Purchases and Sales Made in Q4 2025 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
744K+ 1293.15% |
$41.2M - $43.2M
|
801K
$45.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
89K+ 86.42% |
$4.94M - $5.17M
|
192K
$10.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
83.7K+ 14.29% |
$4.64M - $4.86M
|
670K
$37.7M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
51.9K+ 7.5% |
$2.88M - $3.01M
|
744K
$41.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
50.9K+ 4.79% |
$2.82M - $2.96M
|
1.11M
$62.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
39.8K+ 57.36% |
$2.21M - $2.31M
|
109K
$6.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
27.5K+ 206.59% |
$1.52M - $1.6M
|
40.8K
$2.29M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.1K+ 10.49% |
$1.45M - $1.51M
|
275K
$15.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
20.1KNew |
$1.12M - $1.17M
|
20.1K
$1.13M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.6K+ 8.21% |
$918K - $962K
|
218K
$12.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
15K+ 13.94% |
$832K - $871K
|
123K
$6.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14.6K+ 41.73% |
$808K - $846K
|
49.5K
$2.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
14.2K+ 3.26% |
$790K - $827K
|
452K
$25.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 6.58% |
$658K - $689K
|
192K
$10.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.5K+ 6.47% |
$583K - $610K
|
173K
$9.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
10.2K+ 21.75% |
$567K - $593K
|
57.2K
$3.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
9.13K+ 22.52% |
$506K - $530K
|
49.6K
$2.79M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7.83K+ 13.9% |
$434K - $455K
|
64.2K
$3.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.91K+ 22.03% |
$383K - $401K
|
38.3K
$2.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.73K+ 50.16% |
$373K - $390K
|
20.1K
$1.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.3K+ 7.91% |
$349K - $365K
|
85.9K
$4.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.14K+ 6.45% |
$341K - $357K
|
101K
$5.71M
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
5.84K+ 24.1% |
$324K - $339K
|
30.1K
$1.69M
|
|
|
Jan 21, 2026
Q4 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
5.56K+ 7.18% |
$308K - $323K
|
83K
$4.67M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4.95KNew |
$274K - $287K
|
4.95K
$278K
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
4.48KNew |
$249K - $260K
|
4.48K
$252K
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
4.23KNew |
$234K - $245K
|
4.23K
$238K
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
3.88K+ 10.33% |
$215K - $225K
|
41.5K
$2.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.61KNew |
$200K - $210K
|
3.61K
$203K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.55K+ 1.57% |
$197K - $206K
|
230K
$12.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.54K+ 8.43% |
$196K - $205K
|
45.5K
$2.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.52KNew |
$195K - $204K
|
3.52K
$198K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.52KNew |
$195K - $204K
|
3.52K
$198K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.42K+ 2.67% |
$190K - $199K
|
132K
$7.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
3.01K+ 2.43% |
$167K - $174K
|
127K
$7.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.96K+ 6.28% |
$164K - $172K
|
50.1K
$2.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.74K+ 3.43% |
$152K - $159K
|
82.8K
$4.66M
|
|
|
Jan 20, 2026
Q4 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
2.63K+ 9.45% |
$146K - $153K
|
30.4K
$1.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 0.25% |
$104K - $108K
|
736K
$41.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.75K+ 14.92% |
$97K - $102K
|
13.5K
$758K
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.73K+ 8.21% |
$95.7K - $100K
|
22.7K
$1.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.71K+ 10.64% |
$94.7K - $99.1K
|
17.8K
$999K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.67K+ 3.09% |
$92.6K - $97K
|
55.8K
$3.14M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 3.41% |
$88.6K - $92.8K
|
48.4K
$2.73M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.4K+ 6.06% |
$77.3K - $81K
|
24.4K
$1.37M
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.39K+ 5.29% |
$76.8K - $80.4K
|
27.6K
$1.55M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.3K+ 24.37% |
$71.9K - $75.3K
|
6.62K
$372K
|
|
|
Jan 23, 2026
Q4 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.05K+ 7.32% |
$58.4K - $61.1K
|
15.4K
$868K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.01K+ 2.05% |
$56.1K - $58.7K
|
50.3K
$2.83M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
894+ 8.74% |
$49.6K - $51.9K
|
11.1K
$626K
|
|