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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
641+ 2.63% |
$32.2K - $35.2K
|
25K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.79KNew |
$190K - $208K
|
3.79K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.24K- 3.19% |
$113K - $123K
|
68.1K
$3.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15- 0.07% |
$754 - $824
|
20.1K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-10.5K- 74.02% |
$530K - $578K
|
3.7K
$204K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
14.3K+ 8.71% |
$720K - $787K
|
179K
$9.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-3.47K- 1.18% |
$175K - $191K
|
291K
$16.1M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.96K+ 7.91% |
$98.7K - $108K
|
26.8K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.6K+ 3.4% |
$282K - $308K
|
170K
$9.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.86K+ 111.4% |
$93.4K - $102K
|
3.52K
$195K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.15K+ 10.28% |
$309K - $338K
|
66K
$3.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44.8K+ 88.27% |
$2.25M - $2.46M
|
95.5K
$5.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.16K+ 51.99% |
$109K - $119K
|
6.33K
$350K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
754+ 20.67% |
$37.9K - $41.4K
|
4.4K
$243K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73K+ 44.89% |
$3.67M - $4.01M
|
236K
$13M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.23% |
$905 - $989
|
7.86K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.64K+ 8.01% |
$283K - $309K
|
76K
$4.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.6K- 1.66% |
$131K - $143K
|
154K
$8.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
7.99K+ 1.49% |
$402K - $439K
|
544K
$30.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-826- 0.23% |
$41.5K - $45.4K
|
355K
$19.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
295+ 5.09% |
$14.8K - $16.2K
|
6.09K
$337K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
377+ 0.67% |
$19K - $20.7K
|
56.9K
$3.15M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
719K+ 359612.5% |
$36.2M - $39.5M
|
719K
$39.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-124K- 69.93% |
$6.24M - $6.81M
|
53.3K
$2.95M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
4.16K+ 14.52% |
$209K - $228K
|
32.8K
$1.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.45K+ 10.6% |
$123K - $135K
|
25.6K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
154K+ 2.71% |
$7.76M - $8.48M
|
5.86M
$324M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-78.1K- 22.2% |
$3.93M - $4.29M
|
274K
$15.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$50.3 - $54.9
|
959
$53K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1+ 0.01% |
$50.3 - $54.9
|
8.47K
$468K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
274+ 40.06% |
$13.8K - $15K
|
958
$53K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
69+ 0.6% |
$3.47K - $3.79K
|
11.6K
$642K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
55K+ 63.78% |
$2.77M - $3.02M
|
141K
$7.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
597+ 5.31% |
$30K - $32.8K
|
11.8K
$655K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11+ 0.18% |
$553 - $604
|
6.03K
$334K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-165- 0.93% |
$8.3K - $9.06K
|
17.5K
$967K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
9.91K+ 117.12% |
$498K - $544K
|
18.4K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
231+ 2.11% |
$11.6K - $12.7K
|
11.2K
$617K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.45K- 1.89% |
$73K - $79.7K
|
75.3K
$4.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
730+ 1.8% |
$36.7K - $40.1K
|
41.3K
$2.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.74KNew |
$238K - $260K
|
4.74K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
132+ 0.1% |
$6.64K - $7.25K
|
139K
$7.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
21+ 0.18% |
$1.06K - $1.15K
|
11.7K
$648K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
19+ 0.17% |
$956 - $1.04K
|
11K
$606K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-204- 3.51% |
$10.3K - $11.2K
|
5.6K
$310K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
30+ 0.42% |
$1.51K - $1.65K
|
7.22K
$399K
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-2.6K- 4.73% |
$131K - $143K
|
52.4K
$2.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-313- 2.15% |
$15.7K - $17.2K
|
14.2K
$786K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.48K+ 20.56% |
$74.6K - $81.4K
|
8.7K
$481K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.63K+ 1.99% |
$183K - $199K
|
186K
$10.3M
|