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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.66K+ 55.32% |
$335K - $366K
|
18.7K
$1.06M
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3+ 0.06% |
$151 - $165
|
5K
$285K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
10.5KNew |
$529K - $578K
|
10.5K
$598K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
152KNew |
$7.66M - $8.37M
|
152K
$8.67M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-28.7K- 71.03% |
$1.44M - $1.57M
|
11.7K
$665K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7+ 0.06% |
$352 - $384
|
10.8K
$617K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-163K- 62.77% |
$8.18M - $8.93M
|
96.5K
$5.49M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-282- 2.04% |
$14.2K - $15.5K
|
13.5K
$770K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
33+ 0.17% |
$1.66K - $1.81K
|
19K
$1.08M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-2.05K- 10.17% |
$103K - $113K
|
18.1K
$1.03M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-70- 14.14% |
$3.52K - $3.84K
|
425
$24.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.8K+ 0.86% |
$141K - $154K
|
329K
$18.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.17% |
$50.3 - $54.9
|
583
$33.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.48K- 7.48% |
$74.4K - $81.3K
|
18.3K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
97+ 0.85% |
$4.88K - $5.33K
|
11.5K
$657K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-38- 0.7% |
$1.91K - $2.09K
|
5.38K
$306K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.54K- 2.89% |
$279K - $304K
|
186K
$10.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
151New |
$7.59K - $8.29K
|
151
$8.59K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
53+ 0.79% |
$2.67K - $2.91K
|
6.79K
$386K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-750- 10.68% |
$37.7K - $41.2K
|
6.27K
$357K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-77- 0.64% |
$3.87K - $4.23K
|
11.9K
$679K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.15K- 23.52% |
$58K - $63.4K
|
3.75K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
34.4KNew |
$1.73M - $1.89M
|
34.4K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.1K+ 10.32% |
$1.71M - $1.87M
|
364K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.66KNew |
$285K - $311K
|
5.66K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.03M+ 6.32% |
$51.7M - $56.4M
|
17.3M
$983M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.02K- 1.05% |
$101K - $111K
|
189K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
43.7KNew |
$2.2M - $2.4M
|
43.7K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.54K- 0.61% |
$128K - $139K
|
412K
$23.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10K+ 50.46% |
$503K - $549K
|
29.8K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-107- 0.16% |
$5.38K - $5.88K
|
65.3K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 12.5% |
$503 - $549
|
90
$5.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.5K+ 11.39% |
$2.29M - $2.5M
|
445K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44K+ 2.19% |
$2.21M - $2.42M
|
2.06M
$117M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.1% |
$201 - $220
|
4.2K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.9K+ 8.84% |
$549K - $600K
|
135K
$7.65M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
100K+ 3.82% |
$5.05M - $5.52M
|
2.73M
$155M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.2K- 23.05% |
$1.67M - $1.83M
|
111K
$6.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.12K+ 25.92% |
$258K - $281K
|
24.9K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$101 - $110
|
15.9K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.02K+ 3.21% |
$454K - $495K
|
290K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
19.3K+ 5.39% |
$971K - $1.06M
|
377K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.8K+ 60.27% |
$1.75M - $1.91M
|
92.7K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-136K- 53.15% |
$6.81M - $7.44M
|
119K
$6.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.1K+ 18.88% |
$862K - $942K
|
108K
$6.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.1K+ 6.17% |
$660K - $721K
|
226K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
93.3K+ 22.47% |
$4.69M - $5.12M
|
508K
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
519+ 2.5% |
$26.1K - $28.5K
|
21.3K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55- 3.42% |
$2.77K - $3.02K
|
1.55K
$88.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-934- 2.53% |
$47K - $51.3K
|
35.9K
$2.04M
|