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 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
8.11K+ 16.36% |
$439K - $483K
|
57.7K
$3.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
4.91KNew |
$266K - $293K
|
4.91K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-18- 0.37% |
$974 - $1.07K
|
4.84K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
80New |
$4.33K - $4.76K
|
80
$4.23K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-25.1K- 5.41% |
$1.36M - $1.5M
|
439K
$23.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-41- 0.03% |
$2.22K - $2.44K
|
118K
$6.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
511+ 1.57% |
$27.7K - $30.4K
|
33.1K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
269KNew |
$14.5M - $16M
|
269K
$14.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-5- 0.54% |
$271 - $298
|
917
$48.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5.79K- 28.73% |
$313K - $345K
|
14.4K
$760K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
7.3KNew |
$395K - $435K
|
7.3K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
164K+ 407.77% |
$8.9M - $9.8M
|
205K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.02K+ 24.7% |
$164K - $180K
|
15.3K
$807K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
12.3KNew |
$663K - $730K
|
12.3K
$648K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
92K+ 12.79% |
$4.98M - $5.48M
|
811K
$42.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-35- 0.93% |
$1.89K - $2.08K
|
3.74K
$198K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.83KNew |
$370K - $407K
|
6.83K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.09K+ 4.97% |
$58.7K - $64.6K
|
22.9K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-263- 5.35% |
$14.2K - $15.7K
|
4.66K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.4K- 16.96% |
$130K - $143K
|
11.7K
$620K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.29K+ 1.48% |
$69.6K - $76.6K
|
88.2K
$4.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-356- 11.45% |
$19.3K - $21.2K
|
2.75K
$146K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-346- 48.39% |
$18.7K - $20.6K
|
369
$19.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-15- 0.43% |
$812 - $893
|
3.51K
$186K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.85KNew |
$317K - $348K
|
5.85K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.6K+ 10.02% |
$195K - $214K
|
39.5K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.58K+ 9.95% |
$302K - $332K
|
61.7K
$3.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-79- 0.43% |
$4.28K - $4.71K
|
18.1K
$959K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-125- 0.34% |
$6.77K - $7.45K
|
36.2K
$1.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-123- 2.98% |
$6.66K - $7.33K
|
4.01K
$212K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
48+ 40.68% |
$2.6K - $2.86K
|
166
$8.78K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-222- 15.37% |
$12K - $13.2K
|
1.22K
$64.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.32K- 2.66% |
$71.2K - $78.3K
|
48.1K
$2.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
60.1K+ 79.84% |
$3.25M - $3.58M
|
135K
$7.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.8K+ 204.8% |
$206K - $226K
|
5.66K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.17KNew |
$63.2K - $69.6K
|
1.17K
$61.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.98K- 6.43% |
$161K - $177K
|
43.3K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.34K+ 2.62% |
$72.5K - $79.8K
|
52.4K
$2.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5+ 0.41% |
$271 - $298
|
1.23K
$65.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-14.5K- 0.25% |
$785K - $864K
|
5.71M
$302M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.8K+ 67.8% |
$97.5K - $107K
|
4.46K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.19% |
$54.1 - $59.6
|
527
$27.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
10.8K+ 9.93% |
$585K - $644K
|
120K
$6.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-388- 3.58% |
$21K - $23.1K
|
10.5K
$553K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.37K- 13.66% |
$128K - $141K
|
15K
$793K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
14.8K+ 8.48% |
$801K - $881K
|
189K
$10M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-483- 1.46% |
$26.1K - $28.8K
|
32.5K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
29.5K+ 18.59% |
$1.6M - $1.76M
|
188K
$9.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-5.21K- 9.93% |
$282K - $310K
|
47.2K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.39K+ 7.22% |
$292K - $321K
|
80K
$4.24M
|