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 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.25% |
$435 - $466
|
3.17K
$178K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.54K- 0.11% |
$83.8K - $89.7K
|
1.43M
$80.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-433- 1.39% |
$23.6K - $25.2K
|
30.7K
$1.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-15.5K- 60.55% |
$844K - $903K
|
10.1K
$568K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.39K+ 20.12% |
$239K - $256K
|
26.2K
$1.48M
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-128K- 86.54% |
$6.98M - $7.47M
|
19.9K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.04K- 2.81% |
$56.7K - $60.7K
|
36.1K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-42.4K- 79.2% |
$2.31M - $2.47M
|
11.2K
$627K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
971K+ 5.07% |
$52.8M - $56.6M
|
20.1M
$1.13B
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
12.2K+ 8.43% |
$665K - $713K
|
157K
$8.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
271+ 1.95% |
$14.8K - $15.8K
|
14.2K
$796K
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4.4K+ 40.51% |
$239K - $256K
|
15.2K
$858K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.67K+ 10.2% |
$418K - $447K
|
82.9K
$4.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.26K+ 1.41% |
$123K - $131K
|
162K
$9.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.02% |
$54.4 - $58.3
|
5.06K
$285K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.3K+ 71.71% |
$778K - $834K
|
34.2K
$1.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
217+ 1.93% |
$11.8K - $12.6K
|
11.5K
$645K
|
|
|
Nov 13, 2025
Q3 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-777- 2.11% |
$42.3K - $45.3K
|
36.1K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.43K+ 69.92% |
$132K - $142K
|
5.9K
$332K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.1K- 2.44% |
$223K - $239K
|
164K
$9.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-98.2K- 54.2% |
$5.34M - $5.72M
|
83K
$4.67M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.53K+ 59.3% |
$192K - $206K
|
9.49K
$534K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.83K- 22.65% |
$154K - $165K
|
9.66K
$544K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8.67K+ 4.23% |
$472K - $506K
|
214K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 2.63% |
$218 - $233
|
156
$8.78K
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.68K+ 8.1% |
$200K - $215K
|
49.1K
$2.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6+ 0.04% |
$327 - $350
|
13.3K
$751K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.79K- 44.93% |
$315K - $338K
|
7.1K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
19.2KNew |
$1.05M - $1.12M
|
19.2K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
50+ 0.33% |
$2.72K - $2.91K
|
15.4K
$867K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-116- 0.63% |
$6.31K - $6.76K
|
18.4K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.02K+ 37.76% |
$110K - $117K
|
7.35K
$414K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-58- 0.69% |
$3.16K - $3.38K
|
8.34K
$469K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.97K- 0.73% |
$271K - $290K
|
677K
$38.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
820+ 10.78% |
$44.6K - $47.8K
|
8.42K
$474K
|
|
|
Nov 12, 2025
Q3 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-40.9K- 47.53% |
$2.23M - $2.39M
|
45.2K
$2.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.99K+ 26.93% |
$380K - $407K
|
33K
$1.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.17K- 0.64% |
$63.4K - $67.9K
|
181K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
455New |
$24.8K - $26.5K
|
455
$25.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
15.8KNew |
$860K - $920K
|
15.8K
$889K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
728+ 9.46% |
$39.6K - $42.4K
|
8.42K
$474K
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
10.9KNew |
$591K - $633K
|
10.9K
$611K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-385- 1.31% |
$21K - $22.4K
|
29K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
95+ 0.43% |
$5.17K - $5.54K
|
22.4K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.07K+ 30.89% |
$112K - $120K
|
8.75K
$493K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.45K+ 7.55% |
$188K - $201K
|
49.2K
$2.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 36.01% |
$178K - $191K
|
12.4K
$695K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-733- 2.57% |
$39.9K - $42.7K
|
27.8K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
157+ 4.04% |
$8.55K - $9.15K
|
4.04K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-31.2K- 42.27% |
$1.7M - $1.82M
|
42.7K
$2.4M
|
|