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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.51K+ 2.82% |
$176K - $203K
|
128K
$7.16M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
3.5K+ 2.96% |
$176K - $202K
|
122K
$6.82M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.3K+ 3.92% |
$166K - $191K
|
87.6K
$4.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.29K+ 3.9% |
$165K - $190K
|
87.5K
$4.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.28K+ 109166.67% |
$164K - $189K
|
3.28K
$184K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.23K+ 8.16% |
$162K - $186K
|
42.7K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.92K+ 37.84% |
$147K - $169K
|
10.6K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.69K+ 14.27% |
$135K - $155K
|
21.5K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.64K+ 14.93% |
$132K - $152K
|
20.3K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.51K+ 1.07% |
$126K - $145K
|
236K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.44K+ 0.63% |
$122K - $141K
|
389K
$21.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.35K+ 23.44% |
$118K - $136K
|
12.4K
$694K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
2.34K+ 3.35% |
$118K - $135K
|
72.3K
$4.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.26K+ 58.17% |
$114K - $131K
|
6.16K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.24K+ 14.55% |
$112K - $129K
|
17.6K
$987K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.2K+ 1.86% |
$110K - $127K
|
121K
$6.75M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
2.14K+ 19.31% |
$107K - $124K
|
13.2K
$740K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.05K+ 11.64% |
$103K - $118K
|
19.6K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2.05K+ 1202.94% |
$103K - $118K
|
2.22K
$124K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2.01KNew |
$101K - $116K
|
2.01K
$113K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.01K+ 8.96% |
$101K - $116K
|
24.4K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.94KNew |
$97.3K - $112K
|
1.94K
$108K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.94K+ 8.59% |
$97.3K - $112K
|
24.5K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.93K+ 29.42% |
$96.7K - $111K
|
8.47K
$474K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.92K+ 43.07% |
$96.5K - $111K
|
6.38K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.83K+ 18.58% |
$91.6K - $105K
|
11.7K
$652K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.82K+ 2.92% |
$91.4K - $105K
|
64.1K
$3.59M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.76K+ 35.45% |
$88.5K - $102K
|
6.73K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.76K+ 9.84% |
$88.3K - $101K
|
19.6K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.74K+ 9.61% |
$87.3K - $100K
|
19.8K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.63K+ 3.79% |
$82K - $94.3K
|
44.7K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.63K+ 10.14% |
$81.8K - $94K
|
17.7K
$991K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.61K+ 2.76% |
$80.9K - $93.1K
|
60K
$3.36M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.5K+ 0.34% |
$75.5K - $86.8K
|
441K
$24.7M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.48K+ 0.88% |
$74.5K - $85.6K
|
170K
$9.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.39K+ 2.35% |
$69.7K - $80.2K
|
60.4K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.39K+ 20.81% |
$69.7K - $80.1K
|
8.06K
$451K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1.37K+ 8.18% |
$68.9K - $79.3K
|
18.2K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.36KNew |
$68.5K - $78.7K
|
1.36K
$76.4K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.35K+ 2.29% |
$67.8K - $78K
|
60.3K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.34K+ 20.2% |
$67.3K - $77.4K
|
7.98K
$447K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.34KNew |
$67K - $77.1K
|
1.34K
$74.7K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.17K+ 1.6% |
$58.5K - $67.3K
|
74.1K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.15KNew |
$57.8K - $66.4K
|
1.15K
$64.4K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.15K+ 13.53% |
$57.7K - $66.4K
|
9.65K
$540K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.13K+ 19.31% |
$56.8K - $65.4K
|
6.99K
$391K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.11K+ 9.07% |
$55.8K - $64.1K
|
13.4K
$748K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.11K+ 22.33% |
$55.7K - $64.1K
|
6.08K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.08K+ 7.99% |
$54.2K - $62.3K
|
14.6K
$817K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.07K+ 5.01% |
$53.8K - $61.8K
|
22.5K
$1.26M
|