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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
40.9KNew |
$1.93M - $2.18M
|
40.9K
$2.29M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
25.5KNew |
$1.2M - $1.36M
|
25.5K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.5KNew |
$966K - $1.09M
|
20.5K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
16.7K+ 44.29% |
$787K - $890K
|
54.3K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.3K+ 8.45% |
$579K - $655K
|
158K
$8.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.28KNew |
$390K - $441K
|
8.28K
$463K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.1KNew |
$193K - $219K
|
4.1K
$230K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.08KNew |
$192K - $217K
|
4.08K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.82KNew |
$180K - $204K
|
3.82K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.33KNew |
$157K - $178K
|
3.33K
$186K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.78KNew |
$83.8K - $94.7K
|
1.78K
$99.4K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
828New |
$39K - $44.2K
|
828
$46.4K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
634New |
$29.9K - $33.8K
|
634
$35.5K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
564+ 16.36% |
$26.6K - $30.1K
|
4.01K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
409+ 1239.39% |
$19.3K - $21.8K
|
442
$24.7K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
136+ 2.08% |
$6.41K - $7.25K
|
6.68K
$374K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
130New |
$6.13K - $6.93K
|
130
$7.28K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
84New |
$3.96K - $4.48K
|
84
$4.7K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
29+ 0.23% |
$1.37K - $1.55K
|
12.4K
$693K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
24+ 0.24% |
$1.13K - $1.28K
|
9.95K
$557K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
20+ 7.38% |
$943 - $1.07K
|
291
$16.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3New |
$141 - $160
|
3
$168
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
BUY
|
- |
89.5KNew |
$3.65M - $4.4M
|
89.5K
$5.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.8KNew |
$686K - $828K
|
16.8K
$942K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
15.9KNew |
$648K - $782K
|
15.9K
$890K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.32K+ 3.47% |
$298K - $360K
|
218K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7KNew |
$285K - $344K
|
7K
$392K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.69KNew |
$273K - $329K
|
6.69K
$375K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.85KNew |
$238K - $288K
|
5.85K
$327K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.21KNew |
$172K - $207K
|
4.21K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.2KNew |
$171K - $207K
|
4.2K
$235K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.12K+ 12.67% |
$86.4K - $104K
|
18.9K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.32KNew |
$53.7K - $64.8K
|
1.32K
$73.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.24KNew |
$50.5K - $61K
|
1.24K
$69.4K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
694New |
$28.3K - $34.1K
|
694
$38.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
565New |
$23K - $27.8K
|
565
$31.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
550+ 214.84% |
$22.4K - $27.1K
|
806
$45.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
525New |
$21.4K - $25.8K
|
525
$29.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
475New |
$19.4K - $23.4K
|
475
$26.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
457+ 3.07% |
$18.6K - $22.5K
|
15.4K
$859K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
235+ 8.19% |
$9.58K - $11.6K
|
3.1K
$174K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42New |
$1.71K - $2.07K
|
42
$2.35K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
42+ 2.06% |
$1.71K - $2.07K
|
2.09K
$117K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
15New |
$611 - $738
|
15
$840
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
151KNew |
$6.53M - $7.22M
|
151K
$8.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
110KNew |
$4.77M - $5.28M
|
110K
$6.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
66.1KNew |
$2.86M - $3.16M
|
66.1K
$3.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
62.2KNew |
$2.69M - $2.97M
|
62.2K
$3.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
58.5KNew |
$2.53M - $2.8M
|
58.5K
$3.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
47.3KNew |
$2.04M - $2.26M
|
47.3K
$2.65M
|
|