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 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-59- 3.8% |
$2.77K - $3.05K
|
1.5K
$99.9K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-52- 9.96% |
$2.44K - $2.69K
|
470
$31.4K
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-16- 0.33% |
$752 - $826
|
4.88K
$326K
|
|
Q4 2022 | |||||||
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-43K- 18.62% |
$1.99M - $2.17M
|
188K
$12.5M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.88K- 9.81% |
$86.8K - $94.5K
|
17.2K
$1.15M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-434- 3.55% |
$20.1K - $21.9K
|
11.8K
$787K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-376- 58.57% |
$17.4K - $19K
|
266
$17.8K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-72- 0.24% |
$3.33K - $3.63K
|
29.3K
$1.96M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-17K- 22.99% |
N/A
|
56.9K
$3.8M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-13.8K- 9.17% |
N/A
|
136K
$9.1M
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.7K- 87.53% |
N/A
|
670
$44.7K
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-3.13K- 18.51% |
N/A
|
13.8K
$919K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.35K- 3.4% |
N/A
|
66.8K
$4.46M
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.45K- 72.08% |
N/A
|
560
$37.4K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.44K- 84.02% |
N/A
|
274
$18.3K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-151- 14.63% |
N/A
|
881
$58.8K
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-149- 1.87% |
N/A
|
7.8K
$521K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-129- 9.82% |
N/A
|
1.19K
$79.1K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-325KClosed |
N/A
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-37.7KClosed |
N/A
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-33.5KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-23.5KClosed |
N/A
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-21K- 79.79% |
N/A
|
5.33K
$356K
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-10.9KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-7.38KClosed |
N/A
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-6.53KClosed |
N/A
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.5KClosed |
N/A
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-5.1KClosed |
N/A
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-4.73KClosed |
N/A
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.27KClosed |
N/A
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.68KClosed |
N/A
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.64KClosed |
N/A
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-3.64KClosed |
N/A
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.45KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.26KClosed |
N/A
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.06K- 78.67% |
N/A
|
286
$19.1K
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-297Closed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-181Closed |
N/A
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-164Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.09MClosed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-155KClosed |
N/A
|
0
$0
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-45.8K- 61.56% |
N/A
|
28.6K
$1.91M
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-24.6KClosed |
N/A
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-21.5KClosed |
N/A
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-17.5KClosed |
N/A
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-8.05KClosed |
N/A
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.46KClosed |
N/A
|
0
$0
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-5.92KClosed |
N/A
|
0
$0
|