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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
68+ 0.11% |
$3.42K - $3.73K
|
62.8K
$3.57M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
571+ 1.06% |
$28.7K - $31.4K
|
54.4K
$3.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
5.35K+ 3.83% |
$269K - $294K
|
145K
$8.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-706- 35.95% |
$35.5K - $38.8K
|
1.26K
$71.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-168- 0.92% |
$8.45K - $9.23K
|
18.1K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
8.45K+ 19.98% |
$425K - $464K
|
50.7K
$2.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
37.3K+ 6.27% |
$1.88M - $2.05M
|
633K
$36M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.63K+ 2.45% |
$132K - $145K
|
110K
$6.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
122K+ 8.02% |
$6.12M - $6.69M
|
1.64M
$93.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
29.9KNew |
$1.5M - $1.64M
|
29.9K
$1.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
34.1K+ 81.68% |
$1.72M - $1.88M
|
75.9K
$4.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
44.3K+ 4.9% |
$2.23M - $2.43M
|
948K
$53.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-23- 0.14% |
$1.16K - $1.26K
|
16.5K
$937K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.41K- 1.16% |
$323K - $352K
|
545K
$31M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
27.3K+ 41.43% |
$1.37M - $1.5M
|
93.3K
$5.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-951- 3.6% |
$47.8K - $52.2K
|
25.5K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-613- 2.05% |
$30.8K - $33.7K
|
29.3K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
955+ 22.61% |
$48K - $52.4K
|
5.18K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.31K- 17.25% |
$66K - $72.1K
|
6.29K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.79K+ 9.89% |
$493K - $538K
|
109K
$6.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.16K- 35.86% |
$58.3K - $63.7K
|
2.08K
$118K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.9K+ 3.06% |
$95.3K - $104K
|
63.9K
$3.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-354- 4.68% |
$17.8K - $19.4K
|
7.21K
$410K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-182- 0.47% |
$9.15K - $10K
|
38.6K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-500- 50.0% |
$25.1K - $27.5K
|
500
$28.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 11.74% |
$133K - $145K
|
19.8K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.85K+ 5.07% |
$93.1K - $102K
|
38.4K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
8.34K+ 4.34% |
$419K - $458K
|
201K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
24+ 0.36% |
$1.21K - $1.32K
|
6.69K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
10.8KNew |
$542K - $592K
|
10.8K
$613K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
97+ 0.41% |
$4.88K - $5.33K
|
23.8K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
77+ 0.29% |
$3.87K - $4.23K
|
26.9K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
14+ 0.32% |
$704 - $769
|
4.33K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
711+ 6.05% |
$35.8K - $39K
|
12.5K
$709K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-57- 0.43% |
$2.87K - $3.13K
|
13.1K
$744K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.48K+ 8.87% |
$225K - $246K
|
55K
$3.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
6New |
$302 - $330
|
6
$341
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
4.24KNew |
$213K - $233K
|
4.24K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
19New |
$956 - $1.04K
|
19
$1.08K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.67K- 16.63% |
$84.1K - $91.8K
|
8.39K
$477K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.98KNew |
$200K - $219K
|
3.98K
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.44K+ 36.56% |
$72.3K - $78.9K
|
5.37K
$305K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.46M+ 4.96% |
$174M - $190M
|
73.3M
$4.17B
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
2.08K+ 3.26% |
$105K - $114K
|
66K
$3.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.15K+ 2.95% |
$158K - $173K
|
110K
$6.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
22.9K+ 20.61% |
$1.15M - $1.26M
|
134K
$7.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.62K- 34.7% |
$132K - $144K
|
4.94K
$281K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9.45K- 16.96% |
$475K - $519K
|
46.3K
$2.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.22K+ 3.6% |
$112K - $122K
|
63.9K
$3.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
43New |
$2.16K - $2.36K
|
43
$2.45K
|