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 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
366+ 2.56% |
$18.4K - $21.1K
|
14.6K
$771K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
360+ 6.18% |
$18.1K - $20.8K
|
6.19K
$326K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
333+ 14.1% |
$16.7K - $19.2K
|
2.7K
$142K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
330+ 3.8% |
$16.6K - $19.1K
|
9.02K
$475K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
317+ 2.45% |
$15.9K - $18.3K
|
13.2K
$697K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
315+ 2.34% |
$15.8K - $18.2K
|
13.8K
$727K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
302+ 0.63% |
$15.2K - $17.4K
|
48.5K
$2.56M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
300+ 8.55% |
$15.1K - $17.3K
|
3.81K
$201K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
293+ 1.64% |
$14.7K - $16.9K
|
18.2K
$958K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
287+ 2.42% |
$14.4K - $16.6K
|
12.1K
$639K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
285+ 4.03% |
$14.3K - $16.5K
|
7.35K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
272+ 1.78% |
$13.7K - $15.7K
|
15.5K
$818K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
262+ 2.09% |
$13.2K - $15.1K
|
12.8K
$674K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
254+ 2.92% |
$12.8K - $14.7K
|
8.94K
$471K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
243+ 2.31% |
$12.2K - $14K
|
10.8K
$567K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
240+ 4.88% |
$12.1K - $13.9K
|
5.16K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
220+ 1.67% |
$11K - $12.7K
|
13.4K
$704K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
218+ 2.89% |
$10.9K - $12.6K
|
7.76K
$409K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
215+ 0.42% |
$10.8K - $12.4K
|
51.4K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
214+ 2.03% |
$10.7K - $12.4K
|
10.7K
$566K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
212+ 5.74% |
$10.6K - $12.2K
|
3.91K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
199+ 1.02% |
$9.99K - $11.5K
|
19.6K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
174+ 6.32% |
$8.74K - $10K
|
2.93K
$154K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
169+ 2.3% |
$8.49K - $9.76K
|
7.52K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
166+ 2.65% |
$8.33K - $9.58K
|
6.44K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
156+ 43.58% |
$7.83K - $9.01K
|
514
$27.1K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
156New |
$7.83K - $9.01K
|
156
$8.22K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
132+ 1.18% |
$6.63K - $7.62K
|
11.3K
$594K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
127+ 3.1% |
$6.38K - $7.33K
|
4.23K
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
125New |
$6.28K - $7.22K
|
125
$6.59K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
112New |
$5.62K - $6.47K
|
112
$5.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
110+ 2.41% |
$5.52K - $6.35K
|
4.67K
$246K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
104+ 0.82% |
$5.22K - $6K
|
12.7K
$671K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
100+ 0.03% |
$5.02K - $5.77K
|
369K
$19.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
88New |
$4.42K - $5.08K
|
88
$4.64K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
85New |
$4.27K - $4.91K
|
85
$4.48K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
82+ 0.51% |
$4.12K - $4.73K
|
16K
$845K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
66New |
$3.31K - $3.81K
|
66
$3.48K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
64+ 0.74% |
$3.21K - $3.69K
|
8.74K
$460K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
56+ 1.07% |
$2.81K - $3.23K
|
5.3K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 31.93% |
$2.66K - $3.06K
|
219
$11.5K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
51+ 5.56% |
$2.56K - $2.94K
|
968
$51K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
34New |
$1.71K - $1.96K
|
34
$1.79K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
33New |
$1.66K - $1.91K
|
33
$1.74K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
32+ 0.09% |
$1.61K - $1.85K
|
36.2K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
29+ 0.08% |
$1.46K - $1.67K
|
34.2K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
29+ 2.48% |
$1.46K - $1.67K
|
1.2K
$63.1K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
26+ 650.0% |
$1.31K - $1.5K
|
30
$1.58K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
25+ 0.34% |
$1.26K - $1.44K
|
7.33K
$386K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
25+ 1.73% |
$1.26K - $1.44K
|
1.47K
$77.2K
|