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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
235New |
$12.8K - $13.7K
|
235
$13.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
217+ 1.93% |
$11.8K - $12.6K
|
11.5K
$645K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
212+ 0.92% |
$11.5K - $12.4K
|
23.2K
$1.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
201New |
$10.9K - $11.7K
|
201
$11.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
199+ 1.76% |
$10.8K - $11.6K
|
11.5K
$649K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
196+ 4.94% |
$10.7K - $11.4K
|
4.16K
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
189New |
$10.3K - $11K
|
189
$10.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
178+ 2.16% |
$9.69K - $10.4K
|
8.43K
$474K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
176+ 0.08% |
$9.58K - $10.3K
|
232K
$13.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
171+ 0.1% |
$9.31K - $9.97K
|
179K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
157+ 4.04% |
$8.55K - $9.15K
|
4.04K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
157+ 2.76% |
$8.55K - $9.15K
|
5.85K
$329K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
156+ 0.6% |
$8.49K - $9.09K
|
26.2K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
154+ 0.16% |
$8.38K - $8.98K
|
94.1K
$5.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
152+ 2.36% |
$8.27K - $8.86K
|
6.6K
$371K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
150+ 0.84% |
$8.16K - $8.74K
|
18K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
139+ 0.35% |
$7.57K - $8.1K
|
40.2K
$2.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
139+ 0.73% |
$7.57K - $8.1K
|
19.2K
$1.08M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
136+ 15.67% |
$7.4K - $7.93K
|
1K
$56.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
136+ 3.46% |
$7.4K - $7.93K
|
4.07K
$229K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
135+ 0.2% |
$7.35K - $7.87K
|
69K
$3.88M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
133+ 2.03% |
$7.24K - $7.75K
|
6.69K
$376K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
132+ 0.25% |
$7.18K - $7.69K
|
54K
$3.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
131New |
$7.13K - $7.64K
|
131
$7.37K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
126+ 0.77% |
$6.86K - $7.34K
|
16.6K
$933K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
118New |
$6.42K - $6.88K
|
118
$6.64K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
118New |
$6.42K - $6.88K
|
118
$6.64K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
116+ 0.03% |
$6.31K - $6.76K
|
378K
$21.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
110+ 0.22% |
$5.99K - $6.41K
|
49.4K
$2.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
107+ 2675.0% |
$5.82K - $6.24K
|
111
$6.25K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
105+ 2.09% |
$5.72K - $6.12K
|
5.14K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
105+ 0.39% |
$5.72K - $6.12K
|
27.2K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
105+ 0.39% |
$5.72K - $6.12K
|
27.2K
$1.53M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
101New |
$5.5K - $5.89K
|
101
$5.68K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 3.05% |
$5.44K - $5.83K
|
3.38K
$190K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
100New |
$5.44K - $5.83K
|
100
$5.63K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
95+ 0.43% |
$5.17K - $5.54K
|
22.4K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
87New |
$4.74K - $5.07K
|
87
$4.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
76+ 15.17% |
$4.14K - $4.43K
|
577
$32.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
74+ 1.78% |
$4.03K - $4.31K
|
4.23K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
73+ 28.4% |
$3.97K - $4.26K
|
330
$18.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
66+ 1.13% |
$3.59K - $3.85K
|
5.92K
$333K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
65+ 6.39% |
$3.54K - $3.79K
|
1.08K
$60.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
62New |
$3.37K - $3.61K
|
62
$3.49K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
58+ 0.34% |
$3.16K - $3.38K
|
17K
$957K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
50+ 0.33% |
$2.72K - $2.91K
|
15.4K
$867K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
46+ 0.32% |
$2.5K - $2.68K
|
14.4K
$809K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
46+ 0.49% |
$2.5K - $2.68K
|
9.45K
$532K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
45+ 1.1% |
$2.45K - $2.62K
|
4.15K
$233K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
39+ 0.24% |
$2.12K - $2.27K
|
16.6K
$934K
|
|