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 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
39+ 0.51% |
$2.12K - $2.27K
|
7.66K
$431K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35+ 1.26% |
$1.91K - $2.04K
|
2.81K
$158K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34+ 0.2% |
$1.85K - $1.98K
|
17.3K
$972K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
32+ 0.61% |
$1.74K - $1.87K
|
5.31K
$299K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
27+ 0.32% |
$1.47K - $1.57K
|
8.56K
$482K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24+ 1.98% |
$1.31K - $1.4K
|
1.24K
$69.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
23+ 0.34% |
$1.25K - $1.34K
|
6.79K
$382K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22+ 0.2% |
$1.2K - $1.28K
|
11.1K
$625K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20+ 0.34% |
$1.09K - $1.17K
|
5.98K
$337K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
19+ 0.38% |
$1.03K - $1.11K
|
5.08K
$286K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18+ 0.35% |
$980 - $1.05K
|
5.23K
$294K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
17+ 0.41% |
$925 - $991
|
4.21K
$237K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
17+ 0.32% |
$925 - $991
|
5.37K
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
17+ 18.09% |
$925 - $991
|
111
$6.25K
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
16+ 0.35% |
$871 - $933
|
4.59K
$258K
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
16+ 0.38% |
$871 - $933
|
4.27K
$240K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
15New |
$816 - $874
|
15
$844
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
14+ 0.26% |
$762 - $816
|
5.44K
$306K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
13New |
$708 - $758
|
13
$732
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
13+ 10.4% |
$708 - $758
|
138
$7.77K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
13+ 216.67% |
$708 - $758
|
19
$1.07K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12+ 0.23% |
$653 - $699
|
5.17K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
11+ 4.23% |
$599 - $641
|
271
$15.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10New |
$544 - $583
|
10
$563
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10+ 0.27% |
$544 - $583
|
3.75K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
9+ 0.17% |
$490 - $525
|
5.36K
$302K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9+ 0.13% |
$490 - $525
|
7.14K
$402K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.25% |
$435 - $466
|
3.17K
$178K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7+ 0.07% |
$381 - $408
|
10.5K
$590K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6+ 0.04% |
$327 - $350
|
13.3K
$751K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6+ 0.15% |
$327 - $350
|
4.03K
$226K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 4.8% |
$327 - $350
|
131
$7.37K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6+ 0.06% |
$327 - $350
|
9.37K
$527K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5New |
$272 - $291
|
5
$281
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5+ 0.03% |
$272 - $291
|
17.5K
$985K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4+ 0.08% |
$218 - $233
|
4.81K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 2.63% |
$218 - $233
|
156
$8.78K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4+ 0.07% |
$218 - $233
|
6.1K
$343K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4+ 0.32% |
$218 - $233
|
1.24K
$69.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3+ 0.54% |
$163 - $175
|
557
$31.3K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3+ 4.0% |
$163 - $175
|
78
$4.39K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.31% |
$109 - $117
|
638
$35.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.28% |
$109 - $117
|
729
$41K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$109 - $117
|
4.78K
$269K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2+ 0.36% |
$109 - $117
|
551
$31K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.39% |
$109 - $117
|
511
$28.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.01% |
$54.4 - $58.3
|
17.9K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.02% |
$54.4 - $58.3
|
5.06K
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1New |
$54.4 - $58.3
|
1
$56.3
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 100.0% |
$54.4 - $58.3
|
2
$113
|
|