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 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.24K+ 11.04% |
$112K - $123K
|
22.5K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 7.85% |
$508K - $555K
|
139K
$7.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4.12K- 94.28% |
$207K - $226K
|
250
$13.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
96+ 0.72% |
$4.83K - $5.27K
|
13.5K
$731K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.72K+ 13.62% |
$489K - $534K
|
81.1K
$4.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-285- 15.62% |
$14.3K - $15.7K
|
1.54K
$83.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-622- 14.97% |
$31.3K - $34.2K
|
3.53K
$192K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
144+ 3.53% |
$7.24K - $7.91K
|
4.22K
$229K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-600- 89.55% |
$30.2K - $33K
|
70
$3.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
318+ 2120.0% |
$16K - $17.5K
|
333
$18.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-407- 2.73% |
$20.5K - $22.4K
|
14.5K
$789K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 11.24% |
$688K - $751K
|
108K
$5.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
943+ 1.52% |
$47.4K - $51.8K
|
63.1K
$3.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.26K+ 8.27% |
$365K - $399K
|
95K
$5.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.37KNew |
$270K - $295K
|
5.37K
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.42K+ 8.15% |
$474K - $517K
|
125K
$6.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-50- 8.68% |
$2.51K - $2.75K
|
526
$28.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-9.43K- 51.43% |
$474K - $518K
|
8.91K
$484K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-2.55K- 4.73% |
$128K - $140K
|
51.4K
$2.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8+ 0.36% |
$402 - $439
|
2.25K
$122K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
27+ 2.62% |
$1.36K - $1.48K
|
1.06K
$57.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
493K+ 2449.46% |
$24.8M - $27.1M
|
514K
$27.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
19.8K+ 2.53% |
$997K - $1.09M
|
805K
$43.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-285- 0.09% |
$14.3K - $15.7K
|
321K
$17.5M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
8.49K+ 3.41% |
$427K - $466K
|
258K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
15.3K+ 8.19% |
$769K - $839K
|
202K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.86K+ 3.25% |
$194K - $212K
|
123K
$6.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-372- 0.42% |
$18.7K - $20.4K
|
87.9K
$4.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-12.7K- 53.6% |
$638K - $697K
|
11K
$597K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
932+ 454.63% |
$46.9K - $51.2K
|
1.14K
$61.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-38.7K- 18.2% |
$1.95M - $2.13M
|
174K
$9.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
358+ 5.01% |
$18K - $19.7K
|
7.5K
$408K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
473+ 2.02% |
$23.8K - $26K
|
23.9K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-508- 3.1% |
$25.5K - $27.9K
|
15.9K
$861K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
29+ 0.3% |
$1.46K - $1.59K
|
9.67K
$525K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-833- 7.08% |
$41.9K - $45.7K
|
10.9K
$593K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-40- 32.79% |
$2.01K - $2.2K
|
82
$4.45K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
108+ 17.79% |
$5.43K - $5.93K
|
715
$38.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17.6K- 9.97% |
$883K - $964K
|
159K
$8.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
49.7K+ 15.77% |
$2.5M - $2.73M
|
365K
$19.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.3K- 15.56% |
$768K - $838K
|
82.9K
$4.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5- 0.12% |
$251 - $275
|
4.13K
$225K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
60+ 0.11% |
$3.02K - $3.3K
|
54.4K
$2.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4- 0.08% |
$201 - $220
|
5.03K
$273K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
208New |
$10.5K - $11.4K
|
208
$11.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
111+ 1.98% |
$5.58K - $6.1K
|
5.71K
$310K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-218- 6.55% |
$11K - $12K
|
3.11K
$169K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
43K+ 55.08% |
$2.16M - $2.36M
|
121K
$6.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.3K+ 16.04% |
$1.58M - $1.72M
|
227K
$12.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.97K+ 14.7% |
$250K - $273K
|
38.8K
$2.11M
|