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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
33.6K+ 0.72% |
$1.83M - $1.96M
|
4.73M
$266M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
31.4K+ 7.93% |
$1.71M - $1.83M
|
428K
$24.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31.3K+ 3.04% |
$1.71M - $1.83M
|
1.06M
$59.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
31.1KNew |
$1.69M - $1.81M
|
31.1K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.5K+ 6.96% |
$1.6M - $1.72M
|
453K
$25.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
29.4K+ 15.19% |
$1.6M - $1.71M
|
223K
$12.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
29.3K+ 12.63% |
$1.59M - $1.71M
|
261K
$14.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
26.4KNew |
$1.44M - $1.54M
|
26.4K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
26.2K+ 18.2% |
$1.43M - $1.53M
|
170K
$9.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25.9K+ 11.65% |
$1.41M - $1.51M
|
249K
$14M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.9K+ 21.63% |
$1.41M - $1.51M
|
146K
$8.19M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
24.6K+ 10.53% |
$1.34M - $1.43M
|
258K
$14.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 16.66% |
$1.32M - $1.41M
|
170K
$9.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
24.3K+ 2.26% |
$1.32M - $1.41M
|
1.1M
$61.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
24.1K+ 8.19% |
$1.31M - $1.41M
|
319K
$18M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
23.5KNew |
$1.28M - $1.37M
|
23.5K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
23.5K+ 5.58% |
$1.28M - $1.37M
|
444K
$25M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22.3K+ 11.48% |
$1.22M - $1.3M
|
217K
$12.2M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
20.6K+ 5.65% |
$1.12M - $1.2M
|
385K
$21.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
20.5KNew |
$1.12M - $1.19M
|
20.5K
$1.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
20K+ 13.07% |
$1.09M - $1.17M
|
173K
$9.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
19.6KNew |
$1.07M - $1.14M
|
19.6K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
19.2KNew |
$1.05M - $1.12M
|
19.2K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
18.2K+ 6.74% |
$988K - $1.06M
|
287K
$16.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
17.6K+ 2.44% |
$955K - $1.02M
|
738K
$41.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17K+ 2.66% |
$924K - $989K
|
655K
$36.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
15.8KNew |
$860K - $920K
|
15.8K
$889K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
15.8KNew |
$859K - $919K
|
15.8K
$888K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.5K+ 3.89% |
$843K - $903K
|
414K
$23.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.2K+ 17.8% |
$829K - $888K
|
101K
$5.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
14.5K+ 32.32% |
$789K - $845K
|
59.3K
$3.34M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.5K+ 71.41% |
$789K - $844K
|
34.8K
$1.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.3K+ 71.71% |
$778K - $834K
|
34.2K
$1.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
14.2K+ 2.35% |
$771K - $826K
|
618K
$34.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.1KNew |
$765K - $819K
|
14.1K
$791K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
14K+ 52.97% |
$764K - $818K
|
40.5K
$2.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 100.98% |
$720K - $771K
|
26.3K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12.8K+ 17.46% |
$699K - $749K
|
86.4K
$4.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
12.8K+ 78.7% |
$696K - $746K
|
29K
$1.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
12.7KNew |
$694K - $743K
|
12.7K
$717K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.5K+ 24.06% |
$683K - $731K
|
64.7K
$3.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
12.3K+ 12.32% |
$670K - $718K
|
112K
$6.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
12.2K+ 8.43% |
$665K - $713K
|
157K
$8.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.9K+ 10.8% |
$648K - $694K
|
122K
$6.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.8KNew |
$643K - $689K
|
11.8K
$665K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
11.8K+ 10.94% |
$641K - $687K
|
120K
$6.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.8K+ 25.29% |
$641K - $686K
|
58.3K
$3.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.7K+ 7.79% |
$638K - $684K
|
162K
$9.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11.6K+ 1.73% |
$629K - $673K
|
680K
$38.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.9K+ 2.84% |
$594K - $636K
|
395K
$22.2M
|
|