Purchases and Sales Made in Q1 2025 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
190K+ 11.09% |
$9.52M - $10.9M
|
1.9M
$96.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
162K+ 12.44% |
$8.15M - $9.37M
|
1.47M
$74.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
108K+ 82.85% |
$5.42M - $6.24M
|
238K
$12.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
108K+ 34.49% |
$5.41M - $6.22M
|
420K
$21.5M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
48.8K+ 9.42% |
$2.45M - $2.82M
|
567K
$28.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44.3K+ 4.96% |
$2.23M - $2.56M
|
938K
$47.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
42.7KNew |
$2.14M - $2.47M
|
42.7K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
36.6K+ 23.95% |
$1.84M - $2.11M
|
189K
$9.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
29.9K+ 8.37% |
$1.5M - $1.73M
|
387K
$19.8M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
29.2KNew |
$1.46M - $1.68M
|
29.2K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
28.4K+ 3.98% |
$1.42M - $1.64M
|
740K
$37.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
28.2K+ 19.62% |
$1.42M - $1.63M
|
172K
$8.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
27.4KNew |
$1.37M - $1.58M
|
27.4K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
27.1K+ 23.45% |
$1.36M - $1.56M
|
143K
$7.28M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
25.9K+ 7.9% |
$1.3M - $1.5M
|
354K
$18.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
23.2K+ 36.35% |
$1.17M - $1.34M
|
87K
$4.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
23K+ 13.84% |
$1.15M - $1.33M
|
189K
$9.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
22.9KNew |
$1.15M - $1.32M
|
22.9K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.3K+ 2.48% |
$1.02M - $1.17M
|
839K
$42.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
20KNew |
$1M - $1.15M
|
20K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
15.6KNew |
$781K - $898K
|
15.6K
$794K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
14.8K+ 10.14% |
$744K - $855K
|
161K
$8.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13.8K+ 7.53% |
$691K - $795K
|
197K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
7.48K+ 11.56% |
$376K - $432K
|
72.2K
$3.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.41K+ 124.83% |
$372K - $428K
|
13.3K
$681K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
6.29K+ 4.97% |
$316K - $363K
|
133K
$6.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.95K+ 2.83% |
$299K - $344K
|
216K
$11M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
5.71KNew |
$287K - $330K
|
5.71K
$292K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.42KNew |
$272K - $313K
|
5.42K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
5.37K+ 6.7% |
$270K - $310K
|
85.5K
$4.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.06K+ 68.08% |
$254K - $292K
|
12.5K
$637K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5K+ 2.71% |
$251K - $289K
|
190K
$9.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
4.73KNew |
$238K - $273K
|
4.73K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4.38K+ 11.08% |
$220K - $253K
|
43.9K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.17K+ 2.7% |
$209K - $240K
|
158K
$8.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.16KNew |
$209K - $240K
|
4.16K
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
4.15KNew |
$208K - $240K
|
4.15K
$212K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
3.94KNew |
$198K - $227K
|
3.94K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.74K+ 86.44% |
$188K - $216K
|
8.06K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.61K+ 10.11% |
$181K - $209K
|
39.3K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.52K+ 2.94% |
$177K - $203K
|
123K
$6.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.28K+ 109166.67% |
$164K - $189K
|
3.28K
$167K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.13K+ 8.65% |
$157K - $181K
|
39.3K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.92K+ 37.84% |
$147K - $169K
|
10.6K
$543K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.39K+ 5.59% |
$120K - $138K
|
45.2K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.26K+ 58.17% |
$114K - $131K
|
6.16K
$314K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.1K+ 14.82% |
$106K - $121K
|
16.3K
$832K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2.05K+ 1202.94% |
$103K - $118K
|
2.22K
$113K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2K+ 8.72% |
$100K - $115K
|
24.9K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.93K+ 29.42% |
$96.7K - $111K
|
8.47K
$432K
|