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 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
472+ 2.46% |
$25.7K - $27.5K
|
19.7K
$1.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
465+ 12.16% |
$25.3K - $27.1K
|
4.29K
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
455New |
$24.8K - $26.5K
|
455
$25.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
441+ 0.29% |
$24K - $25.7K
|
152K
$8.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
436+ 1.17% |
$23.7K - $25.4K
|
37.6K
$2.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
431+ 3.05% |
$23.5K - $25.1K
|
14.5K
$818K
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
430+ 0.24% |
$23.4K - $25.1K
|
180K
$10.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
430New |
$23.4K - $25.1K
|
430
$24.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
417+ 3.85% |
$22.7K - $24.3K
|
11.2K
$633K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
409+ 8.11% |
$22.3K - $23.8K
|
5.45K
$307K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
350+ 145.83% |
$19.1K - $20.4K
|
590
$33.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
311New |
$16.9K - $18.1K
|
311
$17.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
300+ 23.08% |
$16.3K - $17.5K
|
1.6K
$90K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
296+ 0.86% |
$16.1K - $17.3K
|
34.8K
$1.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
284+ 5.33% |
$15.5K - $16.6K
|
5.61K
$316K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
280+ 482.76% |
$15.2K - $16.3K
|
338
$19K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
279+ 0.45% |
$15.2K - $16.3K
|
62.3K
$3.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
271+ 1.95% |
$14.8K - $15.8K
|
14.2K
$796K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
265+ 6.16% |
$14.4K - $15.4K
|
4.56K
$257K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
252+ 1.56% |
$13.7K - $14.7K
|
16.4K
$921K
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
246+ 0.51% |
$13.4K - $14.3K
|
48.6K
$2.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
246+ 7.66% |
$13.4K - $14.3K
|
3.46K
$195K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
242+ 0.52% |
$13.2K - $14.1K
|
46.8K
$2.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
235New |
$12.8K - $13.7K
|
235
$13.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
217+ 1.93% |
$11.8K - $12.6K
|
11.5K
$645K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
212+ 0.92% |
$11.5K - $12.4K
|
23.2K
$1.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
201New |
$10.9K - $11.7K
|
201
$11.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
199+ 1.76% |
$10.8K - $11.6K
|
11.5K
$649K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
196+ 4.94% |
$10.7K - $11.4K
|
4.16K
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
189New |
$10.3K - $11K
|
189
$10.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
178+ 2.16% |
$9.69K - $10.4K
|
8.43K
$474K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
176+ 0.08% |
$9.58K - $10.3K
|
232K
$13.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
171+ 0.1% |
$9.31K - $9.97K
|
179K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
157+ 4.04% |
$8.55K - $9.15K
|
4.04K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
157+ 2.76% |
$8.55K - $9.15K
|
5.85K
$329K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
156+ 0.6% |
$8.49K - $9.09K
|
26.2K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
154+ 0.16% |
$8.38K - $8.98K
|
94.1K
$5.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
152+ 2.36% |
$8.27K - $8.86K
|
6.6K
$371K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
150+ 0.84% |
$8.16K - $8.74K
|
18K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
139+ 0.35% |
$7.57K - $8.1K
|
40.2K
$2.26M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
136+ 15.67% |
$7.4K - $7.93K
|
1K
$56.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
136+ 3.46% |
$7.4K - $7.93K
|
4.07K
$229K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
135+ 0.2% |
$7.35K - $7.87K
|
69K
$3.88M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
133+ 2.03% |
$7.24K - $7.75K
|
6.69K
$376K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
132+ 0.25% |
$7.18K - $7.69K
|
54K
$3.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
131New |
$7.13K - $7.64K
|
131
$7.37K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
126+ 0.77% |
$6.86K - $7.34K
|
16.6K
$933K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
118New |
$6.42K - $6.88K
|
118
$6.64K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
118New |
$6.42K - $6.88K
|
118
$6.64K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
116+ 0.03% |
$6.31K - $6.76K
|
378K
$21.3M
|
|