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 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-101K- 71.63% |
$4.55M - $5.51M
|
40.2K
$2.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-156K- 25.03% |
$7.01M - $8.49M
|
468K
$26.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-163K- 41.98% |
$7.3M - $8.84M
|
225K
$12.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-165K- 19.72% |
$7.43M - $9M
|
674K
$37.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-167K- 80.67% |
$7.5M - $9.09M
|
40K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-186K- 13.13% |
$8.35M - $10.1M
|
1.23M
$69.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-238K- 97.72% |
$10.7M - $13M
|
5.55K
$312K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-245K- 91.53% |
$11M - $13.3M
|
22.7K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-273K- 23.35% |
$12.3M - $14.9M
|
897K
$50.5M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-423K- 50.0% |
$19M - $23M
|
423K
$23.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-430K- 3.28% |
$19.3M - $23.4M
|
12.7M
$713M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-532K- 37.09% |
$23.9M - $29M
|
903K
$50.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.32M- 69.66% |
$59.4M - $71.9M
|
576K
$32.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.63M- 30.63% |
$73.4M - $88.9M
|
3.7M
$208M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.89M- 28.67% |
$84.7M - $103M
|
4.69M
$264M
|
|