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 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.9K+ 2.84% |
$594K - $636K
|
395K
$22.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
10.9KNew |
$591K - $633K
|
10.9K
$611K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.3KNew |
$561K - $601K
|
10.3K
$580K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10K+ 4.99% |
$546K - $584K
|
211K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
9.75K+ 33.08% |
$531K - $569K
|
39.2K
$2.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.65K+ 14.25% |
$525K - $563K
|
77.4K
$4.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
9.2KNew |
$501K - $536K
|
9.2K
$518K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8.67K+ 4.23% |
$472K - $506K
|
214K
$12M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.67K+ 3.35% |
$472K - $505K
|
268K
$15.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.43K+ 13.87% |
$459K - $492K
|
69.2K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.3K+ 3.15% |
$452K - $484K
|
272K
$15.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
8.29K+ 178.02% |
$451K - $483K
|
12.9K
$728K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
8.23K+ 11.46% |
$448K - $479K
|
80K
$4.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
8.17K+ 6.59% |
$445K - $476K
|
132K
$7.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
7.94K+ 11.99% |
$432K - $463K
|
74.1K
$4.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
7.83K+ 7.66% |
$426K - $457K
|
110K
$6.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.75K+ 43.95% |
$422K - $452K
|
25.4K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.68K+ 4.3% |
$418K - $448K
|
186K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.67K+ 10.2% |
$418K - $447K
|
82.9K
$4.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.54K+ 2.69% |
$410K - $440K
|
288K
$16.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.52K+ 199.97% |
$409K - $438K
|
11.3K
$634K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.27K+ 5.95% |
$396K - $424K
|
130K
$7.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
7.25KNew |
$395K - $423K
|
7.25K
$408K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
7.07K+ 6.03% |
$385K - $412K
|
124K
$6.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.99K+ 26.93% |
$380K - $407K
|
33K
$1.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
6.87K+ 10.96% |
$374K - $400K
|
69.6K
$3.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6.83K+ 3.93% |
$372K - $398K
|
181K
$10.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
6.71K+ 28.68% |
$365K - $391K
|
30.1K
$1.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.61K+ 1129.91% |
$360K - $385K
|
7.2K
$405K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
6.61K+ 167.91% |
$360K - $385K
|
10.5K
$593K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.54K+ 29.37% |
$356K - $381K
|
28.8K
$1.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6.54K+ 2.32% |
$356K - $381K
|
288K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.35K+ 2.22% |
$346K - $370K
|
292K
$16.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.33K+ 21.27% |
$345K - $369K
|
36.1K
$2.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.2K+ 2.76% |
$337K - $361K
|
231K
$13M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.97K+ 10.45% |
$325K - $348K
|
63.1K
$3.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.97KNew |
$325K - $348K
|
5.97K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.85K+ 15.48% |
$319K - $341K
|
43.7K
$2.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.8KNew |
$316K - $338K
|
5.8K
$326K
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.71K+ 4.23% |
$311K - $333K
|
141K
$7.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.68KNew |
$309K - $331K
|
5.68K
$320K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5.61K+ 2.5% |
$305K - $327K
|
230K
$12.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
5.54KNew |
$301K - $323K
|
5.54K
$312K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.41K+ 16.69% |
$294K - $315K
|
37.8K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.4K+ 0.6% |
$294K - $315K
|
902K
$50.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.27K+ 17.76% |
$287K - $307K
|
34.9K
$1.97M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5.23K+ 16.05% |
$285K - $305K
|
37.8K
$2.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
5.17KNew |
$281K - $301K
|
5.17K
$291K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5.02K+ 19.02% |
$273K - $292K
|
31.4K
$1.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.96K+ 55.92% |
$270K - $289K
|
13.8K
$778K
|
|