Latest Institutional Transactions on Spdr Portfolio (SPMD)
This table provides information on the latest institutional transactions involving Spdr Portfolio (SPMD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.62K+ 14.06% |
$87.9K - $96.7K
|
13.2K
$741K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-10.4K- 2.84% |
$562K - $619K
|
355K
$20M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-108- 0.66% |
$5.85K - $6.43K
|
16.4K
$921K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 2.13% |
$138K - $152K
|
117K
$6.59M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.5K- 27.67% |
$135K - $149K
|
6.53K
$368K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
8.69KNew |
$470K - $517K
|
8.69K
$489K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.69K- 5.6% |
$200K - $220K
|
62.3K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.63K+ 55.53% |
$142K - $156K
|
7.36K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
862+ 1231.43% |
$46.7K - $51.3K
|
932
$52.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.21K- 14.72% |
$65.7K - $72.3K
|
7.04K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13K- 7.6% |
$701K - $771K
|
157K
$8.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.98K+ 4.17% |
$270K - $297K
|
124K
$7.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 13.13% |
$113K - $124K
|
13.8K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.3K+ 4.25% |
$667K - $734K
|
302K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.01M+ 227.52% |
$54.8M - $60.3M
|
1.46M
$82M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.56K+ 3.42% |
$138K - $152K
|
77.2K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.02% |
$54.1 - $59.6
|
5.11K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.76KNew |
$474K - $522K
|
8.76K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-50- 0.37% |
$2.71K - $2.98K
|
13.5K
$759K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
22.5K+ 6.39% |
$1.22M - $1.34M
|
374K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.64K+ 1.98% |
$88.8K - $97.7K
|
84.3K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.29KNew |
$232K - $255K
|
4.29K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
151New |
$8.17K - $8.99K
|
151
$8.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.4K+ 10.3% |
$619K - $681K
|
122K
$6.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
17.2K+ 4.57% |
$933K - $1.03M
|
394K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.98M+ 199.14% |
$107M - $118M
|
2.97M
$167M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
81+ 0.4% |
$4.38K - $4.82K
|
20.3K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
647K+ 3.74% |
$35M - $38.6M
|
17.9M
$1.01B
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
156+ 3.01% |
$8.44K - $9.29K
|
5.34K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
639+ 0.54% |
$34.6K - $38.1K
|
118K
$6.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
928+ 1.29% |
$50.2K - $55.3K
|
73K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.56K- 3.0% |
$301K - $331K
|
180K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-744- 0.48% |
$40.3K - $44.3K
|
153K
$8.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.5K+ 8.69% |
$2.84M - $3.13M
|
657K
$37M
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
103KNew |
$5.56M - $6.11M
|
103K
$5.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.6K+ 6.93% |
$1.55M - $1.7M
|
441K
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-645- 0.6% |
$34.9K - $38.4K
|
106K
$5.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.74M+ 5.11% |
$203M - $223M
|
77M
$4.33B
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-47- 46.53% |
$2.54K - $2.8K
|
54
$3.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.4KNew |
$723K - $796K
|
13.4K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.8K+ 34.0% |
$800K - $880K
|
58.3K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-72- 83.72% |
$3.9K - $4.29K
|
14
$788
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-701- 2.94% |
$37.9K - $41.8K
|
23.1K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-193K- 3.46% |
$10.5M - $11.5M
|
5.39M
$303M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-531- 2.1% |
$28.7K - $31.6K
|
24.7K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
89+ 1.94% |
$4.82K - $5.3K
|
4.68K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-137K- 77.64% |
$7.42M - $8.17M
|
39.5K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
11.3K+ 4.97% |
$610K - $672K
|
238K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
198KNew |
$10.7M - $11.8M
|
198K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.68KNew |
$199K - $219K
|
3.68K
$207K
|