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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.74M+ 5.11% |
$203M - $223M
|
77M
$4.33B
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
2.56MNew |
$139M - $153M
|
2.56M
$144M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.98M+ 199.14% |
$107M - $118M
|
2.97M
$167M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.01M+ 227.52% |
$54.8M - $60.3M
|
1.46M
$82M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
679K+ 5.56% |
$36.7M - $40.4M
|
12.9M
$725M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
647K+ 3.74% |
$35M - $38.6M
|
17.9M
$1.01B
|
|
|
Feb 14, 2025
Q4 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
526K+ 8594.77% |
$28.5M - $31.3M
|
532K
$30M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
467KNew |
$25.3M - $27.8M
|
467K
$26.3M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
434KNew |
$23.5M - $25.8M
|
434K
$24.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
377KNew |
$20.4M - $22.5M
|
377K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
290K+ 27.88% |
$15.7M - $17.3M
|
1.33M
$74.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
269KNew |
$14.5M - $16M
|
269K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
234K+ 16.11% |
$12.7M - $13.9M
|
1.69M
$94.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
215K+ 198.64% |
$11.6M - $12.8M
|
322K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
198KNew |
$10.7M - $11.8M
|
198K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
174K+ 187.68% |
$9.41M - $10.4M
|
267K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
173K+ 8.43% |
$9.39M - $10.3M
|
2.23M
$126M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
164K+ 407.77% |
$8.9M - $9.8M
|
205K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
163KNew |
$8.81M - $9.69M
|
163K
$9.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
146KNew |
$7.91M - $8.71M
|
146K
$8.23M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
137K+ 1728.41% |
$7.43M - $8.18M
|
145K
$8.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
137K+ 2.33% |
$7.4M - $8.14M
|
6M
$338M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
130KNew |
$7.06M - $7.77M
|
130K
$7.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
118KNew |
$6.41M - $7.05M
|
118K
$6.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
114K+ 19.89% |
$6.16M - $6.78M
|
686K
$38.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
104K+ 169.25% |
$5.65M - $6.22M
|
166K
$9.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
103KNew |
$5.56M - $6.11M
|
103K
$5.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
99KNew |
$5.36M - $5.9M
|
99K
$5.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
98K+ 22.94% |
$5.31M - $5.84M
|
525K
$29.6M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
92K+ 12.79% |
$4.98M - $5.48M
|
811K
$45.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
90.6K+ 12.57% |
$4.9M - $5.4M
|
812K
$45.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
80.1KNew |
$4.34M - $4.77M
|
80.1K
$4.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
78.8K+ 12.44% |
$4.27M - $4.69M
|
712K
$40.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
78K+ 12.83% |
$4.22M - $4.65M
|
686K
$38.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
77.1K+ 32.73% |
$4.17M - $4.59M
|
313K
$17.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
75.4KNew |
$4.08M - $4.49M
|
75.4K
$4.24M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75K+ 2.75% |
$4.06M - $4.47M
|
2.8M
$158M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
71.2K+ 26.64% |
$3.85M - $4.24M
|
339K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
69.9KNew |
$3.79M - $4.17M
|
69.9K
$3.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
69.1K+ 4.22% |
$3.74M - $4.12M
|
1.71M
$96.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
66.5K+ 47.08% |
$3.6M - $3.96M
|
208K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
60.1K+ 79.84% |
$3.25M - $3.58M
|
135K
$7.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
59KNew |
$3.19M - $3.51M
|
59K
$3.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.1K+ 9.11% |
$3.15M - $3.46M
|
696K
$39.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
57.1K+ 70.41% |
$3.09M - $3.4M
|
138K
$7.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
56.9KNew |
$3.08M - $3.39M
|
56.9K
$3.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
53.6K+ 7.56% |
$2.9M - $3.19M
|
763K
$42.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.5K+ 8.69% |
$2.84M - $3.13M
|
657K
$37M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51.4K+ 14.11% |
$2.78M - $3.06M
|
416K
$23.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
48.2KNew |
$2.61M - $2.87M
|
48.2K
$2.71M
|