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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.39K+ 20.12% |
$239K - $256K
|
26.2K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
4.29K+ 1.57% |
$233K - $250K
|
277K
$15.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.17KNew |
$227K - $243K
|
4.17K
$235K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.1KNew |
$223K - $239K
|
4.1K
$231K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4.07K+ 53.11% |
$221K - $237K
|
11.7K
$660K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
3.98K+ 7.03% |
$217K - $232K
|
60.6K
$3.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.97KNew |
$216K - $231K
|
3.97K
$223K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisor Resource Council
|
BUY
|
- |
3.83K+ 68.99% |
$208K - $223K
|
9.38K
$528K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.76K+ 4.46% |
$205K - $219K
|
88.2K
$4.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.73K+ 2.69% |
$203K - $217K
|
142K
$8.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.72KNew |
$202K - $217K
|
3.72K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.69K+ 1.91% |
$201K - $215K
|
197K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.68K+ 8.1% |
$200K - $215K
|
49.1K
$2.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.67KNew |
$200K - $214K
|
3.67K
$207K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$200K - $214K
|
3.67K
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.66KNew |
$199K - $213K
|
3.66K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.63KNew |
$198K - $212K
|
3.63K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.53K+ 59.3% |
$192K - $206K
|
9.49K
$534K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
3.5K+ 43.75% |
$191K - $204K
|
11.5K
$647K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.49K+ 3.99% |
$190K - $203K
|
90.8K
$5.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.45K+ 7.55% |
$188K - $201K
|
49.2K
$2.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.3K+ 1.78% |
$180K - $192K
|
189K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 36.01% |
$178K - $191K
|
12.4K
$695K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.18K+ 0.03% |
$173K - $186K
|
12.7M
$713M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.08K+ 4.02% |
$168K - $179K
|
79.6K
$4.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
3.04K+ 11.63% |
$166K - $177K
|
29.2K
$1.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.83K+ 1.36% |
$154K - $165K
|
211K
$11.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.8K+ 8.67% |
$153K - $163K
|
35.1K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.75K+ 1.33% |
$149K - $160K
|
209K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.75K+ 0.58% |
$149K - $160K
|
477K
$26.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.52KNew |
$137K - $147K
|
2.52K
$142K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.5K+ 12.76% |
$136K - $146K
|
22.1K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.43K+ 69.92% |
$132K - $142K
|
5.9K
$332K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.4K+ 35.03% |
$130K - $140K
|
9.24K
$520K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.37K+ 1387.13% |
$129K - $138K
|
2.54K
$143K
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.29K+ 3.05% |
$125K - $134K
|
77.5K
$4.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.26K+ 49.14% |
$123K - $132K
|
6.86K
$386K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.26K+ 1.41% |
$123K - $131K
|
162K
$9.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.23K+ 4.96% |
$121K - $130K
|
47.1K
$2.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.12KNew |
$115K - $123K
|
2.12K
$119K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.1K+ 0.59% |
$114K - $122K
|
357K
$20.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.07K+ 30.89% |
$112K - $120K
|
8.75K
$493K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.03K+ 3.1% |
$110K - $118K
|
67.4K
$3.79M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.03K+ 44.02% |
$110K - $118K
|
6.63K
$373K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.02K+ 37.76% |
$110K - $117K
|
7.35K
$414K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
2KNew |
$109K - $117K
|
2K
$113K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.97K+ 42.14% |
$107K - $115K
|
6.64K
$374K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.95K+ 12.92% |
$106K - $114K
|
17K
$959K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.88K+ 8.31% |
$102K - $109K
|
24.5K
$1.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.86K+ 3.92% |
$101K - $108K
|
49.3K
$2.77M
|
|