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, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-42- 4.13% |
$2.29K - $2.45K
|
975
$54.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
107+ 2675.0% |
$5.82K - $6.24K
|
111
$6.25K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.12K- 8.41% |
$388K - $415K
|
77.6K
$4.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
49.1KNew |
$2.67M - $2.86M
|
49.1K
$2.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9+ 0.13% |
$490 - $525
|
7.14K
$402K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.18K+ 0.03% |
$173K - $186K
|
12.7M
$713M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-82- 1.54% |
$4.46K - $4.78K
|
5.23K
$294K
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.12K- 22.03% |
$60.7K - $65.1K
|
3.95K
$222K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-492- 5.55% |
$26.8K - $28.7K
|
8.38K
$471K
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
430+ 0.24% |
$23.4K - $25.1K
|
180K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
683+ 0.88% |
$37.2K - $39.8K
|
78.7K
$4.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 100.98% |
$720K - $771K
|
26.3K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
12.8K+ 78.7% |
$696K - $746K
|
29K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
19.6KNew |
$1.07M - $1.14M
|
19.6K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-398- 2.85% |
$21.7K - $23.2K
|
13.6K
$764K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.69K+ 1.91% |
$201K - $215K
|
197K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
9.75K+ 33.08% |
$531K - $569K
|
39.2K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.31% |
$109 - $117
|
638
$35.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
150+ 0.84% |
$8.16K - $8.74K
|
18K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
105+ 0.39% |
$5.72K - $6.12K
|
27.2K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
9+ 0.17% |
$490 - $525
|
5.36K
$302K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
406KNew |
$22.1M - $23.7M
|
406K
$22.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
953New |
$51.9K - $55.6K
|
953
$53.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
406KNew |
$22.1M - $23.7M
|
406K
$22.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.43K+ 13.87% |
$459K - $492K
|
69.2K
$3.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.23K- 5.56% |
$448K - $480K
|
140K
$7.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-37.5K- 39.63% |
$2.04M - $2.19M
|
57.1K
$3.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-19- 0.43% |
$1.03K - $1.11K
|
4.38K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
171+ 0.1% |
$9.31K - $9.97K
|
179K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-660- 5.34% |
$35.9K - $38.5K
|
11.7K
$659K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.4K+ 0.6% |
$294K - $315K
|
902K
$50.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisor Resource Council
|
BUY
|
- |
3.83K+ 68.99% |
$208K - $223K
|
9.38K
$528K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-354- 15.69% |
$19.3K - $20.6K
|
1.9K
$107K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
23.5K+ 5.58% |
$1.28M - $1.37M
|
444K
$25M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
13New |
$708 - $758
|
13
$732
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 5.47% |
$74.8K - $80.1K
|
26.5K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.3KNew |
$561K - $601K
|
10.3K
$580K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
105+ 0.39% |
$5.72K - $6.12K
|
27.2K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-556- 32.63% |
$30.3K - $32.4K
|
1.15K
$64.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-6.05K- 20.4% |
$329K - $352K
|
23.6K
$1.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
43.7K+ 40.03% |
$2.38M - $2.55M
|
153K
$8.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.05K- 13.17% |
$57.2K - $61.2K
|
6.92K
$390K
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-230- 3.41% |
$12.5K - $13.4K
|
6.51K
$366K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12.1K- 21.48% |
$659K - $705K
|
44.2K
$2.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.92K- 19.72% |
$105K - $112K
|
7.84K
$441K
|
|
|
Nov 10, 2025
Q3 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.8K- 38.22% |
$152K - $163K
|
4.53K
$255K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
350+ 145.83% |
$19.1K - $20.4K
|
590
$33.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.6K- 4.53% |
$87.1K - $93.3K
|
33.7K
$1.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
12.7KNew |
$694K - $743K
|
12.7K
$717K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-2.96K- 35.88% |
$161K - $173K
|
5.29K
$298K
|
|