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 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.25K+ 2.69% |
$191K - $231K
|
162K
$9.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13.6KNew |
$611K - $740K
|
13.6K
$762K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
494+ 5.4% |
$22.2K - $26.9K
|
9.65K
$540K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.6KNew |
$161K - $196K
|
3.6K
$201K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
841+ 4.62% |
$37.8K - $45.7K
|
19K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
775+ 0.44% |
$34.8K - $42.1K
|
176K
$9.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-40.7K- 95.29% |
$1.83M - $2.21M
|
2.01K
$113K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
551K+ 130.95% |
$24.7M - $29.9M
|
971K
$54.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9.08K- 36.05% |
$407K - $494K
|
16.1K
$901K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-97- 1.79% |
$4.35K - $5.27K
|
5.32K
$298K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
23.7K+ 81.3% |
$1.06M - $1.29M
|
52.9K
$2.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-165K- 19.72% |
$7.43M - $9M
|
674K
$37.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.66K+ 13.82% |
$389K - $471K
|
71.3K
$3.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.73MNew |
$77.7M - $94.1M
|
1.73M
$96.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.43K+ 13.29% |
$64.2K - $77.8K
|
12.2K
$683K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.67KNew |
$210K - $254K
|
4.67K
$262K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
890+ 0.88% |
$40K - $48.4K
|
102K
$5.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
253+ 4.33% |
$11.4K - $13.8K
|
6.09K
$341K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10.3KNew |
$462K - $560K
|
10.3K
$576K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
427+ 2.61% |
$19.2K - $23.2K
|
16.8K
$939K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
18.2K+ 50422.22% |
$815K - $987K
|
18.2K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.6KNew |
$206K - $250K
|
4.6K
$258K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-25- 0.09% |
$1.12K - $1.36K
|
27.8K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15.6KNew |
$700K - $848K
|
15.6K
$873K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.73K- 20.46% |
$123K - $148K
|
10.6K
$594K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
187+ 0.4% |
$8.39K - $10.2K
|
47.2K
$2.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.18K+ 47.61% |
$322K - $391K
|
22.3K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-42- 1.07% |
$1.89K - $2.28K
|
3.87K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
65+ 0.39% |
$2.92K - $3.53K
|
16.6K
$927K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
21.1K+ 53.56% |
$946K - $1.15M
|
60.4K
$3.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
19.5K+ 125.21% |
$874K - $1.06M
|
35K
$1.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.48K+ 24.26% |
$66.4K - $80.5K
|
7.58K
$424K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-25.3K- 31.64% |
$1.14M - $1.38M
|
54.7K
$3.06M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
41.4KNew |
$1.86M - $2.25M
|
41.4K
$2.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
621+ 0.29% |
$27.9K - $33.8K
|
217K
$12.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.96K+ 1.37% |
$88.2K - $107K
|
145K
$8.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-2.13K- 4.13% |
$95.4K - $116K
|
49.3K
$2.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
7.66KNew |
$344K - $416K
|
7.66K
$429K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 1.51% |
$464K - $563K
|
697K
$39M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.9K- 45.76% |
$85.4K - $103K
|
2.26K
$126K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-726- 0.36% |
$32.6K - $39.5K
|
204K
$11.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
105K+ 18.58% |
$4.7M - $5.69M
|
668K
$37.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-302- 3.81% |
$13.6K - $16.4K
|
7.62K
$426K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.51K+ 26.11% |
$75.7K - $87K
|
7.28K
$407K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
49.5KNew |
$2.49M - $2.86M
|
49.5K
$2.77M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.74KNew |
$238K - $273K
|
4.74K
$265K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-15.9KClosed |
$800K - $919K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.3K+ 10546.32% |
$720K - $828K
|
14.5K
$811K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.23K+ 8.16% |
$162K - $186K
|
42.7K
$2.39M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
10.8K+ 37.73% |
$543K - $624K
|
39.5K
$2.21M
|
|