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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-981- 17.27% |
$49.3K - $53.9K
|
4.7K
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-973- 8.22% |
$48.9K - $53.4K
|
10.9K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-971- 0.52% |
$48.8K - $53.3K
|
185K
$10.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-961- 5.86% |
$48.3K - $52.8K
|
15.4K
$879K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-951- 3.6% |
$47.8K - $52.2K
|
25.5K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-934- 2.53% |
$47K - $51.3K
|
35.9K
$2.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-928- 9.47% |
$46.7K - $51K
|
8.87K
$505K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-917- 11.11% |
$46.1K - $50.4K
|
7.34K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-886- 5.05% |
$44.6K - $48.7K
|
16.7K
$948K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-833- 7.08% |
$41.9K - $45.7K
|
10.9K
$622K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-826- 0.23% |
$41.5K - $45.4K
|
355K
$20.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-765- 28.94% |
$38.5K - $42K
|
1.88K
$107K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-750- 10.68% |
$37.7K - $41.2K
|
6.27K
$357K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-706- 35.95% |
$35.5K - $38.8K
|
1.26K
$71.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-703- 0.89% |
$35.4K - $38.6K
|
78.4K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-686- 5.94% |
$34.5K - $37.7K
|
10.9K
$618K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-653- 57.53% |
$32.8K - $35.9K
|
482
$27.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-634- 6.71% |
$31.9K - $34.8K
|
8.81K
$501K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-622- 14.97% |
$31.3K - $34.2K
|
3.53K
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-613- 2.05% |
$30.8K - $33.7K
|
29.3K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-600- 89.55% |
$30.2K - $33K
|
70
$3.98K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-572- 1.53% |
$28.8K - $31.4K
|
36.8K
$2.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-556- 18.13% |
$28K - $30.5K
|
2.51K
$143K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-547- 3.99% |
$27.5K - $30K
|
13.1K
$748K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-534- 3.12% |
$26.9K - $29.3K
|
16.6K
$942K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-508- 3.1% |
$25.5K - $27.9K
|
15.9K
$902K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-500- 50.0% |
$25.1K - $27.5K
|
500
$28.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-499- 2.7% |
$25.1K - $27.4K
|
18K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-487- 0.59% |
$24.5K - $26.7K
|
82.7K
$4.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-407- 2.73% |
$20.5K - $22.4K
|
14.5K
$826K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-385- 6.96% |
$19.4K - $21.1K
|
5.14K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-383- 75.84% |
$19.3K - $21K
|
122
$6.94K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-383- 1.88% |
$19.3K - $21K
|
20K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-378- 5.86% |
$19K - $20.8K
|
6.07K
$345K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-372- 0.42% |
$18.7K - $20.4K
|
87.9K
$5M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-354- 4.68% |
$17.8K - $19.4K
|
7.21K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-337- 0.45% |
$16.9K - $18.5K
|
74.4K
$4.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-325- 7.63% |
$16.3K - $17.8K
|
3.93K
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-318- 0.24% |
$16K - $17.5K
|
132K
$7.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-313- 2.15% |
$15.7K - $17.2K
|
14.2K
$809K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-300- 11.11% |
$15.1K - $16.5K
|
2.4K
$137K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-291- 2.58% |
$14.6K - $16K
|
11K
$625K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-285- 15.62% |
$14.3K - $15.7K
|
1.54K
$87.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-285- 0.09% |
$14.3K - $15.7K
|
321K
$18.3M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-282- 2.04% |
$14.2K - $15.5K
|
13.5K
$770K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-264- 2.98% |
$13.3K - $14.5K
|
8.6K
$489K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-249- 2.89% |
$12.5K - $13.7K
|
8.37K
$476K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-232- 0.12% |
$11.7K - $12.7K
|
193K
$11M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-218- 6.55% |
$11K - $12K
|
3.11K
$177K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-213- 5.14% |
$10.7K - $11.7K
|
3.93K
$224K
|