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 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.68KNew |
$165K - $200K
|
3.68K
$212K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.6KNew |
$161K - $196K
|
3.6K
$207K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.48KNew |
$156K - $189K
|
3.48K
$200K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.41K+ 2.55% |
$153K - $185K
|
137K
$7.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.38K+ 54.89% |
$152K - $184K
|
9.54K
$550K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.37K+ 7.46% |
$151K - $183K
|
48.5K
$2.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.28K+ 9.14% |
$147K - $178K
|
39.2K
$2.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.26K+ 5.38% |
$146K - $177K
|
63.9K
$3.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
3.18K+ 5.95% |
$143K - $173K
|
56.6K
$3.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
3.12K+ 6.74% |
$140K - $169K
|
49.3K
$2.84M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
3.06K+ 1.14% |
$137K - $167K
|
273K
$15.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.02K+ 20.13% |
$135K - $164K
|
18K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
3.01K+ 2.49% |
$135K - $163K
|
124K
$7.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.98K+ 12.48% |
$134K - $162K
|
26.8K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.96K+ 4.1% |
$133K - $161K
|
75.2K
$4.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.87K+ 13.73% |
$129K - $156K
|
23.7K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.85K+ 2.16% |
$128K - $155K
|
135K
$7.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.75K+ 22.67% |
$123K - $150K
|
14.9K
$858K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
2.72K+ 11.58% |
$122K - $148K
|
26.2K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.66K+ 13.08% |
$119K - $144K
|
23K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 6.01% |
$119K - $144K
|
46.6K
$2.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.59K+ 32.97% |
$116K - $141K
|
10.5K
$603K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.52K+ 12.53% |
$113K - $137K
|
22.6K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.45K+ 3.49% |
$110K - $133K
|
72.8K
$4.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.44K+ 14.2% |
$110K - $133K
|
19.6K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.4K+ 2.84% |
$108K - $131K
|
86.9K
$5.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.34K+ 5.46% |
$105K - $127K
|
45.2K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
2.34K+ 1.32% |
$105K - $127K
|
180K
$10.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.06K+ 8.24% |
$92.7K - $112K
|
27.1K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.06K+ 50.89% |
$92.7K - $112K
|
6.12K
$353K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2KNew |
$89.8K - $109K
|
2K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.97K+ 4.37% |
$88.6K - $107K
|
47.2K
$2.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.96K+ 1.37% |
$88.2K - $107K
|
145K
$8.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.96KNew |
$88.2K - $107K
|
1.96K
$113K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.96K+ 2.65% |
$88.1K - $107K
|
76.1K
$4.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.93K+ 4.91% |
$86.8K - $105K
|
41.3K
$2.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.81K+ 0.41% |
$81.2K - $98.3K
|
442K
$25.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 1.04% |
$80.3K - $97.3K
|
174K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.74K+ 11.25% |
$78.1K - $94.6K
|
17.2K
$991K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.7K+ 8.5% |
$76.3K - $92.4K
|
21.7K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.69KNew |
$76K - $92K
|
1.69K
$97.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.64K+ 0.85% |
$73.5K - $89.1K
|
194K
$11.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.62K+ 4.62% |
$72.5K - $87.8K
|
36.6K
$2.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.6K+ 16.86% |
$71.8K - $87K
|
11.1K
$639K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.6K+ 6.42% |
$71.8K - $87K
|
26.5K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.56K+ 3.53% |
$70K - $84.8K
|
45.7K
$2.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.52K+ 3.51% |
$68.4K - $82.8K
|
44.9K
$2.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.48K+ 24.26% |
$66.4K - $80.5K
|
7.58K
$437K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.48K+ 0.87% |
$66.2K - $80.2K
|
171K
$9.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.47K+ 127.37% |
$65.8K - $79.7K
|
2.62K
$151K
|