Purchases and Sales Made in Q1 2024 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
14.5MNew |
$685M - $775M
|
14.5M
$798M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.92M+ 6.29% |
$185M - $209M
|
66.2M
$3.64B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.17M+ 405.68% |
$55.4M - $62.7M
|
1.46M
$80.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08M+ 53.46% |
$50.8M - $57.4M
|
3.09M
$170M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
476K+ 15148.9% |
$22.5M - $25.4M
|
480K
$26.3M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
474KNew |
$22.3M - $25.3M
|
474K
$26M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
463K+ 10.67% |
$21.8M - $24.7M
|
4.81M
$264M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
399K+ 452.74% |
$18.8M - $21.3M
|
487K
$26.8M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
348KNew |
$16.4M - $18.6M
|
348K
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
230K+ 499.94% |
$10.9M - $12.3M
|
276K
$15.2M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
197K+ 64.0% |
$9.27M - $10.5M
|
504K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
184K+ 6.35% |
$8.7M - $9.84M
|
3.09M
$170M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
184K+ 6.35% |
$8.7M - $9.84M
|
3.09M
$170M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
181KNew |
$8.55M - $9.67M
|
181K
$9.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
181K+ 33.75% |
$8.54M - $9.66M
|
718K
$39.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
172K+ 454.51% |
$8.13M - $9.2M
|
210K
$11.6M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
169K+ 68.52% |
$7.96M - $9M
|
415K
$22.8M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
141K+ 242.93% |
$6.64M - $7.51M
|
199K
$10.9M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
137K+ 86.21% |
$6.46M - $7.31M
|
296K
$16.3M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
133K+ 92.63% |
$6.28M - $7.1M
|
277K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
129K+ 293.65% |
$6.09M - $6.89M
|
173K
$9.51M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
128KNew |
$6.02M - $6.81M
|
128K
$7.02M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
125K+ 16.0% |
$5.89M - $6.66M
|
905K
$49.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
124K+ 1.11% |
$5.86M - $6.63M
|
11.3M
$620M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
123KNew |
$5.79M - $6.55M
|
123K
$6.74M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
111K+ 227.96% |
$5.24M - $5.92M
|
160K
$8.78M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
109K+ 153.47% |
$5.15M - $5.83M
|
180K
$9.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
108K+ 7.48% |
$5.1M - $5.77M
|
1.56M
$85.4M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
100KNew |
$4.72M - $5.34M
|
100K
$5.5M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
97.7K+ 366.67% |
$4.61M - $5.21M
|
124K
$6.83M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
93.4K+ 426.72% |
$4.41M - $4.98M
|
115K
$6.34M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
92.2K+ 409.44% |
$4.35M - $4.92M
|
115K
$6.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89.6K+ 9.44% |
$4.23M - $4.78M
|
1.04M
$57.1M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
87.4K+ 1830.42% |
$4.12M - $4.66M
|
92.1K
$5.06M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
BUY
|
- |
83.1K+ 48.17% |
$3.92M - $4.43M
|
255K
$14M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
75.5K+ 805.3% |
$3.56M - $4.03M
|
84.9K
$4.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
74K+ 621.39% |
$3.49M - $3.95M
|
85.9K
$4.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
72.7K+ 31.3% |
$3.43M - $3.88M
|
305K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
72.5KNew |
$3.42M - $3.86M
|
72.5K
$3.98M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
65.3K+ 1.16% |
$3.08M - $3.48M
|
5.68M
$312M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57.6K+ 294.88% |
$2.72M - $3.07M
|
77.2K
$4.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
45.2KNew |
$2.13M - $2.41M
|
45.2K
$2.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
42.8K+ 9.72% |
$2.02M - $2.28M
|
483K
$26.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
42.2KNew |
$1.99M - $2.25M
|
42.2K
$2.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.4K+ 31.5% |
$1.95M - $2.21M
|
173K
$9.5M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
40.9KNew |
$1.93M - $2.18M
|
40.9K
$2.24M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
39.7K+ 21.47% |
$1.87M - $2.12M
|
225K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
37.4K+ 25.18% |
$1.77M - $2M
|
186K
$10.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
37.2K+ 139.91% |
$1.76M - $1.99M
|
63.8K
$3.51M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35.1K+ 6.73% |
$1.66M - $1.87M
|
557K
$30.6M
|