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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43.8KNew |
$1.9M - $2.1M
|
43.8K
$2.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
42.8KNew |
$1.85M - $2.05M
|
42.8K
$2.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
35.8KNew |
$1.55M - $1.71M
|
35.8K
$2M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
26.5KNew |
$1.15M - $1.27M
|
26.5K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.2KNew |
$442K - $488K
|
10.2K
$572K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.6KNew |
$242K - $268K
|
5.6K
$314K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
4.3K+ 46.68% |
$186K - $206K
|
13.5K
$756K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.2KNew |
$95.2K - $105K
|
2.2K
$123K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
642New |
$27.8K - $30.7K
|
642
$35.9K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
590New |
$25.5K - $28.2K
|
590
$33K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
178New |
$7.69K - $8.51K
|
178
$9.96K
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
10New |
$432 - $478
|
10
$560
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
23KNew |
$969K - $1.05M
|
23K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
10.2KNew |
$431K - $468K
|
10.2K
$571K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.02KNew |
$43.1K - $46.9K
|
1.02K
$57.2K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500New |
$21.1K - $22.9K
|
500
$28K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
198+ 30.09% |
$8.36K - $9.09K
|
856
$47.9K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
179New |
$7.56K - $8.21K
|
179
$10K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$42.2 - $45.9
|
5.91K
$331K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.52% |
$42.2 - $45.9
|
193
$10.8K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
119KNew |
$4.96M - $5.68M
|
119K
$6.66M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
37.5KNew |
$1.56M - $1.79M
|
37.5K
$2.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
22.6KNew |
$941K - $1.08M
|
22.6K
$1.26M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.64KNew |
$193K - $221K
|
4.64K
$260K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
867New |
$36.1K - $41.4K
|
867
$48.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
554New |
$23.1K - $26.4K
|
554
$31K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
124New |
$5.17K - $5.92K
|
124
$6.94K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
24New |
$1K - $1.15K
|
24
$1.34K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.48% |
$41.7 - $47.7
|
210
$11.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.1KNew |
$1.42M - $1.63M
|
36.1K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
24.5KNew |
$964K - $1.11M
|
24.5K
$1.37M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
16.1KNew |
$632K - $726K
|
16.1K
$899K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
15.6K+ 24.28% |
$615K - $707K
|
80K
$4.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
14.3KNew |
$564K - $648K
|
14.3K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.5K+ 30.73% |
$533K - $612K
|
57.6K
$3.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.07KNew |
$239K - $274K
|
6.07K
$340K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.91KNew |
$193K - $222K
|
4.91K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.56KNew |
$179K - $206K
|
4.56K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.94K+ 11.0% |
$76.3K - $87.7K
|
19.6K
$1.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.89KNew |
$74.2K - $85.3K
|
1.89K
$106K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.44K+ 22.29% |
$56.4K - $64.9K
|
7.87K
$441K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
889New |
$35K - $40.2K
|
889
$49.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
341New |
$13.4K - $15.4K
|
341
$19.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
333New |
$13.1K - $15.1K
|
333
$18.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
315New |
$12.4K - $14.2K
|
315
$17.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
257New |
$10.1K - $11.6K
|
257
$14.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
228+ 100.0% |
$8.96K - $10.3K
|
456
$25.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
64New |
$2.52K - $2.89K
|
64
$3.58K
|
|