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 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
257+ 0.35% |
$11.5K - $14K
|
74K
$4.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
153+ 3.11% |
$6.87K - $8.32K
|
5.07K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
474+ 5.88% |
$21.3K - $25.8K
|
8.53K
$478K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-115- 2.55% |
$5.16K - $6.25K
|
4.4K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
121K+ 53.1% |
$5.41M - $6.56M
|
348K
$19.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
342+ 3.79% |
$15.4K - $18.6K
|
9.36K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.7K+ 6.54% |
$211K - $256K
|
76.5K
$4.28M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.06KNew |
$47.5K - $57.6K
|
1.06K
$59.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
164+ 3.52% |
$7.36K - $8.92K
|
4.82K
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-707- 8.09% |
$31.7K - $38.4K
|
8.03K
$450K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-697- 4.6% |
$31.3K - $37.9K
|
14.4K
$809K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-7- 0.18% |
$314 - $381
|
3.99K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
42.8K+ 12.09% |
$1.92M - $2.33M
|
396K
$22.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.32K- 3.08% |
$59.1K - $71.6K
|
41.4K
$2.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.19K- 4.08% |
$98.4K - $119K
|
51.6K
$2.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
557+ 20.97% |
$25K - $30.3K
|
3.21K
$180K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-6.11K- 18.85% |
$274K - $332K
|
26.3K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
111K+ 34.25% |
$4.97M - $6.02M
|
434K
$24.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
119+ 1.62% |
$5.34K - $6.47K
|
7.47K
$418K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.59K+ 32.97% |
$116K - $141K
|
10.5K
$585K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-29.1K- 20.18% |
$1.31M - $1.58M
|
115K
$6.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.65K+ 4.53% |
$433K - $525K
|
223K
$12.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
131+ 0.96% |
$5.88K - $7.12K
|
13.8K
$770K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
40.7K+ 97.34% |
$1.83M - $2.22M
|
82.6K
$4.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-106- 1.13% |
$4.76K - $5.76K
|
9.3K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
227K+ 60.38% |
$10.2M - $12.4M
|
604K
$33.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-163K- 41.98% |
$7.3M - $8.84M
|
225K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-22- 6.38% |
$988 - $1.2K
|
323
$18.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
4New |
$180 - $218
|
4
$224
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-30- 0.05% |
$1.35K - $1.63K
|
62.6K
$3.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-220- 1.44% |
$9.88K - $12K
|
15.1K
$845K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-38- 0.28% |
$1.71K - $2.07K
|
13.3K
$746K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
185+ 4.18% |
$8.3K - $10.1K
|
4.61K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.79K+ 29.7% |
$305K - $369K
|
29.7K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.68KNew |
$165K - $200K
|
3.68K
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 1.04% |
$80.3K - $97.3K
|
174K
$9.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.01K+ 3.39% |
$45.4K - $55K
|
30.9K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.7K+ 2.48% |
$211K - $255K
|
194K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-205- 78.85% |
$9.2K - $11.1K
|
55
$3.08K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
260+ 4.2% |
$11.7K - $14.1K
|
6.45K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
205+ 2.21% |
$9.2K - $11.1K
|
9.47K
$530K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.52K+ 3.51% |
$68.4K - $82.8K
|
44.9K
$2.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-21- 0.53% |
$943 - $1.14K
|
3.92K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
503+ 1.48% |
$22.6K - $27.4K
|
34.5K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9.24K+ 42.04% |
$415K - $502K
|
31.2K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.1% |
$180 - $218
|
4.21K
$236K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
27+ 0.4% |
$1.21K - $1.47K
|
6.77K
$379K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5.34KNew |
$240K - $290K
|
5.34K
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.04K+ 5.96% |
$181K - $219K
|
71.8K
$4.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.38K+ 10.85% |
$62K - $75.1K
|
14.1K
$790K
|