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 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.9K+ 0.54% |
$267K - $286K
|
908K
$51.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.79K+ 2.35% |
$261K - $279K
|
208K
$11.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.77KNew |
$260K - $278K
|
4.77K
$269K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.65KNew |
$253K - $271K
|
4.65K
$261K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.56K+ 27.72% |
$248K - $266K
|
21K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
4.53K+ 9.33% |
$246K - $264K
|
53.1K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.41K+ 7.67% |
$240K - $257K
|
61.8K
$3.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.4K+ 109.05% |
$239K - $256K
|
8.43K
$474K
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4.4K+ 40.51% |
$239K - $256K
|
15.2K
$858K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.39K+ 20.12% |
$239K - $256K
|
26.2K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
4.29K+ 1.57% |
$233K - $250K
|
277K
$15.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.28K+ 46.86% |
$233K - $249K
|
13.4K
$754K
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.17KNew |
$227K - $243K
|
4.17K
$235K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.1KNew |
$223K - $239K
|
4.1K
$231K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4.07K+ 53.11% |
$221K - $237K
|
11.7K
$660K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
3.98K+ 7.03% |
$217K - $232K
|
60.6K
$3.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.97KNew |
$216K - $231K
|
3.97K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.86K+ 0.89% |
$210K - $225K
|
438K
$24.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.84KNew |
$209K - $224K
|
3.84K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisor Resource Council
|
BUY
|
- |
3.83K+ 68.99% |
$208K - $223K
|
9.38K
$528K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.76K+ 4.46% |
$205K - $219K
|
88.2K
$4.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.73K+ 2.69% |
$203K - $217K
|
142K
$8.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.72KNew |
$202K - $217K
|
3.72K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.69K+ 1.91% |
$201K - $215K
|
197K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.68K+ 8.1% |
$200K - $215K
|
49.1K
$2.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.67KNew |
$200K - $214K
|
3.67K
$207K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$200K - $214K
|
3.67K
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.66KNew |
$199K - $213K
|
3.66K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.63KNew |
$198K - $212K
|
3.63K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.53K+ 59.3% |
$192K - $206K
|
9.49K
$534K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
3.5K+ 43.75% |
$191K - $204K
|
11.5K
$647K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.49K+ 3.99% |
$190K - $203K
|
90.8K
$5.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.45K+ 7.55% |
$188K - $201K
|
49.2K
$2.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.3K+ 1.78% |
$180K - $192K
|
189K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 36.01% |
$178K - $191K
|
12.4K
$695K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.23K+ 32.29% |
$176K - $188K
|
13.2K
$745K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.18K+ 0.03% |
$173K - $186K
|
12.7M
$713M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.08K+ 4.02% |
$168K - $179K
|
79.6K
$4.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
3.04K+ 11.63% |
$166K - $177K
|
29.2K
$1.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.95K+ 3.19% |
$161K - $172K
|
95.3K
$5.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.83K+ 1.36% |
$154K - $165K
|
211K
$11.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.8K+ 8.67% |
$153K - $163K
|
35.1K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.75K+ 1.33% |
$149K - $160K
|
209K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.75K+ 0.58% |
$149K - $160K
|
477K
$26.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.69K+ 5.02% |
$147K - $157K
|
56.3K
$3.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.69K+ 25.36% |
$146K - $157K
|
13.3K
$748K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.52KNew |
$137K - $147K
|
2.52K
$142K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.5K+ 12.76% |
$136K - $146K
|
22.1K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.43K+ 69.92% |
$132K - $142K
|
5.9K
$332K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.4K+ 35.03% |
$130K - $140K
|
9.24K
$520K
|
|