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 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44.3K+ 4.96% |
$2.23M - $2.56M
|
938K
$49.4M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
44.3K+ 331.38% |
$2.22M - $2.56M
|
57.7K
$3.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
43.6K+ 4.38% |
$2.19M - $2.52M
|
1.04M
$54.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
42.7KNew |
$2.14M - $2.47M
|
42.7K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
41.9KNew |
$2.1M - $2.42M
|
41.9K
$2.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
41.5K+ 2011.74% |
$2.08M - $2.39M
|
43.5K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
41.3K+ 53.49% |
$2.07M - $2.38M
|
118K
$6.24M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
38.4K+ 48.03% |
$1.93M - $2.22M
|
118K
$6.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
38.1K+ 6.69% |
$1.92M - $2.2M
|
608K
$32.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.1K+ 14.17% |
$1.91M - $2.2M
|
307K
$16.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
36.6K+ 23.95% |
$1.84M - $2.11M
|
189K
$9.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
36.4K+ 63.97% |
$1.83M - $2.1M
|
93.3K
$4.92M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
35.2K+ 11.66% |
$1.77M - $2.03M
|
337K
$17.8M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35K+ 14.86% |
$1.76M - $2.02M
|
271K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
33.8K+ 19.94% |
$1.69M - $1.95M
|
203K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
30.9K+ 14.87% |
$1.55M - $1.78M
|
239K
$12.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
29.9K+ 8.37% |
$1.5M - $1.73M
|
387K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
29.9K+ 24.89% |
$1.5M - $1.72M
|
150K
$7.9M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
29.2KNew |
$1.46M - $1.68M
|
29.2K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
29K+ 3.45% |
$1.45M - $1.67M
|
868K
$45.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
28.7K+ 88.15% |
$1.44M - $1.66M
|
61.2K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
28.4K+ 3.98% |
$1.42M - $1.64M
|
740K
$39M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
28.2K+ 19.62% |
$1.42M - $1.63M
|
172K
$9.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
27.4KNew |
$1.37M - $1.58M
|
27.4K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
27.1K+ 23.45% |
$1.36M - $1.56M
|
143K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.9KNew |
$1.35M - $1.55M
|
26.9K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26K+ 10.46% |
$1.31M - $1.5M
|
274K
$14.5M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
25.9K+ 338.9% |
$1.3M - $1.5M
|
33.6K
$1.77M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
25.9K+ 7.9% |
$1.3M - $1.5M
|
354K
$18.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
25.7K+ 319.62% |
$1.29M - $1.48M
|
33.8K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
24.5K+ 6.55% |
$1.23M - $1.41M
|
398K
$21M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24.1KNew |
$1.21M - $1.39M
|
24.1K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
24KNew |
$1.2M - $1.38M
|
24K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
23.6KNew |
$1.18M - $1.36M
|
23.6K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
23.2K+ 36.35% |
$1.17M - $1.34M
|
87K
$4.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
23K+ 13.84% |
$1.15M - $1.33M
|
189K
$9.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
22.9KNew |
$1.15M - $1.32M
|
22.9K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22.4KNew |
$1.12M - $1.29M
|
22.4K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.4K+ 26.59% |
$1.12M - $1.29M
|
106K
$5.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.3K+ 2.48% |
$1.02M - $1.17M
|
839K
$44.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
20KNew |
$1M - $1.15M
|
20K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
19.2KNew |
$966K - $1.11M
|
19.2K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
17.5K+ 9.31% |
$881K - $1.01M
|
206K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
17.3KNew |
$871K - $1M
|
17.3K
$914K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
17.3K+ 20.94% |
$870K - $1M
|
100K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.7K+ 8.16% |
$787K - $905K
|
208K
$11M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
15.6KNew |
$781K - $898K
|
15.6K
$819K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.5K+ 55.03% |
$780K - $896K
|
43.7K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
15.4KNew |
$773K - $888K
|
15.4K
$811K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
14.8K+ 10.14% |
$744K - $855K
|
161K
$8.48M
|