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 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.76K- 3.35% |
$88.3K - $102K
|
50.7K
$2.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.81K- 30.0% |
$91K - $105K
|
4.23K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2K- 35.09% |
$100K - $115K
|
3.7K
$195K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.16K- 23.33% |
$109K - $125K
|
7.11K
$375K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.17K- 8.38% |
$109K - $125K
|
23.7K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.21K- 1.18% |
$111K - $128K
|
185K
$9.73M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.23K- 16.89% |
$112K - $128K
|
10.9K
$577K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.26K- 15.6% |
$114K - $131K
|
12.2K
$645K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.35K- 4.89% |
$118K - $136K
|
45.7K
$2.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.46K- 10.72% |
$123K - $142K
|
20.5K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.54K- 20.96% |
$128K - $147K
|
9.59K
$505K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.58K- 1.88% |
$130K - $149K
|
135K
$7.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.58K- 15.93% |
$130K - $149K
|
13.6K
$718K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.63K- 11.37% |
$132K - $152K
|
20.5K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.69K- 34.03% |
$135K - $155K
|
5.22K
$275K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 22.73% |
$136K - $156K
|
9.21K
$485K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.75K- 23.68% |
$138K - $159K
|
8.86K
$467K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.78K- 11.01% |
$140K - $161K
|
22.5K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.79K- 8.96% |
$140K - $161K
|
28.4K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.96K- 9.64% |
$148K - $171K
|
27.7K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.2K- 2.62% |
$161K - $185K
|
119K
$6.28M
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-3.46K- 2.09% |
$174K - $200K
|
162K
$8.52M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.59K- 5.34% |
$180K - $207K
|
63.6K
$3.35M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.85K- 10.3% |
$193K - $222K
|
33.5K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-3.92K- 15.86% |
$197K - $226K
|
20.8K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.98K- 1.18% |
$200K - $230K
|
335K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.52K- 94.3% |
$227K - $261K
|
273
$14.4K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.66K- 2.82% |
$234K - $269K
|
160K
$8.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.87K- 35.3% |
$245K - $281K
|
8.93K
$470K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-5.45K- 4.66% |
$274K - $315K
|
112K
$5.88M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.52K- 97.6% |
$277K - $319K
|
136
$7.17K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.53K- 9.68% |
$278K - $319K
|
51.7K
$2.72M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-5.55K- 3.06% |
$279K - $320K
|
176K
$9.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-5.74K- 12.15% |
$288K - $331K
|
41.5K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.89K- 3.27% |
$296K - $340K
|
174K
$9.17M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.43K- 38.36% |
$323K - $371K
|
10.3K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.84K- 5.47% |
$343K - $395K
|
118K
$6.23M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.3K- 5.39% |
$367K - $422K
|
128K
$6.75M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-7.49K- 1.72% |
$376K - $432K
|
427K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.63K- 2.86% |
$383K - $440K
|
259K
$13.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-7.71K- 23.73% |
$387K - $445K
|
24.8K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.29K- 53.12% |
$416K - $479K
|
7.32K
$386K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-8.44K- 45.95% |
$424K - $487K
|
9.93K
$523K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-9.34K- 60.56% |
$469K - $539K
|
6.08K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.44K- 7.97% |
$474K - $545K
|
109K
$5.74M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.2K- 4.13% |
$561K - $645K
|
259K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-12.2K- 52.25% |
$610K - $702K
|
11.1K
$585K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-12.8K- 8.14% |
$641K - $737K
|
144K
$7.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-14.3K- 5.05% |
$717K - $824K
|
268K
$14.1M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-15.9KClosed |
$800K - $919K
|
0
$0
|