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 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-3.36K- 5.37% |
$183K - $196K
|
59.2K
$3.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
246+ 7.66% |
$13.4K - $14.3K
|
3.46K
$195K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.52K+ 199.97% |
$409K - $438K
|
11.3K
$634K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.69K+ 5.02% |
$147K - $157K
|
56.3K
$3.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
23.5KNew |
$1.28M - $1.37M
|
23.5K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
74+ 1.78% |
$4.03K - $4.31K
|
4.23K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.75K+ 0.58% |
$149K - $160K
|
477K
$26.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.28K+ 46.86% |
$233K - $249K
|
13.4K
$754K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5.61K+ 2.5% |
$305K - $327K
|
230K
$12.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
139+ 0.73% |
$7.57K - $8.1K
|
19.2K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.56K+ 27.72% |
$248K - $266K
|
21K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-251- 1.93% |
$13.7K - $14.6K
|
12.7K
$717K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-275- 4.91% |
$15K - $16K
|
5.32K
$299K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-253- 4.7% |
$13.8K - $14.7K
|
5.14K
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
488+ 1.58% |
$26.6K - $28.4K
|
31.4K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.1K- 8.28% |
$169K - $181K
|
34.4K
$1.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
13+ 216.67% |
$708 - $758
|
19
$1.07K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-7.34K- 0.84% |
$399K - $428K
|
867K
$48.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
534KNew |
$29.1M - $31.1M
|
534K
$30M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
311New |
$16.9K - $18.1K
|
311
$17.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-825- 1.73% |
$44.9K - $48.1K
|
46.8K
$2.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
1.29K+ 5.63% |
$70.3K - $75.3K
|
24.2K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
118New |
$6.42K - $6.88K
|
118
$6.64K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
116+ 0.03% |
$6.31K - $6.76K
|
378K
$21.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.03% |
$54.4 - $58.3
|
3.19K
$179K
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
436+ 1.17% |
$23.7K - $25.4K
|
37.6K
$2.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.33K+ 2.57% |
$72.2K - $77.4K
|
52.9K
$2.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-117- 1.54% |
$6.37K - $6.82K
|
7.46K
$420K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.65K+ 14.25% |
$525K - $563K
|
77.4K
$4.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.67KNew |
$200K - $214K
|
3.67K
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
66+ 1.13% |
$3.59K - $3.85K
|
5.92K
$333K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
284+ 5.33% |
$15.5K - $16.6K
|
5.61K
$316K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.86K+ 0.89% |
$210K - $225K
|
438K
$24.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.97K+ 42.14% |
$107K - $115K
|
6.64K
$374K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5+ 0.03% |
$272 - $291
|
17.5K
$985K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 16.66% |
$1.32M - $1.41M
|
170K
$9.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
620+ 4.2% |
$33.7K - $36.1K
|
15.4K
$866K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
8.29K+ 178.02% |
$451K - $483K
|
12.9K
$728K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
65K+ 10.38% |
$3.54M - $3.79M
|
692K
$38.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-80K- 73.26% |
$4.35M - $4.66M
|
29.2K
$1.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-527- 1.07% |
$28.7K - $30.7K
|
48.8K
$2.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.7K+ 7.79% |
$638K - $684K
|
162K
$9.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-234- 1.72% |
$12.7K - $13.6K
|
13.4K
$753K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 1.47% |
$58.3K - $62.4K
|
71.7K
$4.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.41K- 14.49% |
$76.6K - $82K
|
8.3K
$467K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-5.37K- 4.44% |
$292K - $313K
|
116K
$6.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-202- 1.7% |
$11K - $11.8K
|
11.7K
$658K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
6.71K+ 28.68% |
$365K - $391K
|
30.1K
$1.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.75K- 6.38% |
$476K - $510K
|
128K
$7.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
27+ 0.32% |
$1.47K - $1.57K
|
8.56K
$482K
|
|