Purchases and Sales Made in Q3 2025 in Spdr Portfolio (SPMD)

SPMD Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q3 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
Oct 24, 2025 Q3 2025
Vicus Capital

State College, PA
BUY
 -
627K
+ 4002.07%
$34.1M - $36.5M
643K $36.6M
Oct 20, 2025 Q3 2025
Miracle Mile Advisors, LLC

BUY
 -
534K
New
$29.1M - $31.1M
534K $30.4M
Nov 04, 2025 Q3 2025
Envestnet Asset Management Inc

BUY
 -
472K
+ 17.48%
$25.7M - $27.5M
3.17M $181M
Oct 31, 2025 Q3 2025
Mason Street Advisors, LLC

Milwaukee, WI
BUY
 -
435K
+ 46.85%
$23.7M - $25.3M
1.36M $77.7M
Oct 22, 2025 Q3 2025
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
281K
New
$15.3M - $16.4M
281K $16M
Nov 06, 2025 Q3 2025
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
262K
+ 491.55%
$14.3M - $15.3M
315K $18M
Oct 23, 2025 Q3 2025
Valmark Advisers, Inc.

BUY
 -
193K
+ 2.91%
$10.5M - $11.3M
6.84M $390M
Oct 30, 2025 Q3 2025
Facet Wealth, Inc.

BUY
 -
184K
+ 6.76%
$10M - $10.7M
2.91M $166M
Oct 31, 2025 Q3 2025
First Command Advisory Services, Inc.

BUY
 -
173K
+ 15.15%
$9.39M - $10.1M
1.31M $74.8M
Oct 14, 2025 Q3 2025
Exchange Traded Concepts, LLC

BUY
 -
150K
+ 8.67%
$8.17M - $8.75M
1.88M $107M
Oct 22, 2025 Q3 2025
Pachira Investments Inc.

BUY
 -
110K
New
$6.01M - $6.43M
110K $6.29M
Nov 03, 2025 Q3 2025
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
87.5K
+ 17.83%
$4.76M - $5.1M
578K $33M
Nov 05, 2025 Q3 2025
Atlanta Consulting Group Advisors, LLC

Atlanta, GA
BUY
 -
79.9K
New
$4.35M - $4.66M
79.9K $4.56M
Nov 05, 2025 Q3 2025
Flagship Harbor Advisors, LLC

BUY
 -
73.7K
+ 107.1%
$4.01M - $4.3M
142K $8.13M
Oct 17, 2025 Q3 2025
1900 Wealth Management LLC

BUY
 -
65K
+ 10.38%
$3.54M - $3.79M
692K $39.4M
Oct 22, 2025 Q3 2025
Greenleaf Trust

Kalamazoo, MI
BUY
 -
57.5K
New
$3.13M - $3.35M
57.5K $3.28M
Nov 04, 2025 Q3 2025
Jones Financial Companies Lllp

BUY
 -
44.9K
+ 206.58%
$2.44M - $2.62M
66.6K $3.8M
Oct 09, 2025 Q3 2025
Peterson Wealth Advisors, LLC

BUY
 -
37K
+ 5.3%
$2.01M - $2.15M
734K $41.8M
Nov 04, 2025 Q3 2025
Penserra Capital Management LLC

Orinda, CA
BUY
 -
35.3K
+ 11.68%
$1.92M - $2.06M
337K $19.2M
Nov 05, 2025 Q3 2025
Mma Asset Management LLC

New York, NY
BUY
 -
35.2K
+ 99.49%
$1.92M - $2.05M
70.6K $4.03M
Oct 06, 2025 Q3 2025
Gradient Investments LLC

BUY
 -
34.4K
+ 98.3%
$1.87M - $2.01M
69.5K $3.96M
Oct 16, 2025 Q3 2025
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
33.9K
+ 170.98%
$1.85M - $1.98M
53.7K $3.06M
Oct 28, 2025 Q3 2025
Jnba Financial Advisors

BUY
 -
33.8K
+ 4.08%
$1.84M - $1.97M
861K $49.1M
Oct 15, 2025 Q3 2025
Cwm, LLC

BUY
 -
33.6K
+ 0.72%
$1.83M - $1.96M
4.73M $270M
Oct 07, 2025 Q3 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
31.4K
+ 7.93%
$1.71M - $1.83M
428K $24.4M
Oct 09, 2025 Q3 2025
Marathon Strategic Advisors, LLC

