Latest Institutional Sells of Spdr Portfolio (SPMD)
This list provides information on the latest institutional transactions involving Spdr Portfolio (SPMD) 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, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-133K- 48.09% |
$6.6M - $7.11M
|
144K
$8.16M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-85.7K- 15.73% |
$4.24M - $4.57M
|
459K
$26M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.97K- 92.52% |
$97.4K - $105K
|
159
$9.02K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.45K- 95.4% |
$71.9K - $77.5K
|
70
$3.97K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-912- 11.6% |
$45.2K - $48.7K
|
6.95K
$394K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-879- 12.43% |
$43.5K - $46.9K
|
6.19K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-744- 11.84% |
$36.9K - $39.7K
|
5.54K
$314K
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-529- 3.29% |
$26.2K - $28.2K
|
15.6K
$882K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-253- 0.26% |
$12.5K - $13.5K
|
95.4K
$5.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-219- 4.9% |
$10.8K - $11.7K
|
4.25K
$241K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-169- 11.27% |
$8.37K - $9.02K
|
1.33K
$75.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-98- 11.21% |
$4.85K - $5.23K
|
776
$44K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-73- 0.53% |
$3.62K - $3.9K
|
13.8K
$783K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-48- 12.21% |
$2.38K - $2.56K
|
345
$19.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-46- 28.05% |
$2.28K - $2.46K
|
118
$6.69K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-29K- 87.59% |
$1.37M - $1.55M
|
4.11K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-7.66K- 65.63% |
$361K - $409K
|
4.01K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.12K- 3.01% |
$242K - $273K
|
165K
$9.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.74K- 98.63% |
$223K - $253K
|
66
$3.74K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.91K- 20.8% |
$184K - $208K
|
14.9K
$844K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.3K- 29.96% |
$109K - $123K
|
5.39K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.82K- 27.72% |
$86K - $97.3K
|
4.76K
$270K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.78K- 16.49% |
$84.1K - $95.2K
|
9.03K
$512K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.77K- 8.05% |
$83.5K - $94.4K
|
20.2K
$1.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.28K- 23.52% |
$60.6K - $68.5K
|
4.18K
$237K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-506- 49.95% |
$23.9K - $27K
|
507
$28.8K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-356- 3.37% |
$16.8K - $19K
|
10.2K
$579K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-218- 6.72% |
$10.3K - $11.6K
|
3.03K
$172K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-188- 1.02% |
$8.87K - $10K
|
18.2K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-38- 0.23% |
$1.79K - $2.03K
|
16.7K
$945K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-33- 0.25% |
$1.56K - $1.76K
|
13K
$735K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-19- 45.24% |
$896 - $1.01K
|
23
$1.3K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-5- 7.25% |
$236 - $267
|
64
$3.63K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-18.8K- 79.53% |
$766K - $925K
|
4.84K
$274K
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-10.1K- 64.46% |
$410K - $495K
|
5.55K
$315K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.74K- 0.1% |
$70.9K - $85.6K
|
1.68M
$95.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.52K- 25.61% |
$61.8K - $74.6K
|
4.41K
$250K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-566- 6.93% |
$23.1K - $27.8K
|
7.61K
$431K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-330- 3.68% |
$13.5K - $16.2K
|
8.63K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-185- 0.9% |
$7.54K - $9.1K
|
20.4K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-136- 0.22% |
$5.54K - $6.69K
|
60.7K
$3.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10- 1.61% |
$408 - $492
|
612
$34.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-42.6K- 0.74% |
$1.84M - $2.04M
|
5.75M
$326M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-12.2KClosed |
$527K - $582K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.8K- 26.32% |
$251K - $277K
|
16.2K
$921K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.37K- 41.38% |
$232K - $257K
|
7.6K
$431K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-2.38K- 14.87% |
$103K - $114K
|
13.6K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.04K- 1.23% |
$45K - $49.8K
|
83.6K
$4.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.02K- 17.87% |
$44.2K - $48.9K
|
4.7K
$266K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-248- 2.94% |
$10.7K - $11.9K
|
8.2K
$465K
|
|