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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.53K+ 156.68% |
$478K - $550K
|
15.6K
$874K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.49KNew |
$476K - $548K
|
9.49K
$531K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8.79K+ 82.05% |
$441K - $507K
|
19.5K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.68K+ 6.63% |
$436K - $501K
|
140K
$7.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
8.66K+ 72.93% |
$435K - $500K
|
20.5K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.48K+ 2.35% |
$426K - $490K
|
369K
$20.7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.23K+ 15.71% |
$413K - $475K
|
60.6K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.09K+ 36.85% |
$406K - $467K
|
30.1K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
7.48K+ 11.56% |
$376K - $432K
|
72.2K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
7.28KNew |
$365K - $420K
|
7.28K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
6.85K+ 3.7% |
$344K - $395K
|
192K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
6.74K+ 24.59% |
$339K - $389K
|
34.2K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
6.53KNew |
$328K - $377K
|
6.53K
$366K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.31K+ 19.03% |
$317K - $364K
|
39.5K
$2.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.3K+ 16.73% |
$316K - $364K
|
44K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
6.05K+ 12.78% |
$304K - $349K
|
53.4K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.8K+ 0.84% |
$291K - $335K
|
692K
$38.7M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
5.78KNew |
$290K - $334K
|
5.78K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.76K+ 52.45% |
$289K - $333K
|
16.8K
$938K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
5.71KNew |
$287K - $330K
|
5.71K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.69K+ 102.23% |
$286K - $329K
|
11.3K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.59KNew |
$281K - $323K
|
5.59K
$313K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.55K+ 62.14% |
$279K - $320K
|
14.5K
$810K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
5.34K+ 13.31% |
$268K - $308K
|
45.5K
$2.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.06K+ 68.08% |
$254K - $292K
|
12.5K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.02KNew |
$252K - $290K
|
5.02K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.01K+ 16.66% |
$252K - $289K
|
35.1K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
4.97K+ 2.63% |
$250K - $287K
|
194K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.95K+ 71.93% |
$248K - $286K
|
11.8K
$662K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
4.85KNew |
$244K - $280K
|
4.85K
$272K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.74KNew |
$238K - $273K
|
4.74K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
4.73KNew |
$238K - $273K
|
4.73K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.48KNew |
$225K - $259K
|
4.48K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.43K+ 58.84% |
$222K - $256K
|
12K
$670K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
4.41K+ 2.95% |
$221K - $255K
|
154K
$8.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4.38K+ 11.08% |
$220K - $253K
|
43.9K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.25KNew |
$213K - $245K
|
4.25K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.22K+ 35.72% |
$212K - $244K
|
16K
$898K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
4.15KNew |
$208K - $240K
|
4.15K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
4.13K+ 2.01% |
$208K - $239K
|
210K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.06KNew |
$204K - $234K
|
4.06K
$227K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.05K+ 1.11% |
$203K - $234K
|
368K
$20.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.04KNew |
$203K - $233K
|
4.04K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4KNew |
$201K - $231K
|
4K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4K+ 3.76% |
$201K - $231K
|
110K
$6.17M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
3.93K+ 20.13% |
$197K - $227K
|
23.4K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.91K+ 5.18% |
$196K - $226K
|
79.3K
$4.44M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.69K+ 12.58% |
$185K - $213K
|
33K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.54K+ 7.97% |
$178K - $205K
|
48K
$2.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.52K+ 2.94% |
$177K - $203K
|
123K
$6.89M
|