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 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.85K+ 0.79% |
$308K - $373K
|
875K
$50.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.79K+ 29.7% |
$305K - $369K
|
29.7K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.74K+ 152.62% |
$302K - $366K
|
11.2K
$643K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.71K+ 83.24% |
$301K - $365K
|
14.8K
$851K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6.56K+ 2.38% |
$294K - $356K
|
282K
$16.2M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.18K+ 229.31% |
$277K - $336K
|
8.88K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.11K+ 59.05% |
$274K - $332K
|
16.5K
$949K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.07K+ 372.09% |
$272K - $330K
|
7.7K
$444K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 64.98% |
$269K - $326K
|
15.2K
$876K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
5.95KNew |
$267K - $324K
|
5.95K
$343K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.8K+ 35.75% |
$260K - $316K
|
22K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5.79K+ 9.59% |
$260K - $315K
|
66.2K
$3.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.69KNew |
$255K - $309K
|
5.69K
$328K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.65K+ 10.98% |
$254K - $307K
|
57.1K
$3.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.48KNew |
$246K - $298K
|
5.48K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
5.36K+ 13.56% |
$240K - $291K
|
44.8K
$2.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5.34KNew |
$240K - $290K
|
5.34K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.31K+ 8.85% |
$239K - $289K
|
65.3K
$3.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.28KNew |
$237K - $287K
|
5.28K
$304K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.23KNew |
$235K - $284K
|
5.23K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.02K+ 5.64% |
$225K - $273K
|
93.9K
$5.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.81K+ 19.24% |
$216K - $261K
|
29.8K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.7K+ 6.54% |
$211K - $256K
|
76.5K
$4.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.7K+ 2.48% |
$211K - $255K
|
194K
$11.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
4.67K+ 7.58% |
$210K - $254K
|
66.4K
$3.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.67KNew |
$210K - $254K
|
4.67K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.6KNew |
$206K - $250K
|
4.6K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.6KNew |
$206K - $250K
|
4.6K
$265K
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
4.57KNew |
$205K - $249K
|
4.57K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.48KNew |
$201K - $244K
|
4.48K
$258K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.42KNew |
$198K - $240K
|
4.42K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.34K+ 3.02% |
$195K - $236K
|
148K
$8.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
4.3K+ 116.22% |
$193K - $234K
|
8K
$461K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.3KNew |
$193K - $234K
|
4.3K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.25K+ 2.69% |
$191K - $231K
|
162K
$9.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.25K+ 2.6% |
$191K - $231K
|
168K
$9.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
4.24K+ 1029.61% |
$190K - $231K
|
4.65K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.19KNew |
$188K - $228K
|
4.19K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.16KNew |
$187K - $226K
|
4.16K
$240K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.1KNew |
$184K - $223K
|
4.1K
$236K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.04K+ 5.96% |
$181K - $219K
|
71.8K
$4.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
3.94KNew |
$177K - $214K
|
3.94K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.93KNew |
$176K - $214K
|
3.93K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
3.9KNew |
$175K - $212K
|
3.9K
$225K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.85KNew |
$173K - $209K
|
3.85K
$222K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
3.82KNew |
$172K - $208K
|
3.82K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.81K+ 3.58% |
$171K - $207K
|
110K
$6.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.79KNew |
$170K - $206K
|
3.79K
$218K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.76KNew |
$169K - $204K
|
3.76K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.68KNew |
$165K - $200K
|
3.68K
$212K
|