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, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
9.28KNew |
$467K - $510K
|
9.28K
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.28K+ 6.9% |
$215K - $235K
|
66.3K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.94K+ 20.69% |
$349K - $381K
|
40.5K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.11K+ 3.16% |
$408K - $445K
|
265K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.39K+ 5.06% |
$372K - $406K
|
153K
$8.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 12.87% |
$91K - $99.4K
|
15.9K
$878K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-9.19K- 50.4% |
$462K - $505K
|
9.04K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.5KNew |
$630K - $688K
|
12.5K
$693K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-337- 0.45% |
$16.9K - $18.5K
|
74.4K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.81K+ 2.57% |
$90.8K - $99.1K
|
72K
$3.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
200+ 2.97% |
$10.1K - $11K
|
6.95K
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
157New |
$7.9K - $8.62K
|
157
$8.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
46K+ 24.17% |
$2.31M - $2.52M
|
236K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.74K+ 7.12% |
$87.3K - $95.3K
|
26.1K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
302+ 3.92% |
$15.2K - $16.6K
|
8K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4New |
$201 - $220
|
4
$221
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.32K- 4.29% |
$117K - $127K
|
51.7K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.3K+ 6.39% |
$2.98M - $3.26M
|
987K
$54.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-42- 0.04% |
$2.11K - $2.31K
|
118K
$6.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-65.9K- 28.53% |
$3.31M - $3.62M
|
165K
$9.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
904+ 167.41% |
$45.5K - $49.6K
|
1.44K
$79.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.03K- 4.37% |
$152K - $166K
|
66.3K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
46.5KNew |
$2.34M - $2.55M
|
46.5K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.41K- 43.74% |
$71K - $77.5K
|
1.82K
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
26.8KNew |
$1.35M - $1.47M
|
26.8K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
321K+ 36.94% |
$16.1M - $17.6M
|
1.19M
$65.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.87KNew |
$195K - $212K
|
3.87K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
270+ 85.71% |
$13.6K - $14.8K
|
585
$32.4K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 3.59% |
$63.6K - $69.5K
|
33.9K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
200+ 4.38% |
$10.1K - $11K
|
4.77K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
354+ 2.46% |
$17.8K - $19.4K
|
14.8K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
649K+ 899.86% |
$32.6M - $35.6M
|
721K
$39.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.08K+ 5.19% |
$406K - $444K
|
164K
$9.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
91+ 0.46% |
$4.58K - $5K
|
19.7K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1.28K+ 5.0% |
$64.5K - $70.5K
|
26.9K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
47.1K+ 8.4% |
$2.37M - $2.59M
|
608K
$33.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
352+ 7.01% |
$17.7K - $19.3K
|
5.37K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.01K- 3.83% |
$50.5K - $55.2K
|
25.3K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
11.7KNew |
$589K - $643K
|
11.7K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-886- 5.05% |
$44.6K - $48.7K
|
16.7K
$921K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.26% |
$402 - $439
|
3.13K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
20.1K+ 10.18% |
$1.01M - $1.11M
|
218K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
184K+ 17.35% |
$9.28M - $10.1M
|
1.25M
$69M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
430+ 2.67% |
$21.6K - $23.6K
|
16.5K
$913K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
750+ 7500.0% |
$37.7K - $41.2K
|
760
$42K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.6K+ 2.62% |
$733K - $801K
|
572K
$31.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
959+ 7.98% |
$48.2K - $52.7K
|
13K
$718K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.01K- 4.51% |
$50.6K - $55.2K
|
21.3K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.21K+ 6.71% |
$60.7K - $66.3K
|
19.2K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.63K- 4.76% |
$384K - $419K
|
153K
$8.45M
|