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 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8- 0.25% |
$402 - $439
|
3.2K
$177K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
39.8K+ 29.6% |
$2M - $2.19M
|
174K
$9.65M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-378- 5.86% |
$19K - $20.8K
|
6.07K
$336K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-996- 14.16% |
$50.1K - $54.7K
|
6.04K
$334K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
51+ 1.12% |
$2.56K - $2.8K
|
4.59K
$254K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.38K+ 8.19% |
$69.6K - $76K
|
18.3K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
23+ 0.43% |
$1.16K - $1.26K
|
5.43K
$300K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.51K+ 30.04% |
$277K - $302K
|
23.8K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
6.12K+ 4.59% |
$308K - $336K
|
139K
$7.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.41K- 4.74% |
$322K - $352K
|
129K
$7.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
27+ 0.48% |
$1.36K - $1.48K
|
5.7K
$315K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.33K+ 45.17% |
$318K - $348K
|
20.4K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.61KNew |
$383K - $418K
|
7.61K
$421K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
756K+ 108.45% |
$38M - $41.5M
|
1.45M
$80.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.3K- 2.51% |
$65.2K - $71.2K
|
50.4K
$2.79M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.35K+ 9.57% |
$67.9K - $74.2K
|
15.5K
$855K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.88% |
$50.3 - $54.9
|
114
$6.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-162- 3.19% |
$8.15K - $8.9K
|
4.92K
$272K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
1.04K+ 0.3% |
$52.1K - $56.9K
|
344K
$19M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-499- 2.7% |
$25.1K - $27.4K
|
18K
$995K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-556- 18.13% |
$28K - $30.5K
|
2.51K
$139K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-981- 17.27% |
$49.3K - $53.9K
|
4.7K
$260K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.88% |
$402 - $439
|
922
$51K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.92K- 29.3% |
$96.5K - $105K
|
4.63K
$256K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.02K+ 86.24% |
$403K - $440K
|
17.3K
$958K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-200- 2.33% |
$10.1K - $11K
|
8.38K
$463K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-32- 0.41% |
$1.61K - $1.76K
|
7.77K
$430K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 9.95% |
$544K - $594K
|
120K
$6.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
86+ 54.43% |
$4.32K - $4.72K
|
244
$13.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 5.59% |
$54K - $58.9K
|
20.3K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
6.99K+ 133.4% |
$352K - $384K
|
12.2K
$677K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$503 - $549
|
10
$553
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.6K+ 3.34% |
$1.39M - $1.51M
|
852K
$47.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.45K+ 18.8% |
$123K - $134K
|
15.5K
$854K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.5K- 8.56% |
$75.2K - $82.1K
|
16K
$884K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5.79K+ 34.07% |
$291K - $318K
|
22.8K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
6.08KNew |
$306K - $334K
|
6.08K
$336K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-302K- 20.52% |
$15.2M - $16.6M
|
1.17M
$64.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.87K+ 15.24% |
$496K - $542K
|
74.7K
$4.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
497+ 4.75% |
$25K - $27.3K
|
11K
$606K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
155+ 2.72% |
$7.79K - $8.51K
|
5.85K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-187- 0.76% |
$9.4K - $10.3K
|
24.3K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.45K+ 7.42% |
$224K - $244K
|
64.4K
$3.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.32K+ 3.08% |
$66.1K - $72.2K
|
44.1K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
14+ 19.44% |
$704 - $769
|
86
$4.76K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.71K+ 50.49% |
$187K - $204K
|
11.1K
$612K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5+ 0.41% |
$251 - $275
|
1.23K
$67.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
232+ 0.08% |
$11.7K - $12.7K
|
278K
$15.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.04K- 2.3% |
$103K - $112K
|
86.6K
$4.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.6KNew |
$584K - $638K
|
11.6K
$642K
|