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
|
Courier Capital LLC
|
BUY
|
- |
2.92K+ 37.84% |
$147K - $169K
|
10.6K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.69K+ 14.27% |
$135K - $155K
|
21.5K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.64K+ 14.93% |
$132K - $152K
|
20.3K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.63K+ 0.7% |
$132K - $152K
|
380K
$20M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.59K+ 3.74% |
$130K - $150K
|
71.8K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.51K+ 1.07% |
$126K - $145K
|
236K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.44K+ 0.63% |
$122K - $141K
|
389K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.44K+ 36.97% |
$122K - $141K
|
9.02K
$475K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.39K+ 5.59% |
$120K - $138K
|
45.2K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.35K+ 23.44% |
$118K - $136K
|
12.4K
$653K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
2.34K+ 3.35% |
$118K - $135K
|
72.3K
$3.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.26K+ 58.17% |
$114K - $131K
|
6.16K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.24K+ 14.55% |
$112K - $129K
|
17.6K
$929K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.2K+ 1.86% |
$110K - $127K
|
121K
$6.35M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
2.14K+ 19.31% |
$107K - $124K
|
13.2K
$697K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.13K+ 6.3% |
$107K - $123K
|
35.9K
$1.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.1K+ 14.82% |
$106K - $121K
|
16.3K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.05K+ 11.64% |
$103K - $118K
|
19.6K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2.05K+ 1202.94% |
$103K - $118K
|
2.22K
$117K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2.01KNew |
$101K - $116K
|
2.01K
$106K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.01K+ 8.96% |
$101K - $116K
|
24.4K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2K+ 8.72% |
$100K - $115K
|
24.9K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.94K+ 8.59% |
$97.3K - $112K
|
24.5K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.94KNew |
$97.3K - $112K
|
1.94K
$102K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.93K+ 29.42% |
$96.7K - $111K
|
8.47K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.92K+ 43.07% |
$96.5K - $111K
|
6.38K
$336K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
1.88K+ 2.61% |
$94.3K - $108K
|
73.8K
$3.89M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.83K+ 12.58% |
$91.8K - $106K
|
16.4K
$862K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.83K+ 18.58% |
$91.6K - $105K
|
11.7K
$614K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.82K+ 2.92% |
$91.4K - $105K
|
64.1K
$3.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.81K+ 1.82% |
$90.7K - $104K
|
101K
$5.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.79K+ 3.39% |
$90K - $103K
|
54.7K
$2.88M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.76K+ 35.45% |
$88.5K - $102K
|
6.73K
$355K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.76K+ 9.84% |
$88.3K - $101K
|
19.6K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.74K+ 9.61% |
$87.3K - $100K
|
19.8K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.65K+ 21.72% |
$83K - $95.5K
|
9.27K
$488K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.63K+ 3.79% |
$82K - $94.3K
|
44.7K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.63K+ 10.14% |
$81.8K - $94K
|
17.7K
$933K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.61K+ 2.76% |
$80.9K - $93.1K
|
60K
$3.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.58K+ 32.6% |
$79.4K - $91.3K
|
6.43K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.5K+ 0.34% |
$75.5K - $86.8K
|
441K
$23.2M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.48K+ 0.88% |
$74.5K - $85.6K
|
170K
$8.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.39K+ 2.35% |
$69.7K - $80.2K
|
60.4K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.39K+ 20.81% |
$69.7K - $80.1K
|
8.06K
$425K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1.37K+ 8.18% |
$68.9K - $79.3K
|
18.2K
$957K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.36KNew |
$68.5K - $78.7K
|
1.36K
$71.9K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.35K+ 2.29% |
$67.8K - $78K
|
60.3K
$3.18M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.34K+ 20.2% |
$67.3K - $77.4K
|
7.98K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.34KNew |
$67K - $77.1K
|
1.34K
$70.3K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 19.47% |
$63.2K - $72.7K
|
7.72K
$407K
|