Latest Institutional Transactions on Spdr Portfolio (SPMD)

SPMD Quotes by TradingView

This table provides information on the latest institutional transactions involving Spdr Portfolio (SPMD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 12, 2021 Q4 2020
Mcia Inc

BUY
 -
48.7K
New
$1.61M - $1.98M
48.7K $2.77M
Q3 2020
Nov 13, 2020 Q3 2020
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-6.77K
Closed
$208K - $234K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-776
Closed
$23.8K - $26.8K
0 $0
Nov 03, 2020 Q3 2020
Capital Advisors, Ltd. LLC

SELL
 -
-102
- 1.96%
$3.13K - $3.52K
5.1K $290K
Nov 03, 2020 Q3 2020
Sky Oak Wealth, LLC

SELL
 -
-6.64K
Closed
$204K - $229K
0 $0
Oct 26, 2020 Q3 2020
Prestige Wealth Management Group LLC

SELL
 -
-11.2K
Closed
$344K - $387K
0 $0
Oct 14, 2020 Q3 2020
Inspirion Wealth Advisors, LLC

SELL
 -
-50.8K
Closed
$1.56M - $1.76M
0 $0
Oct 13, 2020 Q3 2020
Arthur M. Cohen & Associates, LLC

SELL
 -
-6.59K
Closed
$202K - $228K
0 $0
Oct 09, 2020 Q3 2020
Intelligence Driven Advisers, LLC

SELL
 -
-52.8K
Closed
$1.62M - $1.82M
0 $0
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-4
Closed
$123 - $138
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-75
Closed
$1.76K - $2.57K
0 $0
Aug 13, 2020 Q2 2020
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-9.12K
Closed
$214K - $312K
0 $0
Aug 11, 2020 Q2 2020
Demars Financial Group, LLC

BUY
 -
74
New
$1.74K - $2.53K
74 $4.21K
Aug 06, 2020 Q2 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-371
Closed
$8.7K - $12.7K
0 $0
Aug 03, 2020 Q2 2020
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-30K
Closed
$703K - $1.03M
0 $0
Jul 30, 2020 Q2 2020
S. R. Schill & Associates

Mercer Island, WA
SELL
 -
-188K
Closed
$4.4M - $6.42M
0 $0
Jul 29, 2020 Q2 2020
Slate Stone Wealth, LLC

SELL
 -
-9.9K
Closed
$232K - $339K
0 $0
Jul 22, 2020 Q2 2020
Brightworth

SELL
 -
-26.2K
Closed
$615K - $898K
0 $0
Jul 16, 2020 Q2 2020
Walter & Keenan Wealth Management LLC

SELL
 -
-6.59K
Closed
$155K - $226K
0 $0
Jul 16, 2020 Q2 2020
Spearhead Capital Advisors, LLC

Wellington, FL
SELL
 -
-323K
Closed
$7.58M - $11.1M
0 $0
Jul 14, 2020 Q2 2020
Endurance Wealth Management, Inc.

BUY
 -
13
New
$305 - $445
13 $739
Jul 08, 2020 Q2 2020
Global Trust Asset Management, LLC

SELL
 -
-42
- 18.18%
$985 - $1.44K
189 $10.8K
Q1 2020
May 15, 2020 Q1 2020
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-11.5K
Closed
$246K - $425K
0 $0
May 15, 2020 Q1 2020
Cbiz Investment Advisory Services, LLC

SELL
 -
-11.2K
Closed
$240K - $415K
0 $0
May 15, 2020 Q1 2020
Stadion Money Management, LLC

Watkinsville, GA
SELL
 -
-2.16M
Closed
$46.1M - $79.8M
0 $0
May 14, 2020 Q1 2020
Marcum Wealth, LLC

SELL
 -
-803K
Closed
$17.2M - $29.7M
0 $0
May 14, 2020 Q1 2020
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-4.04K
Closed
$86.5K - $150K
0 $0
May 13, 2020 Q1 2020
Smart Money Group LLC

SELL
 -
-22.2K
Closed
$474K - $821K
0 $0
May 13, 2020 Q1 2020
Wt Wealth Management

SELL
 -
-7K
Closed
$150K - $259K
0 $0
May 13, 2020 Q1 2020
Texas Yale Capital Corp.

St. Petersburg, FL
SELL
 -
-41.4K
Closed
$885K - $1.53M
0 $0
May 12, 2020 Q1 2020
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-7.34K
Closed
$157K - $272K
0 $0
May 11, 2020 Q1 2020
First Foundation Advisors

Irvine, CA
SELL
 -
-33.1K
Closed
$707K - $1.22M
0 $0
May 07, 2020 Q1 2020
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-6.92K
Closed
$148K - $256K
0 $0
May 05, 2020 Q1 2020
Marino, Stram & Associates LLC

SELL
 -
-6.85K
Closed
$146K - $253K
0 $0
May 05, 2020 Q1 2020
Grimes & Company, Inc.

SELL
 -
-8.71K
Closed
$186K - $323K
0 $0
May 04, 2020 Q1 2020
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-591
Closed
$12.6K - $21.9K
0 $0
May 01, 2020 Q1 2020
Telos Capital Management, Inc.

SELL
 -
-6.36K
Closed
$136K - $235K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-2.11K
Closed
$45.2K - $78.2K
0 $0
Apr 27, 2020 Q1 2020
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-1.27K
Closed
$27.1K - $46.9K
0 $0
Apr 22, 2020 Q1 2020
Annex Advisory Services, LLC

SELL
 -
-252K
Closed
$5.38M - $9.32M
0 $0
Apr 21, 2020 Q1 2020
Crumly & Associates Inc.

SELL
 -
-22.2K
Closed
$475K - $822K
0 $0
Apr 13, 2020 Q1 2020
Windsor Group LTD

SELL
 -
-9.43K
Closed
$202K - $349K
0 $0
Apr 10, 2020 Q1 2020
Lantz Financial LLC

SELL
 -
-30.8K
Closed
$658K - $1.14M
0 $0
Apr 10, 2020 Q1 2020
Mokosak Advisory Group, LLC

SELL
 -
-82.5K
Closed
$1.76M - $3.05M
0 $0
Q4 2019
Dec 13, 2024 Q4 2019
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
11K
New
$359K - $401K
11K $626K
Feb 05, 2020 Q4 2019
Lvz, Inc.

SELL
 -
-3.07K
- 3.03%
$100K - $112K
98.3K $5.59M
Feb 04, 2020 Q4 2019
Dynamic Advisor Solutions LLC

SELL
 -
-13.8K
Closed
$449K - $502K
0 $0
Jan 21, 2020 Q4 2019
Paulson Wealth Management Inc.

SELL
 -
-6.08K
Closed
$198K - $221K
0 $0
Jan 08, 2020 Q4 2019
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-502
Closed
$16.4K - $18.3K
0 $0

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