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
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.4K+ 39.86% |
$722K - $830K
|
50.4K
$2.66M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.3K+ 10546.32% |
$720K - $828K
|
14.5K
$763K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14KNew |
$701K - $806K
|
14K
$735K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13.8K+ 7.53% |
$691K - $795K
|
197K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13.6K+ 2.03% |
$685K - $787K
|
686K
$36.2M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
12.6K+ 9.65% |
$632K - $727K
|
143K
$7.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.3K+ 6.14% |
$619K - $712K
|
213K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
12K+ 202.66% |
$605K - $696K
|
18K
$948K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.9K+ 90.66% |
$596K - $686K
|
25K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.9K+ 9.75% |
$596K - $685K
|
134K
$7.04M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
10.8K+ 37.73% |
$543K - $624K
|
39.5K
$2.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
10.7K+ 3.81% |
$536K - $617K
|
291K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.6K+ 198.18% |
$535K - $615K
|
16K
$844K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.6K+ 16.85% |
$532K - $611K
|
73.4K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10.6K+ 4.17% |
$530K - $609K
|
264K
$13.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10.1K+ 17.5% |
$507K - $583K
|
67.8K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
9.76K+ 5.05% |
$490K - $563K
|
203K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.62K+ 4.87% |
$483K - $555K
|
207K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
9.58K+ 18.38% |
$481K - $553K
|
61.7K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.53K+ 156.68% |
$478K - $550K
|
15.6K
$822K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.49KNew |
$476K - $548K
|
9.49K
$500K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8.79K+ 82.05% |
$441K - $507K
|
19.5K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
8.76K+ 3.36% |
$440K - $506K
|
269K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.68K+ 6.63% |
$436K - $501K
|
140K
$7.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
8.66K+ 72.93% |
$435K - $500K
|
20.5K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.48K+ 2.35% |
$426K - $490K
|
369K
$19.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.23K+ 15.71% |
$413K - $475K
|
60.6K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.09K+ 36.85% |
$406K - $467K
|
30.1K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.86KNew |
$395K - $454K
|
7.86K
$414K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
7.48K+ 11.56% |
$376K - $432K
|
72.2K
$3.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
7.43K+ 3.77% |
$373K - $429K
|
204K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.41K+ 124.83% |
$372K - $428K
|
13.3K
$703K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.34K+ 50.15% |
$368K - $424K
|
22K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
7.28KNew |
$365K - $420K
|
7.28K
$383K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.95K+ 117.12% |
$349K - $401K
|
12.9K
$679K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
6.85K+ 3.7% |
$344K - $395K
|
192K
$10.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6.77K+ 3.26% |
$340K - $391K
|
214K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
6.74K+ 24.59% |
$339K - $389K
|
34.2K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6.72K+ 2.12% |
$337K - $388K
|
323K
$17M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
6.68K+ 11.59% |
$335K - $385K
|
64.3K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
6.53KNew |
$328K - $377K
|
6.53K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6.49K+ 19.98% |
$326K - $375K
|
39K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.31K+ 19.03% |
$317K - $364K
|
39.5K
$2.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.3K+ 16.73% |
$316K - $364K
|
44K
$2.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
6.29K+ 4.97% |
$316K - $363K
|
133K
$6.99M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
6.05K+ 12.78% |
$304K - $349K
|
53.4K
$2.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.95K+ 2.83% |
$299K - $344K
|
216K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.8K+ 0.84% |
$291K - $335K
|
692K
$36.5M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
5.78KNew |
$290K - $334K
|
5.78K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.76K+ 52.45% |
$289K - $333K
|
16.8K
$883K
|