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 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 0.83% |
$157 - $181
|
485
$27.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.28% |
$39.3 - $45.2
|
355
$19.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
24.2KNew |
$935K - $1.12M
|
24.2K
$1.36M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
11.4K+ 64.37% |
$438K - $525K
|
29K
$1.63M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.48KNew |
$95.6K - $115K
|
2.48K
$139K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.19KNew |
$84.5K - $101K
|
2.19K
$123K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.14KNew |
$82.6K - $98.9K
|
2.14K
$120K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.32KNew |
$50.9K - $61K
|
1.32K
$73.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
831+ 12.52% |
$32K - $38.4K
|
7.47K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
536+ 1030.77% |
$20.7K - $24.7K
|
588
$32.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
401New |
$15.5K - $18.5K
|
401
$22.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
94+ 4.75% |
$3.62K - $4.34K
|
2.07K
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
58New |
$2.24K - $2.68K
|
58
$3.25K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
22+ 29.73% |
$848 - $1.02K
|
96
$5.37K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16New |
$617 - $739
|
16
$896
|
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
12+ 0.21% |
$463 - $554
|
5.83K
$326K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.59% |
$38.6 - $46.2
|
64
$3.58K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
22.5KNew |
$868K - $1.07M
|
22.5K
$1.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.12K+ 13.29% |
$82K - $101K
|
18.1K
$1.01M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.87KNew |
$72.2K - $88.5K
|
1.87K
$104K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
424New |
$16.4K - $20.1K
|
424
$23.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
388New |
$15K - $18.4K
|
388
$21.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
BUY
|
- |
231+ 4.59% |
$8.93K - $11K
|
5.27K
$295K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
219New |
$8.47K - $10.4K
|
219
$12.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
150+ 41.1% |
$5.8K - $7.12K
|
515
$28.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
34+ 54.84% |
$1.31K - $1.61K
|
96
$5.37K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
33New |
$1.28K - $1.57K
|
33
$1.85K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
301New |
$13.3K - $15.1K
|
301
$16.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
292New |
$12.9K - $14.6K
|
292
$16.3K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
253KNew |
$11.8M - $12.9M
|
253K
$14.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
22.5KNew |
$1.05M - $1.15M
|
22.5K
$1.26M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
21.2KNew |
$990K - $1.08M
|
21.2K
$1.19M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
128New |
$5.97K - $6.52K
|
128
$7.17K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
23New |
$1.07K - $1.17K
|
23
$1.29K
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
52.3KNew |
$2.36M - $2.55M
|
52.3K
$2.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
124New |
$5.59K - $6.04K
|
124
$6.94K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
25New |
$1.13K - $1.22K
|
25
$1.4K
|
|
| Q2 2021 | |||||||
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
BUY
|
- |
14.9KNew |
$683K - $723K
|
14.9K
$834K
|
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
12.2KNew |
$558K - $591K
|
12.2K
$681K
|
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
482New |
$22.1K - $23.4K
|
482
$27K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
48.7KNew |
$1.61M - $1.98M
|
48.7K
$2.73M
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.2K+ 24.73% |
$28.1K - $40.9K
|
6.04K
$338K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
74New |
$1.74K - $2.53K
|
74
$4.14K
|
|
|
Jul 14, 2020
Q2 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
13New |
$305 - $445
|
13
$728
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
70.8KNew |
N/A
|
70.8K
$3.96M
|
|
|
Nov 06, 2023
Q3 2018
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
372New |
N/A
|
372
$20.8K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2+ 200.0% |
N/A
|
3
$168
|
|