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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.06M- 72.73% |
$52.8M - $56.9M
|
399K
$21.8M
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-281K- 81.47% |
$13.9M - $15M
|
63.9K
$3.49M
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-208K- 54.14% |
$10.3M - $11.1M
|
176K
$9.62M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-133K- 48.09% |
$6.6M - $7.11M
|
144K
$7.85M
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-130K- 27.49% |
$6.45M - $6.95M
|
343K
$18.7M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-111K- 10.67% |
$5.49M - $5.92M
|
928K
$50.7M
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-108K- 31.09% |
$5.36M - $5.78M
|
240K
$13.1M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-91.6K- 79.85% |
$4.54M - $4.89M
|
23.1K
$1.26M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-87.6K- 41.84% |
$4.34M - $4.68M
|
122K
$6.65M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-85.7K- 15.73% |
$4.24M - $4.57M
|
459K
$25M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-64.9K- 25.45% |
$3.22M - $3.47M
|
190K
$10.4M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-60.8K- 12.79% |
$3.01M - $3.25M
|
415K
$22.6M
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-57.5K- 22.9% |
$2.85M - $3.07M
|
194K
$10.6M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-54.8K- 31.67% |
$2.72M - $2.93M
|
118K
$6.46M
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-51K- 87.87% |
$2.52M - $2.72M
|
7.03K
$384K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-46.5K- 84.36% |
$2.3M - $2.48M
|
8.62K
$470K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37.2K- 70.21% |
$1.84M - $1.99M
|
15.8K
$862K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-36.8K- 2.37% |
$1.82M - $1.96M
|
1.52M
$82.9M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-33K- 9.48% |
$1.64M - $1.76M
|
315K
$17.2M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30.9K- 18.93% |
$1.53M - $1.65M
|
132K
$7.22M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-29.7K- 7.67% |
$1.47M - $1.59M
|
358K
$19.5M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.1K- 71.69% |
$1.34M - $1.45M
|
10.7K
$584K
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-21.3K- 7.59% |
$1.05M - $1.14M
|
259K
$14.1M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-20.2K- 65.11% |
$1M - $1.08M
|
10.8K
$591K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.8K- 16.07% |
$833K - $898K
|
87.8K
$4.79M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.2K- 48.49% |
$656K - $707K
|
14.1K
$768K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-12.7K- 32.6% |
$630K - $679K
|
26.3K
$1.43M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.3K- 48.83% |
$559K - $603K
|
11.8K
$646K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-11.2K- 48.45% |
$554K - $597K
|
11.9K
$649K
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-10.6K- 3.49% |
$527K - $568K
|
294K
$16.1M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.3K- 3.03% |
$511K - $550K
|
330K
$18M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-10.3K- 41.43% |
$509K - $549K
|
14.5K
$793K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.2K- 1.79% |
$507K - $546K
|
561K
$30.6M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.83K- 34.46% |
$487K - $525K
|
18.7K
$1.02M
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-9.07K- 4.59% |
$449K - $484K
|
189K
$10.3M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.71K- 3.3% |
$431K - $465K
|
255K
$13.9M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.24K- 4.18% |
$408K - $440K
|
189K
$10.3M
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7.78K- 4.41% |
$385K - $415K
|
169K
$9.2M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-7.73K- 0.13% |
$383K - $413K
|
5.8M
$317M
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7.49K- 11.84% |
$371K - $400K
|
55.7K
$3.04M
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-7.46K- 28.93% |
$370K - $399K
|
18.3K
$1M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.31K- 3.77% |
$362K - $390K
|
186K
$10.2M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7K- 3.52% |
$347K - $374K
|
192K
$10.5M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.57K- 6.27% |
$325K - $351K
|
98.1K
$5.36M
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-6.54K- 38.89% |
$324K - $349K
|
10.3K
$561K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-5.98K- 1.25% |
$296K - $319K
|
474K
$25.9M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.9K- 1.37% |
$292K - $315K
|
425K
$23.2M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.73K- 96.72% |
$284K - $306K
|
194
$10.6K
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.53K- 23.19% |
$274K - $295K
|
18.3K
$1M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.42K- 3.18% |
$268K - $289K
|
165K
$9M
|