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
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
23+ 0.34% |
$1.15K - $1.33K
|
6.74K
$355K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
20New |
$1K - $1.15K
|
20
$1.05K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
20+ 0.11% |
$1K - $1.15K
|
17.5K
$922K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20+ 0.34% |
$1K - $1.15K
|
5.94K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19+ 0.39% |
$954 - $1.1K
|
4.9K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
19+ 4.05% |
$954 - $1.1K
|
488
$25.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
18+ 0.34% |
$904 - $1.04K
|
5.33K
$281K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.22% |
$854 - $981
|
7.9K
$416K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
15New |
$753 - $866
|
15
$790
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12+ 0.31% |
$603 - $693
|
3.95K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 0.74% |
$603 - $693
|
1.63K
$85.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.18% |
$552 - $635
|
6.1K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 0.16% |
$552 - $635
|
6.84K
$361K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11+ 13.41% |
$552 - $635
|
93
$4.9K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
10+ 0.21% |
$502 - $577
|
4.69K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
9+ 13.43% |
$452 - $520
|
76
$4K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.25% |
$402 - $462
|
3.15K
$166K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
6+ 0.12% |
$301 - $346
|
4.92K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4+ 0.1% |
$201 - $231
|
4.14K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4+ 0.33% |
$201 - $231
|
1.23K
$65K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.07% |
$151 - $173
|
4.21K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 8.33% |
$151 - $173
|
39
$2.05K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3+ 0.07% |
$151 - $173
|
4.42K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3+ 0.06% |
$151 - $173
|
4.8K
$253K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.38% |
$100 - $115
|
529
$27.9K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.32% |
$100 - $115
|
633
$33.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$100 - $115
|
962
$50.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1New |
$50.2 - $57.7
|
1
$52.7
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$50.2 - $57.7
|
1
$52.7
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 1.12% |
$50.2 - $57.7
|
90
$4.74K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1New |
$50.2 - $57.7
|
1
$52.7
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.02% |
$50.2 - $57.7
|
4.81K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1- 0.86% |
$50.2 - $57.7
|
115
$6.06K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3- 3.8% |
$151 - $173
|
76
$4K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4- 8.7% |
$201 - $231
|
42
$2.21K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-5- 0.05% |
$251 - $289
|
9.21K
$485K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-6- 0.6% |
$301 - $346
|
995
$52.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-6- 0.13% |
$301 - $346
|
4.52K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-7- 63.64% |
$351 - $404
|
4
$211
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-8- 22.86% |
$402 - $462
|
27
$1.42K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-13- 0.23% |
$653 - $750
|
5.67K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-13- 4.76% |
$653 - $750
|
260
$13.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14- 0.07% |
$703 - $808
|
20.7K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-17- 0.25% |
$854 - $981
|
6.92K
$364K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-17- 0.34% |
$854 - $981
|
4.97K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-21- 8.11% |
$1.05K - $1.21K
|
238
$12.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-29- 0.69% |
$1.46K - $1.67K
|
4.2K
$221K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-31- 0.34% |
$1.56K - $1.79K
|
9.16K
$483K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-34- 0.41% |
$1.71K - $1.96K
|
8.33K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-34- 0.22% |
$1.71K - $1.96K
|
15.5K
$814K
|