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
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
401+ 2.13% |
$18K - $21.8K
|
19.2K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
372New |
$16.7K - $20.2K
|
372
$21.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
352New |
$15.8K - $19.1K
|
352
$20.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
342+ 3.79% |
$15.4K - $18.6K
|
9.36K
$540K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
332+ 3.71% |
$14.9K - $18.1K
|
9.28K
$535K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
316+ 6.45% |
$14.2K - $17.2K
|
5.21K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
312+ 0.37% |
$14K - $17K
|
85.2K
$4.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
306+ 0.64% |
$13.7K - $16.6K
|
48.3K
$2.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
305New |
$13.7K - $16.6K
|
305
$17.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
295+ 1.68% |
$13.2K - $16K
|
17.9K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
278+ 2.14% |
$12.5K - $15.1K
|
13.2K
$764K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
260New |
$11.7K - $14.1K
|
260
$15K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
260+ 4.2% |
$11.7K - $14.1K
|
6.45K
$372K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
257New |
$11.5K - $14K
|
257
$14.8K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
257+ 0.35% |
$11.5K - $14K
|
74K
$4.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
253+ 4.33% |
$11.4K - $13.8K
|
6.09K
$351K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
253+ 4.46% |
$11.4K - $13.8K
|
5.93K
$342K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
243+ 1.34% |
$10.9K - $13.2K
|
18.4K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
205+ 2.21% |
$9.2K - $11.1K
|
9.47K
$546K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
198+ 37.43% |
$8.89K - $10.8K
|
727
$41.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
187+ 0.4% |
$8.39K - $10.2K
|
47.2K
$2.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
185+ 4.18% |
$8.3K - $10.1K
|
4.61K
$266K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
183+ 1.72% |
$8.21K - $9.95K
|
10.8K
$624K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
172+ 3.46% |
$7.72K - $9.35K
|
5.14K
$296K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
171New |
$7.68K - $9.3K
|
171
$9.86K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
164+ 3.52% |
$7.36K - $8.92K
|
4.82K
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
153+ 3.11% |
$6.87K - $8.32K
|
5.07K
$292K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
136New |
$6.11K - $7.4K
|
136
$7.84K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
134+ 11.12% |
$6.02K - $7.29K
|
1.34K
$77.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
131+ 0.96% |
$5.88K - $7.12K
|
13.8K
$793K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
119+ 1.62% |
$5.34K - $6.47K
|
7.47K
$431K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
109+ 0.78% |
$4.89K - $5.93K
|
14.1K
$812K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
108+ 0.48% |
$4.85K - $5.87K
|
22.6K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
107+ 2.58% |
$4.8K - $5.82K
|
4.26K
$245K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
105+ 10.55% |
$4.71K - $5.71K
|
1.1K
$63.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
104+ 0.67% |
$4.67K - $5.66K
|
15.6K
$901K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
90+ 1.72% |
$4.04K - $4.89K
|
5.31K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
86+ 0.9% |
$3.86K - $4.68K
|
9.67K
$558K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
86+ 220.51% |
$3.86K - $4.68K
|
125
$7.21K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
75New |
$3.37K - $4.08K
|
75
$4.32K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72+ 0.42% |
$3.23K - $3.92K
|
17.2K
$994K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
65+ 0.39% |
$2.92K - $3.53K
|
16.6K
$955K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
60+ 176.47% |
$2.69K - $3.26K
|
94
$5.42K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
55+ 0.95% |
$2.47K - $2.99K
|
5.85K
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
55+ 5.72% |
$2.47K - $2.99K
|
1.02K
$58.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
53+ 0.47% |
$2.38K - $2.88K
|
11.3K
$653K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
53+ 1.0% |
$2.38K - $2.88K
|
5.36K
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
49+ 29.7% |
$2.2K - $2.66K
|
214
$12.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
45New |
$2.02K - $2.45K
|
45
$2.59K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
43New |
$1.93K - $2.34K
|
43
$2.48K
|