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 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-40- 4.41% |
$1.8K - $2.18K
|
868
$50K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-40- 0.21% |
$1.8K - $2.18K
|
19.5K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-42- 1.07% |
$1.89K - $2.28K
|
3.87K
$223K
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-47- 1.14% |
$2.11K - $2.56K
|
4.06K
$234K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-49- 0.96% |
$2.2K - $2.66K
|
5.06K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-50- 0.36% |
$2.24K - $2.72K
|
13.8K
$793K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-50- 0.47% |
$2.24K - $2.72K
|
10.6K
$613K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-50- 2.8% |
$2.24K - $2.72K
|
1.74K
$100K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-55- 0.6% |
$2.47K - $2.99K
|
9.09K
$524K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-58- 1.47% |
$2.6K - $3.15K
|
3.88K
$224K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-59- 1.82% |
$2.65K - $3.21K
|
3.19K
$184K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-65- 0.1% |
$2.92K - $3.53K
|
62K
$3.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-67- 0.46% |
$3.01K - $3.64K
|
14.5K
$837K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-71- 0.39% |
$3.19K - $3.86K
|
17.9K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-75- 1.6% |
$3.37K - $4.08K
|
4.6K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-80- 1.06% |
$3.59K - $4.35K
|
7.44K
$429K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-85- 0.59% |
$3.82K - $4.62K
|
14.3K
$823K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-93- 0.6% |
$4.17K - $5.06K
|
15.4K
$886K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-97- 1.79% |
$4.35K - $5.27K
|
5.32K
$307K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-101- 0.64% |
$4.53K - $5.49K
|
15.7K
$907K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-102- 0.35% |
$4.58K - $5.55K
|
29.4K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-106- 1.13% |
$4.76K - $5.76K
|
9.3K
$536K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-115- 2.55% |
$5.16K - $6.25K
|
4.4K
$254K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-126- 1.39% |
$5.66K - $6.85K
|
8.91K
$514K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-129- 1.14% |
$5.79K - $7.02K
|
11.2K
$645K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-135- 3.24% |
$6.06K - $7.34K
|
4.03K
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-136- 1.59% |
$6.11K - $7.4K
|
8.4K
$484K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-139- 0.71% |
$6.24K - $7.56K
|
19.5K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-141- 2.29% |
$6.33K - $7.67K
|
6.01K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-149- 5.09% |
$6.69K - $8.1K
|
2.78K
$160K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-152- 1.19% |
$6.82K - $8.27K
|
12.6K
$729K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-169- 3.02% |
$7.59K - $9.19K
|
5.43K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-181- 2.62% |
$8.13K - $9.84K
|
6.74K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-182- 4.33% |
$8.17K - $9.9K
|
4.02K
$232K
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-194- 1.27% |
$8.71K - $10.5K
|
15.1K
$873K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-205- 78.85% |
$9.2K - $11.1K
|
55
$3.17K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-209- 1.56% |
$9.38K - $11.4K
|
13.2K
$763K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-219- 92.02% |
$9.83K - $11.9K
|
19
$1.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-220- 1.44% |
$9.88K - $12K
|
15.1K
$870K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-222- 0.36% |
$9.97K - $12.1K
|
62K
$3.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-243- 1.99% |
$10.9K - $13.2K
|
12K
$691K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-256- 1.29% |
$11.5K - $13.9K
|
19.6K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-266- 2.11% |
$11.9K - $14.5K
|
12.4K
$713K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-266- 0.22% |
$11.9K - $14.5K
|
120K
$6.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-269- 3.63% |
$12.1K - $14.6K
|
7.13K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-271- 2.57% |
$12.2K - $14.7K
|
10.3K
$591K
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-283- 1.03% |
$12.7K - $15.4K
|
27.1K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-289- 56.23% |
$13K - $15.7K
|
225
$13K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-291- 3.23% |
$13.1K - $15.8K
|
8.73K
$503K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-302- 3.81% |
$13.6K - $16.4K
|
7.62K
$439K
|