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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.2K- 20.85% |
$65.5K - $70.1K
|
4.57K
$257K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-599- 1.45% |
$32.6K - $34.9K
|
40.8K
$2.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.62KNew |
$88.2K - $94.4K
|
1.62K
$91.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
486+ 6.47% |
$26.5K - $28.3K
|
8K
$450K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-393- 0.53% |
$21.4K - $22.9K
|
73.6K
$4.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-493- 14.19% |
$26.8K - $28.7K
|
2.98K
$168K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
17+ 18.09% |
$925 - $991
|
111
$6.25K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
193K+ 2.91% |
$10.5M - $11.3M
|
6.84M
$385M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-262- 1.12% |
$14.3K - $15.3K
|
23.2K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-30- 0.17% |
$1.63K - $1.75K
|
17.9K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 100.0% |
$54.4 - $58.3
|
2
$113
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-459- 9.52% |
$25K - $26.8K
|
4.36K
$245K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.27K+ 5.95% |
$396K - $424K
|
130K
$7.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
281KNew |
$15.3M - $16.4M
|
281K
$15.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-3.24K- 24.47% |
$176K - $189K
|
9.99K
$562K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.23K+ 32.29% |
$176K - $188K
|
13.2K
$745K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-16- 0.1% |
$871 - $933
|
16K
$901K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-5.12K- 6.17% |
$279K - $299K
|
77.9K
$4.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-46- 0.5% |
$2.5K - $2.68K
|
9.1K
$512K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-983- 3.53% |
$53.5K - $57.3K
|
26.8K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-10.7K- 7.98% |
$583K - $624K
|
124K
$6.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 10.46% |
$78.4K - $83.9K
|
15.2K
$855K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
58+ 0.34% |
$3.16K - $3.38K
|
17K
$957K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5.23K+ 16.05% |
$285K - $305K
|
37.8K
$2.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22.3K+ 11.48% |
$1.22M - $1.3M
|
217K
$12.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.54K+ 2.69% |
$410K - $440K
|
288K
$16.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
57.5KNew |
$3.13M - $3.35M
|
57.5K
$3.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
7.07K+ 6.03% |
$385K - $412K
|
124K
$6.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
5.17KNew |
$281K - $301K
|
5.17K
$291K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-40K- 23.64% |
$2.18M - $2.33M
|
129K
$7.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.95K+ 12.92% |
$106K - $114K
|
17K
$959K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-43.5K- 10.0% |
$2.37M - $2.53M
|
391K
$22M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-696- 2.93% |
$37.9K - $40.6K
|
23K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
110KNew |
$6.01M - $6.43M
|
110K
$6.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.59K- 24.79% |
$141K - $151K
|
7.86K
$442K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-241- 0.19% |
$13.1K - $14K
|
128K
$7.21M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
4.29K+ 1.57% |
$233K - $250K
|
277K
$15.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-25K- 6.26% |
$1.36M - $1.46M
|
374K
$21.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
7.25KNew |
$395K - $423K
|
7.25K
$408K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
5.54KNew |
$301K - $323K
|
5.54K
$312K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
23+ 0.34% |
$1.25K - $1.34K
|
6.79K
$382K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-83- 0.74% |
$4.52K - $4.84K
|
11.1K
$625K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5New |
$272 - $291
|
5
$281
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-1.27K- 5.62% |
$69.1K - $74K
|
21.3K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
472+ 2.46% |
$25.7K - $27.5K
|
19.7K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
46+ 0.49% |
$2.5K - $2.68K
|
9.45K
$532K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.84K+ 15.09% |
$100K - $107K
|
14K
$790K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-992- 6.61% |
$54K - $57.8K
|
14K
$789K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.18K- 0.52% |
$64.3K - $68.8K
|
225K
$12.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
431+ 3.05% |
$23.5K - $25.1K
|
14.5K
$818K
|
|