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 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4+ 0.08% |
$218 - $233
|
4.81K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 2.63% |
$218 - $233
|
156
$8.78K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4+ 0.07% |
$218 - $233
|
6.1K
$343K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4+ 0.32% |
$218 - $233
|
1.24K
$69.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3+ 0.54% |
$163 - $175
|
557
$31.3K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3+ 4.0% |
$163 - $175
|
78
$4.39K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.31% |
$109 - $117
|
638
$35.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.28% |
$109 - $117
|
729
$41K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$109 - $117
|
4.78K
$269K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2+ 0.36% |
$109 - $117
|
551
$31K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.39% |
$109 - $117
|
511
$28.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.02% |
$54.4 - $58.3
|
5.06K
$285K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.01% |
$54.4 - $58.3
|
17.9K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1New |
$54.4 - $58.3
|
1
$56.3
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 100.0% |
$54.4 - $58.3
|
2
$113
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.03% |
$54.4 - $58.3
|
3.19K
$179K
|
|
| Q2 2025 | |||||||
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
742K+ 248.65% |
$33.3M - $40.3M
|
1.04M
$58.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Af Advisors, Inc.
|
BUY
|
- |
128KNew |
$5.75M - $6.96M
|
128K
$7.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
93KNew |
$4.18M - $5.06M
|
93K
$5.24M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
77KNew |
$3.46M - $4.19M
|
77K
$4.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
70.3K+ 9.49% |
$3.15M - $3.82M
|
811K
$45.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
51.8KNew |
$2.33M - $2.82M
|
51.8K
$2.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
45.7K+ 19.2% |
$2.05M - $2.48M
|
284K
$16M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
40.7K+ 97.34% |
$1.83M - $2.22M
|
82.6K
$4.65M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.4K+ 3.88% |
$1.27M - $1.54M
|
760K
$42.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
26K+ 53.41% |
$1.17M - $1.41M
|
74.6K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.6K+ 22873.21% |
$1.15M - $1.39M
|
25.7K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
18.2K+ 50422.22% |
$815K - $987K
|
18.2K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
16.6K+ 8.08% |
$747K - $905K
|
223K
$12.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
14.5KNew |
$649K - $787K
|
14.5K
$814K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$636K - $770K
|
14.2K
$797K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
14KNew |
$630K - $763K
|
14K
$789K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
7.79K+ 0.26% |
$350K - $424K
|
2.98M
$168M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.37KNew |
$331K - $401K
|
7.37K
$415K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.74K+ 152.62% |
$302K - $366K
|
11.2K
$628K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.48KNew |
$246K - $298K
|
5.48K
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.48KNew |
$201K - $244K
|
4.48K
$252K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.42KNew |
$198K - $240K
|
4.42K
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.79KNew |
$170K - $206K
|
3.79K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.68KNew |
$165K - $200K
|
3.68K
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.68KNew |
$165K - $200K
|
3.68K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.6KNew |
$161K - $196K
|
3.6K
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.38K+ 54.89% |
$152K - $184K
|
9.54K
$537K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.98K+ 12.48% |
$134K - $162K
|
26.8K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2KNew |
$89.8K - $109K
|
2K
$113K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.96KNew |
$88.2K - $107K
|
1.96K
$111K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.7K+ 8.5% |
$76.3K - $92.4K
|
21.7K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.47K+ 127.37% |
$65.8K - $79.7K
|
2.62K
$147K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.25K+ 21.63% |
$56.1K - $68K
|
7.03K
$396K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.06KNew |
$47.5K - $57.6K
|
1.06K
$59.6K
|
|