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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.47K+ 127.37% |
$65.8K - $79.7K
|
2.62K
$147K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.25K+ 21.63% |
$56.1K - $68K
|
7.03K
$396K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.06KNew |
$47.5K - $57.6K
|
1.06K
$59.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.04KNew |
$46.5K - $56.3K
|
1.04K
$58.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1K+ 6.24% |
$44.9K - $54.4K
|
17K
$958K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
866+ 573.51% |
$38.9K - $47.1K
|
1.02K
$57.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
857+ 16.76% |
$38.5K - $46.6K
|
5.97K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
697New |
$31.3K - $37.9K
|
697
$39.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
681New |
$30.6K - $37K
|
681
$38.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
676+ 308.68% |
$30.3K - $36.8K
|
895
$50.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
565New |
$25.4K - $30.7K
|
565
$31.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
538+ 4.07% |
$24.2K - $29.3K
|
13.8K
$775K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
444New |
$19.9K - $24.1K
|
444
$25K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
372New |
$16.7K - $20.2K
|
372
$20.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
332+ 3.71% |
$14.9K - $18.1K
|
9.28K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
312+ 0.37% |
$14K - $17K
|
85.2K
$4.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
305New |
$13.7K - $16.6K
|
305
$17.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
278+ 2.14% |
$12.5K - $15.1K
|
13.2K
$745K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
253+ 4.46% |
$11.4K - $13.8K
|
5.93K
$333K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
172+ 3.46% |
$7.72K - $9.35K
|
5.14K
$289K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
136New |
$6.11K - $7.4K
|
136
$7.65K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
134+ 11.12% |
$6.02K - $7.29K
|
1.34K
$75.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
105+ 10.55% |
$4.71K - $5.71K
|
1.1K
$61.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
104+ 0.67% |
$4.67K - $5.66K
|
15.6K
$880K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
49+ 29.7% |
$2.2K - $2.66K
|
214
$12K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
45New |
$2.02K - $2.45K
|
45
$2.53K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
43New |
$1.93K - $2.34K
|
43
$2.42K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
36+ 6.04% |
$1.62K - $1.96K
|
632
$35.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
25+ 0.3% |
$1.12K - $1.36K
|
8.36K
$470K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
24New |
$1.08K - $1.31K
|
24
$1.35K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
12+ 15.79% |
$539 - $653
|
88
$4.95K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$269 - $326
|
6
$338
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5New |
$224 - $272
|
5
$281
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 0.03% |
$89.8 - $109
|
6.99K
$393K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.87% |
$44.9 - $54.4
|
116
$6.53K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1New |
$44.9 - $54.4
|
1
$56.3
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
491KNew |
$24.6M - $28.3M
|
491K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
410K+ 77.01% |
$20.6M - $23.7M
|
942K
$53M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.9KNew |
$1.35M - $1.55M
|
26.9K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
25.9K+ 338.9% |
$1.3M - $1.5M
|
33.6K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24.1KNew |
$1.21M - $1.39M
|
24.1K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
19.2KNew |
$966K - $1.11M
|
19.2K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
7.28KNew |
$365K - $420K
|
7.28K
$409K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
6.53KNew |
$328K - $377K
|
6.53K
$368K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
5.71KNew |
$287K - $330K
|
5.71K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.59KNew |
$281K - $323K
|
5.59K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.02KNew |
$252K - $290K
|
5.02K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
4.85KNew |
$244K - $280K
|
4.85K
$273K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.74KNew |
$238K - $273K
|
4.74K
$267K
|
|