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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-205- 13.14% |
$8.86K - $9.8K
|
1.36K
$76.9K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14- 0.18% |
$605 - $669
|
7.68K
$435K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-13- 0.25% |
$562 - $621
|
5.19K
$294K
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-39.4K- 88.37% |
$1.66M - $1.81M
|
5.19K
$294K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.85K- 2.53% |
$163K - $177K
|
148K
$8.42M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-553- 89.77% |
$23.3K - $25.4K
|
63
$3.57K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-342- 2.32% |
$14.4K - $15.7K
|
14.4K
$818K
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-210- 4.49% |
$8.86K - $9.64K
|
4.47K
$253K
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-183- 22.13% |
$7.72K - $8.4K
|
644
$36.5K
|
|
Q1 2023 | |||||||
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.94K- 3.96% |
$123K - $140K
|
71.3K
$4.05M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-889- 11.85% |
$37K - $42.4K
|
6.61K
$375K
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-190- 3.88% |
$7.92K - $9.07K
|
4.7K
$267K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26Closed |
$1.08K - $1.24K
|
0
$0
|
|
Q4 2022 | |||||||
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.8KClosed |
$424K - $487K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-300- 2.04% |
$11.8K - $13.6K
|
14.4K
$817K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-277Closed |
$10.9K - $12.5K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-241- 3.65% |
$9.48K - $10.9K
|
6.37K
$361K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-116- 0.77% |
$4.56K - $5.24K
|
14.9K
$844K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-13- 0.18% |
$511 - $588
|
7.23K
$410K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 0.81% |
$275 - $316
|
853
$48.4K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-13.5K- 8.29% |
$521K - $624K
|
150K
$8.49M
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-5.48KClosed |
$211K - $253K
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-5.06K- 8.3% |
$195K - $234K
|
55.9K
$3.17M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.76K- 6.69% |
$67.7K - $81.1K
|
24.5K
$1.39M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.53K- 5.63% |
$59K - $70.7K
|
25.7K
$1.46M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.08KClosed |
$41.6K - $49.9K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-747- 20.83% |
$28.8K - $34.5K
|
2.84K
$161K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-40- 21.39% |
$1.54K - $1.85K
|
147
$8.34K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-314K- 45.02% |
$12.2M - $14.9M
|
384K
$21.8M
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-223KClosed |
$8.63M - $10.6M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-148KClosed |
$5.71M - $7.01M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-87.2KClosed |
$3.37M - $4.14M
|
0
$0
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-77.4KClosed |
$2.99M - $3.67M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-33.7KClosed |
$1.3M - $1.6M
|
0
$0
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-30.5KClosed |
$1.18M - $1.45M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-12.5KClosed |
$482K - $592K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-11.3K- 33.37% |
$436K - $535K
|
22.5K
$1.28M
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-7.97KClosed |
$308K - $378K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-5.76KClosed |
$223K - $273K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-5.6KClosed |
$216K - $265K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-5.32KClosed |
$206K - $253K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-4.6KClosed |
$178K - $218K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.58KClosed |
$177K - $217K
|
0
$0
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.32KClosed |
$167K - $205K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.81KClosed |
$147K - $181K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-1.08K- 15.49% |
$41.8K - $51.3K
|
5.9K
$335K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.04KClosed |
$40.1K - $49.2K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-954Closed |
$36.9K - $45.3K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-655- 10.48% |
$25.3K - $31.1K
|
5.6K
$317K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-459- 19.03% |
$17.7K - $21.8K
|
1.95K
$111K
|