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 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-95- 0.71% |
$4.77K - $5.48K
|
13.2K
$741K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-88- 53.33% |
$4.42K - $5.08K
|
77
$4.31K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-85- 1.05% |
$4.27K - $4.91K
|
7.97K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-74- 1.18% |
$3.72K - $4.27K
|
6.2K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-70- 87.5% |
$3.51K - $4.04K
|
10
$560
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-59- 9.16% |
$2.96K - $3.41K
|
585
$32.7K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-56- 0.53% |
$2.81K - $3.23K
|
10.5K
$589K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-48- 8.76% |
$2.41K - $2.77K
|
500
$28K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-47- 0.55% |
$2.36K - $2.71K
|
8.53K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46- 0.07% |
$2.31K - $2.66K
|
69.7K
$3.9M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-45- 1.08% |
$2.26K - $2.6K
|
4.13K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-44- 70.97% |
$2.21K - $2.54K
|
18
$1.01K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-38- 0.56% |
$1.91K - $2.19K
|
6.73K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-34- 0.41% |
$1.71K - $1.96K
|
8.33K
$466K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-34- 0.22% |
$1.71K - $1.96K
|
15.5K
$865K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-29- 0.69% |
$1.46K - $1.67K
|
4.2K
$235K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-17- 0.25% |
$854 - $981
|
6.92K
$387K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-17- 0.34% |
$854 - $981
|
4.97K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-13- 0.23% |
$653 - $750
|
5.67K
$318K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-8- 22.86% |
$402 - $462
|
27
$1.51K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-7- 63.64% |
$351 - $404
|
4
$224
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-6- 0.6% |
$301 - $346
|
995
$55.7K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-5- 0.05% |
$251 - $289
|
9.21K
$515K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4- 8.7% |
$201 - $231
|
42
$2.35K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3- 3.8% |
$151 - $173
|
76
$4.25K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.02% |
$50.2 - $57.7
|
4.81K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1- 0.86% |
$50.2 - $57.7
|
115
$6.44K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-281K- 19.82% |
$15.2M - $16.7M
|
1.14M
$63.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-69.2K- 12.7% |
$3.74M - $4.12M
|
476K
$26.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-34.6K- 24.05% |
$1.87M - $2.06M
|
109K
$6.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-29.1K- 43.84% |
$1.57M - $1.73M
|
37.2K
$2.08M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-18.3K- 83.09% |
$989K - $1.09M
|
3.72K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-16.4K- 48.39% |
$886K - $975K
|
17.5K
$977K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-12.4K- 85.58% |
$673K - $740K
|
2.1K
$117K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-6.53K- 10.53% |
$353K - $389K
|
55.5K
$3.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5.79K- 28.73% |
$313K - $345K
|
14.4K
$804K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.45K- 23.81% |
$241K - $265K
|
14.2K
$798K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.09K- 97.17% |
$167K - $184K
|
90
$5.04K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.5K- 27.67% |
$135K - $149K
|
6.53K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.2K- 15.28% |
$119K - $131K
|
12.2K
$683K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.02K- 20.89% |
$109K - $120K
|
7.65K
$428K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.22K- 6.55% |
$65.9K - $72.5K
|
17.4K
$974K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.21K- 14.72% |
$65.7K - $72.3K
|
7.04K
$394K
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.17K- 1.06% |
$63.2K - $69.6K
|
109K
$6.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-860- 5.53% |
$46.6K - $51.2K
|
14.7K
$822K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-606- 7.04% |
$32.8K - $36.1K
|
8K
$448K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-588- 12.92% |
$31.8K - $35K
|
3.96K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-550- 22.91% |
$29.8K - $32.8K
|
1.85K
$104K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-513- 12.99% |
$27.8K - $30.6K
|
3.44K
$192K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-462- 10.5% |
$25K - $27.5K
|
3.94K
$221K
|
|