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 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
20.1K+ 10.18% |
$1.01M - $1.11M
|
218K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
184K+ 17.35% |
$9.28M - $10.1M
|
1.25M
$67.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
430+ 2.67% |
$21.6K - $23.6K
|
16.5K
$897K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
750+ 7500.0% |
$37.7K - $41.2K
|
760
$41.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.6K+ 2.62% |
$733K - $801K
|
572K
$31.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
959+ 7.98% |
$48.2K - $52.7K
|
13K
$705K
|
|
|
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
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.21K+ 6.71% |
$60.7K - $66.3K
|
19.2K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.01K- 3.83% |
$50.5K - $55.2K
|
25.3K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
11.7KNew |
$589K - $643K
|
11.7K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8- 0.14% |
$402 - $439
|
5.82K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
643+ 3.58% |
$32.3K - $35.3K
|
18.6K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
791+ 74.27% |
$39.8K - $43.4K
|
1.86K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.11K- 4.47% |
$106K - $116K
|
45.1K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
563New |
$28.3K - $30.9K
|
563
$30.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
36New |
$1.81K - $1.98K
|
36
$1.96K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.8K+ 7.26% |
$141K - $154K
|
41.3K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.11K- 11.35% |
$55.8K - $61K
|
8.67K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.55K+ 0.98% |
$179K - $195K
|
366K
$19.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
150+ 1.07% |
$7.54K - $8.24K
|
14.1K
$767K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
526+ 1.17% |
$26.5K - $28.9K
|
45.3K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
255K+ 2018.43% |
$12.8M - $14M
|
267K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.63K- 4.76% |
$384K - $419K
|
153K
$8.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.41K- 3.23% |
$322K - $352K
|
192K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20.1K+ 3.69% |
$1.01M - $1.1M
|
564K
$30.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.29K- 3.15% |
$64.6K - $70.6K
|
39.5K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-27.9K- 11.61% |
$1.4M - $1.53M
|
212K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.73KNew |
$188K - $205K
|
3.73K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
6.27K+ 20.61% |
$315K - $344K
|
36.7K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
8.12K+ 12.21% |
$408K - $446K
|
74.6K
$4.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-686- 5.94% |
$34.5K - $37.7K
|
10.9K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.89K- 88.11% |
$246K - $269K
|
660
$35.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-452K- 98.17% |
$22.7M - $24.8M
|
8.41K
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-3.78K- 10.23% |
$190K - $208K
|
33.2K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.44K+ 18.07% |
$72.3K - $78.9K
|
9.39K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-703- 0.89% |
$35.4K - $38.6K
|
78.4K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45.3K+ 286.77% |
$2.28M - $2.49M
|
61.1K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
59+ 0.93% |
$2.97K - $3.24K
|
6.4K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.99K+ 42.58% |
$452K - $494K
|
30.1K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-232- 0.12% |
$11.7K - $12.7K
|
193K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.93K+ 31.04% |
$147K - $161K
|
12.4K
$671K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
48+ 0.34% |
$2.41K - $2.64K
|
14.1K
$767K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
4.56KNew |
$229K - $250K
|
4.56K
$247K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-34.6K- 81.62% |
$1.74M - $1.9M
|
7.78K
$423K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.6K+ 7.18% |
$633K - $692K
|
188K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39+ 0.19% |
$1.96K - $2.14K
|
20.2K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.66KNew |
$284K - $311K
|
5.66K
$307K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.43K+ 2.88% |
$122K - $134K
|
86.9K
$4.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
53.7K+ 464.94% |
$2.7M - $2.95M
|
65.3K
$3.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
535+ 2.52% |
$26.9K - $29.4K
|
21.8K
$1.18M
|