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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
348K+ 13.23% |
$15.6M - $18.9M
|
2.98M
$163M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.2K+ 7.1% |
$1.53M - $1.86M
|
515K
$28.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
458K+ 117.82% |
$20.6M - $24.9M
|
847K
$46.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
108+ 0.48% |
$4.85K - $5.87K
|
22.6K
$1.24M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
260New |
$11.7K - $14.1K
|
260
$14.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2.9K- 20.57% |
$130K - $158K
|
11.2K
$614K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
34.7K+ 248.61% |
$1.56M - $1.89M
|
48.6K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.04KNew |
$46.5K - $56.3K
|
1.04K
$56.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
348K+ 31.97% |
$15.6M - $18.9M
|
1.43M
$78.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
312+ 0.37% |
$14K - $17K
|
85.2K
$4.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.2K+ 5.1% |
$773K - $936K
|
355K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.74K+ 11.25% |
$78.1K - $94.6K
|
17.2K
$942K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-50- 0.36% |
$2.24K - $2.72K
|
13.8K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
SELL
|
- |
-1.5K- 0.97% |
$67.1K - $81.3K
|
152K
$8.35M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.46K- 4.01% |
$335K - $405K
|
179K
$9.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.5K+ 11.23% |
$2.09M - $2.53M
|
461K
$25.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
697New |
$31.3K - $37.9K
|
697
$38.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26KNew |
$1.17M - $1.41M
|
26K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.8K- 2.42% |
$711K - $861K
|
638K
$35M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-398- 0.06% |
$17.9K - $21.6K
|
638K
$35M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-767- 6.82% |
$34.4K - $41.7K
|
10.5K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.37KNew |
$331K - $401K
|
7.37K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-18.5K- 15.62% |
$831K - $1.01M
|
100K
$5.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-11- 11.83% |
$494 - $598
|
82
$4.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.5K+ 16.38% |
$877K - $1.06M
|
139K
$7.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.68KNew |
$165K - $200K
|
3.68K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.4K+ 4.8% |
$1.05M - $1.27M
|
510K
$28M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.9K- 3.05% |
$175K - $212K
|
124K
$6.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.2KNew |
$1.13M - $1.37M
|
25.2K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.5K+ 22.75% |
$649K - $787K
|
78K
$4.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-55- 0.6% |
$2.47K - $2.99K
|
9.09K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-50- 2.8% |
$2.24K - $2.72K
|
1.74K
$95.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.97K+ 4.37% |
$88.6K - $107K
|
47.2K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.21KNew |
$54.1K - $65.5K
|
1.21K
$66.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-532K- 37.09% |
$23.9M - $29M
|
903K
$49.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.71K- 0.52% |
$436K - $528K
|
1.87M
$103M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-72.3K- 39.16% |
$3.25M - $3.93M
|
112K
$6.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.02K+ 5.64% |
$225K - $273K
|
93.9K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.9K- 17.65% |
$85.1K - $103K
|
8.84K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11K+ 14.98% |
$494K - $598K
|
84.4K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-25.1K- 7.49% |
$1.12M - $1.36M
|
309K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.87K+ 13.73% |
$129K - $156K
|
23.7K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.74K+ 152.62% |
$302K - $366K
|
11.2K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.27M+ 7.11% |
$57.1M - $69.1M
|
19.2M
$1.05B
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
86+ 0.9% |
$3.86K - $4.68K
|
9.67K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.96K+ 2.65% |
$88.1K - $107K
|
76.1K
$4.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.4K+ 3.88% |
$1.27M - $1.54M
|
760K
$41.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
51.8KNew |
$2.33M - $2.82M
|
51.8K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 9.77% |
$1.22M - $1.48M
|
306K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.43K- 2.21% |
$109K - $132K
|
108K
$5.91M
|