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
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-390- 5.29% |
$19.6K - $22.5K
|
6.99K
$368K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-395- 99.5% |
$19.8K - $22.8K
|
2
$105
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-396- 1.63% |
$19.9K - $22.9K
|
23.9K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-449Closed |
$22.5K - $25.9K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-454- 5.87% |
$22.8K - $26.2K
|
7.28K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-456- 2.89% |
$22.9K - $26.3K
|
15.3K
$808K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-465- 6.64% |
$23.3K - $26.8K
|
6.54K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-507- 5.79% |
$25.5K - $29.3K
|
8.26K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-508- 13.54% |
$25.5K - $29.3K
|
3.25K
$171K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-523- 6.49% |
$26.3K - $30.2K
|
7.54K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-545- 11.71% |
$27.4K - $31.5K
|
4.11K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-563- 1.19% |
$28.3K - $32.5K
|
46.7K
$2.46M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-564- 0.89% |
$28.3K - $32.6K
|
62.6K
$3.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-567- 2.33% |
$28.5K - $32.7K
|
23.8K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-574- 7.2% |
$28.8K - $33.1K
|
7.4K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-607- 1.4% |
$30.5K - $35K
|
42.7K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-609- 2.68% |
$30.6K - $35.2K
|
22.1K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-658- 1.85% |
$33K - $38K
|
35K
$1.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-688- 8.66% |
$34.5K - $39.7K
|
7.25K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-691- 5.01% |
$34.7K - $39.9K
|
13.1K
$690K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-703- 71.95% |
$35.3K - $40.6K
|
274
$14.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-707- 13.17% |
$35.5K - $40.8K
|
4.66K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-711- 3.62% |
$35.7K - $41K
|
18.9K
$998K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-742- 4.95% |
$37.3K - $42.8K
|
14.3K
$751K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-745- 15.66% |
$37.4K - $43K
|
4.01K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-777- 31.33% |
$39K - $44.9K
|
1.7K
$89.7K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-793- 22.99% |
$39.8K - $45.8K
|
2.66K
$140K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-802- 1.84% |
$40.3K - $46.3K
|
42.9K
$2.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-834- 3.98% |
$41.9K - $48.1K
|
20.1K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-855- 0.24% |
$42.9K - $49.4K
|
358K
$18.9M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-898- 15.08% |
$45.1K - $51.8K
|
5.06K
$266K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.16K- 4.86% |
$58.3K - $67K
|
22.7K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.29K- 2.9% |
$64.7K - $74.4K
|
43.1K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.29K- 8.67% |
$65K - $74.7K
|
13.6K
$718K
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-1.3K- 4.93% |
$65K - $74.8K
|
25K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 7.12% |
$66K - $75.9K
|
17.2K
$904K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.32K- 0.8% |
$66.1K - $76K
|
164K
$8.63M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.33K- 69.09% |
$66.9K - $76.9K
|
596
$31.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.34K- 22.32% |
$67.2K - $77.2K
|
4.66K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 12.88% |
$67.9K - $78.1K
|
9.14K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.4K- 99.57% |
$70.1K - $80.6K
|
6
$316
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.44K- 0.99% |
$72.5K - $83.3K
|
144K
$7.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.45K- 1.71% |
$72.9K - $83.8K
|
83.4K
$4.39M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.49K- 2.81% |
$74.7K - $85.9K
|
51.5K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.52K- 65.97% |
$76.2K - $87.6K
|
783
$41.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.52K- 15.61% |
$76.3K - $87.7K
|
8.22K
$433K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 1.27% |
$77.4K - $89K
|
120K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.58K- 9.05% |
$79.1K - $90.9K
|
15.8K
$834K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.64K- 13.47% |
$82.2K - $94.6K
|
10.5K
$554K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.66K- 0.47% |
$83.5K - $96.1K
|
352K
$18.5M
|