Purchases and Sales Made in Q2 2025 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.92M+ 3.65% |
$131M - $159M
|
83.1M
$4.79B
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.73MNew |
$77.7M - $94.1M
|
1.73M
$99.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.27M+ 7.11% |
$57.1M - $69.1M
|
19.2M
$1.1B
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
742K+ 248.65% |
$33.3M - $40.3M
|
1.04M
$60M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
611K+ 3714.44% |
$27.4M - $33.2M
|
627K
$36.2M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
611K+ 3714.44% |
$27.4M - $33.2M
|
627K
$36.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
587K+ 96.47% |
$26.3M - $31.9M
|
1.2M
$68.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
556K+ 25.95% |
$25M - $30.2M
|
2.7M
$156M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
551K+ 130.95% |
$24.7M - $29.9M
|
971K
$56M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
458K+ 117.82% |
$20.6M - $24.9M
|
847K
$48.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
444K+ 368.35% |
$19.9M - $24.2M
|
565K
$32.6M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
430K+ 111.13% |
$19.3M - $23.4M
|
816K
$47.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
348K+ 13.23% |
$15.6M - $18.9M
|
2.98M
$172M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
348K+ 31.97% |
$15.6M - $18.9M
|
1.43M
$82.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
316K+ 25.57% |
$14.2M - $17.2M
|
1.55M
$89.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
275K+ 4.31% |
$12.3M - $14.9M
|
6.64M
$383M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
258K+ 10.45% |
$11.6M - $14M
|
2.73M
$157M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
248K+ 2118.26% |
$11.1M - $13.5M
|
259K
$14.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
242K+ 8.17% |
$10.9M - $13.2M
|
3.21M
$185M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
227K+ 60.38% |
$10.2M - $12.4M
|
604K
$34.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
213K+ 17.34% |
$9.57M - $11.6M
|
1.44M
$83.2M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
185K+ 19.41% |
$8.32M - $10.1M
|
1.14M
$65.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
138K+ 1016.6% |
$6.19M - $7.5M
|
152K
$8.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Af Advisors, Inc.
|
BUY
|
- |
128KNew |
$5.75M - $6.96M
|
128K
$7.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
121K+ 53.1% |
$5.41M - $6.56M
|
348K
$20M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
111K+ 34.25% |
$4.97M - $6.02M
|
434K
$25M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
105K+ 18.58% |
$4.7M - $5.69M
|
668K
$38.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
101KNew |
$4.55M - $5.52M
|
101K
$5.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
96.1KNew |
$4.32M - $5.23M
|
96.1K
$5.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
94.3K+ 10.06% |
$4.23M - $5.13M
|
1.03M
$59.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
93.7K+ 185.73% |
$4.21M - $5.1M
|
144K
$8.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
93KNew |
$4.18M - $5.06M
|
93K
$5.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
83.1KNew |
$3.73M - $4.52M
|
83.1K
$4.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
77.4K+ 71.06% |
$3.48M - $4.21M
|
186K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
77KNew |
$3.46M - $4.19M
|
77K
$4.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
73.7K+ 15.33% |
$3.31M - $4.01M
|
555K
$32M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
73.1K+ 9123.22% |
$3.28M - $3.97M
|
73.9K
$4.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
70.3K+ 9.49% |
$3.15M - $3.82M
|
811K
$46.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
67.8KNew |
$3.04M - $3.68M
|
67.8K
$3.91M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
63.4K+ 72.75% |
$2.85M - $3.45M
|
151K
$8.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
61.1K+ 249.52% |
$2.74M - $3.32M
|
85.6K
$4.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60.7K+ 418.19% |
$2.72M - $3.3M
|
75.2K
$4.33M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
60.1K+ 10.61% |
$2.7M - $3.27M
|
627K
$36.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
58.6KNew |
$2.63M - $3.18M
|
58.6K
$3.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
58.5K+ 854.44% |
$2.63M - $3.18M
|
65.3K
$3.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
56.5K+ 23.68% |
$2.53M - $3.07M
|
295K
$17M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
54.5K+ 36.39% |
$2.45M - $2.97M
|
204K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
53.6KNew |
$2.41M - $2.91M
|
53.6K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
51.8KNew |
$2.33M - $2.82M
|
51.8K
$2.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
49K+ 6.04% |
$2.2M - $2.67M
|
861K
$49.6M
|