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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
146KNew |
$7.91M - $8.71M
|
146K
$8.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
130KNew |
$7.06M - $7.77M
|
130K
$7.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
98K+ 22.94% |
$5.31M - $5.84M
|
525K
$29.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
75.4KNew |
$4.08M - $4.49M
|
75.4K
$4.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
43.1KNew |
$2.34M - $2.57M
|
43.1K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
41.2K+ 4.83% |
$2.23M - $2.45M
|
893K
$50.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
39.5KNew |
$2.14M - $2.35M
|
39.5K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
36.2KNew |
$1.96M - $2.16M
|
36.2K
$2.06M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
31.9K+ 165.23% |
$1.73M - $1.9M
|
51.2K
$2.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
24.9KNew |
$1.35M - $1.48M
|
24.9K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
22.2K+ 23.83% |
$1.2M - $1.32M
|
115K
$6.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 2.97% |
$1.05M - $1.16M
|
673K
$38.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.8K+ 6.8% |
$692K - $761K
|
201K
$11.4M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12.6K+ 4.0% |
$683K - $751K
|
328K
$18.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.7K+ 10.64% |
$634K - $697K
|
122K
$6.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.3K+ 5.9% |
$557K - $613K
|
185K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.57K+ 7.13% |
$518K - $570K
|
144K
$8.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.83KNew |
$478K - $526K
|
8.83K
$501K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.43K+ 37.02% |
$456K - $502K
|
31.2K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
7.72KNew |
$418K - $460K
|
7.72K
$439K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
7.59K+ 5.23% |
$411K - $452K
|
153K
$8.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.43KNew |
$402K - $442K
|
7.43K
$422K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.92KNew |
$320K - $353K
|
5.92K
$336K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.64K+ 37.34% |
$305K - $336K
|
20.7K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
4.92KNew |
$266K - $293K
|
4.92K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.9K+ 8.15% |
$265K - $292K
|
65K
$3.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
4.71K+ 1.35% |
$255K - $280K
|
354K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
4.43K+ 2.87% |
$240K - $264K
|
159K
$9.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.27K+ 11.14% |
$231K - $254K
|
42.6K
$2.42M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
3.99K+ 2.07% |
$216K - $238K
|
197K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.99K+ 7.25% |
$216K - $237K
|
59K
$3.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.82K+ 2.11% |
$207K - $228K
|
185K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
3.81K+ 34.86% |
$206K - $227K
|
14.7K
$837K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.92K+ 14.6% |
$158K - $174K
|
22.9K
$1.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.35K+ 19.83% |
$127K - $140K
|
14.2K
$806K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.65K+ 2.62% |
$89.3K - $98.3K
|
64.7K
$3.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.52K+ 25.23% |
$82.2K - $90.5K
|
7.54K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.39K+ 9.48% |
$75.4K - $83K
|
16.1K
$914K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.34K+ 10.12% |
$72.3K - $79.5K
|
14.5K
$825K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.25K+ 24.84% |
$67.6K - $74.3K
|
6.27K
$356K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.25K+ 0.6% |
$67.4K - $74.2K
|
211K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 1.68% |
$62K - $68.2K
|
69.3K
$3.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.12K+ 5.2% |
$60.7K - $66.8K
|
22.7K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
931+ 16.31% |
$50.4K - $55.5K
|
6.64K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
912+ 18.68% |
$49.4K - $54.3K
|
5.8K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
268+ 2.98% |
$14.5K - $16K
|
9.27K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
189+ 1.83% |
$10.2K - $11.3K
|
10.5K
$598K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
153+ 2.65% |
$8.28K - $9.11K
|
5.93K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
90New |
$4.87K - $5.36K
|
90
$5.11K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
49+ 0.99% |
$2.65K - $2.92K
|
4.99K
$283K
|