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 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.43K+ 13.29% |
$64.2K - $77.8K
|
12.2K
$703K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.4K+ 12.83% |
$63K - $76.3K
|
12.3K
$712K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.38K+ 10.85% |
$62K - $75.1K
|
14.1K
$813K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.3K+ 3.34% |
$58.4K - $70.8K
|
40.3K
$2.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.28K+ 9.64% |
$57.2K - $69.3K
|
14.5K
$836K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.25K+ 21.63% |
$56.1K - $68K
|
7.03K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.21KNew |
$54.1K - $65.5K
|
1.21K
$69.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.15K+ 11.9% |
$51.8K - $62.8K
|
10.9K
$626K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.06K+ 2.27% |
$47.6K - $57.7K
|
47.8K
$2.75M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.06KNew |
$47.5K - $57.6K
|
1.06K
$61.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.04KNew |
$46.5K - $56.3K
|
1.04K
$59.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.03K+ 7.04% |
$46.3K - $56.1K
|
15.7K
$903K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.01K+ 3.39% |
$45.4K - $55K
|
30.9K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.01K+ 15.71% |
$45.3K - $54.9K
|
7.44K
$429K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1K+ 6.24% |
$44.9K - $54.4K
|
17K
$981K
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
992+ 2.01% |
$44.5K - $53.9K
|
50.2K
$2.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
985+ 3078.13% |
$44.2K - $53.6K
|
1.02K
$58.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
890+ 0.88% |
$40K - $48.4K
|
102K
$5.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
889+ 2.6% |
$39.9K - $48.3K
|
35.1K
$2.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
887+ 11.11% |
$39.8K - $48.2K
|
8.87K
$511K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
866+ 573.51% |
$38.9K - $47.1K
|
1.02K
$58.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
857+ 16.76% |
$38.5K - $46.6K
|
5.97K
$344K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
841+ 4.62% |
$37.8K - $45.7K
|
19K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
835+ 3.01% |
$37.5K - $45.4K
|
28.5K
$1.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
778+ 11.56% |
$34.9K - $42.3K
|
7.51K
$433K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
775+ 0.44% |
$34.8K - $42.1K
|
176K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
728+ 15.62% |
$32.7K - $39.6K
|
5.39K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
710+ 3.01% |
$31.9K - $38.6K
|
24.3K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
697New |
$31.3K - $37.9K
|
697
$40.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
681New |
$30.6K - $37K
|
681
$39.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
676+ 308.68% |
$30.3K - $36.8K
|
895
$51.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
663+ 2.61% |
$29.8K - $36.1K
|
26K
$1.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
621+ 0.29% |
$27.9K - $33.8K
|
217K
$12.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
574+ 12.84% |
$25.8K - $31.2K
|
5.04K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
565New |
$25.4K - $30.7K
|
565
$32.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
557+ 20.97% |
$25K - $30.3K
|
3.21K
$185K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
549New |
$24.6K - $29.9K
|
549
$31.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
539+ 3.22% |
$24.2K - $29.3K
|
17.3K
$997K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
538+ 4.07% |
$24.2K - $29.3K
|
13.8K
$793K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
517+ 3.87% |
$23.2K - $28.1K
|
13.9K
$800K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
503+ 1.48% |
$22.6K - $27.4K
|
34.5K
$1.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
501New |
$22.5K - $27.2K
|
501
$28.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
501+ 4.04% |
$22.5K - $27.2K
|
12.9K
$744K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
501+ 8.24% |
$22.5K - $27.2K
|
6.58K
$379K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
494+ 5.4% |
$22.2K - $26.9K
|
9.65K
$556K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
484+ 1.32% |
$21.7K - $26.3K
|
37.1K
$2.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
483+ 10.34% |
$21.7K - $26.3K
|
5.16K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
474+ 5.88% |
$21.3K - $25.8K
|
8.53K
$492K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
444New |
$19.9K - $24.1K
|
444
$25.6K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
427+ 2.61% |
$19.2K - $23.2K
|
16.8K
$967K
|