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 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-38- 0.56% |
$1.91K - $2.19K
|
6.73K
$354K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-44- 70.97% |
$2.21K - $2.54K
|
18
$948
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-45- 1.08% |
$2.26K - $2.6K
|
4.13K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46- 0.07% |
$2.31K - $2.66K
|
69.7K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-47- 0.55% |
$2.36K - $2.71K
|
8.53K
$449K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-48- 8.76% |
$2.41K - $2.77K
|
500
$26.3K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-56- 0.53% |
$2.81K - $3.23K
|
10.5K
$555K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-59- 9.16% |
$2.96K - $3.41K
|
585
$30.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-66- 0.04% |
$3.31K - $3.81K
|
159K
$8.35M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-70- 87.5% |
$3.51K - $4.04K
|
10
$527
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-74- 1.18% |
$3.72K - $4.27K
|
6.2K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-85- 1.05% |
$4.27K - $4.91K
|
7.97K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-88- 53.33% |
$4.42K - $5.08K
|
77
$4.06K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-95- 0.71% |
$4.77K - $5.48K
|
13.2K
$698K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-119- 0.67% |
$5.97K - $6.87K
|
17.6K
$927K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-119- 78.81% |
$5.97K - $6.87K
|
32
$1.69K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-121- 0.91% |
$6.08K - $6.99K
|
13.1K
$693K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-125- 1.16% |
$6.28K - $7.22K
|
10.7K
$563K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-130- 0.24% |
$6.53K - $7.5K
|
53.8K
$2.83M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-136- 0.1% |
$6.83K - $7.85K
|
132K
$6.95M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-143- 3.13% |
$7.18K - $8.26K
|
4.43K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-156- 1.81% |
$7.83K - $9.01K
|
8.44K
$445K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-158- 0.96% |
$7.93K - $9.12K
|
16.2K
$855K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-165- 0.99% |
$8.28K - $9.53K
|
16.5K
$869K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-166- 3.87% |
$8.33K - $9.58K
|
4.12K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-167- 0.92% |
$8.39K - $9.64K
|
18K
$947K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-174- 0.59% |
$8.74K - $10K
|
29.5K
$1.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-180- 0.49% |
$9.04K - $10.4K
|
36.6K
$1.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-187- 7.45% |
$9.39K - $10.8K
|
2.32K
$122K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-190- 12.34% |
$9.54K - $11K
|
1.35K
$71.1K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-195- 0.96% |
$9.79K - $11.3K
|
20.1K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-198- 4.29% |
$9.94K - $11.4K
|
4.42K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-202- 1.57% |
$10.1K - $11.7K
|
12.6K
$665K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-223- 4.18% |
$11.2K - $12.9K
|
5.11K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-227- 1.94% |
$11.4K - $13.1K
|
11.5K
$606K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-229- 0.91% |
$11.5K - $13.2K
|
25K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-233- 0.53% |
$11.7K - $13.5K
|
44.1K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-241- 1.69% |
$12.1K - $13.9K
|
14K
$737K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-249- 0.5% |
$12.5K - $14.4K
|
49.2K
$2.59M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-249- 1.52% |
$12.5K - $14.4K
|
16.1K
$849K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-257- 2.15% |
$12.9K - $14.8K
|
11.7K
$616K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-267- 3.35% |
$13.4K - $15.4K
|
7.71K
$406K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-270- 0.46% |
$13.6K - $15.6K
|
59K
$3.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-283- 5.71% |
$14.2K - $16.3K
|
4.67K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-324- 1.15% |
$16.3K - $18.7K
|
27.8K
$1.47M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-336- 4.8% |
$16.9K - $19.4K
|
6.67K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-337- 1.76% |
$16.9K - $19.5K
|
18.8K
$992K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-360- 4.26% |
$18.1K - $20.8K
|
8.09K
$426K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-368- 2.59% |
$18.5K - $21.2K
|
13.8K
$728K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-368- 1.01% |
$18.5K - $21.2K
|
35.9K
$1.89M
|