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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
791+ 9.59% |
$39.7K - $45.7K
|
9.04K
$506K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.92K+ 37.84% |
$147K - $169K
|
10.6K
$596K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-70- 87.5% |
$3.51K - $4.04K
|
10
$560
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.52K+ 2.94% |
$177K - $203K
|
123K
$6.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
7.48K+ 11.56% |
$376K - $432K
|
72.2K
$4.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-1.3K- 4.93% |
$65K - $74.8K
|
25K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-688- 8.66% |
$34.5K - $39.7K
|
7.25K
$406K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-7.71K- 23.73% |
$387K - $445K
|
24.8K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
27.4KNew |
$1.37M - $1.58M
|
27.4K
$1.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
4.73KNew |
$238K - $273K
|
4.73K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.82K+ 2.92% |
$91.4K - $105K
|
64.1K
$3.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4.38K+ 11.08% |
$220K - $253K
|
43.9K
$2.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.28K+ 109166.67% |
$164K - $189K
|
3.28K
$184K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
190K+ 11.09% |
$9.52M - $10.9M
|
1.9M
$106M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.38% |
$100 - $115
|
529
$29.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
556New |
$27.9K - $32.1K
|
556
$31.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
5.71KNew |
$287K - $330K
|
5.71K
$320K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.16K- 23.33% |
$109K - $125K
|
7.11K
$398K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.06K+ 68.08% |
$254K - $292K
|
12.5K
$699K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
132New |
$7.15K - $7.86K
|
132
$7.39K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-281K- 19.82% |
$15.2M - $16.7M
|
1.14M
$63.6M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-199- 1.01% |
$10.8K - $11.9K
|
19.4K
$1.09M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-6.53K- 10.53% |
$353K - $389K
|
55.5K
$3.11M
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
3.82KNew |
$207K - $228K
|
3.82K
$214K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
998New |
$54K - $59.4K
|
998
$55.9K
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.17K- 1.06% |
$63.2K - $69.6K
|
109K
$6.1M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
586New |
$31.7K - $34.9K
|
586
$32.8K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-18.3K- 83.09% |
$989K - $1.09M
|
3.72K
$208K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.51KNew |
$298K - $328K
|
5.51K
$309K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.45K- 23.81% |
$241K - $265K
|
14.2K
$798K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
601New |
$32.5K - $35.8K
|
601
$33.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.5K- 27.67% |
$135K - $149K
|
6.53K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
862+ 1231.43% |
$46.7K - $51.3K
|
932
$52.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.21K- 14.72% |
$65.7K - $72.3K
|
7.04K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
151New |
$8.17K - $8.99K
|
151
$8.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.98M+ 199.14% |
$107M - $118M
|
2.97M
$166M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-47- 46.53% |
$2.54K - $2.8K
|
54
$3.02K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-72- 83.72% |
$3.9K - $4.29K
|
14
$784
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
11.3K+ 4.97% |
$610K - $672K
|
238K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
2.48KNew |
$134K - $148K
|
2.48K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
99KNew |
$5.36M - $5.9M
|
99K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
42New |
$2.27K - $2.5K
|
42
$2.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.56% |
$54.1 - $59.6
|
181
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
377+ 0.76% |
$20.4K - $22.5K
|
50.3K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.17% |
$54.1 - $59.6
|
584
$32.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-34- 1.47% |
$1.84K - $2.03K
|
2.28K
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.2K- 15.28% |
$119K - $131K
|
12.2K
$683K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-29.1K- 43.84% |
$1.57M - $1.73M
|
37.2K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
8+ 5.1% |
$433 - $476
|
165
$9.24K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
108+ 1800.0% |
$5.85K - $6.43K
|
114
$6.38K
|
|