Latest Institutional Purchases of Spdr Portfolio (SPMD)

SPMD Quotes by TradingView

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 12, 2023 Q4 2022
Heartwood Wealth Advisors LLC

BUY
 -
6.07K
New
$239K - $274K
6.07K $349K
Feb 06, 2023 Q4 2022
Mattern Wealth Management LLC

BUY
 -
4.91K
New
$193K - $222K
4.91K $282K
Feb 13, 2023 Q4 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
4.56K
New
$179K - $206K
4.56K $262K
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

BUY
 -
1.94K
+ 11.0%
$76.3K - $87.7K
19.6K $1.12M
Feb 15, 2023 Q4 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
1.89K
New
$74.2K - $85.3K
1.89K $108K
Jan 11, 2023 Q4 2022
Paladin Advisory Group, LLC

BUY
 CALL
1.44K
+ 22.29%
$56.4K - $64.9K
7.87K $452K
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
889
New
$35K - $40.2K
889 $51.1K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
341
New
$13.4K - $15.4K
341 $19.6K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
333
New
$13.1K - $15.1K
333 $19.1K
Feb 09, 2023 Q4 2022
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
315
New
$12.4K - $14.2K
315 $18.1K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
228
+ 100.0%
$8.96K - $10.3K
456 $26.2K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
64
New
$2.52K - $2.89K
64 $3.68K
Jan 25, 2023 Q4 2022
Bay Harbor Wealth Management, LLC

BUY
 -
4
+ 0.83%
$157 - $181
485 $27.9K
Feb 06, 2023 Q4 2022
Time Scale Financial, Inc.

BUY
 -
1
+ 0.28%
$39.3 - $45.2
355 $20.4K
Q3 2022
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
24.2K
New
$935K - $1.12M
24.2K $1.39M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
11.4K
+ 64.37%
$438K - $525K
29K $1.67M
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
2.48K
New
$95.6K - $115K
2.48K $143K
Nov 02, 2022 Q3 2022
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
2.19K
New
$84.5K - $101K
2.19K $126K
Nov 02, 2022 Q3 2022
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
2.14K
New
$82.6K - $98.9K
2.14K $123K
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
1.32K
New
$50.9K - $61K
1.32K $75.9K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
831
+ 12.52%
$32K - $38.4K
7.47K $429K
Nov 14, 2022 Q3 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
536
+ 1030.77%
$20.7K - $24.7K
588 $33.8K
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
401
New
$15.5K - $18.5K
401 $23K
Nov 09, 2022 Q3 2022
Professional Financial Advisors, LLC

BUY
 -
94
+ 4.75%
$3.62K - $4.34K
2.07K $119K
Oct 14, 2022 Q3 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
92
New
$3.55K - $4.25K
92 $5.29K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
58
New
$2.24K - $2.68K
58 $3.33K
Nov 08, 2022 Q3 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
22
+ 29.73%
$848 - $1.02K
96 $5.52K
Oct 20, 2022 Q3 2022
Fin Trust Capital Advisors, LLC

BUY
 -
16
New
$617 - $739
16 $920
Oct 24, 2022 Q3 2022
Spectrum Wealth Advisory Group, LLC

BUY
 -
12
+ 0.21%
$463 - $554
5.83K $335K
Oct 28, 2022 Q3 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1
+ 1.59%
$38.6 - $46.2
64 $3.68K
Q2 2022
Aug 03, 2022 Q2 2022
Smithbridge Asset Management Inc

BUY
 -
22.5K
New
$868K - $1.07M
22.5K $1.29M
Aug 12, 2022 Q2 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
2.12K
+ 13.29%
$82K - $101K
18.1K $1.04M
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
1.87K
New
$72.2K - $88.5K
1.87K $107K
Aug 02, 2022 Q2 2022
Bartlett & Co. LLC

BUY
 -
424
New
$16.4K - $20.1K
424 $24.4K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
424
New
$16.4K - $20.1K
424 $24.4K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
388
New
$15K - $18.4K
388 $22.3K
Jul 12, 2022 Q2 2022
Flower City Capital

BUY
 -
231
+ 4.59%
$8.93K - $11K
5.27K $303K
Aug 04, 2022 Q2 2022
Concord Wealth Partners

BUY
 -
219
New
$8.47K - $10.4K
219 $12.6K
Jul 15, 2022 Q2 2022
Rosenberg Matthew Hamilton

BUY
 -
150
+ 41.1%
$5.8K - $7.12K
515 $29.6K
Aug 15, 2022 Q2 2022
Matrix Private Capital Group LLC

New York, NY
BUY
 -
34
+ 54.84%
$1.31K - $1.61K
96 $5.52K
Aug 10, 2022 Q2 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
33
New
$1.28K - $1.57K
33 $1.9K
Q1 2022
Apr 29, 2022 Q1 2022
Addison Advisors LLC

BUY
 -
301
New
$13.3K - $15.1K
301 $17.3K
Apr 19, 2022 Q1 2022
Farmers & Merchants Investments Inc

BUY
 -
292
New
$12.9K - $14.6K
292 $16.8K
Q4 2021
Feb 07, 2022 Q4 2021
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
253K
New
$11.8M - $12.9M
253K $14.6M
Feb 10, 2022 Q4 2021
Paradigm Financial Partners, LLC

BUY
 -
22.5K
New
$1.05M - $1.15M
22.5K $1.29M
Feb 23, 2022 Q4 2021
Topel & Distasi Wealth Management, LLC

BUY
 -
21.2K
New
$990K - $1.08M
21.2K $1.22M
Jan 18, 2022 Q4 2021
Lindbrook Capital, LLC

BUY
 -
128
New
$5.97K - $6.52K
128 $7.36K
Aug 06, 2024 Q4 2021
Hantz Financial Services, Inc.

BUY
 -
23
New
$1.07K - $1.17K
23 $1.32K
Q3 2021
Oct 20, 2021 Q3 2021
Johnson Bixby & Associates, LLC

BUY
 -
52.3K
New
$2.36M - $2.55M
52.3K $3.01M

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