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 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
89K+ 86.42% |
$4.94M - $5.17M
|
192K
$10.8M
|
|
|
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 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 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.73K+ 50.16% |
$373K - $390K
|
20.1K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.14K+ 6.45% |
$341K - $357K
|
101K
$5.71M
|
|
|
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 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 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
3.01K+ 2.43% |
$167K - $174K
|
127K
$7.12M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.74K+ 3.43% |
$152K - $159K
|
82.8K
$4.66M
|
|
|
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 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 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.4K+ 6.06% |
$77.3K - $81K
|
24.4K
$1.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.3K+ 24.37% |
$71.9K - $75.3K
|
6.62K
$372K
|
|
|
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
|
- |
851New |
$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 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 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 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
290+ 1.97% |
$16.1K - $16.8K
|
15K
$845K
|
|
|
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
|
- |
204New |
$11.3K - $11.8K
|
204
$11.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
191New |
$10.6K - $11.1K
|
191
$10.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
182+ 51.7% |
$10.1K - $10.6K
|
534
$30K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
175+ 0.33% |
$9.7K - $10.2K
|
53.9K
$3.04M
|
|