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 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-21- 0.53% |
$943 - $1.14K
|
3.92K
$219K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-19- 0.23% |
$853 - $1.03K
|
8.07K
$452K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-17- 0.19% |
$763 - $924
|
9.14K
$512K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-7- 0.18% |
$314 - $381
|
3.99K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-4- 2.56% |
$180 - $218
|
152
$8.51K
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-1.03M- 77.57% |
$51.8M - $59.6M
|
298K
$16.7M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-674K- 51.34% |
$33.8M - $38.9M
|
639K
$35.8M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-450K- 96.32% |
$22.6M - $26M
|
17.2K
$962K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-293K- 31.92% |
$14.7M - $16.9M
|
624K
$34.9M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-142K- 96.96% |
$7.15M - $8.23M
|
4.47K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-141K- 57.54% |
$7.1M - $8.16M
|
104K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-114K- 74.84% |
$5.74M - $6.6M
|
38.4K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-99.2K- 85.77% |
$4.98M - $5.72M
|
16.4K
$921K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-97.3K- 7.68% |
$4.88M - $5.62M
|
1.17M
$65.5M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-92.5K- 3.61% |
$4.64M - $5.34M
|
2.47M
$138M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-76.3K- 86.55% |
$3.83M - $4.41M
|
11.9K
$664K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-68.6K- 49.98% |
$3.45M - $3.96M
|
68.7K
$3.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-64.7K- 46.8% |
$3.25M - $3.73M
|
73.5K
$4.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-63.1K- 54.81% |
$3.17M - $3.64M
|
52K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-53.4K- 0.99% |
$2.68M - $3.08M
|
5.34M
$299M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-48.9K- 0.27% |
$2.45M - $2.82M
|
17.9M
$1B
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-43K- 74.77% |
$2.16M - $2.48M
|
14.5K
$812K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.8K- 6.15% |
$2.15M - $2.47M
|
653K
$36.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-41.7K- 25.66% |
$2.1M - $2.41M
|
121K
$6.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-38.9K- 16.9% |
$1.95M - $2.24M
|
191K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-38.5K- 10.85% |
$1.94M - $2.22M
|
317K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.8K- 26.3% |
$1.75M - $2.01M
|
97.5K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-33.3K- 86.05% |
$1.67M - $1.92M
|
5.4K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-30.9K- 16.51% |
$1.55M - $1.78M
|
156K
$8.73M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-28.7K- 83.99% |
$1.44M - $1.66M
|
5.47K
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-28.2K- 11.63% |
$1.41M - $1.63M
|
214K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-26.1K- 65.97% |
$1.31M - $1.5M
|
13.4K
$752K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-22.5K- 10.29% |
$1.13M - $1.3M
|
196K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-18.5K- 55.25% |
$931K - $1.07M
|
15K
$841K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.1K- 12.86% |
$907K - $1.04M
|
122K
$6.86M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.7K- 8.69% |
$889K - $1.02M
|
186K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.2K- 27.78% |
$813K - $935K
|
42.1K
$2.36M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-15.9KClosed |
$800K - $919K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-14.3K- 5.05% |
$717K - $824K
|
268K
$15M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.2K- 4.13% |
$561K - $645K
|
259K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.44K- 7.97% |
$474K - $545K
|
109K
$6.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-8.44K- 45.95% |
$424K - $487K
|
9.93K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.29K- 53.12% |
$416K - $479K
|
7.32K
$410K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-7.71K- 23.73% |
$387K - $445K
|
24.8K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.63K- 2.86% |
$383K - $440K
|
259K
$14.5M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-7.49K- 1.72% |
$376K - $432K
|
427K
$23.9M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.3K- 5.39% |
$367K - $422K
|
128K
$7.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.84K- 5.47% |
$343K - $395K
|
118K
$6.62M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.43K- 38.36% |
$323K - $371K
|
10.3K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.89K- 3.27% |
$296K - $340K
|
174K
$9.74M
|
|