Latest Institutional Transactions on Spdr Portfolio (SPMD)
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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2020
Q1 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-2.16MClosed |
$46.1M - $79.8M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Marcum Wealth, LLC
|
SELL
|
- |
-803KClosed |
$17.2M - $29.7M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-4.04KClosed |
$86.5K - $150K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Smart Money Group LLC
|
SELL
|
- |
-22.2KClosed |
$474K - $821K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Wt Wealth Management
|
SELL
|
- |
-7KClosed |
$150K - $259K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-41.4KClosed |
$885K - $1.53M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.34KClosed |
$157K - $272K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-33.1KClosed |
$707K - $1.22M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.92KClosed |
$148K - $256K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-6.85KClosed |
$146K - $253K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Grimes & Company, Inc.
|
SELL
|
- |
-8.71KClosed |
$186K - $323K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-591Closed |
$12.6K - $21.9K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-6.36KClosed |
$136K - $235K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.11KClosed |
$45.2K - $78.2K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.27KClosed |
$27.1K - $46.9K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Annex Advisory Services, LLC
|
SELL
|
- |
-252KClosed |
$5.38M - $9.32M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-22.2KClosed |
$475K - $822K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Windsor Group LTD
|
SELL
|
- |
-9.43KClosed |
$202K - $349K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lantz Financial LLC
|
SELL
|
- |
-30.8KClosed |
$658K - $1.14M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-82.5KClosed |
$1.76M - $3.05M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 05, 2020
Q4 2019
|
Lvz, Inc.
|
SELL
|
- |
-3.07K- 3.03% |
$100K - $112K
|
98.3K
$5.35M
|
|
|
Feb 04, 2020
Q4 2019
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.8KClosed |
$449K - $502K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.08KClosed |
$198K - $221K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-502Closed |
$16.4K - $18.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Copperwynd Financial, LLC
|
SELL
|
- |
-83.9KClosed |
$2.83M - $2.91M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-80KClosed |
$2.7M - $2.78M
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Access Financial Services, Inc.
|
SELL
|
- |
-18.7KClosed |
$631K - $650K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-436Closed |
$14.7K - $15.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.23KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-2.5KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-84Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
D. Scott Neal, Inc.
|
SELL
|
- |
-9.14KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-556Closed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-6.21KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Churchill Management Corp
|
SELL
|
- |
-55.5KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Cooper Financial Group
|
SELL
|
- |
-103KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-8.22KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10.8KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-22Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-5.78KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-132KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Compass Financial Group, Inc.
|
SELL
|
- |
-92.9KClosed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-112KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-430Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 06, 2023
Q3 2018
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
372New |
N/A
|
372
$20.2K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
70.8KNew |
N/A
|
70.8K
$3.85M
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.44KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12.9KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|