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 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.58K- 23.98% |
$128K - $136K
|
8.19K
$523K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.91K- 18.87% |
$94.2K - $100K
|
8.19K
$523K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.95K- 0.68% |
$90.8K - $99.5K
|
283K
$18.1M
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-20- 50.0% |
$854 - $989
|
20
$1.28K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-81.9K- 36.78% |
$3.5M - $4.17M
|
141K
$8.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-14.3K- 40.74% |
$612K - $729K
|
20.8K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.95K- 15.07% |
$83.5K - $99.4K
|
11K
$702K
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
SELL
|
- |
-77- 1.36% |
$3.29K - $3.92K
|
5.57K
$356K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-113KClosed |
$5.09M - $6.28M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-22.7KClosed |
$1.02M - $1.26M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.96KClosed |
$268K - $331K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.79KClosed |
$170K - $210K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-246- 2.85% |
$11.1K - $13.7K
|
8.38K
$535K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-121Closed |
$5.44K - $6.72K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-44Closed |
$1.98K - $2.44K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.2KClosed |
$518K - $596K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.11KClosed |
$208K - $239K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-355Closed |
$19.3K - $20.9K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-290Closed |
$15.7K - $16.7K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-49Closed |
$2.65K - $2.83K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-4- 8.0% |
$217 - $231
|
46
$2.94K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-10Closed |
$530 - $558
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4Closed |
$212 - $223
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-354Closed |
$17.3K - $18.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-90Closed |
$4.4K - $4.76K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.38KClosed |
$99.9K - $117K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-124Closed |
$5.21K - $6.11K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-76Closed |
$3.03K - $3.45K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 29, 2020
Q2 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-9.3KClosed |
$298K - $384K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-7.41KClosed |
$237K - $306K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.26KClosed |
$201K - $259K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-204Closed |
$6.53K - $8.43K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-185Closed |
$5.92K - $7.64K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 08, 2020
Q1 2020
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-46.8KClosed |
$1.36M - $2.07M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
First National Corp
|
SELL
|
- |
-29.5KClosed |
$861K - $1.3M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.14KClosed |
$179K - $271K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.81KClosed |
$169K - $257K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Wealth Architects, LLC
|
SELL
|
- |
-5.59KClosed |
$163K - $247K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-5.5KClosed |
$160K - $243K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.07KClosed |
$148K - $224K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.04KClosed |
$147K - $222K
|
0
$0
|
|
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3.16KClosed |
$92.2K - $140K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-390Closed |
$11.4K - $17.2K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jul 24, 2024
Q4 2019
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.18KClosed |
$278K - $310K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.56KClosed |
$181K - $185K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Horan Securities, Inc.
|
SELL
|
- |
-301Closed |
$12K - $12.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.74KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|