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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-430Closed |
$20.1K - $21.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-74.6KClosed |
$3.48M - $3.8M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
22.5KNew |
$1.05M - $1.15M
|
22.5K
$1.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
253KNew |
$11.8M - $12.9M
|
253K
$14.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-94- 1.56% |
$4.38K - $4.79K
|
5.92K
$337K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-8.3KClosed |
$387K - $423K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.9KClosed |
$88.6K - $96.8K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
128New |
$5.97K - $6.52K
|
128
$7.28K
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
SELL
|
- |
-4.94KClosed |
$230K - $252K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
124New |
$5.59K - $6.04K
|
124
$7.05K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.24KClosed |
$191K - $207K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-27.9KClosed |
$1.26M - $1.36M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.29KClosed |
$193K - $209K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-5.7KClosed |
$257K - $277K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-7.9KClosed |
$356K - $384K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.38KClosed |
$62K - $67K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-2Closed |
$90.1 - $97.3
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-82.2KClosed |
$3.7M - $4M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.81K- 97.33% |
$217K - $234K
|
132
$7.51K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-9Closed |
$405 - $438
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-50KClosed |
$2.25M - $2.43M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
25New |
$1.13K - $1.22K
|
25
$1.42K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
52.3KNew |
$2.36M - $2.55M
|
52.3K
$2.98M
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-5.88KClosed |
$265K - $286K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-215Closed |
$9.69K - $10.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-89.1KClosed |
$4.09M - $4.33M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
12.2KNew |
$558K - $591K
|
12.2K
$692K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.61KClosed |
$73.9K - $78.3K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-13Closed |
$596 - $632
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
482New |
$22.1K - $23.4K
|
482
$27.4K
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-621Closed |
$28.5K - $30.2K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-209Closed |
$9.59K - $10.2K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
BUY
|
- |
14.9KNew |
$683K - $723K
|
14.9K
$847K
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-126Closed |
$5.78K - $6.12K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.77KClosed |
$70.5K - $83.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-260Closed |
$10.3K - $12.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-420Closed |
$16.7K - $19.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.8KClosed |
$469K - $555K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-66.4KClosed |
$2.64M - $3.13M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-320Closed |
$12.7K - $15.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.53KClosed |
$220K - $261K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-7.1KClosed |
$282K - $334K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.47KClosed |
$58.4K - $69.1K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-1.05KClosed |
$41.8K - $49.5K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-570Closed |
$22.7K - $26.8K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-77Closed |
$2.55K - $3.12K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-989Closed |
$32.7K - $40.1K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-7.81KClosed |
$258K - $317K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
151New |
$4.99K - $6.13K
|
151
$8.59K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-13Closed |
$430 - $527
|
0
$0
|
|