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 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
5.71KNew |
$287K - $330K
|
5.71K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.69K+ 102.23% |
$286K - $329K
|
11.3K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.59KNew |
$281K - $323K
|
5.59K
$295K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.55K+ 62.14% |
$279K - $320K
|
14.5K
$763K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.53K+ 2.61% |
$278K - $319K
|
217K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.42KNew |
$272K - $313K
|
5.42K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
5.37K+ 6.7% |
$270K - $310K
|
85.5K
$4.51M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
5.34K+ 13.31% |
$268K - $308K
|
45.5K
$2.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.06K+ 68.08% |
$254K - $292K
|
12.5K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.02KNew |
$252K - $290K
|
5.02K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.01K+ 16.66% |
$252K - $289K
|
35.1K
$1.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5K+ 2.71% |
$251K - $289K
|
190K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
4.97K+ 2.63% |
$250K - $287K
|
194K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.95K+ 71.93% |
$248K - $286K
|
11.8K
$623K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
4.85KNew |
$244K - $280K
|
4.85K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
4.73KNew |
$238K - $273K
|
4.73K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.56K+ 43.31% |
$229K - $263K
|
15.1K
$795K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.48KNew |
$225K - $259K
|
4.48K
$236K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.43K+ 58.84% |
$222K - $256K
|
12K
$630K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
4.41K+ 2.95% |
$221K - $255K
|
154K
$8.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4.38K+ 11.08% |
$220K - $253K
|
43.9K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.25KNew |
$213K - $245K
|
4.25K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.22K+ 35.72% |
$212K - $244K
|
16K
$845K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.17K+ 2.7% |
$209K - $240K
|
158K
$8.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.16KNew |
$209K - $240K
|
4.16K
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
4.15KNew |
$208K - $240K
|
4.15K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
4.13K+ 2.01% |
$208K - $239K
|
210K
$11.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.06KNew |
$204K - $234K
|
4.06K
$214K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.05K+ 1.11% |
$203K - $234K
|
368K
$19.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.04KNew |
$203K - $233K
|
4.04K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4KNew |
$201K - $231K
|
4K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4K+ 3.76% |
$201K - $231K
|
110K
$5.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
3.94KNew |
$198K - $227K
|
3.94K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
3.93K+ 20.13% |
$197K - $227K
|
23.4K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.91K+ 9.06% |
$196K - $226K
|
47.1K
$2.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.91K+ 5.18% |
$196K - $226K
|
79.3K
$4.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.74K+ 86.44% |
$188K - $216K
|
8.06K
$424K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.69K+ 12.58% |
$185K - $213K
|
33K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.61K+ 10.11% |
$181K - $209K
|
39.3K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.54K+ 7.97% |
$178K - $205K
|
48K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.52K+ 2.94% |
$177K - $203K
|
123K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.51K+ 2.82% |
$176K - $203K
|
128K
$6.74M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
3.5K+ 2.96% |
$176K - $202K
|
122K
$6.42M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.3K+ 3.92% |
$166K - $191K
|
87.6K
$4.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.29K+ 3.9% |
$165K - $190K
|
87.5K
$4.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.28K+ 109166.67% |
$164K - $189K
|
3.28K
$173K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.25K+ 31.44% |
$163K - $187K
|
13.6K
$715K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.23K+ 8.16% |
$162K - $186K
|
42.7K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.13K+ 8.65% |
$157K - $181K
|
39.3K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.1K+ 13.93% |
$156K - $179K
|
25.4K
$1.34M
|