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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.5K+ 11.23% |
$2.09M - $2.53M
|
461K
$26.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
45.7K+ 19.2% |
$2.05M - $2.48M
|
284K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45.1K+ 54.06% |
$2.02M - $2.45M
|
128K
$7.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
43.1K+ 99.96% |
$1.93M - $2.34M
|
86.2K
$4.97M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
42.8K+ 12.09% |
$1.92M - $2.33M
|
396K
$22.9M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
41.4KNew |
$1.86M - $2.25M
|
41.4K
$2.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
40.7K+ 97.34% |
$1.83M - $2.22M
|
82.6K
$4.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
40.2K+ 8.93% |
$1.81M - $2.19M
|
490K
$28.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
37.2KNew |
$1.67M - $2.02M
|
37.2K
$2.14M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
35.8K+ 31.89% |
$1.61M - $1.95M
|
148K
$8.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
35.3KNew |
$1.59M - $1.92M
|
35.3K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
34.7K+ 248.61% |
$1.56M - $1.89M
|
48.6K
$2.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
34.3K+ 3.31% |
$1.54M - $1.87M
|
1.07M
$61.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.2K+ 7.1% |
$1.53M - $1.86M
|
515K
$29.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
34K+ 151.82% |
$1.52M - $1.85M
|
56.3K
$3.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
32.5K+ 20.21% |
$1.46M - $1.77M
|
194K
$11.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
32K+ 53.07% |
$1.44M - $1.74M
|
92.3K
$5.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
30.6K+ 12.82% |
$1.37M - $1.66M
|
269K
$15.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
29.2K+ 7.91% |
$1.31M - $1.59M
|
398K
$23M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.4K+ 3.88% |
$1.27M - $1.54M
|
760K
$43.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 9.77% |
$1.22M - $1.48M
|
306K
$17.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27K+ 10.42% |
$1.21M - $1.47M
|
286K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26KNew |
$1.17M - $1.41M
|
26K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
26K+ 53.41% |
$1.17M - $1.41M
|
74.6K
$4.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.6K+ 22873.21% |
$1.15M - $1.39M
|
25.7K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.2KNew |
$1.13M - $1.37M
|
25.2K
$1.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24K+ 15.17% |
$1.08M - $1.3M
|
182K
$10.5M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
23.7K+ 81.3% |
$1.06M - $1.29M
|
52.9K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.4K+ 4.8% |
$1.05M - $1.27M
|
510K
$29.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
23.2K+ 11.45% |
$1.04M - $1.26M
|
226K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
22.1K+ 5.55% |
$992K - $1.2M
|
420K
$24.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22.1K+ 1653.86% |
$991K - $1.2M
|
23.4K
$1.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
22.1K+ 25.22% |
$991K - $1.2M
|
110K
$6.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
21.8KNew |
$980K - $1.19M
|
21.8K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
21.1K+ 10.87% |
$948K - $1.15M
|
215K
$12.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21.1K+ 8.13% |
$946K - $1.15M
|
280K
$16.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
21.1K+ 53.56% |
$946K - $1.15M
|
60.4K
$3.48M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.3KNew |
$911K - $1.1M
|
20.3K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.2K+ 374.07% |
$907K - $1.1M
|
25.6K
$1.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
19.9K+ 5.57% |
$895K - $1.08M
|
378K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.5K+ 16.38% |
$877K - $1.06M
|
139K
$8M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
19.5K+ 125.21% |
$874K - $1.06M
|
35K
$2.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
19.1K+ 5.02% |
$856K - $1.04M
|
399K
$23M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
19K+ 8.89% |
$854K - $1.03M
|
233K
$13.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
18.9K+ 11.3% |
$847K - $1.03M
|
186K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
18.2K+ 50422.22% |
$815K - $987K
|
18.2K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
17.8KNew |
$801K - $970K
|
17.8K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.2K+ 5.1% |
$773K - $936K
|
355K
$20.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
17.2K+ 17.19% |
$772K - $935K
|
117K
$6.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.1K+ 38.99% |
$766K - $927K
|
60.8K
$3.5M
|