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 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
94+ 4.75% |
$3.62K - $4.34K
|
2.07K
$117K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
22+ 29.73% |
$848 - $1.02K
|
96
$5.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
401New |
$15.5K - $18.5K
|
401
$22.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.14KNew |
$82.6K - $98.9K
|
2.14K
$121K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.19KNew |
$84.5K - $101K
|
2.19K
$123K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
831+ 12.52% |
$32K - $38.4K
|
7.47K
$420K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.76K- 6.69% |
$67.7K - $81.1K
|
24.5K
$1.38M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.59% |
$38.6 - $46.2
|
64
$3.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
11.4K+ 64.37% |
$438K - $525K
|
29K
$1.63M
|
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
12+ 0.21% |
$463 - $554
|
5.83K
$328K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16New |
$617 - $739
|
16
$900
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.48KNew |
$95.6K - $115K
|
2.48K
$140K
|
|
| Q2 2022 | |||||||
|
Oct 01, 2025
Q2 2022
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-245Closed |
$9.47K - $11.6K
|
0
$0
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-30.5KClosed |
$1.18M - $1.45M
|
0
$0
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-77.4KClosed |
$2.99M - $3.67M
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.32KClosed |
$167K - $205K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-954Closed |
$36.9K - $45.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
34+ 54.84% |
$1.31K - $1.61K
|
96
$5.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-314K- 45.02% |
$12.2M - $14.9M
|
384K
$21.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.81KClosed |
$147K - $181K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.12K+ 13.29% |
$82K - $101K
|
18.1K
$1.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.04KClosed |
$40.1K - $49.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.58KClosed |
$177K - $217K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-4.6KClosed |
$178K - $218K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
33New |
$1.28K - $1.57K
|
33
$1.86K
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-1.08K- 15.49% |
$41.8K - $51.3K
|
5.9K
$332K
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-12.5KClosed |
$482K - $592K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
388New |
$15K - $18.4K
|
388
$21.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-65Closed |
$2.51K - $3.08K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-67Closed |
$2.59K - $3.18K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.87KNew |
$72.2K - $88.5K
|
1.87K
$105K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-5.6KClosed |
$216K - $265K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-276- 11.03% |
$10.7K - $13.1K
|
2.23K
$125K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
219New |
$8.47K - $10.4K
|
219
$12.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
22.5KNew |
$868K - $1.07M
|
22.5K
$1.26M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
424New |
$16.4K - $20.1K
|
424
$23.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-459- 19.03% |
$17.7K - $21.8K
|
1.95K
$110K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-148KClosed |
$5.71M - $7.01M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-131Closed |
$5.07K - $6.22K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-5.76KClosed |
$223K - $273K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-33.7KClosed |
$1.3M - $1.6M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-11.3K- 33.37% |
$436K - $535K
|
22.5K
$1.27M
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-655- 10.48% |
$25.3K - $31.1K
|
5.6K
$315K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-125- 1.22% |
$4.83K - $5.93K
|
10.1K
$569K
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-7.97KClosed |
$308K - $378K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-5.32KClosed |
$206K - $253K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-96Closed |
$3.71K - $4.56K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
150+ 41.1% |
$5.8K - $7.12K
|
515
$29K
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-87.2KClosed |
$3.37M - $4.14M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
BUY
|
- |
231+ 4.59% |
$8.93K - $11K
|
5.27K
$296K
|
|