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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.57K+ 7.13% |
$518K - $570K
|
144K
$8.16M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.34K+ 10.12% |
$72.3K - $79.5K
|
14.5K
$825K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.01K- 7.05% |
$217K - $239K
|
52.9K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.9K+ 8.15% |
$265K - $292K
|
65K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.86K- 17.16% |
$155K - $170K
|
13.8K
$784K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.61K- 8.0% |
$87K - $95.7K
|
18.5K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.43% |
$108 - $119
|
460
$26.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-149- 2.07% |
$8.07K - $8.87K
|
7.06K
$401K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$379 - $417
|
4K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-421- 4.75% |
$22.8K - $25.1K
|
8.45K
$480K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.8K+ 6.8% |
$692K - $761K
|
201K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.99K+ 7.25% |
$216K - $237K
|
59K
$3.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 2.97% |
$1.05M - $1.16M
|
673K
$38.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.15K- 7.06% |
$62.3K - $68.6K
|
15.1K
$860K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
4.43K+ 2.87% |
$240K - $264K
|
159K
$9.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
146KNew |
$7.91M - $8.71M
|
146K
$8.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-218- 0.97% |
$11.8K - $13K
|
22.3K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
4.92KNew |
$266K - $293K
|
4.92K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.25% |
$1.08K - $1.19K
|
7.88K
$447K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.92KNew |
$320K - $353K
|
5.92K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
22.2K+ 23.83% |
$1.2M - $1.32M
|
115K
$6.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.42K- 3.55% |
$185K - $204K
|
93.1K
$5.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
90New |
$4.87K - $5.36K
|
90
$5.11K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.52K+ 25.23% |
$82.2K - $90.5K
|
7.54K
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-242- 5.94% |
$13.1K - $14.4K
|
3.83K
$218K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-12.3K- 31.94% |
$667K - $734K
|
26.3K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.17K- 10.66% |
$63.4K - $69.7K
|
9.81K
$557K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-11- 0.25% |
$595 - $655
|
4.32K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
39.5KNew |
$2.14M - $2.35M
|
39.5K
$2.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 1.68% |
$62K - $68.2K
|
69.3K
$3.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-12.4K- 85.58% |
$673K - $740K
|
2.1K
$119K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-8.68K- 6.24% |
$470K - $517K
|
130K
$7.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
41.2K+ 4.83% |
$2.23M - $2.45M
|
893K
$50.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.43K+ 37.02% |
$456K - $502K
|
31.2K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-285- 7.16% |
$15.4K - $17K
|
3.7K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
75.4KNew |
$4.08M - $4.49M
|
75.4K
$4.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-191- 1.06% |
$10.3K - $11.4K
|
17.9K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.02K- 2.44% |
$109K - $120K
|
80.8K
$4.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.83KNew |
$478K - $526K
|
8.83K
$501K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-422- 1.44% |
$22.8K - $25.1K
|
28.9K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.64K+ 37.34% |
$305K - $336K
|
20.7K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.54K- 2.86% |
$246K - $270K
|
154K
$8.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
36+ 0.33% |
$1.95K - $2.14K
|
11K
$624K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.25K+ 24.84% |
$67.6K - $74.3K
|
6.27K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.39K+ 9.48% |
$75.4K - $83K
|
16.1K
$914K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.3K+ 5.9% |
$557K - $613K
|
185K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.07% |
$162 - $179
|
4.21K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.43KNew |
$402K - $442K
|
7.43K
$422K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
912+ 18.68% |
$49.4K - $54.3K
|
5.8K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
24.9KNew |
$1.35M - $1.48M
|
24.9K
$1.42M
|