Purchases and Sales Made in Q4 2025 in Spdr Portfolio (SPMD)

SPMD Quotes by TradingView

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 22, 2026 Q4 2025
Carnegie Capital Asset Management, LLC

BUY
 -
3.42K
+ 2.67%
$190K - $199K
132K $7.41M
Jan 28, 2026 Q4 2025
Citizens & Northern Corp

BUY
 -
3.26K
+ 1.4%
$181K - $189K
236K $13.3M
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 28, 2026 Q4 2025
Chicago Partners Investment Group LLC

BUY
 -
2.73K
+ 2.24%
$151K - $159K
125K $7.03M
Jan 20, 2026 Q4 2025
Rainier Family Wealth Inc

Tacoma, WA
BUY
 -
2.63K
+ 9.45%
$146K - $153K
30.4K $1.71M
Jan 27, 2026 Q4 2025
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
2.59K
+ 6.85%
$144K - $150K
40.4K $2.27M
Jan 28, 2026 Q4 2025
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
1.89K
+ 41.29%
$105K - $109K
6.45K $363K
Jan 08, 2026 Q4 2025
Peterson Wealth Advisors, LLC

BUY
 -
1.87K
+ 0.25%
$104K - $108K
736K $41.4M
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 28, 2026 Q4 2025
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
1.22K
+ 2.31%
$67.4K - $70.5K
53.8K $3.03M
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
Jan 08, 2026 Q4 2025
Tompkins Financial Corp

BUY
 -
851
New
$47.2K - $49.4K
851 $47.9K
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
712
+ 8.2%
$39.5K - $41.3K
9.4K $529K
Jan 13, 2026 Q4 2025
21 West Wealth Management LLC

Tustin, CA
BUY
 -
700
+ 1.64%
$38.8K - $40.6K
43.4K $2.44M
Jan 20, 2026 Q4 2025
October Effect LTD

Virginia Beach, VA
BUY
 -
676
+ 17.73%
$37.5K - $39.2K
4.49K $253K
Jan 26, 2026 Q4 2025
Latitude Advisors, LLC

BUY
 -
674
+ 14.86%
$37.4K - $39.1K
5.21K $293K
Jan 27, 2026 Q4 2025
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
654
+ 4.66%
$36.3K - $38K
14.7K $827K
Jan 23, 2026 Q4 2025
Optima Capital LLC

Portland, OR
BUY
 -
572
New
$31.7K - $33.2K
572 $32.2K
Jan 12, 2026 Q4 2025
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
564
+ 3.17%
$31.3K - $32.7K
18.3K $1.03M
Jan 15, 2026 Q4 2025
Shum Financial Group, Inc.

Alameda, CA
BUY
 -
508
+ 1.08%
$28.2K - $29.5K
47.3K $2.66M
Jan 15, 2026 Q4 2025
Range Financial Group LLC

BUY
 -
506
+ 1.04%
$28.1K - $29.4K
49.3K $2.77M
Jan 14, 2026 Q4 2025
Barnes Dennig Private Wealth Management LLC

Cincinnati, OH
BUY
 -
494
+ 149.7%
$27.4K - $28.7K
824 $46.4K
Jan 27, 2026 Q4 2025
Pfg Advisors

BUY
 -
459
+ 3.92%
$25.4K - $26.6K
12.2K $684K
Jan 28, 2026 Q4 2025
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
433
+ 2.83%
$24K - $25.1K
15.7K $886K
Jan 13, 2026 Q4 2025
Butensky & Cohen Financial Security, Inc

BUY
 -
428
+ 2.23%
$23.7K - $24.8K
19.6K $1.1M
Jan 12, 2026 Q4 2025
Thompson Davis & Co., Inc.

BUY
 -
425
+ 6.12%
$23.6K - $24.7K
7.38K $415K
Jan 12, 2026 Q4 2025
Spinnaker Investment Group, LLC

BUY
 -
397
+ 6.65%
$22K - $23K
6.37K $358K
Jan 26, 2026 Q4 2025
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
354
+ 1.22%
$19.6K - $20.5K
29.4K $1.65M
Jan 21, 2026 Q4 2025
Apella Capital, LLC

BUY
 -
350
+ 4.69%
$19.4K - $20.3K
7.81K $440K
Jan 26, 2026 Q4 2025
River Street Advisors LLC

Aurora, IL
BUY
 -
340
+ 2.12%
$18.8K - $19.7K
16.3K $920K
Jan 12, 2026 Q4 2025
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
290
+ 1.97%
$16.1K - $16.8K
15K $845K
Jan 28, 2026 Q4 2025
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
275
+ 3.83%
$15.2K - $16K
7.45K $419K
Jan 20, 2026 Q4 2025
Lockerman Financial Group, Inc.

BUY
 -
271
+ 3.17%
$15K - $15.7K
8.83K $497K
Jan 08, 2026 Q4 2025
Capital Cs Group, LLC

BUY
 -
256
+ 6.04%
$14.2K - $14.9K
4.5K $253K
Jan 13, 2026 Q4 2025
Team Financial Group, LLC

Temecula, CA
BUY
 -
237
+ 14.5%
$13.1K - $13.8K
1.87K $105K
Jan 08, 2026 Q4 2025
Maridea Wealth Management LLC

Brooklyn, NY
BUY
 -
229
+ 1.94%
$12.7K - $13.3K
12K $678K
Jan 14, 2026 Q4 2025
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
207
+ 0.8%
$11.5K - $12K
26.2K $1.47M
Jan 15, 2026 Q4 2025
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
204
New
$11.3K - $11.8K
204 $11.5K
Jan 21, 2026 Q4 2025
Stone House Investment Management, LLC

BUY
 -
197
+ 58.28%
$10.9K - $11.4K
535 $30.1K

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