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
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
112New |
$5.62K - $6.47K
|
112
$6.27K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
110+ 2.41% |
$5.52K - $6.35K
|
4.67K
$262K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
100+ 0.03% |
$5.02K - $5.77K
|
369K
$20.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
88New |
$4.42K - $5.08K
|
88
$4.93K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
85New |
$4.27K - $4.91K
|
85
$4.76K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
66New |
$3.31K - $3.81K
|
66
$3.69K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
56+ 1.07% |
$2.81K - $3.23K
|
5.3K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 31.93% |
$2.66K - $3.06K
|
219
$12.3K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
51+ 5.56% |
$2.56K - $2.94K
|
968
$54.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
33New |
$1.66K - $1.91K
|
33
$1.85K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
32+ 0.09% |
$1.61K - $1.85K
|
36.2K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
29+ 2.48% |
$1.46K - $1.67K
|
1.2K
$67K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
29+ 0.08% |
$1.46K - $1.67K
|
34.2K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
26+ 650.0% |
$1.31K - $1.5K
|
30
$1.68K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
25+ 0.34% |
$1.26K - $1.44K
|
7.33K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
25+ 1.73% |
$1.26K - $1.44K
|
1.47K
$82.1K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
20New |
$1K - $1.15K
|
20
$1.12K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20+ 0.34% |
$1K - $1.15K
|
5.94K
$332K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
20+ 0.11% |
$1K - $1.15K
|
17.5K
$980K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19+ 0.39% |
$954 - $1.1K
|
4.9K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
19+ 4.05% |
$954 - $1.1K
|
488
$27.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.22% |
$854 - $981
|
7.9K
$442K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
15New |
$753 - $866
|
15
$840
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 0.74% |
$603 - $693
|
1.63K
$91.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12+ 0.31% |
$603 - $693
|
3.95K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 0.16% |
$552 - $635
|
6.84K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11+ 13.41% |
$552 - $635
|
93
$5.21K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
10+ 0.21% |
$502 - $577
|
4.69K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
9+ 13.43% |
$452 - $520
|
76
$4.25K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.25% |
$402 - $462
|
3.15K
$176K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4+ 0.33% |
$201 - $231
|
1.23K
$69.1K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4+ 0.1% |
$201 - $231
|
4.14K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 8.33% |
$151 - $173
|
39
$2.18K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3+ 0.06% |
$151 - $173
|
4.8K
$269K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.32% |
$100 - $115
|
633
$35.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$100 - $115
|
962
$53.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.38% |
$100 - $115
|
529
$29.6K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$50.2 - $57.7
|
1
$56
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 1.12% |
$50.2 - $57.7
|
90
$5.04K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1New |
$50.2 - $57.7
|
1
$56
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1New |
$50.2 - $57.7
|
1
$56
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.98M+ 199.14% |
$107M - $118M
|
2.97M
$166M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
99KNew |
$5.36M - $5.9M
|
99K
$5.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
48.2KNew |
$2.61M - $2.87M
|
48.2K
$2.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
43.1KNew |
$2.34M - $2.57M
|
43.1K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.4KNew |
$1.37M - $1.51M
|
25.4K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11.9K+ 6.4% |
$644K - $709K
|
198K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
11.3K+ 4.97% |
$610K - $672K
|
238K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.1K+ 6.65% |
$548K - $603K
|
162K
$9.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.96KNew |
$539K - $593K
|
9.96K
$558K
|
|