Latest Institutional Sells of Spdr Index Shs Fds S Spdr Port (SPGM)
This list provides information on the latest institutional transactions involving Spdr Index Shs Fds S Spdr Port (SPGM) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-58.6K- 17.39% |
$3.25M - $4.05M
|
279K
$19.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-8.25K- 44.99% |
$458K - $569K
|
10.1K
$696K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.9K- 4.63% |
$216K - $269K
|
80.3K
$5.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.08K- 2.85% |
$60K - $74.6K
|
36.9K
$2.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-729- 4.52% |
$40.5K - $50.3K
|
15.4K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-547- 5.91% |
$30.4K - $37.7K
|
8.71K
$601K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-430- 33.46% |
$23.9K - $29.7K
|
855
$59K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-371- 1.45% |
$20.6K - $25.6K
|
25.3K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-37- 0.36% |
$2.05K - $2.55K
|
10.2K
$703K
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-513K- 64.4% |
$31.7M - $34.2M
|
283K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-73K- 14.48% |
$4.52M - $4.88M
|
431K
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.1K- 14.22% |
$2.61M - $2.81M
|
254K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.2K- 87.48% |
$1.81M - $1.95M
|
4.19K
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-11.6K- 11.21% |
$715K - $772K
|
91.6K
$6.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.96K- 98.4% |
$369K - $398K
|
97
$6.69K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.43K- 0.91% |
$212K - $229K
|
372K
$25.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-3.35K- 7.3% |
$208K - $224K
|
42.5K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.26K- 33.09% |
$202K - $217K
|
6.58K
$454K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.23K- 11.03% |
$200K - $216K
|
26.1K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.87K- 5.66% |
$177K - $191K
|
47.8K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.52K- 17.4% |
$94.1K - $102K
|
7.22K
$498K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.49K- 4.49% |
$92K - $99.2K
|
31.6K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-841- 6.38% |
$52.1K - $56.2K
|
12.3K
$850K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-786- 2.55% |
$48.7K - $52.5K
|
30.1K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-773- 5.34% |
$47.9K - $51.6K
|
13.7K
$944K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-762- 42.5% |
$47.2K - $50.9K
|
1.03K
$71.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-681- 2.12% |
$42.2K - $45.5K
|
31.5K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-340- 0.62% |
$21K - $22.7K
|
54.1K
$3.73M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-298- 78.84% |
$18.4K - $19.9K
|
80
$5.52K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-190- 2.17% |
$11.8K - $12.7K
|
8.58K
$591K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-177- 1.69% |
$11K - $11.8K
|
10.3K
$709K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-164- 7.81% |
$10.2K - $11K
|
1.94K
$134K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-153- 3.29% |
$9.47K - $10.2K
|
4.49K
$310K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-136- 2.24% |
$8.42K - $9.08K
|
5.94K
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-131- 1.26% |
$8.11K - $8.75K
|
10.2K
$706K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-80- 13.31% |
$4.95K - $5.34K
|
521
$35.9K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-53- 48.62% |
$3.28K - $3.54K
|
56
$3.86K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-21- 0.14% |
$1.3K - $1.4K
|
14.6K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-5- 7.58% |
$310 - $334
|
61
$4.21K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-40K- 50.0% |
$2.53M - $2.66M
|
40K
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-36.3KClosed |
$2.3M - $2.42M
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.92K- 24.87% |
$248K - $261K
|
11.8K
$816K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.73K- 28.32% |
$236K - $248K
|
9.43K
$650K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.52K- 2.15% |
$95.8K - $101K
|
69K
$4.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.03K- 6.22% |
$65.4K - $68.9K
|
15.6K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-41- 37.27% |
$2.59K - $2.73K
|
69
$4.76K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3- 0.09% |
$190 - $200
|
3.28K
$226K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.6K- 16.29% |
$1.07M - $1.21M
|
95.5K
$6.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-2.69K- 45.37% |
$156K - $175K
|
3.24K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.38K- 12.03% |
$79.7K - $89.5K
|
10.1K
$695K
|
|