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 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$54.4 - $58.3
|
4.03K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7+ 0.07% |
$381 - $408
|
10.5K
$590K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-263- 2.97% |
$14.3K - $15.3K
|
8.58K
$483K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
17+ 0.41% |
$925 - $991
|
4.21K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-6.77K- 17.27% |
$368K - $394K
|
32.4K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.76K+ 4.46% |
$205K - $219K
|
88.2K
$4.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-9.89K- 3.2% |
$538K - $576K
|
300K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-778- 8.04% |
$42.3K - $45.3K
|
8.9K
$501K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25.9K+ 11.65% |
$1.41M - $1.51M
|
249K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.61K- 3.55% |
$360K - $385K
|
180K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.5K+ 12.97% |
$2.04M - $2.18M
|
327K
$18.4M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
244K+ 29.94% |
$13.3M - $14.2M
|
1.06M
$59.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-225- 5.63% |
$12.2K - $13.1K
|
3.77K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.1K+ 16.39% |
$60K - $64.3K
|
7.83K
$441K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-31.7K- 6.15% |
$1.72M - $1.85M
|
484K
$27.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 0.99% |
$66.6K - $71.3K
|
123K
$6.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.26K+ 49.14% |
$123K - $132K
|
6.86K
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.34K- 3.06% |
$509K - $545K
|
296K
$16.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
26.2K+ 18.2% |
$1.43M - $1.53M
|
170K
$9.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.9M+ 5.9% |
$267M - $286M
|
88M
$4.95B
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-478- 8.62% |
$26K - $27.9K
|
5.07K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.37K+ 1387.13% |
$129K - $138K
|
2.54K
$143K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-120- 0.62% |
$6.53K - $6.99K
|
19.4K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
41.5K+ 87.97% |
$2.26M - $2.42M
|
88.6K
$4.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
162K+ 62.07% |
$8.79M - $9.42M
|
422K
$23.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
31.1KNew |
$1.69M - $1.81M
|
31.1K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
646+ 7.38% |
$35.2K - $37.7K
|
9.4K
$529K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-2.76K- 16.75% |
$150K - $161K
|
13.7K
$771K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.41K+ 7.67% |
$240K - $257K
|
61.8K
$3.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.52KNew |
$137K - $147K
|
2.52K
$142K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.68K+ 4.3% |
$418K - $448K
|
186K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Hancock Prospecting Pty LTD
West Perth, C3 |
SELL
|
- |
-1.46M- 50.94% |
$79.7M - $85.4M
|
1.41M
$79.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
120KNew |
$6.54M - $7M
|
120K
$6.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-47- 1.02% |
$2.56K - $2.74K
|
4.56K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22+ 0.2% |
$1.2K - $1.28K
|
11.1K
$625K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
105+ 2.09% |
$5.72K - $6.12K
|
5.14K
$289K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
154+ 0.16% |
$8.38K - $8.98K
|
94.1K
$5.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
17.6K+ 2.44% |
$955K - $1.02M
|
738K
$41.5M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
918+ 10.34% |
$50K - $53.5K
|
9.79K
$551K
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
SELL
|
- |
-331- 2.52% |
$18K - $19.3K
|
12.8K
$721K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
59.9K+ 5.01% |
$3.26M - $3.49M
|
1.26M
$70.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
87New |
$4.74K - $5.07K
|
87
$4.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
683+ 9.18% |
$37.2K - $39.8K
|
8.13K
$457K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.35K- 1.12% |
$345K - $370K
|
558K
$31.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.75K+ 43.95% |
$422K - $452K
|
25.4K
$1.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35+ 1.26% |
$1.91K - $2.04K
|
2.81K
$158K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.36K- 26.06% |
$73.8K - $79K
|
3.84K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.01% |
$54.4 - $58.3
|
17.9K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
62New |
$3.37K - $3.61K
|
62
$3.49K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
146K+ 22.95% |
$7.97M - $8.53M
|
784K
$44.1M
|
|