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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
13.1KNew |
$586K - $710K
|
13.1K
$731K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-3.56K- 9.92% |
$160K - $194K
|
32.3K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.03K- 2.68% |
$46.2K - $56K
|
37.5K
$2.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
14.5K+ 6.67% |
$650K - $788K
|
232K
$13M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.3KNew |
$193K - $234K
|
4.3K
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
332+ 3.71% |
$14.9K - $18.1K
|
9.28K
$519K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-129- 1.14% |
$5.79K - $7.02K
|
11.2K
$626K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-169- 3.02% |
$7.59K - $9.19K
|
5.43K
$304K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-24- 0.15% |
$1.08K - $1.31K
|
16K
$897K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
19.1K+ 5.02% |
$856K - $1.04M
|
399K
$22.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-17- 0.19% |
$763 - $924
|
9.14K
$512K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
60.1K+ 10.61% |
$2.7M - $3.27M
|
627K
$35.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.76KNew |
$169K - $204K
|
3.76K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
16.6K+ 8.08% |
$747K - $905K
|
223K
$12.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.1K+ 43.58% |
$319K - $386K
|
23.4K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.6K+ 6.42% |
$71.8K - $87K
|
26.5K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.47K- 49.26% |
$246K - $298K
|
5.64K
$316K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-643- 4.72% |
$28.9K - $35K
|
13K
$727K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9.85K+ 4.6% |
$442K - $536K
|
224K
$12.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
401+ 2.13% |
$18K - $21.8K
|
19.2K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.66K- 12.86% |
$120K - $145K
|
18.1K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
37+ 0.45% |
$1.66K - $2.01K
|
8.25K
$462K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-49- 0.96% |
$2.2K - $2.66K
|
5.06K
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.69KNew |
$76K - $92K
|
1.69K
$94.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
138K+ 1016.6% |
$6.19M - $7.5M
|
152K
$8.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-81.2K- 94.92% |
$3.64M - $4.41M
|
4.34K
$243K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-4.3K- 52.46% |
$193K - $234K
|
3.9K
$218K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.16KNew |
$187K - $226K
|
4.16K
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-19- 0.23% |
$853 - $1.03K
|
8.07K
$452K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-222- 0.36% |
$9.97K - $12.1K
|
62K
$3.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-101K- 71.63% |
$4.55M - $5.51M
|
40.2K
$2.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1New |
$44.9 - $54.4
|
1
$56
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
9.71KNew |
$436K - $528K
|
9.71K
$543K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.45K+ 3.49% |
$110K - $133K
|
72.8K
$4.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.37K+ 7.46% |
$151K - $183K
|
48.5K
$2.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.03K+ 7.04% |
$46.3K - $56.1K
|
15.7K
$877K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 9.75% |
$581K - $703K
|
146K
$8.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
73.7K+ 15.33% |
$3.31M - $4.01M
|
555K
$31M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-219- 92.02% |
$9.83K - $11.9K
|
19
$1.06K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1New |
$44.9 - $54.4
|
1
$56
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
3.06K+ 1.14% |
$137K - $167K
|
273K
$15.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
43New |
$1.93K - $2.34K
|
43
$2.41K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
60+ 176.47% |
$2.69K - $3.26K
|
94
$5.26K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-152- 1.19% |
$6.82K - $8.27K
|
12.6K
$708K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.3K+ 3.34% |
$58.4K - $70.8K
|
40.3K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.93KNew |
$176K - $214K
|
3.93K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72+ 0.42% |
$3.23K - $3.92K
|
17.2K
$965K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
663+ 2.61% |
$29.8K - $36.1K
|
26K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10KNew |
$449K - $544K
|
10K
$560K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
257+ 0.35% |
$11.5K - $14K
|
74K
$4.14M
|