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 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.4KNew |
$723K - $796K
|
13.4K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.8K+ 34.0% |
$800K - $880K
|
58.3K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-72- 83.72% |
$3.9K - $4.29K
|
14
$741
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-701- 2.94% |
$37.9K - $41.8K
|
23.1K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-193K- 3.46% |
$10.5M - $11.5M
|
5.39M
$285M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-531- 2.1% |
$28.7K - $31.6K
|
24.7K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
89+ 1.94% |
$4.82K - $5.3K
|
4.68K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-137K- 77.64% |
$7.42M - $8.17M
|
39.5K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
11.3K+ 4.97% |
$610K - $672K
|
238K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
198KNew |
$10.7M - $11.8M
|
198K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.68KNew |
$199K - $219K
|
3.68K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
173K+ 8.43% |
$9.39M - $10.3M
|
2.23M
$118M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.93K+ 39.1% |
$429K - $472K
|
28.2K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
15+ 0.22% |
$812 - $893
|
6.88K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-62.2K- 83.69% |
$3.37M - $3.71M
|
12.1K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.8K+ 15.33% |
$260K - $286K
|
36.1K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.1K+ 49.38% |
$1.25M - $1.37M
|
69.7K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.1K+ 110.0% |
$59.5K - $65.5K
|
2.1K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-98- 1.86% |
$5.3K - $5.84K
|
5.17K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
526K+ 8594.77% |
$28.5M - $31.3M
|
532K
$28.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22KNew |
$1.19M - $1.31M
|
22K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
290K+ 27.88% |
$15.7M - $17.3M
|
1.33M
$70.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.6K- 8.43% |
$86.7K - $95.4K
|
17.4K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
2.48KNew |
$134K - $148K
|
2.48K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
99KNew |
$5.36M - $5.9M
|
99K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
69.9KNew |
$3.79M - $4.17M
|
69.9K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-25.2K- 11.88% |
$1.36M - $1.5M
|
187K
$9.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14- 0.26% |
$758 - $834
|
5.37K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.03% |
$54.1 - $59.6
|
3.75K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
60+ 0.86% |
$3.25K - $3.57K
|
7.01K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
489New |
$26.5K - $29.1K
|
489
$25.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
42New |
$2.27K - $2.5K
|
42
$2.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.05K- 30.3% |
$273K - $301K
|
11.6K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.44K+ 8.21% |
$348K - $383K
|
84.8K
$4.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.4K+ 800.0% |
$1.86M - $2.05M
|
38.7K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3K+ 12.37% |
$70.4K - $77.5K
|
11.8K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
34.1K+ 181.14% |
$1.85M - $2.03M
|
53K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-263- 1.33% |
$14.2K - $15.7K
|
19.4K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-7.9K- 21.01% |
$427K - $470K
|
29.7K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.56% |
$54.1 - $59.6
|
181
$9.58K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
959+ 7.79% |
$51.9K - $57.1K
|
13.3K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
377+ 0.76% |
$20.4K - $22.5K
|
50.3K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 20.0% |
$325 - $357
|
36
$1.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.17% |
$54.1 - $59.6
|
584
$30.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-919- 9.9% |
$49.7K - $54.7K
|
8.36K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
111+ 1.91% |
$6.01K - $6.61K
|
5.93K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.34K- 0.99% |
$127K - $139K
|
234K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.88K- 3.01% |
$210K - $231K
|
125K
$6.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.2K+ 89.45% |
$769K - $846K
|
30.1K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.58K- 5.85% |
$194K - $213K
|
57.5K
$3.04M
|