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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-119K- 17.44% |
$5.98M - $6.87M
|
564K
$28.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-68.6K- 49.98% |
$3.45M - $3.96M
|
68.7K
$3.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-64.7K- 46.8% |
$3.25M - $3.73M
|
73.5K
$3.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-63.1K- 54.81% |
$3.17M - $3.64M
|
52K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-57.2K- 83.48% |
$2.87M - $3.3M
|
11.3K
$567K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-42.3K- 52.39% |
$2.13M - $2.44M
|
38.5K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-41.7K- 25.66% |
$2.1M - $2.41M
|
121K
$6.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-38.9K- 16.9% |
$1.95M - $2.24M
|
191K
$9.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-28.2K- 11.63% |
$1.41M - $1.63M
|
214K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-17.4K- 69.97% |
$876K - $1.01M
|
7.49K
$375K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-14.3K- 5.05% |
$717K - $824K
|
268K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-12.8K- 8.14% |
$641K - $737K
|
144K
$7.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-12.2K- 52.25% |
$610K - $702K
|
11.1K
$556K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-8.44K- 45.95% |
$424K - $487K
|
9.93K
$497K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-7.71K- 23.73% |
$387K - $445K
|
24.8K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.84K- 5.47% |
$343K - $395K
|
118K
$5.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-5.74K- 12.15% |
$288K - $331K
|
41.5K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.53K- 9.68% |
$278K - $319K
|
51.7K
$2.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.87K- 35.3% |
$245K - $281K
|
8.93K
$447K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.98K- 1.18% |
$200K - $230K
|
335K
$16.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.79K- 8.96% |
$140K - $161K
|
28.4K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.75K- 23.68% |
$138K - $159K
|
8.86K
$444K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 22.73% |
$136K - $156K
|
9.21K
$461K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.58K- 15.93% |
$130K - $149K
|
13.6K
$682K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.46K- 10.72% |
$123K - $142K
|
20.5K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.26K- 15.6% |
$114K - $131K
|
12.2K
$612K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.16K- 23.33% |
$109K - $125K
|
7.11K
$356K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.81K- 30.0% |
$91K - $105K
|
4.23K
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.64K- 13.47% |
$82.2K - $94.6K
|
10.5K
$527K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 1.27% |
$77.4K - $89K
|
120K
$6M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.52K- 15.61% |
$76.3K - $87.7K
|
8.22K
$411K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.34K- 22.32% |
$67.2K - $77.2K
|
4.66K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 7.12% |
$66K - $75.9K
|
17.2K
$859K
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-1.3K- 4.93% |
$65K - $74.8K
|
25K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.29K- 2.9% |
$64.7K - $74.4K
|
43.1K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.16K- 4.86% |
$58.3K - $67K
|
22.7K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-855- 0.24% |
$42.9K - $49.4K
|
358K
$17.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-834- 3.98% |
$41.9K - $48.1K
|
20.1K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-742- 4.95% |
$37.3K - $42.8K
|
14.3K
$713K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-707- 13.17% |
$35.5K - $40.8K
|
4.66K
$233K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-688- 8.66% |
$34.5K - $39.7K
|
7.25K
$363K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-609- 2.68% |
$30.6K - $35.2K
|
22.1K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-607- 1.4% |
$30.5K - $35K
|
42.7K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-545- 11.71% |
$27.4K - $31.5K
|
4.11K
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-523- 6.49% |
$26.3K - $30.2K
|
7.54K
$377K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-454- 5.87% |
$22.8K - $26.2K
|
7.28K
$364K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-396- 1.63% |
$19.9K - $22.9K
|
23.9K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-360- 4.26% |
$18.1K - $20.8K
|
8.09K
$405K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-337- 1.76% |
$16.9K - $19.5K
|
18.8K
$942K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-324- 1.15% |
$16.3K - $18.7K
|
27.8K
$1.39M
|