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 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.2K- 27.78% |
$813K - $935K
|
42.1K
$2.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-17.4K- 69.97% |
$876K - $1.01M
|
7.49K
$394K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.7K- 8.69% |
$889K - $1.02M
|
186K
$9.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.1K- 12.86% |
$907K - $1.04M
|
122K
$6.45M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-18.5K- 55.25% |
$931K - $1.07M
|
15K
$791K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-22.5K- 10.29% |
$1.13M - $1.3M
|
196K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-26.1K- 65.97% |
$1.31M - $1.5M
|
13.4K
$708K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-28.2K- 11.63% |
$1.41M - $1.63M
|
214K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-28.7K- 83.99% |
$1.44M - $1.66M
|
5.47K
$288K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-30.9K- 16.51% |
$1.55M - $1.78M
|
156K
$8.22M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-33.3K- 86.05% |
$1.67M - $1.92M
|
5.4K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.8K- 26.3% |
$1.75M - $2.01M
|
97.5K
$5.14M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-38.5K- 10.85% |
$1.94M - $2.22M
|
317K
$16.7M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-38.6K- 21.42% |
$1.94M - $2.23M
|
142K
$7.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-38.9K- 16.9% |
$1.95M - $2.24M
|
191K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-41.7K- 25.66% |
$2.1M - $2.41M
|
121K
$6.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-42.3K- 52.39% |
$2.13M - $2.44M
|
38.5K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.8K- 6.15% |
$2.15M - $2.47M
|
653K
$34.4M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-43K- 74.77% |
$2.16M - $2.48M
|
14.5K
$764K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-48.9K- 0.27% |
$2.45M - $2.82M
|
17.9M
$942M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-53.4K- 0.99% |
$2.68M - $3.08M
|
5.34M
$281M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-57.2K- 83.48% |
$2.87M - $3.3M
|
11.3K
$596K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-63.1K- 54.81% |
$3.17M - $3.64M
|
52K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-64.7K- 46.8% |
$3.25M - $3.73M
|
73.5K
$3.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-68.6K- 49.98% |
$3.45M - $3.96M
|
68.7K
$3.62M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-76.3K- 86.55% |
$3.83M - $4.41M
|
11.9K
$625K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-92.5K- 3.61% |
$4.64M - $5.34M
|
2.47M
$130M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-97.3K- 7.68% |
$4.88M - $5.62M
|
1.17M
$61.6M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-99.2K- 85.77% |
$4.98M - $5.72M
|
16.4K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-114K- 74.84% |
$5.74M - $6.6M
|
38.4K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-117K- 59.39% |
$5.87M - $6.75M
|
80K
$4.22M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-119K- 17.44% |
$5.98M - $6.87M
|
564K
$29.7M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-141K- 57.54% |
$7.1M - $8.16M
|
104K
$5.5M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-142K- 96.96% |
$7.15M - $8.23M
|
4.47K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-293K- 31.92% |
$14.7M - $16.9M
|
624K
$32.9M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-450K- 96.32% |
$22.6M - $26M
|
17.2K
$906K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-674K- 51.34% |
$33.8M - $38.9M
|
639K
$33.7M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-1.03M- 77.57% |
$51.8M - $59.6M
|
298K
$15.7M
|