Latest Institutional Transactions on Spdr Portfolio (SPMD)
This table provides information on the latest institutional transactions involving Spdr Portfolio (SPMD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.05K- 11.03% |
$384K - $411K
|
56.8K
$3.2M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
24.6K+ 10.53% |
$1.34M - $1.43M
|
258K
$14.5M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-40.2K- 36.0% |
$2.19M - $2.34M
|
71.4K
$4.02M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.03K+ 3.1% |
$110K - $118K
|
67.4K
$3.79M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-45.8K- 95.91% |
$2.49M - $2.67M
|
1.95K
$110K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
234K+ 114.39% |
$12.7M - $13.6M
|
438K
$24.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
625+ 4.54% |
$34K - $36.4K
|
14.4K
$809K
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-25- 0.05% |
$1.36K - $1.46K
|
53.8K
$3.03M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.67K+ 3.35% |
$472K - $505K
|
268K
$15.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-111- 0.34% |
$6.04K - $6.47K
|
32.8K
$1.84M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-40- 0.26% |
$2.18K - $2.33K
|
15.3K
$861K
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-573- 3.64% |
$31.2K - $33.4K
|
15.2K
$853K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
11.8K+ 10.94% |
$641K - $687K
|
120K
$6.72M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
6.61K+ 167.91% |
$360K - $385K
|
10.5K
$593K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-97- 1.32% |
$5.28K - $5.65K
|
7.26K
$409K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.2K+ 17.8% |
$829K - $888K
|
101K
$5.67M
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4+ 0.08% |
$218 - $233
|
4.81K
$271K
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.07K+ 15.06% |
$58.3K - $62.5K
|
8.19K
$461K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 3.05% |
$5.44K - $5.83K
|
3.38K
$190K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-1.56K- 2.67% |
$85.1K - $91.2K
|
57K
$3.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.3K+ 3.15% |
$452K - $484K
|
272K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
96.1K+ 6.66% |
$5.23M - $5.6M
|
1.54M
$86.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
865+ 1.78% |
$47.1K - $50.4K
|
49.5K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-8.03K- 8.92% |
$437K - $468K
|
81.9K
$4.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62.8K+ 4.05% |
$3.42M - $3.66M
|
1.61M
$90.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.85K+ 15.48% |
$319K - $341K
|
43.7K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.73K+ 2.69% |
$203K - $217K
|
142K
$8.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-18- 0.12% |
$980 - $1.05K
|
14.5K
$815K
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.17KNew |
$227K - $243K
|
4.17K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.72KNew |
$202K - $217K
|
3.72K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.77K- 0.38% |
$96.1K - $103K
|
459K
$25.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.35K+ 2.22% |
$346K - $370K
|
292K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
231K+ 6025.29% |
$12.6M - $13.4M
|
234K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-219K- 42.97% |
$11.9M - $12.8M
|
291K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.3K- 60.68% |
$833K - $892K
|
9.91K
$558K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.75K+ 1.33% |
$149K - $160K
|
209K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.1K+ 0.59% |
$114K - $122K
|
357K
$20.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.68KNew |
$309K - $331K
|
5.68K
$320K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.5K+ 24.06% |
$683K - $731K
|
64.7K
$3.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.5K+ 6.96% |
$1.6M - $1.72M
|
453K
$25.5M
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
11+ 4.23% |
$599 - $641
|
271
$15.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
586+ 4.16% |
$31.9K - $34.2K
|
14.7K
$826K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
9.2KNew |
$501K - $536K
|
9.2K
$518K
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
16+ 0.35% |
$871 - $933
|
4.59K
$258K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.9K+ 0.54% |
$267K - $286K
|
908K
$51.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
354K+ 18.93% |
$19.3M - $20.7M
|
2.23M
$125M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
211K+ 7.1% |
$11.5M - $12.3M
|
3.19M
$179M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17K+ 2.66% |
$924K - $989K
|
655K
$36.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$54.4 - $58.3
|
4.03K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7+ 0.07% |
$381 - $408
|
10.5K
$590K
|
|