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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
970+ 12.57% |
$52.5K - $57.8K
|
8.69K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
959+ 7.79% |
$51.9K - $57.1K
|
13.3K
$677K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
931+ 16.31% |
$50.4K - $55.5K
|
6.64K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
928+ 1.29% |
$50.2K - $55.3K
|
73K
$3.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
912+ 18.68% |
$49.4K - $54.3K
|
5.8K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
900New |
$48.7K - $53.6K
|
900
$45.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
862+ 1231.43% |
$46.7K - $51.3K
|
932
$47.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
812+ 9.69% |
$44K - $48.4K
|
9.19K
$469K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
808+ 6.0% |
$43.7K - $48.1K
|
14.3K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
731+ 18.83% |
$39.6K - $43.5K
|
4.61K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
653+ 4.42% |
$35.3K - $38.9K
|
15.4K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
639+ 0.54% |
$34.6K - $38.1K
|
118K
$6.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
639+ 7.99% |
$34.6K - $38.1K
|
8.64K
$441K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
632+ 1.93% |
$34.2K - $37.6K
|
33.4K
$1.71M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
601New |
$32.5K - $35.8K
|
601
$30.7K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
586New |
$31.7K - $34.9K
|
586
$29.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
580+ 1.75% |
$31.4K - $34.5K
|
33.8K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
564+ 1.87% |
$30.5K - $33.6K
|
30.7K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
561+ 0.3% |
$30.4K - $33.4K
|
187K
$9.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
551+ 3.92% |
$29.8K - $32.8K
|
14.6K
$746K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
546+ 30.07% |
$29.6K - $32.5K
|
2.36K
$121K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
528+ 9.73% |
$28.6K - $31.4K
|
5.95K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
525+ 2.82% |
$28.4K - $31.3K
|
19.2K
$978K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
511+ 1.57% |
$27.7K - $30.4K
|
33.1K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
500+ 6.25% |
$27.1K - $29.8K
|
8.5K
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
497+ 3.21% |
$26.9K - $29.6K
|
16K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
489New |
$26.5K - $29.1K
|
489
$25K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
481New |
$26K - $28.6K
|
481
$24.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
469New |
$25.4K - $27.9K
|
469
$23.9K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
450+ 6.06% |
$24.4K - $26.8K
|
7.87K
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
443+ 0.95% |
$24K - $26.4K
|
46.9K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
397New |
$21.5K - $23.6K
|
397
$20.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
377+ 0.76% |
$20.4K - $22.5K
|
50.3K
$2.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
363+ 2.91% |
$19.6K - $21.6K
|
12.8K
$655K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
308+ 0.7% |
$16.7K - $18.3K
|
44.4K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
300+ 3.91% |
$16.2K - $17.9K
|
7.98K
$407K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
276+ 1.67% |
$14.9K - $16.4K
|
16.8K
$857K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
273New |
$14.8K - $16.3K
|
273
$13.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
267+ 3.46% |
$14.5K - $15.9K
|
7.97K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
256New |
$13.9K - $15.2K
|
256
$13.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
254+ 0.13% |
$13.7K - $15.1K
|
192K
$9.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
250New |
$13.5K - $14.9K
|
250
$12.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
200+ 4.19% |
$10.8K - $11.9K
|
4.97K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
193+ 0.89% |
$10.4K - $11.5K
|
21.9K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
190New |
$10.3K - $11.3K
|
190
$9.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
169+ 2.0% |
$9.15K - $10.1K
|
8.64K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
156+ 3.01% |
$8.44K - $9.29K
|
5.34K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
155+ 1.33% |
$8.39K - $9.23K
|
11.8K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
151New |
$8.17K - $8.99K
|
151
$7.71K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
131+ 0.62% |
$7.09K - $7.8K
|
21.4K
$1.09M
|