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 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.07K+ 1.28% |
$53.5K - $61.5K
|
84.5K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.06K+ 12.29% |
$53.3K - $61.3K
|
9.7K
$543K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.04K+ 10.2% |
$52.3K - $60.1K
|
11.2K
$630K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.03K+ 7.42% |
$51.9K - $59.7K
|
15K
$838K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
980+ 5.51% |
$49.2K - $56.6K
|
18.8K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
955+ 18.46% |
$48K - $55.1K
|
6.13K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
941+ 1.66% |
$47.2K - $54.3K
|
57.6K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
869+ 0.52% |
$43.6K - $50.2K
|
167K
$9.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
832+ 15.64% |
$41.8K - $48K
|
6.15K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
831+ 5.68% |
$41.7K - $48K
|
15.5K
$865K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
818+ 908.89% |
$41.1K - $47.2K
|
908
$50.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
801New |
$40.2K - $46.2K
|
801
$44.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
800+ 160.0% |
$40.2K - $46.2K
|
1.3K
$72.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
791+ 9.59% |
$39.7K - $45.7K
|
9.04K
$506K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
724+ 1.54% |
$36.4K - $41.8K
|
47.6K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
704+ 14.41% |
$35.3K - $40.6K
|
5.59K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
701+ 19.13% |
$35.2K - $40.5K
|
4.37K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
700New |
$35.1K - $40.4K
|
700
$39.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
671+ 32.34% |
$33.7K - $38.7K
|
2.75K
$154K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
605+ 0.38% |
$30.4K - $34.9K
|
158K
$8.85M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
582+ 2.87% |
$29.2K - $33.6K
|
20.9K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
565+ 46.24% |
$28.4K - $32.6K
|
1.79K
$100K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
556New |
$27.9K - $32.1K
|
556
$31.1K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
536+ 5.46% |
$26.9K - $30.9K
|
10.3K
$579K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
513+ 7.76% |
$25.8K - $29.6K
|
7.12K
$399K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
509New |
$25.6K - $29.4K
|
509
$28.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
507New |
$25.5K - $29.3K
|
507
$28.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
500New |
$25.1K - $28.9K
|
500
$28K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
412New |
$20.7K - $23.8K
|
412
$23.1K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
405+ 1.51% |
$20.3K - $23.4K
|
27.2K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
396+ 1.45% |
$19.9K - $22.9K
|
27.7K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
369+ 170.05% |
$18.5K - $21.3K
|
586
$32.8K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
333+ 14.1% |
$16.7K - $19.2K
|
2.7K
$151K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
330+ 3.8% |
$16.6K - $19.1K
|
9.02K
$505K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
317+ 2.45% |
$15.9K - $18.3K
|
13.2K
$741K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
315+ 2.34% |
$15.8K - $18.2K
|
13.8K
$773K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
302+ 0.63% |
$15.2K - $17.4K
|
48.5K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
300+ 8.55% |
$15.1K - $17.3K
|
3.81K
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
287+ 2.42% |
$14.4K - $16.6K
|
12.1K
$679K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
272+ 1.78% |
$13.7K - $15.7K
|
15.5K
$869K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
240+ 4.88% |
$12.1K - $13.9K
|
5.16K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
218+ 2.89% |
$10.9K - $12.6K
|
7.76K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
214+ 2.03% |
$10.7K - $12.4K
|
10.7K
$601K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
174+ 6.32% |
$8.74K - $10K
|
2.93K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
169+ 2.3% |
$8.49K - $9.76K
|
7.52K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
166+ 2.65% |
$8.33K - $9.58K
|
6.44K
$360K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
156+ 43.58% |
$7.83K - $9.01K
|
514
$28.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
132+ 1.18% |
$6.63K - $7.62K
|
11.3K
$631K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
127+ 3.1% |
$6.38K - $7.33K
|
4.23K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
125New |
$6.28K - $7.22K
|
125
$7K
|