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 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-378- 5.86% |
$19K - $20.8K
|
6.07K
$342K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-348- 1.9% |
$17.5K - $19.1K
|
18K
$1.01M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-70- 14.14% |
$3.52K - $3.84K
|
425
$23.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-68- 7.34% |
$3.42K - $3.73K
|
858
$48.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8- 0.25% |
$402 - $439
|
3.2K
$180K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2- 1.9% |
$101 - $110
|
103
$5.8K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-68K- 47.73% |
$3.37M - $3.63M
|
74.5K
$4.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-879- 12.43% |
$43.5K - $46.9K
|
6.19K
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-253- 0.26% |
$12.5K - $13.5K
|
95.4K
$5.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-219- 4.9% |
$10.8K - $11.7K
|
4.25K
$239K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-98- 11.21% |
$4.85K - $5.23K
|
776
$43.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-73- 0.53% |
$3.62K - $3.9K
|
13.8K
$776K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-29K- 87.59% |
$1.37M - $1.55M
|
4.11K
$231K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.74K- 98.63% |
$223K - $253K
|
66
$3.71K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.91K- 20.8% |
$184K - $208K
|
14.9K
$838K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.3K- 29.96% |
$109K - $123K
|
5.39K
$303K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.28K- 23.52% |
$60.6K - $68.5K
|
4.18K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-218- 6.72% |
$10.3K - $11.6K
|
3.03K
$170K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-19- 45.24% |
$896 - $1.01K
|
23
$1.29K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-18.8K- 79.53% |
$766K - $925K
|
4.84K
$272K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.74K- 0.1% |
$70.9K - $85.6K
|
1.68M
$94.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.52K- 25.61% |
$61.8K - $74.6K
|
4.41K
$248K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-566- 6.93% |
$23.1K - $27.8K
|
7.61K
$428K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-330- 3.68% |
$13.5K - $16.2K
|
8.63K
$486K
|
|
|
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
$3.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10- 1.61% |
$408 - $492
|
612
$34.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-42.6K- 0.74% |
$1.84M - $2.04M
|
5.75M
$324M
|
|
|
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
$913K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.37K- 41.38% |
$232K - $257K
|
7.6K
$428K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-2.38K- 14.87% |
$103K - $114K
|
13.6K
$766K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.04K- 1.23% |
$45K - $49.8K
|
83.6K
$4.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.02K- 17.87% |
$44.2K - $48.9K
|
4.7K
$264K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-248- 2.94% |
$10.7K - $11.9K
|
8.2K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-205- 13.14% |
$8.86K - $9.8K
|
1.36K
$76.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-13- 0.25% |
$562 - $621
|
5.19K
$292K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-39.4K- 88.37% |
$1.66M - $1.81M
|
5.19K
$292K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.85K- 2.53% |
$163K - $177K
|
148K
$8.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-342- 2.32% |
$14.4K - $15.7K
|
14.4K
$812K
|
|
| Q1 2023 | |||||||
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.94K- 3.96% |
$123K - $140K
|
71.3K
$4.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-889- 11.85% |
$37K - $42.4K
|
6.61K
$372K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-190- 3.88% |
$7.92K - $9.07K
|
4.7K
$265K
|
|
| 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
|
Personal Capital Advisors Corp
|
SELL
|
- |
-241- 3.65% |
$9.48K - $10.9K
|
6.37K
$358K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-13- 0.18% |
$511 - $588
|
7.23K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 0.81% |
$275 - $316
|
853
$48K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-13.5K- 8.29% |
$521K - $624K
|
150K
$8.42M
|
|
|
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
$3.15M
|
|