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 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-291- 2.58% |
$14.6K - $16K
|
11K
$607K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-19K- 46.81% |
$956K - $1.04M
|
21.6K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.62K- 8.54% |
$81.6K - $89.1K
|
17.4K
$960K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
276+ 6.46% |
$13.9K - $15.2K
|
4.55K
$252K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
90+ 3.5% |
$4.53K - $4.94K
|
2.66K
$147K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
607K+ 11.88% |
$30.5M - $33.4M
|
5.72M
$316M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-383- 1.88% |
$19.3K - $21K
|
20K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.68K- 0.44% |
$285K - $312K
|
1.29M
$71.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30+ 0.45% |
$1.51K - $1.65K
|
6.65K
$368K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1K+ 12.49% |
$50.3K - $54.9K
|
9K
$498K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
640+ 0.31% |
$32.2K - $35.1K
|
209K
$11.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
4.08KNew |
$205K - $224K
|
4.08K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.32K+ 0.38% |
$66.5K - $72.7K
|
349K
$19.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.1K- 0.65% |
$55.4K - $60.5K
|
168K
$9.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-928- 9.47% |
$46.7K - $51K
|
8.87K
$491K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.19K+ 8.83% |
$60K - $65.5K
|
14.7K
$813K
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
22.8K+ 19.03% |
$1.15M - $1.25M
|
143K
$7.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
188+ 1.85% |
$9.45K - $10.3K
|
10.3K
$571K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-6.04K- 3.03% |
$304K - $332K
|
193K
$10.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-68- 1.22% |
$3.42K - $3.73K
|
5.52K
$305K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
405+ 2.55% |
$20.4K - $22.2K
|
16.3K
$901K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
270+ 4.7% |
$13.6K - $14.8K
|
6.02K
$333K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.2K- 7.18% |
$262K - $286K
|
67.2K
$3.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.78KNew |
$291K - $317K
|
5.78K
$320K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.68K+ 3.37% |
$286K - $312K
|
174K
$9.65M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-48- 0.78% |
$2.41K - $2.64K
|
6.1K
$337K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.7K+ 15.93% |
$136K - $148K
|
19.7K
$1.09M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
866+ 70.41% |
$43.6K - $47.6K
|
2.1K
$116K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.52K+ 0.22% |
$76.4K - $83.5K
|
684K
$37.8M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
538+ 4.77% |
$26.7K - $28.7K
|
11.8K
$654K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.45K- 95.4% |
$71.9K - $77.5K
|
70
$3.87K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.62KNew |
$278K - $300K
|
5.62K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.97K- 92.52% |
$97.4K - $105K
|
159
$8.79K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11+ 7.14% |
$545 - $587
|
165
$9.12K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-744- 11.84% |
$36.9K - $39.7K
|
5.54K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.11KNew |
$203K - $219K
|
4.11K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17.5KNew |
$866K - $933K
|
17.5K
$967K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.84KNew |
$289K - $312K
|
5.84K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
7.21KNew |
$357K - $385K
|
7.21K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25K+ 13.48% |
$61.9K - $66.7K
|
10.5K
$582K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-133K- 48.09% |
$6.6M - $7.11M
|
144K
$7.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.11KNew |
$452K - $487K
|
9.11K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-912- 11.6% |
$45.2K - $48.7K
|
6.95K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 1.14% |
$49.5 - $53.4
|
89
$4.92K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
90New |
$4.46K - $4.81K
|
90
$4.98K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
125+ 2.09% |
$6.19K - $6.67K
|
6.11K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
20.2KNew |
$998K - $1.08M
|
20.2K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.06K+ 7.37% |
$52.7K - $56.8K
|
15.5K
$857K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-73- 0.53% |
$3.62K - $3.9K
|
13.8K
$763K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
90+ 70.87% |
$4.46K - $4.81K
|
217
$12K
|
|