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 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-6.11K- 18.85% |
$274K - $332K
|
26.3K
$1.52M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-6.36K- 41.33% |
$286K - $346K
|
9.03K
$520K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.38K- 9.29% |
$286K - $347K
|
62.3K
$3.59M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.46K- 4.01% |
$335K - $405K
|
179K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-7.69K- 33.89% |
$345K - $418K
|
15K
$865K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-8.57K- 13.37% |
$385K - $466K
|
55.5K
$3.2M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-8.94K- 50.53% |
$401K - $486K
|
8.76K
$505K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9.08K- 36.05% |
$407K - $494K
|
16.1K
$928K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.14K- 7.73% |
$410K - $497K
|
109K
$6.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.18K- 21.82% |
$412K - $499K
|
32.9K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.71K- 0.52% |
$436K - $528K
|
1.87M
$108M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.95K- 28.36% |
$447K - $541K
|
25.1K
$1.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10K- 1.45% |
$449K - $544K
|
682K
$39.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-10.8K- 5.69% |
$483K - $586K
|
179K
$10.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.7K- 9.38% |
$568K - $689K
|
122K
$7.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.3K- 47.58% |
$642K - $778K
|
15.8K
$908K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-14.4K- 13.8% |
$646K - $783K
|
89.9K
$5.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.8K- 2.42% |
$711K - $861K
|
638K
$36.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-16.2K- 13.68% |
$727K - $881K
|
102K
$5.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-16.3K- 23.97% |
$731K - $885K
|
51.6K
$2.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-16.8K- 49.8% |
$755K - $914K
|
16.9K
$977K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-18.5K- 15.62% |
$831K - $1.01M
|
100K
$5.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-19.9K- 40.15% |
$892K - $1.08M
|
29.6K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-21.2K- 28.79% |
$953K - $1.15M
|
52.5K
$3.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-24.3K- 15.3% |
$1.09M - $1.32M
|
134K
$7.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-24.6K- 47.58% |
$1.1M - $1.34M
|
27.1K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-25.1K- 7.49% |
$1.12M - $1.36M
|
309K
$17.8M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-25.3K- 31.64% |
$1.14M - $1.38M
|
54.7K
$3.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-26.9K- 13.72% |
$1.21M - $1.46M
|
169K
$9.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-29.1K- 20.18% |
$1.31M - $1.58M
|
115K
$6.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-31.1K- 4.14% |
$1.4M - $1.69M
|
720K
$41.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-40.7K- 95.29% |
$1.83M - $2.21M
|
2.01K
$116K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-44K- 86.81% |
$1.98M - $2.39M
|
6.69K
$386K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-44.3K- 3.02% |
$1.99M - $2.41M
|
1.42M
$82M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-46.5K- 15.16% |
$2.09M - $2.53M
|
260K
$15M
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-50.3K- 87.28% |
$2.26M - $2.73M
|
7.33K
$422K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-51.9K- 59.63% |
$2.33M - $2.82M
|
35.1K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-52.2K- 16.48% |
$2.34M - $2.84M
|
264K
$15.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-59K- 20.26% |
$2.65M - $3.21M
|
232K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-64.5K- 92.61% |
$2.9M - $3.51M
|
5.15K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-72.3K- 39.16% |
$3.25M - $3.93M
|
112K
$6.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-81.2K- 94.92% |
$3.64M - $4.41M
|
4.34K
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-82.1K- 40.42% |
$3.68M - $4.46M
|
121K
$6.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-93.1K- 66.65% |
$4.18M - $5.06M
|
46.6K
$2.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-101K- 71.63% |
$4.55M - $5.51M
|
40.2K
$2.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-156K- 25.03% |
$7.01M - $8.49M
|
468K
$27M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-163K- 41.98% |
$7.3M - $8.84M
|
225K
$13M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-165K- 19.72% |
$7.43M - $9M
|
674K
$38.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-167K- 80.67% |
$7.5M - $9.09M
|
40K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-186K- 13.13% |
$8.35M - $10.1M
|
1.23M
$70.9M
|