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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.38K+ 54.89% |
$152K - $184K
|
9.54K
$537K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
49+ 29.7% |
$2.2K - $2.66K
|
214
$12K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-27- 90.0% |
$1.21K - $1.47K
|
3
$169
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
14KNew |
$630K - $763K
|
14K
$789K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.25K+ 21.63% |
$56.1K - $68K
|
7.03K
$396K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
681New |
$30.6K - $37K
|
681
$38.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
70.3K+ 9.49% |
$3.15M - $3.82M
|
811K
$45.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-2.7K- 27.98% |
$121K - $147K
|
6.95K
$391K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.87K- 8.29% |
$83.8K - $101K
|
20.6K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
45.7K+ 19.2% |
$2.05M - $2.48M
|
284K
$16M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2KNew |
$89.8K - $109K
|
2K
$113K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
14.5KNew |
$649K - $787K
|
14.5K
$814K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-85- 0.59% |
$3.82K - $4.62K
|
14.3K
$803K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
866+ 573.51% |
$38.9K - $47.1K
|
1.02K
$57.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 0.03% |
$89.8 - $109
|
6.99K
$393K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$269 - $326
|
6
$338
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-67- 0.46% |
$3.01K - $3.64K
|
14.5K
$817K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
444New |
$19.9K - $24.1K
|
444
$25K
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
742K+ 248.65% |
$33.3M - $40.3M
|
1.04M
$58.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-6.36K- 41.33% |
$286K - $346K
|
9.03K
$508K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
136New |
$6.11K - $7.4K
|
136
$7.65K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1- 50.0% |
$44.9 - $54.4
|
1
$56.3
|
|
|
Jul 31, 2025
Q2 2025
|
Af Advisors, Inc.
|
BUY
|
- |
128KNew |
$5.75M - $6.96M
|
128K
$7.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-5.99K- 40.77% |
$269K - $326K
|
8.7K
$490K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-585- 9.44% |
$26.3K - $31.8K
|
5.62K
$316K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.48KNew |
$201K - $244K
|
4.48K
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.07K- 10.38% |
$48.2K - $58.3K
|
9.26K
$521K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.7K+ 8.5% |
$76.3K - $92.4K
|
21.7K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$636K - $770K
|
14.2K
$797K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
538+ 4.07% |
$24.2K - $29.3K
|
13.8K
$775K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
352New |
$15.8K - $19.1K
|
352
$19.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-50- 0.47% |
$2.24K - $2.72K
|
10.6K
$598K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.87% |
$44.9 - $54.4
|
116
$6.53K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
172+ 3.46% |
$7.72K - $9.35K
|
5.14K
$289K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.42KNew |
$198K - $240K
|
4.42K
$249K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5New |
$224 - $272
|
5
$281
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.88K- 10.35% |
$84.2K - $102K
|
16.3K
$915K
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-870- 3.48% |
$39.1K - $47.3K
|
24.1K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
857+ 16.76% |
$38.5K - $46.6K
|
5.97K
$336K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
45New |
$2.02K - $2.45K
|
45
$2.53K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.95K- 93.18% |
$267K - $323K
|
435
$24.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.48KNew |
$246K - $298K
|
5.48K
$309K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
305New |
$13.7K - $16.6K
|
305
$17.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
105+ 10.55% |
$4.71K - $5.71K
|
1.1K
$61.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
332+ 3.71% |
$14.9K - $18.1K
|
9.28K
$522K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
16.6K+ 8.08% |
$747K - $905K
|
223K
$12.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.47K- 49.26% |
$246K - $298K
|
5.64K
$317K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-81.2K- 94.92% |
$3.64M - $4.41M
|
4.34K
$244K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1New |
$44.9 - $54.4
|
1
$56.3
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-219- 92.02% |
$9.83K - $11.9K
|
19
$1.07K
|
|