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
|
Flagship Private Wealth, LLC
|
BUY
|
- |
37+ 0.45% |
$1.66K - $2.01K
|
8.25K
$476K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
36+ 6.04% |
$1.62K - $1.96K
|
632
$36.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
28+ 0.38% |
$1.26K - $1.52K
|
7.36K
$424K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
28+ 0.24% |
$1.26K - $1.52K
|
11.7K
$673K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
27+ 0.4% |
$1.21K - $1.47K
|
6.77K
$390K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
26+ 0.01% |
$1.17K - $1.41K
|
191K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
25+ 0.3% |
$1.12K - $1.36K
|
8.36K
$482K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
24New |
$1.08K - $1.31K
|
24
$1.38K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
24+ 38.1% |
$1.08K - $1.31K
|
87
$5.02K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
22+ 0.37% |
$988 - $1.2K
|
5.96K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
20+ 0.38% |
$898 - $1.09K
|
5.35K
$309K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16+ 1.34% |
$718 - $870
|
1.21K
$69.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
12+ 15.79% |
$539 - $653
|
88
$5.07K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 0.29% |
$404 - $489
|
3.16K
$182K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$269 - $326
|
6
$346
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5+ 0.41% |
$224 - $272
|
1.24K
$71.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5New |
$224 - $272
|
5
$288
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
4New |
$180 - $218
|
4
$231
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.1% |
$180 - $218
|
4.21K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4+ 0.08% |
$180 - $218
|
4.81K
$277K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4+ 0.08% |
$180 - $218
|
5.06K
$292K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.47% |
$135 - $163
|
636
$36.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
3+ 0.02% |
$135 - $163
|
16.1K
$929K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3+ 0.04% |
$135 - $163
|
6.73K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 0.03% |
$89.8 - $109
|
6.99K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$89.8 - $109
|
13.1K
$755K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.39% |
$89.8 - $109
|
509
$29.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1New |
$44.9 - $54.4
|
1
$57.7
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.06% |
$44.9 - $54.4
|
1.7K
$98.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1New |
$44.9 - $54.4
|
1
$57.7
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.87% |
$44.9 - $54.4
|
116
$6.69K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1- 50.0% |
$44.9 - $54.4
|
1
$57.7
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1- 0.01% |
$44.9 - $54.4
|
7.97K
$460K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-4- 2.56% |
$180 - $218
|
152
$8.76K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-7- 0.18% |
$314 - $381
|
3.99K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-11- 11.83% |
$494 - $598
|
82
$4.73K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-17- 0.19% |
$763 - $924
|
9.14K
$527K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-17- 0.11% |
$763 - $924
|
15.6K
$899K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-19- 0.23% |
$853 - $1.03K
|
8.07K
$465K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-21- 0.53% |
$943 - $1.14K
|
3.92K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-22- 6.38% |
$988 - $1.2K
|
323
$18.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-23- 0.41% |
$1.03K - $1.25K
|
5.57K
$321K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-24- 0.15% |
$1.08K - $1.31K
|
16K
$924K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-25- 0.09% |
$1.12K - $1.36K
|
27.8K
$1.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-26- 0.13% |
$1.17K - $1.41K
|
20.1K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-27- 90.0% |
$1.21K - $1.47K
|
3
$173
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-30- 0.05% |
$1.35K - $1.63K
|
62.6K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 12.09% |
$1.48K - $1.79K
|
240
$13.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-38- 0.28% |
$1.71K - $2.07K
|
13.3K
$768K
|