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 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.34K+ 8.88% |
$67.5K - $73.7K
|
16.5K
$910K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
230+ 2.71% |
$11.6K - $12.6K
|
8.72K
$482K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.29K+ 9.01% |
$64.9K - $70.9K
|
15.6K
$864K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12.7K+ 14.19% |
$640K - $699K
|
102K
$5.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
422+ 2.19% |
$21.2K - $23.2K
|
19.7K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.29K+ 7.47% |
$115K - $126K
|
33K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-264- 2.98% |
$13.3K - $14.5K
|
8.6K
$476K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
29.1K+ 4.66% |
$1.46M - $1.6M
|
653K
$36.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
13.8K+ 7.28% |
$694K - $758K
|
203K
$11.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.47K- 1.31% |
$124K - $136K
|
186K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
41K+ 214.94% |
$2.06M - $2.25M
|
60.1K
$3.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.69% |
$3.07K - $3.35K
|
8.89K
$491K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-23.3K- 11.14% |
$1.17M - $1.28M
|
186K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
10.4K+ 5.05% |
$525K - $574K
|
218K
$12M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-96- 0.57% |
$4.83K - $5.27K
|
16.7K
$921K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
8.01KNew |
$403K - $440K
|
8.01K
$443K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-14- 0.33% |
$704 - $769
|
4.22K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.76K+ 0.65% |
$139K - $152K
|
427K
$23.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
50.7K+ 17.87% |
$2.55M - $2.78M
|
334K
$18.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
450New |
$22.6K - $24.7K
|
450
$24.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-25K- 53.23% |
$1.26M - $1.37M
|
22K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-19K- 1.5% |
$955K - $1.04M
|
1.24M
$68.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.14K- 21.62% |
$57.3K - $62.6K
|
4.13K
$229K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-22- 0.28% |
$1.11K - $1.21K
|
7.72K
$427K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.17K- 0.66% |
$58.9K - $64.3K
|
176K
$9.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
7.89K+ 18.5% |
$397K - $433K
|
50.5K
$2.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-58- 1.34% |
$2.92K - $3.19K
|
4.27K
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-325- 7.63% |
$16.3K - $17.8K
|
3.93K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.68K+ 24.57% |
$185K - $202K
|
18.6K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.22K+ 1.81% |
$162K - $177K
|
181K
$10M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 3.45% |
$302 - $330
|
180
$9.95K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
13.4K+ 7.77% |
$674K - $736K
|
186K
$10.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.86K- 38.27% |
$245K - $267K
|
7.84K
$434K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.44K+ 7.45% |
$173K - $189K
|
49.6K
$2.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-765- 28.94% |
$38.5K - $42K
|
1.88K
$104K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13.8K+ 1563.12% |
$695K - $759K
|
14.7K
$813K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
56.1KNew |
$2.82M - $3.08M
|
56.1K
$3.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-961- 5.86% |
$48.3K - $52.8K
|
15.4K
$854K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11- 0.28% |
$553 - $604
|
3.93K
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-39.8K- 28.48% |
$2M - $2.19M
|
99.9K
$5.53M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.07KNew |
$205K - $224K
|
4.07K
$225K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-300- 11.11% |
$15.1K - $16.5K
|
2.4K
$133K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.24K+ 11.04% |
$112K - $123K
|
22.5K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 7.85% |
$508K - $555K
|
139K
$7.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4.12K- 94.28% |
$207K - $226K
|
250
$13.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
96+ 0.72% |
$4.83K - $5.27K
|
13.5K
$744K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.72K+ 13.62% |
$489K - $534K
|
81.1K
$4.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-600- 89.55% |
$30.2K - $33K
|
70
$3.87K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.32% |
$101 - $110
|
629
$34.8K
|