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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.7K+ 2.48% |
$211K - $255K
|
194K
$10.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.67KNew |
$210K - $254K
|
4.67K
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.6KNew |
$206K - $250K
|
4.6K
$258K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.3KNew |
$193K - $234K
|
4.3K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.25K+ 2.69% |
$191K - $231K
|
162K
$9.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.16KNew |
$187K - $226K
|
4.16K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.04K+ 5.96% |
$181K - $219K
|
71.8K
$4.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.93KNew |
$176K - $214K
|
3.93K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
3.82KNew |
$172K - $208K
|
3.82K
$214K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.76KNew |
$169K - $204K
|
3.76K
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.68KNew |
$165K - $200K
|
3.68K
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.6KNew |
$161K - $196K
|
3.6K
$201K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.37K+ 7.46% |
$151K - $183K
|
48.5K
$2.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.26K+ 5.38% |
$146K - $177K
|
63.9K
$3.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
3.12K+ 6.74% |
$140K - $169K
|
49.3K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
3.06K+ 1.14% |
$137K - $167K
|
273K
$15.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.59K+ 32.97% |
$116K - $141K
|
10.5K
$585K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.45K+ 3.49% |
$110K - $133K
|
72.8K
$4.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.06K+ 50.89% |
$92.7K - $112K
|
6.12K
$343K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.96K+ 1.37% |
$88.2K - $107K
|
145K
$8.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.93K+ 4.91% |
$86.8K - $105K
|
41.3K
$2.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 1.04% |
$80.3K - $97.3K
|
174K
$9.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.69KNew |
$76K - $92K
|
1.69K
$94.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.6K+ 6.42% |
$71.8K - $87K
|
26.5K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.52K+ 3.51% |
$68.4K - $82.8K
|
44.9K
$2.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.48K+ 24.26% |
$66.4K - $80.5K
|
7.58K
$424K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.43K+ 13.29% |
$64.2K - $77.8K
|
12.2K
$683K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.4K+ 12.83% |
$63K - $76.3K
|
12.3K
$691K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.38K+ 10.85% |
$62K - $75.1K
|
14.1K
$790K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.3K+ 3.34% |
$58.4K - $70.8K
|
40.3K
$2.26M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.06KNew |
$47.5K - $57.6K
|
1.06K
$59.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.03K+ 7.04% |
$46.3K - $56.1K
|
15.7K
$877K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.01K+ 3.39% |
$45.4K - $55K
|
30.9K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.01K+ 15.71% |
$45.3K - $54.9K
|
7.44K
$417K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
890+ 0.88% |
$40K - $48.4K
|
102K
$5.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
857+ 16.76% |
$38.5K - $46.6K
|
5.97K
$334K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
841+ 4.62% |
$37.8K - $45.7K
|
19K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
778+ 11.56% |
$34.9K - $42.3K
|
7.51K
$420K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
775+ 0.44% |
$34.8K - $42.1K
|
176K
$9.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
663+ 2.61% |
$29.8K - $36.1K
|
26K
$1.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
621+ 0.29% |
$27.9K - $33.8K
|
217K
$12.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
557+ 20.97% |
$25K - $30.3K
|
3.21K
$180K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
503+ 1.48% |
$22.6K - $27.4K
|
34.5K
$1.93M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
494+ 5.4% |
$22.2K - $26.9K
|
9.65K
$540K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
474+ 5.88% |
$21.3K - $25.8K
|
8.53K
$478K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
427+ 2.61% |
$19.2K - $23.2K
|
16.8K
$939K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
401+ 2.13% |
$18K - $21.8K
|
19.2K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
342+ 3.79% |
$15.4K - $18.6K
|
9.36K
$524K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
332+ 3.71% |
$14.9K - $18.1K
|
9.28K
$519K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
305New |
$13.7K - $16.6K
|
305
$17.1K
|