91.9K- 12.69% |
$4.32M - $4.75M
|
632K
$42.2M
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-81.9K- 71.83% |
$3.85M - $4.23M
|
32.1K
$2.15M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-80KClosed |
$3.76M - $4.13M
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-35.3K- 88.68% |
$1.66M - $1.82M
|
4.5K
$301K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18K- 85.74% |
$847K - $931K
|
3K
$200K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.08K- 17.08% |
$97.7K - $107K
|
10.1K
$674K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.23K- 11.86% |
$57.6K - $63.3K
|
9.11K
$608K
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-204- 0.98% |
$9.58K - $10.5K
|
20.7K
$1.38M
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-177- 20.92% |
$8.31K - $9.14K
|
669
$44.7K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 1.13% |
$4.7K - $5.17K
|
8.73K
$583K
|