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 |
|---|---|---|---|---|---|---|---|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
412New |
$20.7K - $23.8K
|
412
$23.1K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.2K- 4.13% |
$561K - $645K
|
259K
$14.5M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-336- 4.8% |
$16.9K - $19.4K
|
6.67K
$373K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.55K+ 62.14% |
$279K - $320K
|
14.5K
$810K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.05K+ 1.11% |
$203K - $234K
|
368K
$20.6M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-119- 78.81% |
$5.97K - $6.87K
|
32
$1.79K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
818+ 908.89% |
$41.1K - $47.2K
|
908
$50.8K
|
|
|
May 16, 2025
Q1 2025
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
2.88MNew |
$144M - $166M
|
2.88M
$161M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
169+ 2.3% |
$8.49K - $9.76K
|
7.52K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14KNew |
$701K - $806K
|
14K
$781K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
112New |
$5.62K - $6.47K
|
112
$6.27K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.51K+ 2.82% |
$176K - $203K
|
128K
$7.16M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4KNew |
$201K - $231K
|
4K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
55.1K+ 184.78% |
$2.77M - $3.18M
|
84.9K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.66K- 2.82% |
$234K - $269K
|
160K
$8.98M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.21K- 1.18% |
$111K - $128K
|
185K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.25% |
$402 - $462
|
3.15K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.22K+ 35.72% |
$212K - $244K
|
16K
$898K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.2K- 2.62% |
$161K - $185K
|
119K
$6.67M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.7K- 8.69% |
$889K - $1.02M
|
186K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-390- 5.29% |
$19.6K - $22.5K
|
6.99K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
55.4K+ 39.88% |
$2.78M - $3.2M
|
195K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
35.2K+ 11.66% |
$1.77M - $2.03M
|
337K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-53.4K- 0.99% |
$2.68M - $3.08M
|
5.34M
$299M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
424K+ 29.12% |
$21.3M - $24.5M
|
1.88M
$105M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
399K+ 17.9% |
$20.1M - $23.1M
|
2.63M
$147M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-507- 5.79% |
$25.5K - $29.3K
|
8.26K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
214+ 2.03% |
$10.7K - $12.4K
|
10.7K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.8K- 26.3% |
$1.75M - $2.01M
|
97.5K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.25KNew |
$213K - $245K
|
4.25K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
74.9K+ 11.41% |
$3.76M - $4.32M
|
732K
$41M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-88- 53.33% |
$4.42K - $5.08K
|
77
$4.31K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
101K+ 57.05% |
$5.08M - $5.84M
|
278K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.7K+ 8.16% |
$787K - $905K
|
208K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
12K+ 202.66% |
$605K - $696K
|
18K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.9KNew |
$1.35M - $1.55M
|
26.9K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.58K- 9.05% |
$79.1K - $90.9K
|
15.8K
$886K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
44.7K+ 9138.85% |
$2.24M - $2.58M
|
45.2K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.59KNew |
$281K - $323K
|
5.59K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.6K+ 16.85% |
$532K - $611K
|
73.4K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-227- 1.94% |
$11.4K - $13.1K
|
11.5K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-198- 4.29% |
$9.94K - $11.4K
|
4.42K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-48.9K- 0.27% |
$2.45M - $2.82M
|
17.9M
$1B
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.54K- 20.96% |
$128K - $147K
|
9.59K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.02KNew |
$252K - $290K
|
5.02K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.17K+ 1.6% |
$58.5K - $67.3K
|
74.1K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.53K+ 156.68% |
$478K - $550K
|
15.6K
$874K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.4K+ 39.86% |
$722K - $830K
|
50.4K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46- 0.07% |
$2.31K - $2.66K
|
69.7K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
700New |
$35.1K - $40.4K
|
700
$39.2K
|