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 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.12KNew |
$115K - $123K
|
2.12K
$119K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
139+ 0.35% |
$7.57K - $8.1K
|
40.2K
$2.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
2.01KNew |
$109K - $117K
|
2.01K
$113K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
20K+ 13.07% |
$1.09M - $1.17M
|
173K
$9.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
518+ 2.66% |
$28.2K - $30.2K
|
20K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.56K+ 0.59% |
$84.7K - $90.7K
|
266K
$15M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
65+ 6.39% |
$3.54K - $3.79K
|
1.08K
$60.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
83.5K+ 24.0% |
$4.54M - $4.87M
|
431K
$24.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
126+ 0.77% |
$6.86K - $7.34K
|
16.6K
$933K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.49K+ 3.99% |
$190K - $203K
|
90.8K
$5.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-15.5K- 7.2% |
$844K - $904K
|
200K
$11.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 6.99% |
$83.8K - $89.8K
|
23.6K
$1.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
40.4K+ 7.29% |
$2.2M - $2.36M
|
595K
$33.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
757+ 24.86% |
$41.2K - $44.1K
|
3.8K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
12.3K+ 12.32% |
$670K - $718K
|
112K
$6.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-676- 2.89% |
$36.8K - $39.4K
|
22.7K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20+ 0.34% |
$1.09K - $1.17K
|
5.98K
$337K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.23K+ 13.75% |
$67.2K - $71.9K
|
10.2K
$575K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
45+ 1.1% |
$2.45K - $2.62K
|
4.15K
$233K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.37K+ 5.17% |
$74.6K - $79.9K
|
27.9K
$1.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
16+ 0.38% |
$871 - $933
|
4.27K
$240K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.9K+ 36.68% |
$2.45M - $2.62M
|
167K
$9.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.2K+ 2.76% |
$337K - $361K
|
231K
$13M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-200- 2.8% |
$10.9K - $11.7K
|
6.95K
$391K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.5K- 2.88% |
$136K - $146K
|
84.4K
$4.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
19+ 0.38% |
$1.03K - $1.11K
|
5.08K
$286K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1.71K+ 9.3% |
$93.1K - $99.7K
|
20.1K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5.02K+ 19.02% |
$273K - $292K
|
31.4K
$1.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31.3K+ 3.04% |
$1.71M - $1.83M
|
1.06M
$59.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.28% |
$109 - $117
|
729
$41K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-220- 1.78% |
$12K - $12.8K
|
12.1K
$682K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
729+ 1.77% |
$39.7K - $42.5K
|
42K
$2.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.18K+ 2.28% |
$64.1K - $68.6K
|
52.8K
$2.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.53K+ 2.97% |
$83.1K - $89K
|
52.9K
$2.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.55K- 8.62% |
$84.4K - $90.3K
|
16.4K
$925K
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-411- 0.54% |
$22.4K - $24K
|
75.7K
$4.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.8KNew |
$643K - $689K
|
11.8K
$665K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.8KNew |
$316K - $338K
|
5.8K
$326K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
46.7K+ 46.07% |
$2.54M - $2.72M
|
148K
$8.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
7.83K+ 7.66% |
$426K - $457K
|
110K
$6.19M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.81K- 14.19% |
$207K - $222K
|
23K
$1.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.27K+ 17.76% |
$287K - $307K
|
34.9K
$1.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
577+ 0.34% |
$31.4K - $33.6K
|
172K
$9.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
62.5K+ 584.11% |
$3.4M - $3.64M
|
73.2K
$4.12M
|
|
|
Nov 07, 2025
Q3 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
95.7KNew |
$5.21M - $5.58M
|
95.7K
$5.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.65KNew |
$253K - $271K
|
4.65K
$261K
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.71K+ 4.23% |
$311K - $333K
|
141K
$7.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.63KNew |
$198K - $212K
|
3.63K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6+ 0.15% |
$327 - $350
|
4.03K
$226K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-440- 61.37% |
$23.9K - $25.6K
|
277
$15.6K
|
|