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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-46- 28.05% |
$2.28K - $2.46K
|
118
$6.71K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-29K- 87.59% |
$1.37M - $1.55M
|
4.11K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-7.66K- 65.63% |
$361K - $409K
|
4.01K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.12K- 3.01% |
$242K - $273K
|
165K
$9.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.74K- 98.63% |
$223K - $253K
|
66
$3.75K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.91K- 20.8% |
$184K - $208K
|
14.9K
$847K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.3K- 29.96% |
$109K - $123K
|
5.39K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.82K- 27.72% |
$86K - $97.3K
|
4.76K
$271K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.8K- 19.56% |
$85.1K - $96.2K
|
7.42K
$422K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.78K- 16.49% |
$84.1K - $95.2K
|
9.03K
$514K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.77K- 8.05% |
$83.5K - $94.4K
|
20.2K
$1.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.28K- 23.52% |
$60.6K - $68.5K
|
4.18K
$237K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-356- 3.37% |
$16.8K - $19K
|
10.2K
$581K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-218- 6.72% |
$10.3K - $11.6K
|
3.03K
$172K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-188- 1.02% |
$8.87K - $10K
|
18.2K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-49- 1.19% |
$2.31K - $2.61K
|
4.08K
$232K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-49- 46.67% |
$2.31K - $2.61K
|
56
$3.19K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-38- 0.23% |
$1.79K - $2.03K
|
16.7K
$948K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-33- 0.25% |
$1.56K - $1.76K
|
13K
$738K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-19- 45.24% |
$896 - $1.01K
|
23
$1.31K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-5- 7.25% |
$236 - $267
|
64
$3.64K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-18.8K- 79.53% |
$766K - $925K
|
4.84K
$275K
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-10.1K- 64.46% |
$410K - $495K
|
5.55K
$316K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.74K- 0.1% |
$70.9K - $85.6K
|
1.68M
$95.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.52K- 25.61% |
$61.8K - $74.6K
|
4.41K
$251K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-566- 6.93% |
$23.1K - $27.8K
|
7.61K
$433K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-330- 3.68% |
$13.5K - $16.2K
|
8.63K
$491K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-185- 0.9% |
$7.54K - $9.1K
|
20.4K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-136- 0.22% |
$5.54K - $6.69K
|
60.7K
$3.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10- 1.61% |
$408 - $492
|
612
$34.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-42.6K- 0.74% |
$1.84M - $2.04M
|
5.75M
$327M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.8K- 26.32% |
$251K - $277K
|
16.2K
$923K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.37K- 41.38% |
$232K - $257K
|
7.6K
$432K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-2.38K- 14.87% |
$103K - $114K
|
13.6K
$774K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.04K- 1.23% |
$45K - $49.8K
|
83.6K
$4.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.02K- 17.87% |
$44.2K - $48.9K
|
4.7K
$267K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-248- 2.94% |
$10.7K - $11.9K
|
8.2K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-205- 13.14% |
$8.86K - $9.8K
|
1.36K
$77.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14- 0.18% |
$605 - $669
|
7.68K
$437K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-13- 0.25% |
$562 - $621
|
5.19K
$295K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-90.6K- 76.28% |
$3.83M - $4.16M
|
28.2K
$1.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-39.4K- 88.37% |
$1.66M - $1.81M
|
5.19K
$295K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.85K- 2.53% |
$163K - $177K
|
148K
$8.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.65K- 19.51% |
$69.6K - $75.6K
|
6.8K
$387K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-553- 89.77% |
$23.3K - $25.4K
|
63
$3.58K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-342- 2.32% |
$14.4K - $15.7K
|
14.4K
$820K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-210- 4.49% |
$8.86K - $9.64K
|
4.47K
$254K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-183- 22.13% |
$7.72K - $8.4K
|
644
$36.6K
|
|
| Q1 2023 | |||||||
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.94K- 3.96% |
$123K - $140K
|
71.3K
$4.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-889- 11.85% |
$37K - $42.4K
|
6.61K
$376K
|
|