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
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.37K+ 1387.13% |
$129K - $138K
|
2.54K
$143K
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.29K+ 3.05% |
$125K - $134K
|
77.5K
$4.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.26K+ 49.14% |
$123K - $132K
|
6.86K
$386K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.26K+ 1.41% |
$123K - $131K
|
162K
$9.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.23K+ 4.96% |
$121K - $130K
|
47.1K
$2.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.12KNew |
$115K - $123K
|
2.12K
$119K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.1K+ 0.59% |
$114K - $122K
|
357K
$20.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.07K+ 30.89% |
$112K - $120K
|
8.75K
$493K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.03K+ 3.1% |
$110K - $118K
|
67.4K
$3.79M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.03K+ 44.02% |
$110K - $118K
|
6.63K
$373K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.02K+ 37.76% |
$110K - $117K
|
7.35K
$414K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
2.01KNew |
$109K - $117K
|
2.01K
$113K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
2KNew |
$109K - $117K
|
2K
$113K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.97K+ 42.14% |
$107K - $115K
|
6.64K
$374K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.95K+ 12.92% |
$106K - $114K
|
17K
$959K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.88K+ 8.31% |
$102K - $109K
|
24.5K
$1.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.86K+ 3.92% |
$101K - $108K
|
49.3K
$2.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.84K+ 15.09% |
$100K - $107K
|
14K
$790K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.8K+ 6.62% |
$97.7K - $105K
|
28.9K
$1.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.77K+ 6.22% |
$96.2K - $103K
|
30.2K
$1.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.73K+ 5.54% |
$94.2K - $101K
|
32.9K
$1.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1.71K+ 9.3% |
$93.1K - $99.7K
|
20.1K
$1.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.68K+ 6.93% |
$91.6K - $98K
|
25.9K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.67K+ 9.73% |
$91.1K - $97.5K
|
18.9K
$1.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.63K+ 1.7% |
$88.9K - $95.2K
|
97.8K
$5.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.62KNew |
$88.2K - $94.4K
|
1.62K
$91.2K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.56K+ 0.59% |
$84.7K - $90.7K
|
266K
$15M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 6.99% |
$83.8K - $89.8K
|
23.6K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.53K+ 2.97% |
$83.1K - $89K
|
52.9K
$2.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
1.49K+ 5.64% |
$80.8K - $86.6K
|
27.8K
$1.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 10.46% |
$78.4K - $83.9K
|
15.2K
$855K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 5.47% |
$74.8K - $80.1K
|
26.5K
$1.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.37K+ 5.17% |
$74.6K - $79.9K
|
27.9K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.34K+ 3.24% |
$73K - $78.2K
|
42.7K
$2.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.33K+ 2.57% |
$72.2K - $77.4K
|
52.9K
$2.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
1.29K+ 5.63% |
$70.3K - $75.3K
|
24.2K
$1.36M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.26K+ 2.38% |
$68.6K - $73.4K
|
54.2K
$3.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.25K+ 16.75% |
$67.8K - $72.6K
|
8.69K
$489K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.23K+ 13.75% |
$67.2K - $71.9K
|
10.2K
$575K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.18K+ 2.28% |
$64.1K - $68.6K
|
52.8K
$2.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.17K+ 7.83% |
$63.4K - $67.9K
|
16K
$903K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.13KNew |
$61.6K - $66K
|
1.13K
$63.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.1K+ 16.39% |
$60K - $64.3K
|
7.83K
$441K
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.07K+ 15.06% |
$58.3K - $62.5K
|
8.19K
$461K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
977New |
$53.2K - $56.9K
|
977
$55K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
953New |
$51.9K - $55.6K
|
953
$53.6K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
918+ 10.34% |
$50K - $53.5K
|
9.79K
$551K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
865+ 1.78% |
$47.1K - $50.4K
|
49.5K
$2.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
853+ 0.84% |
$46.4K - $49.7K
|
103K
$5.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
835+ 1.72% |
$45.4K - $48.7K
|
49.4K
$2.78M
|
|