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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.68KNew |
$165K - $200K
|
3.68K
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.6KNew |
$161K - $196K
|
3.6K
$201K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.37K+ 7.46% |
$151K - $183K
|
48.5K
$2.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
3.12K+ 6.74% |
$140K - $169K
|
49.3K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
3.06K+ 1.14% |
$137K - $167K
|
273K
$15.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.59K+ 32.97% |
$116K - $141K
|
10.5K
$585K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.45K+ 3.49% |
$110K - $133K
|
72.8K
$4.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.96K+ 1.37% |
$88.2K - $107K
|
145K
$8.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.93K+ 4.91% |
$86.8K - $105K
|
41.3K
$2.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 1.04% |
$80.3K - $97.3K
|
174K
$9.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.69KNew |
$76K - $92K
|
1.69K
$94.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.6K+ 6.42% |
$71.8K - $87K
|
26.5K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.52K+ 3.51% |
$68.4K - $82.8K
|
44.9K
$2.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.48K+ 24.26% |
$66.4K - $80.5K
|
7.58K
$424K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.43K+ 13.29% |
$64.2K - $77.8K
|
12.2K
$683K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.38K+ 10.85% |
$62K - $75.1K
|
14.1K
$790K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.3K+ 3.34% |
$58.4K - $70.8K
|
40.3K
$2.26M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.06KNew |
$47.5K - $57.6K
|
1.06K
$59.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.03K+ 7.04% |
$46.3K - $56.1K
|
15.7K
$877K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.01K+ 3.39% |
$45.4K - $55K
|
30.9K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.01K+ 15.71% |
$45.3K - $54.9K
|
7.44K
$417K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
890+ 0.88% |
$40K - $48.4K
|
102K
$5.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
841+ 4.62% |
$37.8K - $45.7K
|
19K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
775+ 0.44% |
$34.8K - $42.1K
|
176K
$9.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
663+ 2.61% |
$29.8K - $36.1K
|
26K
$1.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
621+ 0.29% |
$27.9K - $33.8K
|
217K
$12.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
557+ 20.97% |
$25K - $30.3K
|
3.21K
$180K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
503+ 1.48% |
$22.6K - $27.4K
|
34.5K
$1.93M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
494+ 5.4% |
$22.2K - $26.9K
|
9.65K
$540K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
474+ 5.88% |
$21.3K - $25.8K
|
8.53K
$478K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
427+ 2.61% |
$19.2K - $23.2K
|
16.8K
$939K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
401+ 2.13% |
$18K - $21.8K
|
19.2K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
342+ 3.79% |
$15.4K - $18.6K
|
9.36K
$524K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
332+ 3.71% |
$14.9K - $18.1K
|
9.28K
$519K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
260+ 4.2% |
$11.7K - $14.1K
|
6.45K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
257+ 0.35% |
$11.5K - $14K
|
74K
$4.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
253+ 4.33% |
$11.4K - $13.8K
|
6.09K
$341K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
205+ 2.21% |
$9.2K - $11.1K
|
9.47K
$530K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
187+ 0.4% |
$8.39K - $10.2K
|
47.2K
$2.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
185+ 4.18% |
$8.3K - $10.1K
|
4.61K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
164+ 3.52% |
$7.36K - $8.92K
|
4.82K
$270K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
153+ 3.11% |
$6.87K - $8.32K
|
5.07K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
131+ 0.96% |
$5.88K - $7.12K
|
13.8K
$770K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
119+ 1.62% |
$5.34K - $6.47K
|
7.47K
$418K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
90+ 1.72% |
$4.04K - $4.89K
|
5.31K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72+ 0.42% |
$3.23K - $3.92K
|
17.2K
$965K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
65+ 0.39% |
$2.92K - $3.53K
|
16.6K
$927K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
60+ 176.47% |
$2.69K - $3.26K
|
94
$5.26K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
43New |
$1.93K - $2.34K
|
43
$2.41K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
37+ 0.45% |
$1.66K - $2.01K
|
8.25K
$462K
|