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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-165K- 19.72% |
$7.43M - $9M
|
674K
$37.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-163K- 41.98% |
$7.3M - $8.84M
|
225K
$12.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-101K- 71.63% |
$4.55M - $5.51M
|
40.2K
$2.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-81.2K- 94.92% |
$3.64M - $4.41M
|
4.34K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-40.7K- 95.29% |
$1.83M - $2.21M
|
2.01K
$113K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-29.1K- 20.18% |
$1.31M - $1.58M
|
115K
$6.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-26.9K- 13.72% |
$1.21M - $1.46M
|
169K
$9.47M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-25.3K- 31.64% |
$1.14M - $1.38M
|
54.7K
$3.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-24.3K- 15.3% |
$1.09M - $1.32M
|
134K
$7.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-16.8K- 49.8% |
$755K - $914K
|
16.9K
$948K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-10.8K- 5.69% |
$483K - $586K
|
179K
$9.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9.08K- 36.05% |
$407K - $494K
|
16.1K
$901K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-7.69K- 33.89% |
$345K - $418K
|
15K
$840K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-6.11K- 18.85% |
$274K - $332K
|
26.3K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.05K- 46.92% |
$271K - $329K
|
6.84K
$383K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.47K- 49.26% |
$246K - $298K
|
5.64K
$316K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-4.3K- 52.46% |
$193K - $234K
|
3.9K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-3.56K- 9.92% |
$160K - $194K
|
32.3K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.94K- 38.11% |
$132K - $160K
|
4.78K
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.73K- 20.46% |
$123K - $148K
|
10.6K
$594K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.66K- 12.86% |
$120K - $145K
|
18.1K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.42K- 32.35% |
$109K - $132K
|
5.07K
$284K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.3K- 12.25% |
$103K - $125K
|
16.5K
$921K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.19K- 4.08% |
$98.4K - $119K
|
51.6K
$2.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-2.13K- 4.13% |
$95.4K - $116K
|
49.3K
$2.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.04K- 7.16% |
$91.4K - $111K
|
26.4K
$1.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.9K- 45.76% |
$85.4K - $103K
|
2.26K
$126K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.55K- 2.4% |
$69.4K - $84K
|
62.7K
$3.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.51K- 20.71% |
$67.6K - $82K
|
5.77K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.37K- 5.77% |
$61.4K - $74.3K
|
22.3K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.32K- 3.08% |
$59.1K - $71.6K
|
41.4K
$2.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.03K- 2.68% |
$46.2K - $56K
|
37.5K
$2.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-901- 1.65% |
$40.4K - $49K
|
53.8K
$3.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-859- 8.16% |
$38.6K - $46.7K
|
9.66K
$541K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-842- 13.08% |
$37.8K - $45.8K
|
5.6K
$313K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-726- 0.36% |
$32.6K - $39.5K
|
204K
$11.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-707- 8.09% |
$31.7K - $38.4K
|
8.03K
$450K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-697- 4.6% |
$31.3K - $37.9K
|
14.4K
$809K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-643- 4.72% |
$28.9K - $35K
|
13K
$727K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-302- 3.81% |
$13.6K - $16.4K
|
7.62K
$426K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-222- 0.36% |
$9.97K - $12.1K
|
62K
$3.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-220- 1.44% |
$9.88K - $12K
|
15.1K
$845K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-219- 92.02% |
$9.83K - $11.9K
|
19
$1.06K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-205- 78.85% |
$9.2K - $11.1K
|
55
$3.08K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-169- 3.02% |
$7.59K - $9.19K
|
5.43K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-152- 1.19% |
$6.82K - $8.27K
|
12.6K
$708K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-129- 1.14% |
$5.79K - $7.02K
|
11.2K
$626K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-115- 2.55% |
$5.16K - $6.25K
|
4.4K
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-106- 1.13% |
$4.76K - $5.76K
|
9.3K
$520K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-97- 1.79% |
$4.35K - $5.27K
|
5.32K
$298K
|