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 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-5.74K- 12.15% |
$288K - $331K
|
41.5K
$2.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.53K- 9.68% |
$278K - $319K
|
51.7K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-5.45K- 4.66% |
$274K - $315K
|
112K
$6.25M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.66K- 2.82% |
$234K - $269K
|
160K
$8.98M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.52K- 94.3% |
$227K - $261K
|
273
$15.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.98K- 1.18% |
$200K - $230K
|
335K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-3.92K- 15.86% |
$197K - $226K
|
20.8K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.85K- 10.3% |
$193K - $222K
|
33.5K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.59K- 5.34% |
$180K - $207K
|
63.6K
$3.56M
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-3.46K- 2.09% |
$174K - $200K
|
162K
$9.05M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.2K- 2.62% |
$161K - $185K
|
119K
$6.67M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.96K- 9.64% |
$148K - $171K
|
27.7K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.78K- 11.01% |
$140K - $161K
|
22.5K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.75K- 23.68% |
$138K - $159K
|
8.86K
$496K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 22.73% |
$136K - $156K
|
9.21K
$516K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.63K- 11.37% |
$132K - $152K
|
20.5K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.58K- 1.88% |
$130K - $149K
|
135K
$7.55M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.54K- 20.96% |
$128K - $147K
|
9.59K
$537K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.46K- 10.72% |
$123K - $142K
|
20.5K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.35K- 4.89% |
$118K - $136K
|
45.7K
$2.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.26K- 15.6% |
$114K - $131K
|
12.2K
$685K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.23K- 16.89% |
$112K - $128K
|
10.9K
$613K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.21K- 1.18% |
$111K - $128K
|
185K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.17K- 8.38% |
$109K - $125K
|
23.7K
$1.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.16K- 23.33% |
$109K - $125K
|
7.11K
$398K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2K- 35.09% |
$100K - $115K
|
3.7K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.81K- 30.0% |
$91K - $105K
|
4.23K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.76K- 3.35% |
$88.3K - $102K
|
50.7K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.66K- 0.47% |
$83.5K - $96.1K
|
352K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.58K- 9.05% |
$79.1K - $90.9K
|
15.8K
$886K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 1.27% |
$77.4K - $89K
|
120K
$6.71M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.52K- 65.97% |
$76.2K - $87.6K
|
783
$43.8K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.49K- 2.81% |
$74.7K - $85.9K
|
51.5K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.45K- 1.71% |
$72.9K - $83.8K
|
83.4K
$4.67M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.44K- 0.99% |
$72.5K - $83.3K
|
144K
$8.05M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.4K- 99.57% |
$70.1K - $80.6K
|
6
$336
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 12.88% |
$67.9K - $78.1K
|
9.14K
$512K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.33K- 69.09% |
$66.9K - $76.9K
|
596
$33.4K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.32K- 0.8% |
$66.1K - $76K
|
164K
$9.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-1.3K- 4.93% |
$65K - $74.8K
|
25K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.29K- 2.9% |
$64.7K - $74.4K
|
43.1K
$2.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.16K- 4.86% |
$58.3K - $67K
|
22.7K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-898- 15.08% |
$45.1K - $51.8K
|
5.06K
$283K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-855- 0.24% |
$42.9K - $49.4K
|
358K
$20M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-834- 3.98% |
$41.9K - $48.1K
|
20.1K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-802- 1.84% |
$40.3K - $46.3K
|
42.9K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-777- 31.33% |
$39K - $44.9K
|
1.7K
$95.3K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-745- 15.66% |
$37.4K - $43K
|
4.01K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-742- 4.95% |
$37.3K - $42.8K
|
14.3K
$798K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-711- 3.62% |
$35.7K - $41K
|
18.9K
$1.06M
|