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 14, 2025
Q2 2025
|
Pecaut & Co.
|
SELL
|
- |
-1.5K- 0.97% |
$67.1K - $81.3K
|
152K
$8.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.5K- 13.33% |
$67.4K - $81.6K
|
9.76K
$563K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.51K- 20.71% |
$67.6K - $82K
|
5.77K
$333K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.55K- 2.4% |
$69.4K - $84K
|
62.7K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.6K- 7.42% |
$71.8K - $87K
|
19.9K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.63K- 24.47% |
$73.2K - $88.7K
|
5.04K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.81K- 0.87% |
$81.3K - $98.5K
|
206K
$11.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.87K- 8.29% |
$83.8K - $101K
|
20.6K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.88K- 10.35% |
$84.2K - $102K
|
16.3K
$937K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.88K- 97.01% |
$84.3K - $102K
|
58
$3.34K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.9K- 17.65% |
$85.1K - $103K
|
8.84K
$510K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.9K- 45.76% |
$85.4K - $103K
|
2.26K
$130K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.04K- 7.16% |
$91.4K - $111K
|
26.4K
$1.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-2.13K- 4.13% |
$95.4K - $116K
|
49.3K
$2.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.19K- 4.08% |
$98.4K - $119K
|
51.6K
$2.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.3K- 12.25% |
$103K - $125K
|
16.5K
$949K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.37K- 7.07% |
$106K - $129K
|
31.1K
$1.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.42K- 32.35% |
$109K - $132K
|
5.07K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.43K- 2.21% |
$109K - $132K
|
108K
$6.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.46K- 1.17% |
$110K - $134K
|
208K
$12M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.66K- 12.86% |
$120K - $145K
|
18.1K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.7K- 34.15% |
$121K - $147K
|
5.2K
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-2.7K- 27.98% |
$121K - $147K
|
6.95K
$401K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.73K- 20.46% |
$123K - $148K
|
10.6K
$612K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.86K- 2.93% |
$128K - $155K
|
94.6K
$5.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.92K- 2.28% |
$131K - $159K
|
125K
$7.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.93K- 3.34% |
$131K - $159K
|
84.7K
$4.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.94K- 38.11% |
$132K - $160K
|
4.78K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.98K- 24.95% |
$134K - $162K
|
8.98K
$518K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.14K- 11.36% |
$141K - $171K
|
24.5K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.35K- 26.85% |
$150K - $182K
|
9.13K
$526K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.37K- 17.17% |
$151K - $183K
|
16.3K
$937K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-3.41K- 4.72% |
$153K - $185K
|
68.9K
$3.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-3.56K- 9.92% |
$160K - $194K
|
32.3K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.9K- 3.05% |
$175K - $212K
|
124K
$7.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.09K- 35.6% |
$184K - $223K
|
7.4K
$427K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-4.3K- 52.46% |
$193K - $234K
|
3.9K
$225K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-4.41K- 1.2% |
$198K - $240K
|
364K
$21M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.6K- 8.84% |
$207K - $250K
|
47.4K
$2.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-4.66K- 11.23% |
$209K - $254K
|
36.8K
$2.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.74K- 6.44% |
$213K - $258K
|
68.8K
$3.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-5.42K- 38.01% |
$243K - $295K
|
8.84K
$509K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.47K- 49.26% |
$246K - $298K
|
5.64K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-5.52K- 9.57% |
$248K - $300K
|
52.1K
$3.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-5.74K- 16.79% |
$257K - $312K
|
28.4K
$1.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.95K- 93.18% |
$267K - $323K
|
435
$25.1K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.97K- 10.11% |
$268K - $325K
|
53.1K
$3.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-5.99K- 40.77% |
$269K - $326K
|
8.7K
$502K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-6.01K- 0.72% |
$270K - $327K
|
827K
$47.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.05K- 46.92% |
$271K - $329K
|
6.84K
$394K
|