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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.51K- 20.71% |
$67.6K - $82K
|
5.77K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-859- 8.16% |
$38.6K - $46.7K
|
9.66K
$541K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.42K- 32.35% |
$109K - $132K
|
5.07K
$284K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.37K- 5.77% |
$61.4K - $74.3K
|
22.3K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3+ 0.04% |
$135 - $163
|
6.73K
$377K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14.3K+ 52977.78% |
$642K - $778K
|
14.3K
$802K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-26.9K- 13.72% |
$1.21M - $1.46M
|
169K
$9.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-10.8K- 5.69% |
$483K - $586K
|
179K
$9.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-842- 13.08% |
$37.8K - $45.8K
|
5.6K
$313K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-7.69K- 33.89% |
$345K - $418K
|
15K
$840K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
28+ 0.38% |
$1.26K - $1.52K
|
7.36K
$412K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.06K+ 50.89% |
$92.7K - $112K
|
6.12K
$343K
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-16.8K- 49.8% |
$755K - $914K
|
16.9K
$948K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
275K+ 4.31% |
$12.3M - $14.9M
|
6.64M
$372M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.3K- 12.25% |
$103K - $125K
|
16.5K
$921K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.94K- 38.11% |
$132K - $160K
|
4.78K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-4- 2.56% |
$180 - $218
|
152
$8.51K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
56.5K+ 23.68% |
$2.53M - $3.07M
|
295K
$16.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.55K- 2.4% |
$69.4K - $84K
|
62.7K
$3.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-24.3K- 15.3% |
$1.09M - $1.32M
|
134K
$7.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.04K- 7.16% |
$91.4K - $111K
|
26.4K
$1.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
94.3K+ 10.06% |
$4.23M - $5.13M
|
1.03M
$57.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.93K+ 4.91% |
$86.8K - $105K
|
41.3K
$2.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
3.12K+ 6.74% |
$140K - $169K
|
49.3K
$2.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
90+ 1.72% |
$4.04K - $4.89K
|
5.31K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
20+ 0.38% |
$898 - $1.09K
|
5.35K
$300K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.05K- 46.92% |
$271K - $329K
|
6.84K
$383K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
58.5K+ 854.44% |
$2.63M - $3.18M
|
65.3K
$3.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-901- 1.65% |
$40.4K - $49K
|
53.8K
$3.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.69KNew |
$255K - $309K
|
5.69K
$319K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.01K+ 15.71% |
$45.3K - $54.9K
|
7.44K
$417K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
13.1KNew |
$586K - $710K
|
13.1K
$731K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-3.56K- 9.92% |
$160K - $194K
|
32.3K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.03K- 2.68% |
$46.2K - $56K
|
37.5K
$2.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
14.5K+ 6.67% |
$650K - $788K
|
232K
$13M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.3KNew |
$193K - $234K
|
4.3K
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
332+ 3.71% |
$14.9K - $18.1K
|
9.28K
$519K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-129- 1.14% |
$5.79K - $7.02K
|
11.2K
$626K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-169- 3.02% |
$7.59K - $9.19K
|
5.43K
$304K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-24- 0.15% |
$1.08K - $1.31K
|
16K
$897K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
19.1K+ 5.02% |
$856K - $1.04M
|
399K
$22.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-17- 0.19% |
$763 - $924
|
9.14K
$512K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
60.1K+ 10.61% |
$2.7M - $3.27M
|
627K
$35.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.76KNew |
$169K - $204K
|
3.76K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
16.6K+ 8.08% |
$747K - $905K
|
223K
$12.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.1K+ 43.58% |
$319K - $386K
|
23.4K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.6K+ 6.42% |
$71.8K - $87K
|
26.5K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.47K- 49.26% |
$246K - $298K
|
5.64K
$316K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-643- 4.72% |
$28.9K - $35K
|
13K
$727K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9.85K+ 4.6% |
$442K - $536K
|
224K
$12.6M
|