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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
41.3K+ 53.49% |
$2.07M - $2.38M
|
118K
$6.63M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
38.4K+ 48.03% |
$1.93M - $2.22M
|
118K
$6.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
38.1K+ 6.69% |
$1.92M - $2.2M
|
608K
$34.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.1K+ 14.17% |
$1.91M - $2.2M
|
307K
$17.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
36.6K+ 23.95% |
$1.84M - $2.11M
|
189K
$10.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
36.4K+ 63.97% |
$1.83M - $2.1M
|
93.3K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
35.2K+ 11.66% |
$1.77M - $2.03M
|
337K
$18.9M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
33.8K+ 19.94% |
$1.69M - $1.95M
|
203K
$11.4M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
30.9K+ 14.87% |
$1.55M - $1.78M
|
239K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
29.9K+ 24.89% |
$1.5M - $1.72M
|
150K
$8.39M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
29K+ 3.45% |
$1.45M - $1.67M
|
868K
$48.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
28.7K+ 88.15% |
$1.44M - $1.66M
|
61.2K
$3.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
28.4K+ 3.98% |
$1.42M - $1.64M
|
740K
$41.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
27.4KNew |
$1.37M - $1.58M
|
27.4K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
27.1K+ 23.45% |
$1.36M - $1.56M
|
143K
$7.98M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.9KNew |
$1.35M - $1.55M
|
26.9K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26K+ 10.46% |
$1.31M - $1.5M
|
274K
$15.4M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
25.9K+ 338.9% |
$1.3M - $1.5M
|
33.6K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
25.7K+ 319.62% |
$1.29M - $1.48M
|
33.8K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
24.5K+ 6.55% |
$1.23M - $1.41M
|
398K
$22.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24.1KNew |
$1.21M - $1.39M
|
24.1K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
24KNew |
$1.2M - $1.38M
|
24K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
23.6KNew |
$1.18M - $1.36M
|
23.6K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
23.2K+ 36.35% |
$1.17M - $1.34M
|
87K
$4.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
23K+ 13.84% |
$1.15M - $1.33M
|
189K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22.4KNew |
$1.12M - $1.29M
|
22.4K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.4K+ 26.59% |
$1.12M - $1.29M
|
106K
$5.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
20KNew |
$1M - $1.15M
|
20K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
19.2KNew |
$966K - $1.11M
|
19.2K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
17.3KNew |
$871K - $1M
|
17.3K
$971K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
17.3K+ 20.94% |
$870K - $1M
|
100K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.7K+ 8.16% |
$787K - $905K
|
208K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.5K+ 55.03% |
$780K - $896K
|
43.7K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
15.4KNew |
$773K - $888K
|
15.4K
$861K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
14.8K+ 10.14% |
$744K - $855K
|
161K
$9.01M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.4K+ 39.86% |
$722K - $830K
|
50.4K
$2.82M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.3K+ 10546.32% |
$720K - $828K
|
14.5K
$811K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14KNew |
$701K - $806K
|
14K
$781K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13.8K+ 7.53% |
$691K - $795K
|
197K
$11M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
12K+ 202.66% |
$605K - $696K
|
18K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.9K+ 90.66% |
$596K - $686K
|
25K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.9K+ 9.75% |
$596K - $685K
|
134K
$7.48M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
10.8K+ 37.73% |
$543K - $624K
|
39.5K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
10.7K+ 3.81% |
$536K - $617K
|
291K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.6K+ 198.18% |
$535K - $615K
|
16K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.6K+ 16.85% |
$532K - $611K
|
73.4K
$4.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10.6K+ 4.17% |
$530K - $609K
|
264K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
9.76K+ 5.05% |
$490K - $563K
|
203K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.62K+ 4.87% |
$483K - $555K
|
207K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
9.58K+ 18.38% |
$481K - $553K
|
61.7K
$3.45M
|