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 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.44K+ 18.07% |
$72.3K - $78.9K
|
9.39K
$540K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.38K+ 8.19% |
$69.6K - $76K
|
18.3K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.35K+ 9.57% |
$67.9K - $74.2K
|
15.5K
$889K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.34K+ 8.88% |
$67.5K - $73.7K
|
16.5K
$945K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.34K+ 6.53% |
$67.3K - $73.5K
|
21.9K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.32K+ 3.08% |
$66.1K - $72.2K
|
44.1K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.29K+ 9.01% |
$64.9K - $70.9K
|
15.6K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1.28K+ 5.0% |
$64.5K - $70.5K
|
26.9K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.21K+ 5.93% |
$61.1K - $66.7K
|
21.7K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 5.59% |
$54K - $58.9K
|
20.3K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.06K+ 37.46% |
$53.2K - $58.1K
|
3.88K
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
1.04K+ 0.3% |
$52.1K - $56.9K
|
344K
$19.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 3.25% |
$51.7K - $56.5K
|
32.6K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
959+ 7.98% |
$48.2K - $52.7K
|
13K
$746K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
955+ 22.61% |
$48K - $52.4K
|
5.18K
$298K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
932+ 454.63% |
$46.9K - $51.2K
|
1.14K
$65.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
904+ 167.41% |
$45.5K - $49.6K
|
1.44K
$83K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
900+ 900.0% |
$45.3K - $49.4K
|
1K
$57.5K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
866+ 70.41% |
$43.6K - $47.6K
|
2.1K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
791+ 74.27% |
$39.8K - $43.4K
|
1.86K
$107K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
754+ 20.67% |
$37.9K - $41.4K
|
4.4K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
750+ 7500.0% |
$37.7K - $41.2K
|
760
$43.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
733+ 2.87% |
$36.9K - $40.3K
|
26.3K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
730+ 1.8% |
$36.7K - $40.1K
|
41.3K
$2.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
711+ 6.05% |
$35.8K - $39K
|
12.5K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
643+ 3.58% |
$32.3K - $35.3K
|
18.6K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
641+ 2.63% |
$32.2K - $35.2K
|
25K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
571+ 1.06% |
$28.7K - $31.4K
|
54.4K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
563New |
$28.3K - $30.9K
|
563
$32.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
535+ 2.52% |
$26.9K - $29.4K
|
21.8K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
526+ 1.17% |
$26.5K - $28.9K
|
45.3K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
519+ 2.5% |
$26.1K - $28.5K
|
21.3K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
497+ 4.75% |
$25K - $27.3K
|
11K
$630K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
473+ 2.02% |
$23.8K - $26K
|
23.9K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
458+ 80.21% |
$23K - $25.2K
|
1.03K
$59.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
430+ 2.67% |
$21.6K - $23.6K
|
16.5K
$949K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
424+ 5.48% |
$21.3K - $23.3K
|
8.16K
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
422+ 2.19% |
$21.2K - $23.2K
|
19.7K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
400+ 10.26% |
$20.1K - $22K
|
4.3K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
354+ 2.46% |
$17.8K - $19.4K
|
14.8K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
352+ 7.01% |
$17.7K - $19.3K
|
5.37K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
320+ 6.64% |
$16.1K - $17.6K
|
5.14K
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
318+ 2120.0% |
$16K - $17.5K
|
333
$19.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
298+ 4.46% |
$15K - $16.4K
|
6.97K
$401K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
295+ 5.09% |
$14.8K - $16.2K
|
6.09K
$350K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
274+ 40.06% |
$13.8K - $15K
|
958
$55.1K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
270+ 85.71% |
$13.6K - $14.8K
|
585
$33.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
254+ 0.68% |
$12.8K - $13.9K
|
37.6K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
232+ 0.08% |
$11.7K - $12.7K
|
278K
$16M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
231+ 2.11% |
$11.6K - $12.7K
|
11.2K
$641K
|