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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
66New |
$3.31K - $3.81K
|
66
$3.71K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
509New |
$25.6K - $29.4K
|
509
$28.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12+ 0.31% |
$603 - $693
|
3.95K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1New |
$50.2 - $57.7
|
1
$56.3
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24.1KNew |
$1.21M - $1.39M
|
24.1K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
6.53KNew |
$328K - $377K
|
6.53K
$368K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
25+ 1.73% |
$1.26K - $1.44K
|
1.47K
$82.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
85New |
$4.27K - $4.91K
|
85
$4.78K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
500New |
$25.1K - $28.9K
|
500
$28.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
33New |
$1.66K - $1.91K
|
33
$1.86K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
701+ 19.13% |
$35.2K - $40.5K
|
4.37K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.81K- 30.0% |
$91K - $105K
|
4.23K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
127+ 3.1% |
$6.38K - $7.33K
|
4.23K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.04KNew |
$203K - $233K
|
4.04K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-523- 6.49% |
$26.3K - $30.2K
|
7.54K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
88New |
$4.42K - $5.08K
|
88
$4.95K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
240+ 4.88% |
$12.1K - $13.9K
|
5.16K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-70- 87.5% |
$3.51K - $4.04K
|
10
$563
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
4.73KNew |
$238K - $273K
|
4.73K
$266K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
556New |
$27.9K - $32.1K
|
556
$31.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
5.71KNew |
$287K - $330K
|
5.71K
$322K
|
|
| Q4 2024 | |||||||
|
Oct 02, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
1.34MNew |
$72.6M - $79.9M
|
1.34M
$75.5M
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
165New |
$8.93K - $9.83K
|
165
$9.28K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
132New |
$7.15K - $7.86K
|
132
$7.43K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
998New |
$54K - $59.4K
|
998
$56.2K
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.17K- 1.06% |
$63.2K - $69.6K
|
109K
$6.13M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
586New |
$31.7K - $34.9K
|
586
$33K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-18.3K- 83.09% |
$989K - $1.09M
|
3.72K
$209K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.51KNew |
$298K - $328K
|
5.51K
$310K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.45K- 23.81% |
$241K - $265K
|
14.2K
$802K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
601New |
$32.5K - $35.8K
|
601
$33.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.5K- 27.67% |
$135K - $149K
|
6.53K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
151New |
$8.17K - $8.99K
|
151
$8.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-47- 46.53% |
$2.54K - $2.8K
|
54
$3.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-72- 83.72% |
$3.9K - $4.29K
|
14
$788
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
2.48KNew |
$134K - $148K
|
2.48K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
99KNew |
$5.36M - $5.9M
|
99K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
42New |
$2.27K - $2.5K
|
42
$2.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.56% |
$54.1 - $59.6
|
181
$10.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
377+ 0.76% |
$20.4K - $22.5K
|
50.3K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.17% |
$54.1 - $59.6
|
584
$32.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-34- 1.47% |
$1.84K - $2.03K
|
2.28K
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.2K- 15.28% |
$119K - $131K
|
12.2K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-29.1K- 43.84% |
$1.57M - $1.73M
|
37.2K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
108+ 1800.0% |
$5.85K - $6.43K
|
114
$6.41K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-550- 22.91% |
$29.8K - $32.8K
|
1.85K
$104K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.72KNew |
$201K - $221K
|
3.72K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
900New |
$48.7K - $53.6K
|
900
$50.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
88+ 2.09% |
$4.76K - $5.24K
|
4.3K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
23+ 0.2% |
$1.24K - $1.37K
|
11.7K
$660K
|
|