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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-316- 1.33% |
$14.2K - $17.2K
|
23.5K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-380- 4.9% |
$17.1K - $20.7K
|
7.38K
$425K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-389- 16.74% |
$17.5K - $21.2K
|
1.94K
$112K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-395- 0.25% |
$17.7K - $21.5K
|
160K
$9.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-398- 0.06% |
$17.9K - $21.6K
|
638K
$36.8M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-405- 1.49% |
$18.2K - $22K
|
26.8K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-407- 9.83% |
$18.3K - $22.1K
|
3.74K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-416- 5.74% |
$18.7K - $22.6K
|
6.84K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-418- 9.84% |
$18.8K - $22.7K
|
3.83K
$221K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-427- 2.25% |
$19.2K - $23.2K
|
18.5K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-449- 10.02% |
$20.2K - $24.4K
|
4.03K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-452- 1.37% |
$20.3K - $24.6K
|
32.6K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-466- 10.52% |
$20.9K - $25.3K
|
3.97K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-483- 3.49% |
$21.7K - $26.3K
|
13.3K
$769K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-492- 3.4% |
$22.1K - $26.8K
|
14K
$806K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-522- 3.94% |
$23.4K - $28.4K
|
12.7K
$733K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-524- 5.28% |
$23.5K - $28.5K
|
9.41K
$542K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
SELL
|
- |
-553- 7.78% |
$24.8K - $30.1K
|
6.56K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-574- 4.85% |
$25.8K - $31.2K
|
11.3K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-581- 9.48% |
$26.1K - $31.6K
|
5.55K
$320K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-585- 9.44% |
$26.3K - $31.8K
|
5.62K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-623- 1.62% |
$28K - $33.9K
|
37.8K
$2.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-643- 4.72% |
$28.9K - $35K
|
13K
$749K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-646- 15.68% |
$29K - $35.1K
|
3.47K
$200K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-647- 47.43% |
$29K - $35.2K
|
717
$41.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-697- 4.6% |
$31.3K - $37.9K
|
14.4K
$833K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-702- 4.38% |
$31.5K - $38.2K
|
15.3K
$884K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-707- 8.09% |
$31.7K - $38.4K
|
8.03K
$463K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-726- 0.36% |
$32.6K - $39.5K
|
204K
$11.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-764- 20.06% |
$34.3K - $41.5K
|
3.05K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-767- 6.82% |
$34.4K - $41.7K
|
10.5K
$604K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-796- 2.2% |
$35.7K - $43.3K
|
35.4K
$2.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-820- 1.79% |
$36.8K - $44.6K
|
44.9K
$2.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-820- 4.0% |
$36.8K - $44.6K
|
19.7K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-833- 30.34% |
$37.4K - $45.3K
|
1.91K
$110K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-842- 13.08% |
$37.8K - $45.8K
|
5.6K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-859- 8.16% |
$38.6K - $46.7K
|
9.66K
$557K
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-870- 3.48% |
$39.1K - $47.3K
|
24.1K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-871- 5.02% |
$39.1K - $47.4K
|
16.5K
$949K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-901- 1.65% |
$40.4K - $49K
|
53.8K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-1.02K- 4.24% |
$45.6K - $55.3K
|
22.9K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.03K- 2.68% |
$46.2K - $56K
|
37.5K
$2.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.07K- 5.21% |
$47.9K - $58K
|
19.4K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.07K- 10.38% |
$48.2K - $58.3K
|
9.26K
$534K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.13K- 0.24% |
$50.6K - $61.3K
|
474K
$27.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.32K- 3.08% |
$59.1K - $71.6K
|
41.4K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.33K- 6.4% |
$59.8K - $72.5K
|
19.5K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.36K- 24.59% |
$61.1K - $74.1K
|
4.18K
$241K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.37K- 5.77% |
$61.4K - $74.3K
|
22.3K
$1.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.46K- 17.24% |
$65.6K - $79.4K
|
7.01K
$404K
|