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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
13.8K+ 7.28% |
$694K - $758K
|
203K
$11.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
13.4K+ 7.77% |
$674K - $736K
|
186K
$10.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
12.8K+ 10.23% |
$646K - $705K
|
138K
$7.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12.7K+ 14.19% |
$640K - $699K
|
102K
$5.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.5KNew |
$630K - $688K
|
12.5K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
11.7KNew |
$589K - $643K
|
11.7K
$673K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.6KNew |
$584K - $638K
|
11.6K
$667K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.1K+ 1.77% |
$557K - $609K
|
638K
$36.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.9K+ 8.84% |
$549K - $600K
|
135K
$7.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 9.95% |
$544K - $594K
|
120K
$6.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
10.8KNew |
$542K - $592K
|
10.8K
$619K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
10.5KNew |
$529K - $578K
|
10.5K
$605K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
10.4K+ 5.05% |
$525K - $574K
|
218K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10K+ 50.46% |
$503K - $549K
|
29.8K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
9.91K+ 117.12% |
$498K - $544K
|
18.4K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.87K+ 15.24% |
$496K - $542K
|
74.7K
$4.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.79K+ 9.89% |
$493K - $538K
|
109K
$6.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.42K+ 8.15% |
$474K - $517K
|
125K
$7.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
9.38KNew |
$472K - $515K
|
9.38K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
9.28KNew |
$467K - $510K
|
9.28K
$533K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
9.21KNew |
$463K - $506K
|
9.21K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.02K+ 3.21% |
$454K - $495K
|
290K
$16.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.99K+ 42.58% |
$452K - $494K
|
30.1K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
8.89K+ 5.3% |
$447K - $488K
|
177K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
8.34K+ 4.34% |
$419K - $458K
|
201K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
8.12K+ 12.21% |
$408K - $446K
|
74.6K
$4.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.11K+ 3.16% |
$408K - $445K
|
265K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.08K+ 5.19% |
$406K - $444K
|
164K
$9.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.02K+ 86.24% |
$403K - $440K
|
17.3K
$995K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
8.01KNew |
$403K - $440K
|
8.01K
$461K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
7.99K+ 1.49% |
$402K - $439K
|
544K
$31.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
7.71KNew |
$388K - $423K
|
7.71K
$443K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.61KNew |
$383K - $418K
|
7.61K
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.39K+ 5.06% |
$372K - $406K
|
153K
$8.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.26K+ 8.27% |
$365K - $399K
|
95K
$5.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7.18K+ 7.04% |
$361K - $394K
|
109K
$6.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
6.99K+ 133.4% |
$352K - $384K
|
12.2K
$703K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.94K+ 20.69% |
$349K - $381K
|
40.5K
$2.33M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.66K+ 55.32% |
$335K - $366K
|
18.7K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.33K+ 45.17% |
$318K - $348K
|
20.4K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
6.27K+ 20.61% |
$315K - $344K
|
36.7K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
6.12KNew |
$308K - $336K
|
6.12K
$352K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
6.12K+ 4.59% |
$308K - $336K
|
139K
$8M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.08KNew |
$306K - $334K
|
6.08K
$349K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
6.08KNew |
$306K - $334K
|
6.08K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.66KNew |
$285K - $311K
|
5.66K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.66KNew |
$284K - $311K
|
5.66K
$325K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.64K+ 8.01% |
$283K - $309K
|
76K
$4.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.6K+ 3.4% |
$282K - $308K
|
170K
$9.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.54K+ 26361.9% |
$278K - $304K
|
5.56K
$319K
|