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 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.07K+ 5.01% |
$53.8K - $61.8K
|
22.5K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.85K- 10.3% |
$193K - $222K
|
33.5K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
941+ 1.66% |
$47.2K - $54.3K
|
57.6K
$3.22M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-223- 4.18% |
$11.2K - $12.9K
|
5.11K
$286K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
73.7KNew |
$3.7M - $4.26M
|
73.7K
$4.13M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.48K+ 0.88% |
$74.5K - $85.6K
|
170K
$9.51M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-34- 0.41% |
$1.71K - $1.96K
|
8.33K
$466K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-802- 1.84% |
$40.3K - $46.3K
|
42.9K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-658- 1.85% |
$33K - $38K
|
35K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
230K+ 39.52% |
$11.5M - $13.3M
|
812K
$45.4M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-233- 0.53% |
$11.7K - $13.5K
|
44.1K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.3K+ 3.92% |
$166K - $191K
|
87.6K
$4.9M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
3.93K+ 20.13% |
$197K - $227K
|
23.4K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.01K+ 8.96% |
$101K - $116K
|
24.4K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
3.5K+ 2.96% |
$176K - $202K
|
122K
$6.82M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.76K- 3.35% |
$88.3K - $102K
|
50.7K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
491KNew |
$24.6M - $28.3M
|
491K
$27.5M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
19+ 4.05% |
$954 - $1.1K
|
488
$27.3K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
15New |
$753 - $866
|
15
$840
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.11K+ 9.07% |
$55.8K - $64.1K
|
13.4K
$748K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-745- 15.66% |
$37.4K - $43K
|
4.01K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
15.4KNew |
$773K - $888K
|
15.4K
$861K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-142K- 96.96% |
$7.15M - $8.23M
|
4.47K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-92.5K- 3.61% |
$4.64M - $5.34M
|
2.47M
$138M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
217K+ 1.68% |
$10.9M - $12.5M
|
13.1M
$733M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.43K- 38.36% |
$323K - $371K
|
10.3K
$579K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
30.9K+ 14.87% |
$1.55M - $1.78M
|
239K
$13.4M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
17.3K+ 20.94% |
$870K - $1M
|
100K
$5.6M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2.01KNew |
$101K - $116K
|
2.01K
$113K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1New |
$50.2 - $57.7
|
1
$56
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.5K+ 0.34% |
$75.5K - $86.8K
|
441K
$24.7M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-45- 1.08% |
$2.26K - $2.6K
|
4.13K
$231K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
4.85KNew |
$244K - $280K
|
4.85K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.39K+ 20.81% |
$69.7K - $80.1K
|
8.06K
$451K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
302+ 0.63% |
$15.2K - $17.4K
|
48.5K
$2.72M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-1.03M- 77.57% |
$51.8M - $59.6M
|
298K
$16.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.49K- 2.81% |
$74.7K - $85.9K
|
51.5K
$2.88M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
6.05K+ 12.78% |
$304K - $349K
|
53.4K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.9K+ 9.75% |
$596K - $685K
|
134K
$7.48M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
38.4K+ 48.03% |
$1.93M - $2.22M
|
118K
$6.63M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-249- 1.52% |
$12.5K - $14.4K
|
16.1K
$902K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.78K- 11.01% |
$140K - $161K
|
22.5K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26K+ 10.46% |
$1.31M - $1.5M
|
274K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-5- 0.05% |
$251 - $289
|
9.21K
$515K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-711- 3.62% |
$35.7K - $41K
|
18.9K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-174- 0.59% |
$8.74K - $10K
|
29.5K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.31K+ 19.03% |
$317K - $364K
|
39.5K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
272+ 1.78% |
$13.7K - $15.7K
|
15.5K
$869K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-97.3K- 7.68% |
$4.88M - $5.62M
|
1.17M
$65.5M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.08K+ 7.99% |
$54.2K - $62.3K
|
14.6K
$817K
|