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 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
16.6K+ 8.08% |
$747K - $905K
|
223K
$12.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
16.4K+ 17.58% |
$736K - $892K
|
110K
$6.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
16.3KNew |
$730K - $884K
|
16.3K
$937K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
16.1K+ 4.36% |
$721K - $873K
|
384K
$22.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15.6KNew |
$700K - $848K
|
15.6K
$899K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
15.3KNew |
$685K - $830K
|
15.3K
$880K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.7K+ 5.34% |
$658K - $797K
|
289K
$16.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
14.5K+ 6.67% |
$650K - $788K
|
232K
$13.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
14.5KNew |
$649K - $787K
|
14.5K
$834K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.5K+ 22.75% |
$649K - $787K
|
78K
$4.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.4K+ 36.42% |
$645K - $781K
|
53.8K
$3.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14.3K+ 52977.78% |
$642K - $778K
|
14.3K
$826K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$636K - $770K
|
14.2K
$817K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
14.1K+ 11.49% |
$635K - $769K
|
137K
$7.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
14KNew |
$630K - $763K
|
14K
$808K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13.6KNew |
$611K - $740K
|
13.6K
$785K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
13.1KNew |
$586K - $710K
|
13.1K
$753K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 9.75% |
$581K - $703K
|
146K
$8.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.7K+ 28.39% |
$570K - $691K
|
57.4K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12.5KNew |
$561K - $679K
|
12.5K
$720K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12.4K+ 20.19% |
$555K - $672K
|
73.6K
$4.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11.7K+ 6.22% |
$527K - $639K
|
201K
$11.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.4K+ 134.79% |
$511K - $619K
|
19.8K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11K+ 14.98% |
$494K - $598K
|
84.4K
$4.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
10.5K+ 7.36% |
$471K - $570K
|
153K
$8.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 1.51% |
$464K - $563K
|
697K
$40.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10.3KNew |
$462K - $560K
|
10.3K
$594K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10.1K+ 23.19% |
$453K - $549K
|
53.6K
$3.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10KNew |
$449K - $544K
|
10K
$577K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9.85K+ 4.6% |
$442K - $536K
|
224K
$12.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
9.71KNew |
$436K - $528K
|
9.71K
$560K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.65K+ 4.53% |
$433K - $525K
|
223K
$12.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9.24K+ 42.04% |
$415K - $502K
|
31.2K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
8.96K+ 43.63% |
$402K - $487K
|
29.5K
$1.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.66K+ 13.82% |
$389K - $471K
|
71.3K
$4.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.62K+ 20.16% |
$387K - $469K
|
51.4K
$2.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8.42K+ 4.28% |
$378K - $458K
|
205K
$11.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
8.02K+ 10.11% |
$360K - $436K
|
87.3K
$5.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.99K+ 32.76% |
$359K - $434K
|
32.4K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.85K+ 1.84% |
$352K - $427K
|
434K
$25M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
7.66KNew |
$344K - $416K
|
7.66K
$441K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.65K+ 2.6% |
$343K - $416K
|
302K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.6KNew |
$341K - $414K
|
7.6K
$438K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.6KNew |
$341K - $413K
|
7.6K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.37KNew |
$331K - $401K
|
7.37K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.26K+ 50.11% |
$326K - $395K
|
21.7K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.18K+ 47.61% |
$322K - $391K
|
22.3K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7.15KNew |
$321K - $389K
|
7.15K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.12K+ 4.09% |
$320K - $387K
|
181K
$10.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.1K+ 43.58% |
$319K - $386K
|
23.4K
$1.35M
|