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 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
39.8K+ 57.36% |
$2.21M - $2.31M
|
109K
$6.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
27.5K+ 206.59% |
$1.52M - $1.6M
|
40.8K
$2.29M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.1K+ 10.49% |
$1.45M - $1.51M
|
275K
$15.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.6K+ 8.21% |
$918K - $962K
|
218K
$12.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14.6K+ 41.73% |
$808K - $846K
|
49.5K
$2.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
14.2K+ 3.26% |
$790K - $827K
|
452K
$25.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
10.2K+ 21.75% |
$567K - $593K
|
57.2K
$3.22M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4.95KNew |
$274K - $287K
|
4.95K
$278K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.55K+ 1.57% |
$197K - $206K
|
230K
$12.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 0.25% |
$104K - $108K
|
736K
$41.4M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.67K+ 3.09% |
$92.6K - $97K
|
55.8K
$3.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
851New |
$47.2K - $49.4K
|
851
$47.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
256+ 6.04% |
$14.2K - $14.9K
|
4.5K
$253K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
229+ 1.94% |
$12.7K - $13.3K
|
12K
$678K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
49+ 0.37% |
$2.72K - $2.84K
|
13.3K
$748K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.9M+ 5.9% |
$267M - $286M
|
88M
$4.95B
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
971K+ 5.07% |
$52.8M - $56.6M
|
20.1M
$1.13B
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
627K+ 4002.07% |
$34.1M - $36.5M
|
643K
$36.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
534KNew |
$29.1M - $31.1M
|
534K
$30M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
472K+ 17.48% |
$25.7M - $27.5M
|
3.17M
$178M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
435K+ 46.85% |
$23.7M - $25.3M
|
1.36M
$76.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
406KNew |
$22.1M - $23.7M
|
406K
$22.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
406KNew |
$22.1M - $23.7M
|
406K
$22.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
354K+ 18.93% |
$19.3M - $20.7M
|
2.23M
$125M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
281KNew |
$15.3M - $16.4M
|
281K
$15.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
262K+ 491.55% |
$14.3M - $15.3M
|
315K
$17.7M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
244K+ 29.94% |
$13.3M - $14.2M
|
1.06M
$59.7M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
234K+ 114.39% |
$12.7M - $13.6M
|
438K
$24.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
231K+ 6025.29% |
$12.6M - $13.4M
|
234K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
211K+ 7.1% |
$11.5M - $12.3M
|
3.19M
$179M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
193K+ 2.91% |
$10.5M - $11.3M
|
6.84M
$385M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
184K+ 6.76% |
$10M - $10.7M
|
2.91M
$164M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
173K+ 15.15% |
$9.39M - $10.1M
|
1.31M
$73.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
162K+ 62.07% |
$8.79M - $9.42M
|
422K
$23.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
150K+ 8.67% |
$8.17M - $8.75M
|
1.88M
$106M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
146K+ 22.95% |
$7.97M - $8.53M
|
784K
$44.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
129KNew |
$7.04M - $7.54M
|
129K
$7.28M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
126K+ 3.92% |
$6.84M - $7.33M
|
3.33M
$187M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
120KNew |
$6.54M - $7M
|
120K
$6.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
110KNew |
$6.01M - $6.43M
|
110K
$6.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
96.1K+ 6.66% |
$5.23M - $5.6M
|
1.54M
$86.6M
|
|
|
Nov 07, 2025
Q3 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
95.7KNew |
$5.21M - $5.58M
|
95.7K
$5.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
87.5K+ 17.83% |
$4.76M - $5.1M
|
578K
$32.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
83.5K+ 24.0% |
$4.54M - $4.87M
|
431K
$24.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
79.9KNew |
$4.35M - $4.66M
|
79.9K
$4.5M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
65K+ 10.38% |
$3.54M - $3.79M
|
692K
$38.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62.8K+ 4.05% |
$3.42M - $3.66M
|
1.61M
$90.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
62.5K+ 584.11% |
$3.4M - $3.64M
|
73.2K
$4.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
59.9K+ 5.01% |
$3.26M - $3.49M
|
1.26M
$70.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
57.5KNew |
$3.13M - $3.35M
|
57.5K
$3.24M
|
|