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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
561+ 0.3% |
$30.4K - $33.4K
|
187K
$8.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
300+ 3.91% |
$16.2K - $17.9K
|
7.98K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-350- 5.8% |
$18.9K - $20.8K
|
5.69K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
8+ 0.04% |
$433 - $476
|
18.1K
$873K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 37.55% |
$95.5K - $105K
|
6.47K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-14- 0.2% |
$758 - $834
|
6.93K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-756- 99.47% |
$40.9K - $45K
|
4
$192
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51.4K+ 14.11% |
$2.78M - $3.06M
|
416K
$20M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
108+ 1800.0% |
$5.85K - $6.43K
|
114
$5.48K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.22K+ 7.46% |
$66K - $72.7K
|
17.6K
$846K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
131+ 0.62% |
$7.09K - $7.8K
|
21.4K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
546+ 30.07% |
$29.6K - $32.5K
|
2.36K
$114K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.4K- 3.77% |
$75.6K - $83.1K
|
35.6K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
987+ 3.97% |
$53.4K - $58.8K
|
25.9K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-37- 6.32% |
$2K - $2.2K
|
548
$26.4K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.1K- 34.26% |
$168K - $185K
|
5.95K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-125- 3.18% |
$6.77K - $7.45K
|
3.8K
$183K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
434KNew |
$23.5M - $25.8M
|
434K
$20.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
6.77K+ 8.92% |
$367K - $403K
|
82.7K
$3.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
114+ 46.72% |
$6.17K - $6.79K
|
358
$17.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
19+ 1.98% |
$1.03K - $1.13K
|
977
$47K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.81K- 6.22% |
$97.9K - $108K
|
27.3K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
155+ 1.33% |
$8.39K - $9.23K
|
11.8K
$570K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.12K- 5.38% |
$115K - $126K
|
37.3K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.35K+ 104.16% |
$290K - $319K
|
10.5K
$505K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.1K+ 9.11% |
$3.15M - $3.46M
|
696K
$33.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
234K+ 16.11% |
$12.7M - $13.9M
|
1.69M
$81.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.27K- 1.69% |
$123K - $135K
|
132K
$6.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
10.9K+ 9.98% |
$590K - $649K
|
120K
$5.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-229- 3.76% |
$12.4K - $13.6K
|
5.86K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
11.9KNew |
$643K - $707K
|
11.9K
$571K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.12K+ 3.22% |
$223K - $245K
|
132K
$6.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5+ 0.12% |
$271 - $298
|
4.14K
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-550- 22.91% |
$29.8K - $32.8K
|
1.85K
$89.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
10.1K+ 7.27% |
$548K - $603K
|
149K
$7.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
276+ 1.67% |
$14.9K - $16.4K
|
16.8K
$808K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.72KNew |
$201K - $221K
|
3.72K
$179K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
5.25KNew |
$284K - $312K
|
5.25K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.36K- 3.99% |
$127K - $140K
|
56.7K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
900New |
$48.7K - $53.6K
|
900
$43.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
67New |
$3.63K - $3.99K
|
67
$3.22K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-18.2K- 35.14% |
$984K - $1.08M
|
33.6K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
254+ 0.13% |
$13.7K - $15.1K
|
192K
$9.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
215K+ 198.64% |
$11.6M - $12.8M
|
322K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
88+ 2.09% |
$4.76K - $5.24K
|
4.3K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60.2K- 5.07% |
$3.26M - $3.59M
|
1.13M
$54.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
679K+ 5.56% |
$36.7M - $40.4M
|
12.9M
$620M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-281- 2.59% |
$15.2K - $16.7K
|
10.6K
$509K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
23+ 0.2% |
$1.24K - $1.37K
|
11.7K
$565K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
7.65KNew |
$414K - $456K
|
7.65K
$368K
|