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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.15M+ 4.09% |
$158M - $182M
|
80.1M
$4.22B
|
|
|
May 16, 2025
Q1 2025
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
2.88MNew |
$144M - $166M
|
2.88M
$151M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.11M+ 345.15% |
$55.9M - $64.3M
|
1.44M
$75.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
874K+ 15.32% |
$43.9M - $50.5M
|
6.58M
$347M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
693K+ 175.7% |
$34.8M - $40M
|
1.09M
$57.3M
|
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
491KNew |
$24.6M - $28.3M
|
491K
$25.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
456K+ 27.05% |
$22.9M - $26.3M
|
2.14M
$113M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
445K+ 45.75% |
$22.3M - $25.7M
|
1.42M
$74.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
424K+ 29.12% |
$21.3M - $24.5M
|
1.88M
$99.1M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
410K+ 77.01% |
$20.6M - $23.7M
|
942K
$49.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
399K+ 17.9% |
$20.1M - $23.1M
|
2.63M
$139M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
373K+ 6.23% |
$18.8M - $21.6M
|
6.37M
$336M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
325K+ 531.69% |
$16.3M - $18.8M
|
387K
$20.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
294KNew |
$14.8M - $17M
|
294K
$15.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
276K+ 134.75% |
$13.9M - $15.9M
|
481K
$25.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
265K+ 2554.54% |
$13.3M - $15.3M
|
275K
$14.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
244KNew |
$12.2M - $14.1M
|
244K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
230K+ 39.52% |
$11.5M - $13.3M
|
812K
$42.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
217K+ 1.68% |
$10.9M - $12.5M
|
13.1M
$690M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
190K+ 11.09% |
$9.52M - $10.9M
|
1.9M
$100M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
162K+ 12.44% |
$8.15M - $9.37M
|
1.47M
$77.3M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
162K+ 249.5% |
$8.14M - $9.36M
|
227K
$12M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
160K+ 73.71% |
$8.02M - $9.22M
|
377K
$19.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
160K+ 5.69% |
$8.01M - $9.21M
|
2.96M
$156M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
143K+ 17.59% |
$7.17M - $8.24M
|
954K
$50.3M
|
|
|
May 14, 2025
Q1 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
116K+ 14.31% |
$5.83M - $6.7M
|
928K
$48.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
108K+ 82.85% |
$5.42M - $6.24M
|
238K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
108K+ 34.49% |
$5.41M - $6.22M
|
420K
$22.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
106K+ 9.37% |
$5.31M - $6.11M
|
1.23M
$65M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
102K+ 29.21% |
$5.11M - $5.88M
|
450K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
101K+ 57.05% |
$5.08M - $5.84M
|
278K
$14.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
85.3K+ 163.98% |
$4.28M - $4.92M
|
137K
$7.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
80.3K+ 929.36% |
$4.03M - $4.63M
|
88.9K
$4.69M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
74.9K+ 11.41% |
$3.76M - $4.32M
|
732K
$38.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
74.8K+ 72.83% |
$3.75M - $4.32M
|
177K
$9.35M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
73.7KNew |
$3.7M - $4.26M
|
73.7K
$3.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
70.4K+ 9.23% |
$3.53M - $4.06M
|
833K
$43.9M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
69.3K+ 386.7% |
$3.48M - $4M
|
87.2K
$4.59M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
67.9KNew |
$3.41M - $3.92M
|
67.9K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
65.5K+ 15.76% |
$3.29M - $3.78M
|
481K
$25.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
65.1K+ 9.49% |
$3.27M - $3.76M
|
752K
$39.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
62.9K+ 17.89% |
$3.16M - $3.63M
|
414K
$21.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
62KNew |
$3.11M - $3.58M
|
62K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
55.4K+ 39.88% |
$2.78M - $3.2M
|
195K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
55.1K+ 184.78% |
$2.77M - $3.18M
|
84.9K
$4.47M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
48.8K+ 9.42% |
$2.45M - $2.82M
|
567K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
48.6KNew |
$2.44M - $2.81M
|
48.6K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
46.2KNew |
$2.32M - $2.67M
|
46.2K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.9K+ 10.41% |
$2.3M - $2.65M
|
487K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
44.7K+ 9138.85% |
$2.24M - $2.58M
|
45.2K
$2.38M
|