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 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-320Closed |
$12.7K - $15.1K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-260Closed |
$10.3K - $12.2K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 01, 2021
Q4 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-7.81KClosed |
$258K - $317K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-989Closed |
$32.7K - $40.1K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-77Closed |
$2.55K - $3.12K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-13Closed |
$430 - $527
|
0
$0
|
|
Q3 2020 | |||||||
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-52.8KClosed |
$1.62M - $1.82M
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-50.8KClosed |
$1.56M - $1.76M
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11.2KClosed |
$344K - $387K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.77KClosed |
$208K - $234K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6.64KClosed |
$204K - $229K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-6.59KClosed |
$202K - $228K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-776Closed |
$23.8K - $26.8K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-102- 1.96% |
$3.13K - $3.52K
|
5.1K
$278K
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-4Closed |
$123 - $138
|
0
$0
|
|
Q2 2020 | |||||||
Jul 16, 2020
Q2 2020
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-323KClosed |
$7.58M - $11.1M
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-188KClosed |
$4.4M - $6.42M
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-30KClosed |
$703K - $1.03M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Brightworth
|
SELL
|
- |
-26.2KClosed |
$615K - $898K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-9.9KClosed |
$232K - $339K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-9.12KClosed |
$214K - $312K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-6.59KClosed |
$155K - $226K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-371Closed |
$8.7K - $12.7K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-75Closed |
$1.76K - $2.57K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-42- 18.18% |
$985 - $1.44K
|
189
$10.3K
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-2.16MClosed |
$46.1M - $79.8M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Marcum Wealth, LLC
|
SELL
|
- |
-803KClosed |
$17.2M - $29.7M
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Annex Advisory Services, LLC
|
SELL
|
- |
-252KClosed |
$5.38M - $9.32M
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-82.5KClosed |
$1.76M - $3.05M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-41.4KClosed |
$885K - $1.53M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-33.1KClosed |
$707K - $1.22M
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Lantz Financial LLC
|
SELL
|
- |
-30.8KClosed |
$658K - $1.14M
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-22.2KClosed |
$475K - $822K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Smart Money Group LLC
|
SELL
|
- |
-22.2KClosed |
$474K - $821K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-11.5KClosed |
$246K - $425K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-11.2KClosed |
$240K - $415K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Windsor Group LTD
|
SELL
|
- |
-9.43KClosed |
$202K - $349K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Grimes & Company, Inc.
|
SELL
|
- |
-8.71KClosed |
$186K - $323K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.34KClosed |
$157K - $272K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Wt Wealth Management
|
SELL
|
- |
-7KClosed |
$150K - $259K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.92KClosed |
$148K - $256K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-6.85KClosed |
$146K - $253K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-6.36KClosed |
$136K - $235K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-4.04KClosed |
$86.5K - $150K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.11KClosed |
$45.2K - $78.2K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.27KClosed |
$27.1K - $46.9K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-591Closed |
$12.6K - $21.9K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.8KClosed |
$449K - $502K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.08KClosed |
$198K - $221K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Lvz, Inc.
|
SELL
|
- |
-3.07K- 3.03% |
$100K - $112K
|
98.3K
$5.37M
|