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 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
$5.2M
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-502Closed |
$16.4K - $18.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Copperwynd Financial, LLC
|
SELL
|
- |
-83.9KClosed |
$2.83M - $2.91M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-80KClosed |
$2.7M - $2.78M
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Access Financial Services, Inc.
|
SELL
|
- |
-18.7KClosed |
$631K - $650K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-436Closed |
$14.7K - $15.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 10, 2019
Q2 2019
|
Churchill Management Corp
|
SELL
|
- |
-55.5KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
D. Scott Neal, Inc.
|
SELL
|
- |
-9.14KClosed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-6.21KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.23KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-2.5KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-556Closed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-84Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Cooper Financial Group
|
SELL
|
- |
-103KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10.8KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-8.22KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-22Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 29, 2019
Q4 2018
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-132KClosed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-112KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Compass Financial Group, Inc.
|
SELL
|
- |
-92.9KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-5.78KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-430Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12.9KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.44KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
May 07, 2020
Q2 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-40.6KClosed |
N/A
|
0
$0
|
|
|
Sep 04, 2018
Q2 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-796Closed |
N/A
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-193Closed |
N/A
|
0
$0
|
|