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 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.3K+ 1.78% |
$180K - $192K
|
189K
$10.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.95K+ 3.19% |
$161K - $172K
|
95.3K
$5.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
33.9K+ 170.98% |
$1.85M - $1.98M
|
53.7K
$3.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-125- 0.64% |
$6.8K - $7.29K
|
19.3K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.25K+ 16.75% |
$67.8K - $72.6K
|
8.69K
$489K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
710+ 3.66% |
$38.6K - $41.4K
|
20.1K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.17K+ 7.83% |
$63.4K - $67.9K
|
16K
$903K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.84KNew |
$209K - $224K
|
3.84K
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.79K+ 2.35% |
$261K - $279K
|
208K
$11.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
152+ 2.36% |
$8.27K - $8.86K
|
6.6K
$371K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-128- 1.71% |
$6.97K - $7.46K
|
7.34K
$413K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
131New |
$7.13K - $7.64K
|
131
$7.37K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
33.6K+ 0.72% |
$1.83M - $1.96M
|
4.73M
$266M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
26.4KNew |
$1.44M - $1.54M
|
26.4K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
1.49K+ 5.64% |
$80.8K - $86.6K
|
27.8K
$1.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-138- 1.97% |
$7.51K - $8.04K
|
6.87K
$387K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
14.2K+ 2.35% |
$771K - $826K
|
618K
$34.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
150K+ 8.67% |
$8.17M - $8.75M
|
1.88M
$106M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
296+ 0.86% |
$16.1K - $17.3K
|
34.8K
$1.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
565New |
$30.8K - $32.9K
|
565
$31.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
235New |
$12.8K - $13.7K
|
235
$13.2K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.34K+ 3.24% |
$73K - $78.2K
|
42.7K
$2.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
201New |
$10.9K - $11.7K
|
201
$11.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-385K- 39.67% |
$21M - $22.5M
|
586K
$33M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
24.1K+ 8.19% |
$1.31M - $1.41M
|
319K
$18M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.44K- 8.57% |
$78.3K - $83.9K
|
15.3K
$863K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4.07K+ 53.11% |
$221K - $237K
|
11.7K
$660K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-507- 25.19% |
$27.6K - $29.6K
|
1.51K
$84.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9.05K+ 4.17% |
$492K - $527K
|
226K
$12.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-10- 0.12% |
$544 - $583
|
8.02K
$451K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
14+ 0.26% |
$762 - $816
|
5.44K
$306K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-11.1K- 15.53% |
$603K - $646K
|
60.2K
$3.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-95- 1.28% |
$5.17K - $5.54K
|
7.31K
$411K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.97KNew |
$325K - $348K
|
5.97K
$336K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-2K- 4.56% |
$109K - $117K
|
41.9K
$2.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
133+ 2.03% |
$7.24K - $7.75K
|
6.69K
$376K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
14K+ 52.97% |
$764K - $818K
|
40.5K
$2.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
37K+ 5.3% |
$2.01M - $2.15M
|
734K
$41.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-171- 3.37% |
$9.31K - $9.97K
|
4.9K
$276K
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11.6K+ 1.73% |
$629K - $673K
|
680K
$38.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
29.4K+ 15.19% |
$1.6M - $1.71M
|
223K
$12.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.13KNew |
$61.6K - $66K
|
1.13K
$63.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.73K+ 5.54% |
$94.2K - $101K
|
32.9K
$1.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.23K+ 4.96% |
$121K - $130K
|
47.1K
$2.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.13K+ 5.0% |
$443K - $474K
|
171K
$9.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-8.49K- 14.05% |
$462K - $495K
|
51.9K
$2.92M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.77KNew |
$260K - $278K
|
4.77K
$269K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
377+ 1.71% |
$20.5K - $22K
|
22.5K
$1.26M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.03K+ 44.02% |
$110K - $118K
|
6.63K
$373K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3+ 4.0% |
$163 - $175
|
78
$4.39K
|
|