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, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
853+ 0.84% |
$46.4K - $49.7K
|
103K
$5.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
757+ 4.38% |
$41.2K - $44.1K
|
18K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
663New |
$36.1K - $38.6K
|
663
$37.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-786- 5.57% |
$42.8K - $45.8K
|
13.3K
$750K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10+ 0.27% |
$544 - $583
|
3.75K
$211K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.9K+ 10.8% |
$648K - $694K
|
122K
$6.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-495- 2.53% |
$26.9K - $28.9K
|
19.1K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12.8K+ 17.46% |
$699K - $749K
|
86.4K
$4.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.24K- 3.4% |
$67.7K - $72.5K
|
35.3K
$1.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.73K- 4.93% |
$94.3K - $101K
|
33.4K
$1.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
33.8K+ 4.08% |
$1.84M - $1.97M
|
861K
$48.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-55- 1.05% |
$2.99K - $3.21K
|
5.18K
$291K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
465+ 12.16% |
$25.3K - $27.1K
|
4.29K
$241K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-670- 1.66% |
$36.5K - $39.1K
|
39.6K
$2.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
39+ 0.24% |
$2.12K - $2.27K
|
16.6K
$934K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
6.87K+ 10.96% |
$374K - $400K
|
69.6K
$3.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
13+ 10.4% |
$708 - $758
|
138
$7.77K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.86K+ 3.92% |
$101K - $108K
|
49.3K
$2.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.29K- 21.76% |
$179K - $192K
|
11.8K
$666K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.54K+ 29.37% |
$356K - $381K
|
28.8K
$1.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-15.9K- 14.49% |
$865K - $927K
|
93.8K
$5.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
280+ 482.76% |
$15.2K - $16.3K
|
338
$19K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34+ 0.2% |
$1.85K - $1.98K
|
17.3K
$972K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
39+ 0.51% |
$2.12K - $2.27K
|
7.66K
$431K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-85- 0.96% |
$4.63K - $4.95K
|
8.75K
$492K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
8.23K+ 11.46% |
$448K - $479K
|
80K
$4.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-825- 1.49% |
$44.9K - $48.1K
|
54.7K
$3.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-305- 2.4% |
$16.6K - $17.8K
|
12.4K
$699K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18+ 0.35% |
$980 - $1.05K
|
5.23K
$294K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-58- 1.5% |
$3.16K - $3.38K
|
3.81K
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6.83K+ 3.93% |
$372K - $398K
|
181K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
252+ 1.56% |
$13.7K - $14.7K
|
16.4K
$921K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-688- 9.06% |
$37.4K - $40.1K
|
6.91K
$389K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
430New |
$23.4K - $25.1K
|
430
$24.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
46+ 0.32% |
$2.5K - $2.68K
|
14.4K
$809K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
110+ 0.22% |
$5.99K - $6.41K
|
49.4K
$2.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-23.9K- 59.45% |
$1.3M - $1.39M
|
16.3K
$916K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-492- 3.41% |
$26.8K - $28.7K
|
14K
$785K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
176+ 0.08% |
$9.58K - $10.3K
|
232K
$13.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-650- 1.44% |
$35.4K - $37.9K
|
44.6K
$2.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
212+ 0.92% |
$11.5K - $12.4K
|
23.2K
$1.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
627K+ 4002.07% |
$34.1M - $36.5M
|
643K
$36.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
3.5K+ 43.75% |
$191K - $204K
|
11.5K
$647K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.39K+ 3.8% |
$402K - $431K
|
202K
$11.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
780+ 38.81% |
$42.5K - $45.5K
|
2.79K
$157K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.66KNew |
$199K - $213K
|
3.66K
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-400- 20.91% |
$21.8K - $23.3K
|
1.51K
$85.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
73+ 28.4% |
$3.97K - $4.26K
|
330
$18.6K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-464- 0.87% |
$25.3K - $27K
|
52.6K
$2.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
3.98K+ 7.03% |
$217K - $232K
|
60.6K
$3.41M
|
|