Latest Institutional Sells of Spdr Portfolio (SPMD)

SPMD Quotes by TradingView

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
Oct 02, 2024 Q4 2022
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-10.8K
Closed
$424K - $487K
0 $0
Jan 25, 2023 Q4 2022
Capstone Wealth Management Group, LLC

Clarks Green, PA
SELL
 -
-3.07K
- 15.33%
$121K - $139K
16.9K $953K
Feb 14, 2023 Q4 2022
Twin Focus Capital Partners, LLC

Boston, MA
SELL
 -
-300
- 2.04%
$11.8K - $13.6K
14.4K $810K
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-277
Closed
$10.9K - $12.5K
0 $0
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

SELL
 -
-241
- 3.65%
$9.48K - $10.9K
6.37K $358K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

SELL
 -
-116
- 0.77%
$4.56K - $5.24K
14.9K $838K
Feb 02, 2023 Q4 2022
Mgo Private Wealth, LLC

Irvine, CA
SELL
 -
-13
- 0.18%
$511 - $588
7.23K $407K
Feb 14, 2023 Q4 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-7
- 0.81%
$275 - $316
853 $48K
Q3 2022
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-13.5K
- 8.29%
$521K - $624K
150K $8.42M
Nov 18, 2022 Q3 2022
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
SELL
 -
-5.48K
Closed
$211K - $253K
0 $0
Nov 01, 2022 Q3 2022
Financial Counselors Inc

SELL
 -
-1.76K
- 6.69%
$67.7K - $81.1K
24.5K $1.38M
Mar 14, 2023 Q3 2022
Private Portfolio Partners LLC

SELL
 -
-1.53K
- 5.63%
$59K - $70.7K
25.7K $1.44M
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-1.08K
Closed
$41.6K - $49.9K
0 $0
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-747
- 20.83%
$28.8K - $34.5K
2.84K $160K
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
SELL
 -
-40
- 21.39%
$1.54K - $1.85K
147 $8.27K
Q2 2022
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-314K
- 45.02%
$12.2M - $14.9M
384K $21.6M
Jul 27, 2022 Q2 2022
O Donnell Financial Services, LLC

SELL
 -
-223K
Closed
$8.63M - $10.6M
0 $0
Jul 28, 2022 Q2 2022
Flynn Zito Capital Management, LLC

SELL
 -
-148K
Closed
$5.71M - $7.01M
0 $0
Jul 12, 2022 Q2 2022
Centennial Wealth Advisory LLC

SELL
 -
-87.2K
Closed
$3.37M - $4.14M
0 $0
Oct 04, 2022 Q2 2022
Bull Oak Capital, LLC

San Diego, CA
SELL
 -
-77.4K
Closed
$2.99M - $3.67M
0 $0
Jul 27, 2022 Q2 2022
Black Diamond Financial, LLC

SELL
 -
-33.7K
Closed
$1.3M - $1.6M
0 $0
Sep 06, 2024 Q2 2022
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-30.5K
Closed
$1.18M - $1.45M
0 $0
Aug 09, 2022 Q2 2022
Reuter James Wealth Management, LLC

Oklahoma City, OK
SELL
 -
-12.5K
Closed
$482K - $592K
0 $0
Jul 26, 2022 Q2 2022
Trh Financial, LLC

SELL
 -
-11.3K
- 33.37%
$436K - $535K
22.5K $1.27M
Jul 20, 2022 Q2 2022
Center For Asset Management LLC

SELL
 -
-7.97K
Closed
$308K - $378K
0 $0
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-5.76K
Closed
$223K - $273K
0 $0
Aug 05, 2022 Q2 2022
L.M. Kohn & Company

SELL
 -
-5.6K
Closed
$216K - $265K
0 $0
Jul 19, 2022 Q2 2022
Bell Rock Capital LLC

SELL
 -
-5.32K
Closed
$206K - $253K
0 $0
Aug 11, 2022 Q2 2022
Q Pula Trading Management LP

New York, NY
SELL
 -
-4.6K
Closed
$178K - $218K
0 $0
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-4.58K
Closed
$177K - $217K
0 $0
Aug 30, 2022 Q2 2022
Fragasso Group Inc.

Pittsburgh, PA
SELL
 -
-4.32K
Closed
$167K - $205K
0 $0
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-3.81K
Closed
$147K - $181K
0 $0
Aug 09, 2022 Q2 2022
Kingsbury Capital Investment Advisors LLC

Evanston, IL
SELL
 -
-1.08K
- 15.49%
$41.8K - $51.3K
5.9K $332K
Aug 12, 2022 Q2 2022
Four Thought Financial, LLC

Venice, FL
SELL
 -
-1.04K
Closed
$40.1K - $49.2K
0 $0
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-954
Closed
$36.9K - $45.3K
0 $0
Jul 25, 2022 Q2 2022
Beacon Financial Advisory LLC

SELL
 -
-655
- 10.48%
$25.3K - $31.1K
5.6K $315K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-459
- 19.03%
$17.7K - $21.8K
1.95K $110K
Aug 04, 2022 Q2 2022
Column Capital Advisors, LLC

SELL
 -
-276
- 11.03%
$10.7K - $13.1K
2.23K $125K
Jul 28, 2022 Q2 2022
Prentice Wealth Management LLC

SELL
 -
-131
Closed
$5.07K - $6.22K
0 $0
Jul 22, 2022 Q2 2022
Dixon Hubard Feinour & Brown Inc

SELL
 -
-125
- 1.22%
$4.83K - $5.93K
10.1K $569K
Jul 05, 2022 Q2 2022
Future Financial Wealth Managment LLC

SELL
 -
-100
Closed
$3.87K - $4.75K
0 $0
Jul 18, 2022 Q2 2022
Win Advisors, Inc

SELL
 -
-96
Closed
$3.71K - $4.56K
0 $0
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

SELL
 -
-67
Closed
$2.59K - $3.18K
0 $0
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-65
Closed
$2.51K - $3.08K
0 $0
Q1 2022
May 16, 2022 Q1 2022
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-2.91M
Closed
$128M - $146M
0 $0
May 16, 2022 Q1 2022
Pfs Investments Inc.

Duluth, GA
SELL
 -
-1.14M
Closed
$50.5M - $57.3M
0 $0
May 13, 2022 Q1 2022
Founders Financial Securities LLC

SELL
 -
-381K
Closed
$16.8M - $19.1M
0 $0
Apr 26, 2022 Q1 2022
Hanlon Investment Management, Inc.

SELL
 -
-165K
Closed
$7.28M - $8.27M
0 $0
Apr 28, 2022 Q1 2022
Bank Hapoalim Bm

SELL
 -
-163K
Closed
$7.2M - $8.17M
0 $0

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