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 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
820+ 10.78% |
$44.6K - $47.8K
|
8.42K
$474K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
780+ 38.81% |
$42.5K - $45.5K
|
2.79K
$157K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
757+ 24.86% |
$41.2K - $44.1K
|
3.8K
$214K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
757+ 4.38% |
$41.2K - $44.1K
|
18K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
737+ 42.43% |
$40.1K - $43K
|
2.47K
$139K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
729+ 1.77% |
$39.7K - $42.5K
|
42K
$2.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
728+ 9.46% |
$39.6K - $42.4K
|
8.42K
$474K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
710+ 3.66% |
$38.6K - $41.4K
|
20.1K
$1.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
700New |
$38.1K - $40.8K
|
700
$39.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
683+ 9.18% |
$37.2K - $39.8K
|
8.13K
$457K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
683+ 0.88% |
$37.2K - $39.8K
|
78.7K
$4.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
663New |
$36.1K - $38.6K
|
663
$37.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
646+ 7.38% |
$35.2K - $37.7K
|
9.4K
$529K
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
625+ 4.54% |
$34K - $36.4K
|
14.4K
$809K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
620+ 4.2% |
$33.7K - $36.1K
|
15.4K
$866K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
616New |
$33.5K - $35.9K
|
616
$34.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
590+ 8.97% |
$32.1K - $34.4K
|
7.17K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
586+ 4.16% |
$31.9K - $34.2K
|
14.7K
$826K
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
580+ 6.01% |
$31.6K - $33.8K
|
10.2K
$575K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
577+ 0.34% |
$31.4K - $33.6K
|
172K
$9.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
565New |
$30.8K - $32.9K
|
565
$31.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
518+ 2.66% |
$28.2K - $30.2K
|
20K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
488+ 1.58% |
$26.6K - $28.4K
|
31.4K
$1.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
486+ 6.47% |
$26.5K - $28.3K
|
8K
$450K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
472+ 2.46% |
$25.7K - $27.5K
|
19.7K
$1.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
465+ 12.16% |
$25.3K - $27.1K
|
4.29K
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
455New |
$24.8K - $26.5K
|
455
$25.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
441+ 0.29% |
$24K - $25.7K
|
152K
$8.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
436+ 1.17% |
$23.7K - $25.4K
|
37.6K
$2.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
431+ 3.05% |
$23.5K - $25.1K
|
14.5K
$818K
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
430+ 0.24% |
$23.4K - $25.1K
|
180K
$10.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
430New |
$23.4K - $25.1K
|
430
$24.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
417+ 3.85% |
$22.7K - $24.3K
|
11.2K
$633K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
409+ 8.11% |
$22.3K - $23.8K
|
5.45K
$307K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
377+ 1.71% |
$20.5K - $22K
|
22.5K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
350+ 145.83% |
$19.1K - $20.4K
|
590
$33.2K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
347+ 2.74% |
$18.9K - $20.2K
|
13K
$731K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
323+ 8.25% |
$17.6K - $18.8K
|
4.24K
$239K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
311New |
$16.9K - $18.1K
|
311
$17.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
300+ 23.08% |
$16.3K - $17.5K
|
1.6K
$90K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
296+ 0.86% |
$16.1K - $17.3K
|
34.8K
$1.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
284+ 5.33% |
$15.5K - $16.6K
|
5.61K
$316K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
280+ 482.76% |
$15.2K - $16.3K
|
338
$19K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
279+ 0.45% |
$15.2K - $16.3K
|
62.3K
$3.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
271+ 1.95% |
$14.8K - $15.8K
|
14.2K
$796K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
265+ 6.16% |
$14.4K - $15.4K
|
4.56K
$257K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
252+ 1.56% |
$13.7K - $14.7K
|
16.4K
$921K
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
246+ 0.51% |
$13.4K - $14.3K
|
48.6K
$2.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
246+ 7.66% |
$13.4K - $14.3K
|
3.46K
$195K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
242+ 0.52% |
$13.2K - $14.1K
|
46.8K
$2.64M
|
|