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 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-93Closed |
$4.63K - $4.93K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-75Closed |
$3.73K - $3.97K
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-165KClosed |
$7.51M - $8.16M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-8.5KClosed |
$387K - $420K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-7.57KClosed |
$344K - $374K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4.11KClosed |
$187K - $203K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.21KClosed |
$55.2K - $60K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-996Closed |
$45.3K - $49.2K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-866Closed |
$39.4K - $42.8K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-713Closed |
$32.4K - $35.3K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-552Closed |
$25.1K - $27.3K
|
0
$0
|
|
Nov 07, 2023
Q1 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-267- 35.74% |
$12.1K - $13.2K
|
480
$35K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-259Closed |
$11.8K - $12.8K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-98Closed |
$4.46K - $4.85K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-21.9K- 56.53% |
$876K - $1.01M
|
16.9K
$1.23M
|
|
Feb 02, 2021
Q4 2020
|
Garrison Asset Management, LLC
|
SELL
|
- |
-17.3KClosed |
$693K - $800K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-9.57KClosed |
$383K - $441K
|
0
$0
|
|
Feb 18, 2021
Q4 2020
|
Nova Point Capital, LLC
|
SELL
|
- |
-5.26KClosed |
$210K - $242K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.38KClosed |
$135K - $156K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 13, 2020
Q3 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-178KClosed |
$6.76M - $7.77M
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Dt Investment Partners, LLC
|
SELL
|
- |
-41.7KClosed |
$1.58M - $1.82M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-37.1KClosed |
$1.41M - $1.62M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
SELL
|
- |
-20.2KClosed |
$765K - $880K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-18.9KClosed |
$719K - $826K
|
0
$0
|
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-14.2KClosed |
$539K - $619K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.26KClosed |
$86K - $98.8K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-382Closed |
$14.5K - $16.7K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-188Closed |
$7.14K - $8.21K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-38Closed |
$1.44K - $1.66K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-106KClosed |
$3.17M - $4.2M
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-74.7KClosed |
$2.24M - $2.97M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-849Closed |
$25.5K - $33.7K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-660Closed |
$19.8K - $26.2K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-480Closed |
$14.4K - $19.1K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-354Closed |
$10.6K - $14.1K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-135Closed |
$4.05K - $5.36K
|
0
$0
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-166KClosed |
$4.5M - $6.94M
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Stone House Investment Management, LLC
|
SELL
|
- |
-110KClosed |
$2.99M - $4.61M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-75.1KClosed |
$2.04M - $3.14M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-28.4KClosed |
$770K - $1.19M
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-15.6KClosed |
$424K - $653K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-14KClosed |
$378K - $584K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11.7KClosed |
$316K - $488K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-10.8KClosed |
$292K - $450K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.41KClosed |
$255K - $393K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-5.04KClosed |
$137K - $211K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-2.61KClosed |
$70.9K - $109K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.86KClosed |
$50.4K - $77.7K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-267Closed |
$7.24K - $11.2K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Crewe Advisors LLC
|
SELL
|
- |
-86Closed |
$2.33K - $3.6K
|
0
$0
|