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 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-707- 13.17% |
$35.5K - $40.8K
|
4.66K
$261K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-703- 71.95% |
$35.3K - $40.6K
|
274
$15.3K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-691- 5.01% |
$34.7K - $39.9K
|
13.1K
$733K
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-688- 8.66% |
$34.5K - $39.7K
|
7.25K
$406K
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-658- 1.85% |
$33K - $38K
|
35K
$1.96M
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-609- 2.68% |
$30.6K - $35.2K
|
22.1K
$1.24M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-574- 7.2% |
$28.8K - $33.1K
|
7.4K
$414K
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-567- 2.33% |
$28.5K - $32.7K
|
23.8K
$1.33M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-563- 1.19% |
$28.3K - $32.5K
|
46.7K
$2.61M
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-545- 11.71% |
$27.4K - $31.5K
|
4.11K
$230K
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-523- 6.49% |
$26.3K - $30.2K
|
7.54K
$422K
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-508- 13.54% |
$25.5K - $29.3K
|
3.25K
$182K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-507- 5.79% |
$25.5K - $29.3K
|
8.26K
$462K
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-465- 6.64% |
$23.3K - $26.8K
|
6.54K
$366K
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-456- 2.89% |
$22.9K - $26.3K
|
15.3K
$858K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-449Closed |
$22.5K - $25.9K
|
0
$0
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-396- 1.63% |
$19.9K - $22.9K
|
23.9K
$1.34M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-395- 99.5% |
$19.8K - $22.8K
|
2
$112
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-390- 5.29% |
$19.6K - $22.5K
|
6.99K
$391K
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-368- 2.59% |
$18.5K - $21.2K
|
13.8K
$774K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-368- 1.01% |
$18.5K - $21.2K
|
35.9K
$2.01M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-336- 4.8% |
$16.9K - $19.4K
|
6.67K
$373K
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-283- 5.71% |
$14.2K - $16.3K
|
4.67K
$262K
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-270- 0.46% |
$13.6K - $15.6K
|
59K
$3.3M
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-267- 3.35% |
$13.4K - $15.4K
|
7.71K
$431K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-257- 2.15% |
$12.9K - $14.8K
|
11.7K
$654K
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-249- 1.52% |
$12.5K - $14.4K
|
16.1K
$902K
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-249- 0.5% |
$12.5K - $14.4K
|
49.2K
$2.76M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-241- 1.69% |
$12.1K - $13.9K
|
14K
$783K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-233- 0.53% |
$11.7K - $13.5K
|
44.1K
$2.47M
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-229- 0.91% |
$11.5K - $13.2K
|
25K
$1.4M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-227- 1.94% |
$11.4K - $13.1K
|
11.5K
$644K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-223- 4.18% |
$11.2K - $12.9K
|
5.11K
$286K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-202- 1.57% |
$10.1K - $11.7K
|
12.6K
$707K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-198- 4.29% |
$9.94K - $11.4K
|
4.42K
$247K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-195- 0.96% |
$9.79K - $11.3K
|
20.1K
$1.12M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-190- 12.34% |
$9.54K - $11K
|
1.35K
$75.6K
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-187- 7.45% |
$9.39K - $10.8K
|
2.32K
$130K
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-180- 0.49% |
$9.04K - $10.4K
|
36.6K
$2.05M
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-174- 0.59% |
$8.74K - $10K
|
29.5K
$1.65M
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-167- 0.92% |
$8.39K - $9.64K
|
18K
$1.01M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-166- 3.87% |
$8.33K - $9.58K
|
4.12K
$231K
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-158- 0.96% |
$7.93K - $9.12K
|
16.2K
$909K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-156- 1.81% |
$7.83K - $9.01K
|
8.44K
$473K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-143- 3.13% |
$7.18K - $8.26K
|
4.43K
$248K
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-136- 0.1% |
$6.83K - $7.85K
|
132K
$7.39M
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-125- 1.16% |
$6.28K - $7.22K
|
10.7K
$598K
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-121- 0.91% |
$6.08K - $6.99K
|
13.1K
$736K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-119- 78.81% |
$5.97K - $6.87K
|
32
$1.79K
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-119- 0.67% |
$5.97K - $6.87K
|
17.6K
$984K
|