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 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-222- 2.3% |
$12.1K - $12.9K
|
9.44K
$531K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-612K- 97.6% |
$33.3M - $35.7M
|
15.1K
$849K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-207- 2.37% |
$11.3K - $12.1K
|
8.52K
$479K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.5K+ 12.76% |
$136K - $146K
|
22.1K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
7.94K+ 11.99% |
$432K - $463K
|
74.1K
$4.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
189New |
$10.3K - $11K
|
189
$10.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.9K+ 2.84% |
$594K - $636K
|
395K
$22.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-321- 1.31% |
$17.5K - $18.7K
|
24.2K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
196+ 4.94% |
$10.7K - $11.4K
|
4.16K
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
44.9K+ 206.58% |
$2.44M - $2.62M
|
66.6K
$3.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.67K+ 9.73% |
$91.1K - $97.5K
|
18.9K
$1.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-414- 2.71% |
$22.5K - $24.1K
|
14.8K
$836K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
616New |
$33.5K - $35.9K
|
616
$34.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
156+ 0.6% |
$8.49K - $9.09K
|
26.2K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-7.88K- 34.71% |
$429K - $459K
|
14.8K
$834K
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
8.17K+ 6.59% |
$445K - $476K
|
132K
$7.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2+ 0.36% |
$109 - $117
|
551
$31K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-71- 0.96% |
$3.86K - $4.14K
|
7.31K
$411K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
35.3K+ 11.68% |
$1.92M - $2.06M
|
337K
$19M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.61K+ 1129.91% |
$360K - $385K
|
7.2K
$405K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-76.7K- 16.4% |
$4.18M - $4.47M
|
391K
$22M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
76+ 15.17% |
$4.14K - $4.43K
|
577
$32.5K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.5K+ 71.41% |
$789K - $844K
|
34.8K
$1.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
472K+ 17.48% |
$25.7M - $27.5M
|
3.17M
$178M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
18.2K+ 6.74% |
$988K - $1.06M
|
287K
$16.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-243- 0.51% |
$13.2K - $14.2K
|
47K
$2.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24+ 1.98% |
$1.31K - $1.4K
|
1.24K
$69.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
178+ 2.16% |
$9.69K - $10.4K
|
8.43K
$474K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
265+ 6.16% |
$14.4K - $15.4K
|
4.56K
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
29.3K+ 12.63% |
$1.59M - $1.71M
|
261K
$14.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10K+ 4.99% |
$546K - $584K
|
211K
$11.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.1KNew |
$223K - $239K
|
4.1K
$231K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
441+ 0.29% |
$24K - $25.7K
|
152K
$8.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10New |
$544 - $583
|
10
$563
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
SELL
|
- |
-41.3K- 27.11% |
$2.25M - $2.41M
|
111K
$6.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
246+ 0.51% |
$13.4K - $14.3K
|
48.6K
$2.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
157+ 2.76% |
$8.55K - $9.15K
|
5.85K
$329K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
590+ 8.97% |
$32.1K - $34.4K
|
7.17K
$404K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-284- 1.82% |
$15.5K - $16.6K
|
15.3K
$861K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.8K+ 8.67% |
$153K - $163K
|
35.1K
$1.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1New |
$54.4 - $58.3
|
1
$56.3
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
14.5K+ 32.32% |
$789K - $845K
|
59.3K
$3.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$200K - $214K
|
3.67K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
135+ 0.2% |
$7.35K - $7.87K
|
69K
$3.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.97K+ 10.45% |
$325K - $348K
|
63.1K
$3.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-646- 3.97% |
$35.2K - $37.7K
|
15.6K
$879K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.82K- 15.2% |
$99.2K - $106K
|
10.2K
$572K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
409+ 8.11% |
$22.3K - $23.8K
|
5.45K
$307K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.08K- 3.34% |
$113K - $121K
|
60.2K
$3.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
118New |
$6.42K - $6.88K
|
118
$6.64K
|
|