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 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
178New |
$7.69K - $8.51K
|
178
$10.1K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-2.38K- 14.87% |
$103K - $114K
|
13.6K
$774K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
179New |
$7.56K - $8.21K
|
179
$10.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-210- 4.49% |
$8.86K - $9.64K
|
4.47K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-342- 2.32% |
$14.4K - $15.7K
|
14.4K
$820K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$42.2 - $45.9
|
5.91K
$336K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
23KNew |
$969K - $1.05M
|
23K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
10.2KNew |
$431K - $468K
|
10.2K
$580K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.85K- 2.53% |
$163K - $177K
|
148K
$8.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.52% |
$42.2 - $45.9
|
193
$11K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-553- 89.77% |
$23.3K - $25.4K
|
63
$3.58K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500New |
$21.1K - $22.9K
|
500
$28.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-39.4K- 88.37% |
$1.66M - $1.81M
|
5.19K
$295K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
198+ 30.09% |
$8.36K - $9.09K
|
856
$48.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
45.6KNew |
$1.93M - $2.09M
|
45.6K
$2.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.65K- 19.51% |
$69.6K - $75.6K
|
6.8K
$387K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-183- 22.13% |
$7.72K - $8.4K
|
644
$36.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-90.6K- 76.28% |
$3.83M - $4.16M
|
28.2K
$1.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.02KNew |
$43.1K - $46.9K
|
1.02K
$58.1K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26Closed |
$1.08K - $1.24K
|
0
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
472New |
$19.7K - $22.5K
|
472
$26.8K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
37.5KNew |
$1.56M - $1.79M
|
37.5K
$2.13M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
119KNew |
$4.96M - $5.68M
|
119K
$6.77M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.64KNew |
$193K - $221K
|
4.64K
$264K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
867New |
$36.1K - $41.4K
|
867
$49.3K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.6KNew |
$66.5K - $76.1K
|
1.6K
$90.7K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.48% |
$41.7 - $47.7
|
210
$11.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-889- 11.85% |
$37K - $42.4K
|
6.61K
$376K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
24New |
$1K - $1.15K
|
24
$1.37K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
124New |
$5.17K - $5.92K
|
124
$7.05K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
22.6KNew |
$941K - $1.08M
|
22.6K
$1.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
554New |
$23.1K - $26.4K
|
554
$31.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
223New |
$9.29K - $10.6K
|
223
$12.7K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-190- 3.88% |
$7.92K - $9.07K
|
4.7K
$267K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.94K- 3.96% |
$123K - $140K
|
71.3K
$4.06M
|
|
| Q4 2022 | |||||||
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.8KClosed |
$424K - $487K
|
0
$0
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-277Closed |
$10.9K - $12.5K
|
0
$0
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
16.1KNew |
$632K - $726K
|
16.1K
$914K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.89KNew |
$74.2K - $85.3K
|
1.89K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 0.81% |
$275 - $316
|
853
$48.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-300- 2.04% |
$11.8K - $13.6K
|
14.4K
$819K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.1KNew |
$1.42M - $1.63M
|
36.1K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
14.3KNew |
$564K - $648K
|
14.3K
$815K
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
1.04MNew |
$40.9M - $47M
|
1.04M
$59.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
341New |
$13.4K - $15.4K
|
341
$19.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
333New |
$13.1K - $15.1K
|
333
$18.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-241- 3.65% |
$9.48K - $10.9K
|
6.37K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.5K+ 30.73% |
$533K - $612K
|
57.6K
$3.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
24.5KNew |
$964K - $1.11M
|
24.5K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.94K+ 11.0% |
$76.3K - $87.7K
|
19.6K
$1.11M
|
|