Pittsburgh, PA
BUY
 -
29.4K
+ 15.19%
$1.6M - $1.71M
223K $12.7M
Nov 03, 2025 Q3 2025
Alta Wealth Advisors LLC

BUY
 -
29.3K
+ 12.63%
$1.59M - $1.71M
261K $14.9M
Nov 03, 2025 Q3 2025
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
26.5K
New
$1.44M - $1.55M
26.5K $1.51M
Oct 15, 2025 Q3 2025
Vci Wealth Management LLC

St Louis, MO
BUY
 -
26.4K
New
$1.44M - $1.54M
26.4K $1.5M
Nov 06, 2025 Q3 2025
Stratos Wealth Partners, Ltd.

BUY
 -
25.9K
+ 21.63%
$1.41M - $1.51M
146K $8.3M
Oct 17, 2025 Q3 2025
Warren Street Wealth Advisors, LLC

BUY
 -
24.3K
+ 16.66%
$1.32M - $1.41M
170K $9.69M
Nov 03, 2025 Q3 2025
Cornerstone Wealth Management, LLC

BUY
 -
24.3K
+ 2.26%
$1.32M - $1.41M
1.1M $62.6M
Oct 14, 2025 Q3 2025
Ellenbecker Investment Group

BUY
 -
24.1K
+ 8.19%
$1.31M - $1.41M
319K $18.2M
Oct 21, 2025 Q3 2025
Simon Quick Advisors, LLC

BUY
 -
23.5K
New
$1.28M - $1.37M
23.5K $1.34M
Oct 22, 2025 Q3 2025
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
22.3K
+ 11.48%
$1.22M - $1.3M
217K $12.4M
Nov 06, 2025 Q3 2025
First National Trust CO

BUY
 -
20.6K
+ 5.65%
$1.12M - $1.2M
385K $21.9M
Oct 29, 2025 Q3 2025
Intrua Financial, LLC

Houston, TX
BUY
 -
20.5K
New
$1.12M - $1.19M
20.5K $1.17M
Nov 04, 2025 Q3 2025
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
18.2K
+ 6.74%
$988K - $1.06M
287K $16.4M
Nov 06, 2025 Q3 2025
Krilogy Financial LLC

BUY
 -
15.8K
New
$859K - $919K
15.8K $899K
Oct 30, 2025 Q3 2025
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
15.5K
+ 3.89%
$843K - $903K
414K $23.6M
Nov 03, 2025 Q3 2025
Addison Capital CO

BUY
 -
14.5K
+ 32.32%
$789K - $845K
59.3K $3.38M
Nov 04, 2025 Q3 2025
J.W. Cole Advisors, Inc.

BUY
 -
14.5K
+ 71.41%
$789K - $844K
34.8K $1.98M
Oct 14, 2025 Q3 2025
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
14.2K
+ 2.35%
$771K - $826K
618K $35.2M
Nov 05, 2025 Q3 2025
Horan Wealth, LLC

Cincinnati, OH
BUY
 -
14.1K
New
$765K - $819K
14.1K $801K
Oct 10, 2025 Q3 2025
Tilia Fiduciary Partners, Inc.

BUY
 -
14K
+ 52.97%
$764K - $818K
40.5K $2.31M
Oct 28, 2025 Q3 2025
Carson Allaria Wealth Management, Ltd.

BUY
 -
12.8K
+ 17.46%
$699K - $749K
86.4K $4.93M
Oct 29, 2025 Q3 2025
Chicago Partners Investment Group LLC

BUY
 -
11.9K
+ 10.8%
$648K - $694K
122K $6.97M
Nov 05, 2025 Q3 2025
Capital Investment Advisory Services, LLC

BUY
 -
11.8K
+ 25.29%
$641K - $686K
58.3K $3.33M
Oct 17, 2025 Q3 2025
Austin Private Wealth, LLC

BUY
 -
11.7K
+ 7.79%
$638K - $684K
162K $9.26M

Track Institutional and Insider Activities on SPMD

Follow SPDR PORTFOLIO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SPMD shares.

Notify only if

Insider Trading

Get notified when an Spdr Portfolio insider buys or sells SPMD shares.

Notify only if

News

Receive news related to SPDR PORTFOLIO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SPMD