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 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.15K+ 5.69% |
$170K - $187K
|
58.4K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
174K+ 187.68% |
$9.41M - $10.4M
|
267K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7KNew |
$379K - $417K
|
7K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
34.2KNew |
$1.85M - $2.03M
|
34.2K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5.04K- 1.57% |
$273K - $300K
|
316K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
169+ 2.0% |
$9.15K - $10.1K
|
8.64K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.3K+ 7.55% |
$774K - $852K
|
204K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12.8K- 19.64% |
$694K - $763K
|
52.4K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-34- 1.47% |
$1.84K - $2.03K
|
2.28K
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
27.3K+ 80.34% |
$1.48M - $1.62M
|
61.2K
$3.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.2K+ 6.75% |
$1.2M - $1.32M
|
351K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 7.46% |
$667K - $733K
|
177K
$9.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.9K+ 2.92% |
$103K - $113K
|
67.2K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.2K- 15.28% |
$119K - $131K
|
12.2K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
137K+ 1728.41% |
$7.43M - $8.18M
|
145K
$7.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.44K+ 9.38% |
$186K - $205K
|
40.1K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.93KNew |
$104K - $115K
|
1.93K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.4KNew |
$75.9K - $83.5K
|
1.4K
$74.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
118KNew |
$6.41M - $7.05M
|
118K
$6.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
731+ 18.83% |
$39.6K - $43.5K
|
4.61K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.3K- 6.16% |
$883K - $971K
|
248K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-27- 0.4% |
$1.46K - $1.61K
|
6.77K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-29.1K- 43.84% |
$1.57M - $1.73M
|
37.2K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
8+ 5.1% |
$433 - $476
|
165
$8.73K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.34K+ 6.31% |
$452K - $497K
|
141K
$7.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
114K+ 19.89% |
$6.16M - $6.78M
|
686K
$36.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 1.75% |
$108 - $119
|
116
$6.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
80.1KNew |
$4.34M - $4.77M
|
80.1K
$4.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
561+ 0.3% |
$30.4K - $33.4K
|
187K
$9.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
300+ 3.91% |
$16.2K - $17.9K
|
7.98K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-350- 5.8% |
$18.9K - $20.8K
|
5.69K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
8+ 0.04% |
$433 - $476
|
18.1K
$960K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 37.55% |
$95.5K - $105K
|
6.47K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-14- 0.2% |
$758 - $834
|
6.93K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-756- 99.47% |
$40.9K - $45K
|
4
$212
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51.4K+ 14.11% |
$2.78M - $3.06M
|
416K
$22M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
108+ 1800.0% |
$5.85K - $6.43K
|
114
$6.03K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.22K+ 7.46% |
$66K - $72.7K
|
17.6K
$930K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
131+ 0.62% |
$7.09K - $7.8K
|
21.4K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
546+ 30.07% |
$29.6K - $32.5K
|
2.36K
$125K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.4K- 3.77% |
$75.6K - $83.1K
|
35.6K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
987+ 3.97% |
$53.4K - $58.8K
|
25.9K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-37- 6.32% |
$2K - $2.2K
|
548
$29K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.1K- 34.26% |
$168K - $185K
|
5.95K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-125- 3.18% |
$6.77K - $7.45K
|
3.8K
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
434KNew |
$23.5M - $25.8M
|
434K
$23M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
6.77K+ 8.92% |
$367K - $403K
|
82.7K
$4.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
114+ 46.72% |
$6.17K - $6.79K
|
358
$18.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
19+ 1.98% |
$1.03K - $1.13K
|
977
$51.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.81K- 6.22% |
$97.9K - $108K
|
27.3K
$1.44M
|