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 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.86K+ 3.92% |
$101K - $108K
|
49.3K
$2.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.84K+ 15.09% |
$100K - $107K
|
14K
$790K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.8K+ 6.62% |
$97.7K - $105K
|
28.9K
$1.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.77K+ 6.22% |
$96.2K - $103K
|
30.2K
$1.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.73K+ 5.54% |
$94.2K - $101K
|
32.9K
$1.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1.71K+ 9.3% |
$93.1K - $99.7K
|
20.1K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.67K+ 9.73% |
$91.1K - $97.5K
|
18.9K
$1.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.63K+ 1.7% |
$88.9K - $95.2K
|
97.8K
$5.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.62KNew |
$88.2K - $94.4K
|
1.62K
$91.2K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.56K+ 0.59% |
$84.7K - $90.7K
|
266K
$15M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 6.99% |
$83.8K - $89.8K
|
23.6K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.53K+ 2.97% |
$83.1K - $89K
|
52.9K
$2.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
1.49K+ 5.64% |
$80.8K - $86.6K
|
27.8K
$1.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 10.46% |
$78.4K - $83.9K
|
15.2K
$855K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 5.47% |
$74.8K - $80.1K
|
26.5K
$1.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.37K+ 5.17% |
$74.6K - $79.9K
|
27.9K
$1.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.33K+ 2.57% |
$72.2K - $77.4K
|
52.9K
$2.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
1.29K+ 5.63% |
$70.3K - $75.3K
|
24.2K
$1.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.23K+ 13.75% |
$67.2K - $71.9K
|
10.2K
$575K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.18K+ 2.28% |
$64.1K - $68.6K
|
52.8K
$2.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.17K+ 7.83% |
$63.4K - $67.9K
|
16K
$903K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.13KNew |
$61.6K - $66K
|
1.13K
$63.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.1K+ 16.39% |
$60K - $64.3K
|
7.83K
$441K
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.07K+ 15.06% |
$58.3K - $62.5K
|
8.19K
$461K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
977New |
$53.2K - $56.9K
|
977
$55K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
953New |
$51.9K - $55.6K
|
953
$53.6K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
918+ 10.34% |
$50K - $53.5K
|
9.79K
$551K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
865+ 1.78% |
$47.1K - $50.4K
|
49.5K
$2.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
835+ 1.72% |
$45.4K - $48.7K
|
49.4K
$2.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
820+ 10.78% |
$44.6K - $47.8K
|
8.42K
$474K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
780+ 38.81% |
$42.5K - $45.5K
|
2.79K
$157K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
757+ 24.86% |
$41.2K - $44.1K
|
3.8K
$214K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
757+ 4.38% |
$41.2K - $44.1K
|
18K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
737+ 42.43% |
$40.1K - $43K
|
2.47K
$139K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
728+ 9.46% |
$39.6K - $42.4K
|
8.42K
$474K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
710+ 3.66% |
$38.6K - $41.4K
|
20.1K
$1.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
700New |
$38.1K - $40.8K
|
700
$39.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
683+ 9.18% |
$37.2K - $39.8K
|
8.13K
$457K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
683+ 0.88% |
$37.2K - $39.8K
|
78.7K
$4.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
663New |
$36.1K - $38.6K
|
663
$37.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
646+ 7.38% |
$35.2K - $37.7K
|
9.4K
$529K
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
625+ 4.54% |
$34K - $36.4K
|
14.4K
$809K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
620+ 4.2% |
$33.7K - $36.1K
|
15.4K
$866K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
616New |
$33.5K - $35.9K
|
616
$34.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
590+ 8.97% |
$32.1K - $34.4K
|
7.17K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
586+ 4.16% |
$31.9K - $34.2K
|
14.7K
$826K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
577+ 0.34% |
$31.4K - $33.6K
|
172K
$9.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
565New |
$30.8K - $32.9K
|
565
$31.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
518+ 2.66% |
$28.2K - $30.2K
|
20K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
488+ 1.58% |
$26.6K - $28.4K
|
31.4K
$1.77M
|
|