Latest Institutional Purchases of Spdr Portfolio (SPMD)
This list provides information on the latest institutional transactions involving Spdr Portfolio (SPMD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
377KNew |
$20.4M - $22.5M
|
377K
$21.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
146KNew |
$7.91M - $8.71M
|
146K
$8.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
130KNew |
$7.06M - $7.77M
|
130K
$7.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
104K+ 169.25% |
$5.65M - $6.22M
|
166K
$9.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
98K+ 22.94% |
$5.31M - $5.84M
|
525K
$30.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
75.4KNew |
$4.08M - $4.49M
|
75.4K
$4.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
69.1K+ 4.22% |
$3.74M - $4.12M
|
1.71M
$98.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
59KNew |
$3.19M - $3.51M
|
59K
$3.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
57.1K+ 70.41% |
$3.09M - $3.4M
|
138K
$7.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
46.5K+ 4.91% |
$2.52M - $2.77M
|
995K
$57.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
43.1KNew |
$2.34M - $2.57M
|
43.1K
$2.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
41.2K+ 4.83% |
$2.23M - $2.45M
|
893K
$51.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
39.5KNew |
$2.14M - $2.35M
|
39.5K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
38.9K+ 30.63% |
$2.11M - $2.32M
|
166K
$9.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
36.2KNew |
$1.96M - $2.16M
|
36.2K
$2.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
31.9K+ 165.23% |
$1.73M - $1.9M
|
51.2K
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
24.9KNew |
$1.35M - $1.48M
|
24.9K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
22.2K+ 23.83% |
$1.2M - $1.32M
|
115K
$6.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
19.5K+ 1.52% |
$1.06M - $1.16M
|
1.31M
$75M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 2.97% |
$1.05M - $1.16M
|
673K
$38.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14.2K+ 4.26% |
$770K - $848K
|
348K
$20M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.8K+ 6.8% |
$692K - $761K
|
201K
$11.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12.6K+ 4.0% |
$683K - $751K
|
328K
$18.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.7K+ 10.64% |
$634K - $697K
|
122K
$6.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.3K+ 5.9% |
$557K - $613K
|
185K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9.84K+ 4.88% |
$533K - $586K
|
212K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.62K+ 4.26% |
$521K - $573K
|
236K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.57K+ 7.13% |
$518K - $570K
|
144K
$8.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.83KNew |
$478K - $526K
|
8.83K
$507K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.43K+ 37.02% |
$456K - $502K
|
31.2K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.28K+ 5.97% |
$448K - $493K
|
147K
$8.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
7.72KNew |
$418K - $460K
|
7.72K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
7.59K+ 5.23% |
$411K - $452K
|
153K
$8.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.43KNew |
$402K - $442K
|
7.43K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
7.04K+ 13.92% |
$381K - $419K
|
57.6K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.94KNew |
$322K - $354K
|
5.94K
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.92KNew |
$320K - $353K
|
5.92K
$340K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.64K+ 37.34% |
$305K - $336K
|
20.7K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.31K+ 8.3% |
$287K - $316K
|
69.2K
$3.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
4.92KNew |
$266K - $293K
|
4.92K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.9K+ 8.15% |
$265K - $292K
|
65K
$3.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
4.71K+ 1.35% |
$255K - $280K
|
354K
$20.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
4.43K+ 2.87% |
$240K - $264K
|
159K
$9.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
4.34K+ 1.22% |
$235K - $258K
|
359K
$20.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.27K+ 11.14% |
$231K - $254K
|
42.6K
$2.45M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
3.99K+ 2.07% |
$216K - $238K
|
197K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.99K+ 7.25% |
$216K - $237K
|
59K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.89KNew |
$211K - $232K
|
3.89K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.82K+ 2.11% |
$207K - $228K
|
185K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
3.81K+ 34.86% |
$206K - $227K
|
14.7K
$847K
|