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 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
87.5K+ 17.83% |
$4.76M - $5.1M
|
578K
$32.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
2KNew |
$109K - $117K
|
2K
$113K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-150- 0.24% |
$8.16K - $8.74K
|
61.8K
$3.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-27- 0.13% |
$1.47K - $1.57K
|
20.1K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
24.3K+ 2.26% |
$1.32M - $1.41M
|
1.1M
$61.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-897K- 63.06% |
$48.8M - $52.3M
|
526K
$29.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-823- 2.34% |
$44.8K - $48K
|
34.3K
$1.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 5.19% |
$3.81K - $4.08K
|
1.28K
$72K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.39% |
$109 - $117
|
511
$28.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.63K+ 1.7% |
$88.9K - $95.2K
|
97.8K
$5.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-630- 0.5% |
$34.3K - $36.7K
|
125K
$7.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
32+ 0.61% |
$1.74K - $1.87K
|
5.31K
$299K
|
|
|
Oct 31, 2025
Q3 2025
|
October Effect LTD
Virginia Beach, VA |
SELL
|
- |
-86- 2.21% |
$4.68K - $5.01K
|
3.81K
$215K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-6- 40.0% |
$327 - $350
|
9
$506
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.7K- 16.4% |
$201K - $216K
|
18.9K
$1.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4+ 0.32% |
$218 - $233
|
1.24K
$69.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.8K+ 6.62% |
$97.7K - $105K
|
28.9K
$1.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
435K+ 46.85% |
$23.7M - $25.3M
|
1.36M
$76.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.88K+ 8.31% |
$102K - $109K
|
24.5K
$1.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2- 0.03% |
$109 - $117
|
6.12K
$344K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-512- 2.8% |
$27.9K - $29.8K
|
17.8K
$1M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-196- 0.39% |
$10.7K - $11.4K
|
50K
$2.82M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
173K+ 15.15% |
$9.39M - $10.1M
|
1.31M
$73.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.4K+ 35.03% |
$130K - $140K
|
9.24K
$520K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-310- 6.74% |
$16.9K - $18.1K
|
4.29K
$241K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.08K+ 4.02% |
$168K - $179K
|
79.6K
$4.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-44- 0.43% |
$2.39K - $2.56K
|
10.3K
$577K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
100New |
$5.44K - $5.83K
|
100
$5.63K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-28.4K- 43.43% |
$1.54M - $1.65M
|
37K
$2.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6+ 0.06% |
$327 - $350
|
9.37K
$527K
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-521- 0.38% |
$28.4K - $30.4K
|
137K
$7.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 8.02% |
$85.9K - $92K
|
18.1K
$1.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-190- 2.13% |
$10.3K - $11.1K
|
8.72K
$491K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 4.8% |
$327 - $350
|
131
$7.37K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
835+ 1.72% |
$45.4K - $48.7K
|
49.4K
$2.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
184K+ 6.76% |
$10M - $10.7M
|
2.91M
$164M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-125- 3.25% |
$6.8K - $7.29K
|
3.73K
$210K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.83K+ 1.36% |
$154K - $165K
|
211K
$11.8M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
347+ 2.74% |
$18.9K - $20.2K
|
13K
$731K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
3.04K+ 11.63% |
$166K - $177K
|
29.2K
$1.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
977New |
$53.2K - $56.9K
|
977
$55K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.5K+ 3.89% |
$843K - $903K
|
414K
$23.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.03K- 18.54% |
$56.2K - $60.2K
|
4.54K
$255K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
300+ 23.08% |
$16.3K - $17.5K
|
1.6K
$90K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.32K- 2.11% |
$126K - $135K
|
107K
$6.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
417+ 3.85% |
$22.7K - $24.3K
|
11.2K
$633K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
20.5KNew |
$1.12M - $1.19M
|
20.5K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.26K+ 2.38% |
$68.6K - $73.4K
|
54.2K
$3.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-199K- 29.51% |
$10.8M - $11.6M
|
475K
$26.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-52K- 6.04% |
$2.83M - $3.03M
|
809K
$45.5M
|
|