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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.98K- 0.92% |
$221K - $231K
|
426K
$24M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-20.6K- 21.96% |
$1.14M - $1.2M
|
73.2K
$4.12M
|
|
|
Jan 23, 2026
Q4 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.05K+ 7.32% |
$58.4K - $61.1K
|
15.4K
$868K
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.73K+ 8.21% |
$95.7K - $100K
|
22.7K
$1.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-450- 2.07% |
$24.9K - $26.1K
|
21.3K
$1.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4+ 0.07% |
$222 - $232
|
6.1K
$343K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15+ 0.19% |
$832 - $871
|
7.89K
$444K
|
|
|
Jan 23, 2026
Q4 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-187- 0.32% |
$10.4K - $10.9K
|
59.1K
$3.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-174- 2.42% |
$9.65K - $10.1K
|
7.02K
$395K
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-4- 0.03% |
$222 - $232
|
14K
$789K
|
|
|
Jan 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-200- 0.4% |
$11.1K - $11.6K
|
49.8K
$2.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
113+ 1.1% |
$6.26K - $6.56K
|
10.4K
$583K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-164- 0.5% |
$9.09K - $9.52K
|
32.8K
$1.84M
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-210- 0.67% |
$11.6K - $12.2K
|
31.2K
$1.75M
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 6.58% |
$658K - $689K
|
192K
$10.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-792- 8.39% |
$43.9K - $46K
|
8.65K
$487K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
572New |
$31.7K - $33.2K
|
572
$32.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-804- 6.03% |
$44.6K - $46.7K
|
12.5K
$705K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
83.7K+ 14.29% |
$4.64M - $4.86M
|
670K
$37.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.42K+ 2.67% |
$190K - $199K
|
132K
$7.41M
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.02% |
$55.4 - $58.1
|
5.07K
$285K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.52KNew |
$195K - $204K
|
3.52K
$198K
|
|
|
Jan 22, 2026
Q4 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-43- 0.57% |
$2.38K - $2.5K
|
7.5K
$422K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-33K- 8.82% |
$1.83M - $1.92M
|
341K
$19.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-68.4K- 48.03% |
$3.79M - $3.97M
|
74.1K
$4.17M
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.25% |
$444 - $464
|
3.17K
$179K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
350+ 4.69% |
$19.4K - $20.3K
|
7.81K
$440K
|
|
|
Jan 21, 2026
Q4 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-22- 0.04% |
$1.22K - $1.28K
|
52.9K
$2.98M
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.3K+ 7.91% |
$349K - $365K
|
85.9K
$4.83M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.54K- 2.84% |
$196K - $205K
|
121K
$6.81M
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.39K+ 5.29% |
$76.8K - $80.4K
|
27.6K
$1.55M
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
5.84K+ 24.1% |
$324K - $339K
|
30.1K
$1.69M
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
744K+ 1293.15% |
$41.2M - $43.2M
|
801K
$45.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-784- 2.22% |
$43.5K - $45.5K
|
34.5K
$1.94M
|
|
|
Jan 21, 2026
Q4 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-845- 1.9% |
$46.8K - $49.1K
|
43.7K
$2.46M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-526- 2.91% |
$29.2K - $30.5K
|
17.6K
$989K
|
|
|
Jan 21, 2026
Q4 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-244- 14.93% |
$13.5K - $14.2K
|
1.39K
$78.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
197+ 58.28% |
$10.9K - $11.4K
|
535
$30.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-330- 0.67% |
$18.3K - $19.2K
|
49.1K
$2.76M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-906- 1.55% |
$50.2K - $52.6K
|
57.4K
$3.23M
|
|
|
Jan 21, 2026
Q4 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
5.56K+ 7.18% |
$308K - $323K
|
83K
$4.67M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-349- 3.14% |
$19.3K - $20.3K
|
10.8K
$605K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
51.9K+ 7.5% |
$2.88M - $3.01M
|
744K
$41.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
52New |
$2.88K - $3.02K
|
52
$2.93K
|
|
|
Jan 20, 2026
Q4 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
676+ 17.73% |
$37.5K - $39.2K
|
4.49K
$253K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.91K+ 22.03% |
$383K - $401K
|
38.3K
$2.16M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.96K+ 6.28% |
$164K - $172K
|
50.1K
$2.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 3.41% |
$88.6K - $92.8K
|
48.4K
$2.73M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-22K- 15.11% |
$1.22M - $1.28M
|
124K
$6.95M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-325- 2.55% |
$18K - $18.9K
|
12.4K
$698K
|
|