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 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-76- 0.48% |
$4.11K - $4.53K
|
15.8K
$835K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-37- 0.06% |
$2K - $2.2K
|
63.8K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6+ 0.14% |
$325 - $357
|
4.23K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
8.2KNew |
$444K - $488K
|
8.2K
$434K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-860- 5.53% |
$46.6K - $51.2K
|
14.7K
$777K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-230- 2.64% |
$12.4K - $13.7K
|
8.49K
$449K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.27KNew |
$68.9K - $75.8K
|
1.27K
$67.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
528+ 9.73% |
$28.6K - $31.4K
|
5.95K
$315K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
5.09KNew |
$276K - $303K
|
5.09K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-97- 1.19% |
$5.25K - $5.78K
|
8.06K
$426K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
500+ 6.25% |
$27.1K - $29.8K
|
8.5K
$450K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100+ 2.6% |
$5.41K - $5.96K
|
3.95K
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
7.2K+ 75.17% |
$390K - $429K
|
16.8K
$887K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.06KNew |
$112K - $123K
|
2.06K
$109K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.77K+ 43.34% |
$366K - $403K
|
22.4K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.68K- 5.54% |
$524K - $576K
|
165K
$8.73M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.57K+ 9.6% |
$139K - $153K
|
29.4K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
43.1KNew |
$2.34M - $2.57M
|
43.1K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
163KNew |
$8.81M - $9.69M
|
163K
$8.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
23.4K+ 12.1% |
$1.27M - $1.39M
|
217K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.1K+ 6.65% |
$548K - $603K
|
162K
$8.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.07K+ 65.02% |
$220K - $242K
|
10.3K
$546K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
2.59K+ 0.93% |
$140K - $154K
|
281K
$14.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.1K- 17.87% |
$168K - $184K
|
14.2K
$752K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.75K+ 43.77% |
$257K - $283K
|
15.6K
$826K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.12K+ 4.27% |
$60.7K - $66.8K
|
27.4K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
193+ 0.89% |
$10.4K - $11.5K
|
21.9K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
31New |
$1.68K - $1.85K
|
31
$1.64K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-69.2K- 12.7% |
$3.74M - $4.12M
|
476K
$25.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-916- 1.82% |
$49.6K - $54.6K
|
49.5K
$2.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
11+ 0.07% |
$595 - $655
|
16.7K
$882K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
22.9K+ 1.84% |
$1.24M - $1.37M
|
1.27M
$67M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
9.19K+ 36.74% |
$498K - $547K
|
34.2K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
78.8K+ 12.44% |
$4.27M - $4.69M
|
712K
$37.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-649- 2.6% |
$35.1K - $38.7K
|
24.4K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
190New |
$10.3K - $11.3K
|
190
$10.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
808+ 6.0% |
$43.7K - $48.1K
|
14.3K
$755K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-491- 9.72% |
$26.6K - $29.2K
|
4.56K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
256New |
$13.9K - $15.2K
|
256
$13.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.57KNew |
$355K - $391K
|
6.57K
$347K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.07KNew |
$220K - $242K
|
4.07K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-991- 11.85% |
$53.6K - $59K
|
7.38K
$390K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.3KNew |
$722K - $794K
|
13.3K
$706K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
273New |
$14.8K - $16.3K
|
273
$14.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.49KNew |
$80.7K - $88.7K
|
1.49K
$78.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
481New |
$26K - $28.6K
|
481
$25.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13.1K- 72.9% |
$710K - $781K
|
4.88K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.22K- 6.55% |
$65.9K - $72.5K
|
17.4K
$920K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
23+ 9.75% |
$1.24K - $1.37K
|
259
$13.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
24New |
$1.3K - $1.43K
|
24
$1.27K
|