Purchases and Sales Made in Q3 2024 in Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q3 2024. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S SPDR PORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
169+ 1.7% |
$9.78K - $11K
|
10.1K
$634K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
165+ 2.73% |
$9.55K - $10.7K
|
6.21K
$390K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
164+ 0.17% |
$9.49K - $10.6K
|
94.2K
$5.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
137New |
$7.93K - $8.89K
|
137
$8.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107+ 1.08% |
$6.19K - $6.95K
|
10K
$628K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
99+ 9.83% |
$5.73K - $6.43K
|
1.11K
$69.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
90+ 0.02% |
$5.21K - $5.84K
|
380K
$23.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
71+ 0.19% |
$4.11K - $4.61K
|
37.4K
$2.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
70+ 0.44% |
$4.05K - $4.54K
|
16.1K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
66New |
$3.82K - $4.28K
|
66
$4.14K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
46New |
$2.66K - $2.99K
|
46
$2.89K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 81.25% |
$2.26K - $2.53K
|
87
$5.46K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
36New |
$2.08K - $2.34K
|
36
$2.26K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30+ 6.02% |
$1.74K - $1.95K
|
528
$33.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20+ 0.68% |
$1.16K - $1.3K
|
2.95K
$185K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
16+ 15.38% |
$926 - $1.04K
|
120
$7.53K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 18.18% |
$579 - $649
|
65
$4.08K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.02% |
$174 - $195
|
13.2K
$826K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.03% |
$57.9 - $64.9
|
3.55K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$57.9 - $64.9
|
30.8K
$1.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1- 0.07% |
$57.9 - $64.9
|
1.42K
$89K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-9- 0.04% |
$521 - $584
|
22.4K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-64- 0.93% |
$3.7K - $4.15K
|
6.78K
$426K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-68- 2.55% |
$3.93K - $4.41K
|
2.6K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-98- 2.02% |
$5.67K - $6.36K
|
4.75K
$298K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-130- 54.17% |
$7.52K - $8.44K
|
110
$6.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-159- 3.59% |
$9.2K - $10.3K
|
4.26K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-200- 35.15% |
$11.6K - $13K
|
369
$23.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-209- 4.67% |
$12.1K - $13.6K
|
4.26K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-447- 4.09% |
$25.9K - $29K
|
10.5K
$658K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-491- 4.8% |
$28.4K - $31.9K
|
9.74K
$611K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-509- 1.0% |
$29.4K - $33K
|
50.5K
$3.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-730- 5.29% |
$42.2K - $47.4K
|
13.1K
$821K
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-760- 2.11% |
$44K - $49.3K
|
35.2K
$2.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-913- 2.32% |
$52.8K - $59.3K
|
38.4K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-913- 22.4% |
$52.8K - $59.3K
|
3.16K
$199K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-996- 8.73% |
$57.6K - $64.7K
|
10.4K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.38K- 12.03% |
$79.7K - $89.5K
|
10.1K
$633K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-1.53K- 3.99% |
$88.5K - $99.3K
|
36.8K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-2.69K- 45.37% |
$156K - $175K
|
3.24K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.19K- 12.96% |
$185K - $207K
|
21.4K
$1.34M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.52K- 6.03% |
$262K - $294K
|
70.5K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.74K- 10.7% |
$564K - $633K
|
81.3K
$5.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 2.38% |
$590K - $662K
|
418K
$26.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.7K- 23.35% |
$621K - $697K
|
35.3K
$2.21M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-13.1K- 10.79% |
$761K - $854K
|
109K
$6.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.1K- 1.76% |
$871K - $978K
|
843K
$52.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.7K- 7.65% |
$1.02M - $1.15M
|
214K
$13.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.6K- 16.29% |
$1.07M - $1.21M
|
95.5K
$5.99M
|