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
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.17K+ 1.6% |
$58.5K - $67.3K
|
74.1K
$3.91M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.15KNew |
$57.8K - $66.4K
|
1.15K
$60.6K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.15K+ 13.53% |
$57.7K - $66.4K
|
9.65K
$508K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.14K+ 4.76% |
$57.4K - $66K
|
25.2K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.13K+ 14.14% |
$56.9K - $65.5K
|
9.15K
$482K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.13K+ 19.31% |
$56.8K - $65.4K
|
6.99K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.11K+ 9.07% |
$55.8K - $64.1K
|
13.4K
$704K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.11K+ 22.33% |
$55.7K - $64.1K
|
6.08K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.08K+ 7.99% |
$54.2K - $62.3K
|
14.6K
$769K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.07K+ 5.01% |
$53.8K - $61.8K
|
22.5K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.07K+ 1.28% |
$53.5K - $61.5K
|
84.5K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.06K+ 12.29% |
$53.3K - $61.3K
|
9.7K
$511K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 1.52% |
$52.8K - $60.7K
|
70.3K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.04K+ 10.2% |
$52.3K - $60.1K
|
11.2K
$593K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.03K+ 7.42% |
$51.9K - $59.7K
|
15K
$789K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1K+ 1.63% |
$50.3K - $57.8K
|
62.7K
$3.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
980+ 3.39% |
$49.2K - $56.6K
|
29.9K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
980+ 5.51% |
$49.2K - $56.6K
|
18.8K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
955+ 18.46% |
$48K - $55.1K
|
6.13K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
941+ 1.66% |
$47.2K - $54.3K
|
57.6K
$3.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
869+ 0.52% |
$43.6K - $50.2K
|
167K
$8.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
832+ 15.64% |
$41.8K - $48K
|
6.15K
$324K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
831+ 5.68% |
$41.7K - $48K
|
15.5K
$814K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
818+ 908.89% |
$41.1K - $47.2K
|
908
$47.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
801New |
$40.2K - $46.2K
|
801
$42.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
800+ 160.0% |
$40.2K - $46.2K
|
1.3K
$68.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
791+ 9.59% |
$39.7K - $45.7K
|
9.04K
$476K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
726+ 1.7% |
$36.5K - $41.9K
|
43.4K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
724+ 1.54% |
$36.4K - $41.8K
|
47.6K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
704+ 14.41% |
$35.3K - $40.6K
|
5.59K
$295K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
701+ 19.13% |
$35.2K - $40.5K
|
4.37K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
671+ 32.34% |
$33.7K - $38.7K
|
2.75K
$145K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
605+ 0.38% |
$30.4K - $34.9K
|
158K
$8.33M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
582+ 2.87% |
$29.2K - $33.6K
|
20.9K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
570+ 3.87% |
$28.6K - $32.9K
|
15.3K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
565+ 46.24% |
$28.4K - $32.6K
|
1.79K
$94.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
556New |
$27.9K - $32.1K
|
556
$29.3K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
551+ 1.65% |
$27.7K - $31.8K
|
34K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
536+ 5.46% |
$26.9K - $30.9K
|
10.3K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
513+ 7.76% |
$25.8K - $29.6K
|
7.12K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
509New |
$25.6K - $29.4K
|
509
$26.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
507New |
$25.5K - $29.3K
|
507
$26.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
504+ 9.89% |
$25.3K - $29.1K
|
5.6K
$295K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
500New |
$25.1K - $28.9K
|
500
$26.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
473+ 8.81% |
$23.7K - $27.3K
|
5.84K
$308K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
412New |
$20.7K - $23.8K
|
412
$21.7K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
405+ 1.51% |
$20.3K - $23.4K
|
27.2K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
396+ 1.45% |
$19.9K - $22.9K
|
27.7K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
381+ 5.05% |
$19.1K - $22K
|
7.92K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
369+ 170.05% |
$18.5K - $21.3K
|
586
$30.9K
|