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 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
450+ 6.06% |
$24.4K - $26.8K
|
7.87K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
377+ 0.76% |
$20.4K - $22.5K
|
50.3K
$2.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
250New |
$13.5K - $14.9K
|
250
$14.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
193+ 0.89% |
$10.4K - $11.5K
|
21.9K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
190New |
$10.3K - $11.3K
|
190
$10.7K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
165New |
$8.93K - $9.83K
|
165
$9.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
151New |
$8.17K - $8.99K
|
151
$8.5K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
132New |
$7.15K - $7.86K
|
132
$7.43K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100+ 2.6% |
$5.41K - $5.96K
|
3.95K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
90New |
$4.87K - $5.36K
|
90
$5.06K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
88+ 2.09% |
$4.76K - $5.24K
|
4.3K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
85New |
$4.6K - $5.06K
|
85
$4.78K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
77+ 4.1% |
$4.17K - $4.59K
|
1.96K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
58New |
$3.14K - $3.45K
|
58
$3.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
42New |
$2.27K - $2.5K
|
42
$2.36K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
31New |
$1.68K - $1.85K
|
31
$1.74K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
24New |
$1.3K - $1.43K
|
24
$1.35K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
23+ 0.2% |
$1.24K - $1.37K
|
11.7K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.56% |
$54.1 - $59.6
|
181
$10.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.17% |
$54.1 - $59.6
|
584
$32.9K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
493K+ 2449.46% |
$24.8M - $27.1M
|
514K
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
26.5KNew |
$1.33M - $1.46M
|
26.5K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17K+ 40.83% |
$856K - $935K
|
58.7K
$3.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
12.8K+ 10.23% |
$646K - $705K
|
138K
$7.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
11.7KNew |
$589K - $643K
|
11.7K
$659K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.6KNew |
$584K - $638K
|
11.6K
$653K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
10.8KNew |
$542K - $592K
|
10.8K
$606K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.26K+ 8.27% |
$365K - $399K
|
95K
$5.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.08KNew |
$306K - $334K
|
6.08K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
6.08KNew |
$306K - $334K
|
6.08K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.66KNew |
$285K - $311K
|
5.66K
$319K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.66KNew |
$284K - $311K
|
5.66K
$318K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.48K+ 11.57% |
$276K - $301K
|
52.8K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.28K+ 6.9% |
$215K - $235K
|
66.3K
$3.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
4.24KNew |
$213K - $233K
|
4.24K
$239K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
4.08KNew |
$205K - $224K
|
4.08K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.87KNew |
$195K - $212K
|
3.87K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.48K+ 20.56% |
$74.6K - $81.4K
|
8.7K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1.28K+ 5.0% |
$64.5K - $70.5K
|
26.9K
$1.52M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
866+ 70.41% |
$43.6K - $47.6K
|
2.1K
$118K
|
|
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
72New |
$3.62K - $3.95K
|
72
$4.05K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
68+ 0.11% |
$3.42K - $3.73K
|
62.8K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
61New |
$3.07K - $3.35K
|
61
$3.43K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30+ 0.45% |
$1.51K - $1.65K
|
6.65K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
27New |
$1.36K - $1.48K
|
27
$1.52K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
19New |
$956 - $1.04K
|
19
$1.07K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$503 - $549
|
10
$563
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17.5KNew |
$866K - $933K
|
17.5K
$984K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
7.21KNew |
$357K - $385K
|
7.21K
$406K
|
|