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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.6KNew |
$584K - $638K
|
11.6K
$558K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.08KNew |
$306K - $334K
|
6.08K
$293K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.19K- 23.54% |
$59.9K - $65.5K
|
3.87K
$186K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
9.38KNew |
$472K - $515K
|
9.38K
$451K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-547- 3.99% |
$27.5K - $30K
|
13.1K
$633K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.12K- 14.53% |
$56.3K - $61.5K
|
6.58K
$317K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
12.8K+ 10.23% |
$646K - $705K
|
138K
$6.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.48K+ 11.57% |
$276K - $301K
|
52.8K
$2.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-68- 7.34% |
$3.42K - $3.73K
|
858
$41.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.7K- 7.06% |
$85.4K - $93.3K
|
22.4K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-10.5K- 74.02% |
$530K - $578K
|
3.7K
$178K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-124K- 69.93% |
$6.24M - $6.81M
|
53.3K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
9.91K+ 117.12% |
$498K - $544K
|
18.4K
$884K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-165- 0.93% |
$8.3K - $9.06K
|
17.5K
$841K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.48K+ 20.56% |
$74.6K - $81.4K
|
8.7K
$418K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-285- 15.62% |
$14.3K - $15.7K
|
1.54K
$74.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-600- 89.55% |
$30.2K - $33K
|
70
$3.37K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-9.43K- 51.43% |
$474K - $518K
|
8.91K
$428K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.26K+ 8.27% |
$365K - $399K
|
95K
$4.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 11.24% |
$688K - $751K
|
108K
$5.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
493K+ 2449.46% |
$24.8M - $27.1M
|
514K
$24.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-40- 32.79% |
$2.01K - $2.2K
|
82
$3.95K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-706- 35.95% |
$35.5K - $38.8K
|
1.26K
$60.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
68+ 0.11% |
$3.42K - $3.73K
|
62.8K
$3.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-500- 50.0% |
$25.1K - $27.5K
|
500
$24.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.16K- 35.86% |
$58.3K - $63.7K
|
2.08K
$99.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
19New |
$956 - $1.04K
|
19
$914
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
4.24KNew |
$213K - $233K
|
4.24K
$204K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
10.8KNew |
$542K - $592K
|
10.8K
$518K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30+ 0.45% |
$1.51K - $1.65K
|
6.65K
$320K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
4.08KNew |
$205K - $224K
|
4.08K
$196K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
866+ 70.41% |
$43.6K - $47.6K
|
2.1K
$101K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.62KNew |
$278K - $300K
|
5.62K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.97K- 92.52% |
$97.4K - $105K
|
159
$7.65K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11+ 7.14% |
$545 - $587
|
165
$7.94K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-744- 11.84% |
$36.9K - $39.7K
|
5.54K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.11KNew |
$203K - $219K
|
4.11K
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17.5KNew |
$866K - $933K
|
17.5K
$841K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
7.21KNew |
$357K - $385K
|
7.21K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.11KNew |
$452K - $487K
|
9.11K
$438K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.06K+ 7.37% |
$52.7K - $56.8K
|
15.5K
$746K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
125+ 2.09% |
$6.19K - $6.67K
|
6.11K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
90New |
$4.46K - $4.81K
|
90
$4.33K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 1.14% |
$49.5 - $53.4
|
89
$4.28K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-73- 0.53% |
$3.62K - $3.9K
|
13.8K
$664K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
90+ 70.87% |
$4.46K - $4.81K
|
217
$10.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 25.0% |
$347 - $374
|
35
$1.68K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9.58K+ 3.93% |
$474K - $511K
|
253K
$12.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-219- 4.9% |
$10.8K - $11.7K
|
4.25K
$204K
|
|