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 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2.05K+ 1202.94% |
$103K - $118K
|
2.22K
$107K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2K+ 8.72% |
$100K - $115K
|
24.9K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.93K+ 29.42% |
$96.7K - $111K
|
8.47K
$408K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.83K+ 12.58% |
$91.8K - $106K
|
16.4K
$787K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.82K+ 2.92% |
$91.4K - $105K
|
64.1K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.81K+ 1.82% |
$90.7K - $104K
|
101K
$4.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.39K+ 2.35% |
$69.7K - $80.2K
|
60.4K
$2.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.14K+ 4.76% |
$57.4K - $66K
|
25.2K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.13K+ 14.14% |
$56.9K - $65.5K
|
9.15K
$440K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
980+ 5.51% |
$49.2K - $56.6K
|
18.8K
$902K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
791+ 9.59% |
$39.7K - $45.7K
|
9.04K
$435K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
726+ 1.7% |
$36.5K - $41.9K
|
43.4K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
570+ 3.87% |
$28.6K - $32.9K
|
15.3K
$736K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
556New |
$27.9K - $32.1K
|
556
$26.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
504+ 9.89% |
$25.3K - $29.1K
|
5.6K
$269K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
473+ 8.81% |
$23.7K - $27.3K
|
5.84K
$281K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
381+ 5.05% |
$19.1K - $22K
|
7.92K
$381K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
366+ 2.56% |
$18.4K - $21.1K
|
14.6K
$704K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
360+ 6.18% |
$18.1K - $20.8K
|
6.19K
$298K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
293+ 1.64% |
$14.7K - $16.9K
|
18.2K
$875K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
243+ 2.31% |
$12.2K - $14K
|
10.8K
$518K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
240+ 4.88% |
$12.1K - $13.9K
|
5.16K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
215+ 0.42% |
$10.8K - $12.4K
|
51.4K
$2.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
212+ 5.74% |
$10.6K - $12.2K
|
3.91K
$188K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
125New |
$6.28K - $7.22K
|
125
$6.01K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
104+ 0.82% |
$5.22K - $6K
|
12.7K
$612K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
88New |
$4.42K - $5.08K
|
88
$4.23K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
23+ 0.34% |
$1.15K - $1.33K
|
6.74K
$324K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.22% |
$854 - $981
|
7.9K
$380K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.18% |
$552 - $635
|
6.1K
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
6+ 0.12% |
$301 - $346
|
4.92K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.07% |
$151 - $173
|
4.21K
$202K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.38% |
$100 - $115
|
529
$25.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-17- 0.34% |
$854 - $981
|
4.97K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-66- 0.04% |
$3.31K - $3.81K
|
159K
$7.63M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-70- 87.5% |
$3.51K - $4.04K
|
10
$481
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-125- 1.16% |
$6.28K - $7.22K
|
10.7K
$514K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-158- 0.96% |
$7.93K - $9.12K
|
16.2K
$781K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-187- 7.45% |
$9.39K - $10.8K
|
2.32K
$112K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-249- 0.5% |
$12.5K - $14.4K
|
49.2K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-324- 1.15% |
$16.3K - $18.7K
|
27.8K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-360- 4.26% |
$18.1K - $20.8K
|
8.09K
$389K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-523- 6.49% |
$26.3K - $30.2K
|
7.54K
$363K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-609- 2.68% |
$30.6K - $35.2K
|
22.1K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-688- 8.66% |
$34.5K - $39.7K
|
7.25K
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-834- 3.98% |
$41.9K - $48.1K
|
20.1K
$968K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.16K- 4.86% |
$58.3K - $67K
|
22.7K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-1.3K- 4.93% |
$65K - $74.8K
|
25K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 7.12% |
$66K - $75.9K
|
17.2K
$826K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.34K- 22.32% |
$67.2K - $77.2K
|
4.66K
$224K
|