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 |
---|---|---|---|---|---|---|---|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.18K- 94.23% |
$55.4K - $62.7K
|
72
$3.93K
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-694- 18.45% |
$32.7K - $37K
|
3.07K
$167K
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-356- 3.37% |
$16.8K - $19K
|
10.2K
$557K
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-218- 6.72% |
$10.3K - $11.6K
|
3.03K
$165K
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-188- 1.02% |
$8.87K - $10K
|
18.2K
$994K
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-175- 2.93% |
$8.25K - $9.33K
|
5.81K
$317K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-88- 1.33% |
$4.15K - $4.69K
|
6.55K
$357K
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-49- 1.19% |
$2.31K - $2.61K
|
4.08K
$222K
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-49- 46.67% |
$2.31K - $2.61K
|
56
$3.06K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-38- 0.23% |
$1.79K - $2.03K
|
16.7K
$910K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-33- 0.25% |
$1.56K - $1.76K
|
13K
$708K
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-19- 45.24% |
$896 - $1.01K
|
23
$1.26K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-5- 7.25% |
$236 - $267
|
64
$3.49K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1- 0.01% |
$47.2 - $53.3
|
14.2K
$777K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-43.1K- 90.83% |
$1.76M - $2.12M
|
4.35K
$237K
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-18.8K- 79.53% |
$766K - $925K
|
4.84K
$264K
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-10.1K- 64.46% |
$410K - $495K
|
5.55K
$303K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.55K- 23.65% |
$226K - $273K
|
17.9K
$978K
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.75K- 3.08% |
$71.4K - $86.2K
|
55.1K
$3.01M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.74K- 0.1% |
$70.9K - $85.6K
|
1.68M
$91.6M
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.52K- 25.61% |
$61.8K - $74.6K
|
4.41K
$241K
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-849- 48.99% |
$34.6K - $41.8K
|
884
$48.3K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-738- 2.03% |
$30.1K - $36.3K
|
35.7K
$1.95M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-566- 6.93% |
$23.1K - $27.8K
|
7.61K
$415K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-424- 73.61% |
$17.3K - $20.9K
|
152
$8.3K
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-330- 3.68% |
$13.5K - $16.2K
|
8.63K
$471K
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-185- 0.9% |
$7.54K - $9.1K
|
20.4K
$1.11M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-136- 0.22% |
$5.54K - $6.69K
|
60.7K
$3.31M
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10- 1.61% |
$408 - $492
|
612
$33.4K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-42.6K- 0.74% |
$1.84M - $2.04M
|
5.75M
$314M
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.8K- 26.32% |
$251K - $277K
|
16.2K
$886K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.37K- 41.38% |
$232K - $257K
|
7.6K
$415K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-2.38K- 14.87% |
$103K - $114K
|
13.6K
$743K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.04K- 1.23% |
$45K - $49.8K
|
83.6K
$4.56M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.02K- 17.87% |
$44.2K - $48.9K
|
4.7K
$256K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-261- 43.0% |
$11.3K - $12.5K
|
346
$18.9K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-248- 2.94% |
$10.7K - $11.9K
|
8.2K
$447K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-205- 13.14% |
$8.86K - $9.8K
|
1.36K
$74K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14- 0.18% |
$605 - $669
|
7.68K
$419K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-13- 0.25% |
$562 - $621
|
5.19K
$283K
|
|
Q2 2023 | |||||||
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-90.6K- 76.28% |
$3.83M - $4.16M
|
28.2K
$1.54M
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-39.4K- 88.37% |
$1.66M - $1.81M
|
5.19K
$283K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.85K- 2.53% |
$163K - $177K
|
148K
$8.1M
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.65K- 19.51% |
$69.6K - $75.6K
|
6.8K
$371K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-553- 89.77% |
$23.3K - $25.4K
|
63
$3.44K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-342- 2.32% |
$14.4K - $15.7K
|
14.4K
$787K
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-210- 4.49% |
$8.86K - $9.64K
|
4.47K
$244K
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-200- 22.99% |
$8.44K - $9.18K
|
670
$36.6K
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-183- 22.13% |
$7.72K - $8.4K
|
644
$35.2K
|
|
Q1 2023 | |||||||
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.94K- 3.96% |
$123K - $140K
|
71.3K
$3.89M
|