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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
35.1K+ 63.76% |
$1.65M - $1.87M
|
90.1K
$4.95M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.7K+ 25.64% |
$1.64M - $1.85M
|
170K
$9.36M
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
34K+ 113.86% |
$1.6M - $1.81M
|
63.8K
$3.51M
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
33.8K+ 13.54% |
$1.59M - $1.8M
|
284K
$15.6M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33.8K+ 26.42% |
$1.59M - $1.8M
|
162K
$8.88M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
32.9K+ 14.8% |
$1.55M - $1.75M
|
255K
$14M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
31.4K+ 1701.79% |
$1.48M - $1.68M
|
33.3K
$1.83M
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
30.5K+ 9.71% |
$1.44M - $1.63M
|
345K
$19M
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
25.5KNew |
$1.2M - $1.36M
|
25.5K
$1.4M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
23.9K+ 7.37% |
$1.13M - $1.28M
|
348K
$19.1M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22.7K+ 19.85% |
$1.07M - $1.21M
|
137K
$7.52M
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
21.6K+ 91.31% |
$1.02M - $1.15M
|
45.2K
$2.49M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.6K+ 5.02% |
$971K - $1.1M
|
430K
$23.7M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.5KNew |
$966K - $1.09M
|
20.5K
$1.13M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.9K+ 10.65% |
$939K - $1.06M
|
207K
$11.4M
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18.7K+ 5.12% |
$882K - $997K
|
384K
$21.1M
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
17.5K+ 14.32% |
$823K - $931K
|
139K
$7.66M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
16.7K+ 44.29% |
$787K - $890K
|
54.3K
$2.99M
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
16.4K+ 7.29% |
$773K - $874K
|
241K
$13.3M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16.3K+ 381.5% |
$769K - $870K
|
20.6K
$1.13M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16K+ 4.72% |
$754K - $852K
|
354K
$19.5M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.1K+ 64.87% |
$710K - $803K
|
38.3K
$2.1M
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
14.4KNew |
$681K - $770K
|
14.4K
$794K
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
14.4K+ 40.03% |
$677K - $765K
|
50.2K
$2.76M
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14.2K+ 5.48% |
$669K - $756K
|
273K
$15M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.7K+ 25.52% |
$645K - $730K
|
67.3K
$3.7M
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
13.6KNew |
$643K - $727K
|
13.6K
$749K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.5K+ 14.87% |
$639K - $722K
|
105K
$5.75M
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
13.2KNew |
$624K - $705K
|
13.2K
$727K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
13.1K+ 2.49% |
$619K - $700K
|
541K
$29.8M
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13.1K+ 2.18% |
$616K - $697K
|
614K
$33.7M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.3K+ 8.45% |
$579K - $655K
|
158K
$8.66M
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
11.2K+ 34.4% |
$530K - $599K
|
43.9K
$2.41M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
11.2K+ 6.17% |
$529K - $598K
|
193K
$10.6M
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
11K+ 8.15% |
$521K - $589K
|
147K
$8.06M
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.3K+ 7.08% |
$484K - $547K
|
155K
$8.53M
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
10.1K+ 24.32% |
$475K - $537K
|
51.5K
$2.83M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.9K+ 77.56% |
$467K - $528K
|
22.7K
$1.25M
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
9.88K+ 23.51% |
$466K - $527K
|
51.9K
$2.85M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.97K+ 84.39% |
$423K - $478K
|
19.6K
$1.08M
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
8.32KNew |
$392K - $444K
|
8.32K
$457K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.28KNew |
$390K - $441K
|
8.28K
$455K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.06K+ 14.24% |
$380K - $430K
|
64.6K
$3.55M
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
8.06KNew |
$380K - $430K
|
8.06K
$443K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.92KNew |
$373K - $422K
|
7.92K
$435K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.7KNew |
$363K - $411K
|
7.7K
$423K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.7K+ 5.56% |
$363K - $410K
|
146K
$8.03M
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.65K+ 69.86% |
$361K - $408K
|
18.6K
$1.02M
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.62K+ 14.29% |
$359K - $406K
|
61K
$3.35M
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.57KNew |
$357K - $404K
|
7.57K
$416K
|