Latest Institutional Purchases of Spdr Portfolio (SPMD)
This list provides information on the latest institutional transactions involving Spdr Portfolio (SPMD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.73MNew |
$77.7M - $94.1M
|
1.73M
$96.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
551K+ 130.95% |
$24.7M - $29.9M
|
971K
$54.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
275K+ 4.31% |
$12.3M - $14.9M
|
6.64M
$372M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
227K+ 60.38% |
$10.2M - $12.4M
|
604K
$33.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
138K+ 1016.6% |
$6.19M - $7.5M
|
152K
$8.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
121K+ 53.1% |
$5.41M - $6.56M
|
348K
$19.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
111K+ 34.25% |
$4.97M - $6.02M
|
434K
$24.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
105K+ 18.58% |
$4.7M - $5.69M
|
668K
$37.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
94.3K+ 10.06% |
$4.23M - $5.13M
|
1.03M
$57.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
73.7K+ 15.33% |
$3.31M - $4.01M
|
555K
$31M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
60.1K+ 10.61% |
$2.7M - $3.27M
|
627K
$35.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
58.5K+ 854.44% |
$2.63M - $3.18M
|
65.3K
$3.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
56.5K+ 23.68% |
$2.53M - $3.07M
|
295K
$16.5M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
42.8K+ 12.09% |
$1.92M - $2.33M
|
396K
$22.2M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
41.4KNew |
$1.86M - $2.25M
|
41.4K
$2.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
40.7K+ 97.34% |
$1.83M - $2.22M
|
82.6K
$4.62M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
23.7K+ 81.3% |
$1.06M - $1.29M
|
52.9K
$2.96M
|
|
|
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 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
19.1K+ 5.02% |
$856K - $1.04M
|
399K
$22.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
18.2K+ 50422.22% |
$815K - $987K
|
18.2K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
16.6K+ 8.08% |
$747K - $905K
|
223K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15.6KNew |
$700K - $848K
|
15.6K
$873K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
14.5K+ 6.67% |
$650K - $788K
|
232K
$13M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14.3K+ 52977.78% |
$642K - $778K
|
14.3K
$802K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13.6KNew |
$611K - $740K
|
13.6K
$762K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
13.1KNew |
$586K - $710K
|
13.1K
$731K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 9.75% |
$581K - $703K
|
146K
$8.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 1.51% |
$464K - $563K
|
697K
$39M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10.3KNew |
$462K - $560K
|
10.3K
$576K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10KNew |
$449K - $544K
|
10K
$560K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9.85K+ 4.6% |
$442K - $536K
|
224K
$12.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
9.71KNew |
$436K - $528K
|
9.71K
$543K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.65K+ 4.53% |
$433K - $525K
|
223K
$12.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9.24K+ 42.04% |
$415K - $502K
|
31.2K
$1.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.66K+ 13.82% |
$389K - $471K
|
71.3K
$3.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
7.66KNew |
$344K - $416K
|
7.66K
$429K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.18K+ 47.61% |
$322K - $391K
|
22.3K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.1K+ 43.58% |
$319K - $386K
|
23.4K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.79K+ 29.7% |
$305K - $369K
|
29.7K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.69KNew |
$255K - $309K
|
5.69K
$319K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5.34KNew |
$240K - $290K
|
5.34K
$299K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.7K+ 6.54% |
$211K - $256K
|
76.5K
$4.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.7K+ 2.48% |
$211K - $255K
|
194K
$10.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.67KNew |
$210K - $254K
|
4.67K
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.6KNew |
$206K - $250K
|
4.6K
$258K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.3KNew |
$193K - $234K
|
4.3K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.25K+ 2.69% |
$191K - $231K
|
162K
$9.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.16KNew |
$187K - $226K
|
4.16K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.04K+ 5.96% |
$181K - $219K
|
71.8K
$4.02M
|