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 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.3K- 2.9% |
$109K - $123K
|
77K
$4.23M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.34K- 17.37% |
$110K - $125K
|
11.1K
$611K
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-2.38K- 4.16% |
$112K - $127K
|
54.7K
$3.01M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.51K- 38.79% |
$119K - $134K
|
3.97K
$218K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.52K- 7.5% |
$119K - $134K
|
31K
$1.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2.76K- 6.34% |
$130K - $147K
|
40.7K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.81K- 8.22% |
$133K - $150K
|
31.4K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.83K- 34.3% |
$133K - $151K
|
5.42K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.97K- 2.21% |
$140K - $159K
|
132K
$7.23M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.09K- 14.28% |
$146K - $165K
|
18.6K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.27K- 91.05% |
$154K - $174K
|
321
$17.6K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.5K- 40.38% |
$165K - $187K
|
5.17K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-3.52K- 8.27% |
$166K - $187K
|
39K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-3.53K- 12.03% |
$166K - $188K
|
25.8K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.91K- 20.8% |
$184K - $208K
|
14.9K
$818K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.14K- 16.58% |
$195K - $221K
|
20.8K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.41K- 0.77% |
$208K - $235K
|
572K
$31.4M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.49K- 2.68% |
$212K - $239K
|
163K
$8.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-4.62K- 10.65% |
$218K - $246K
|
38.7K
$2.13M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-4.67K- 7.91% |
$220K - $249K
|
54.4K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.71K- 9.54% |
$222K - $251K
|
44.6K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.71K- 11.28% |
$222K - $251K
|
37K
$2.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.74K- 98.63% |
$223K - $253K
|
66
$3.63K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-5.02K- 25.02% |
$237K - $268K
|
15.1K
$827K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.12K- 3.01% |
$242K - $273K
|
165K
$9.07M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.27K- 23.37% |
$249K - $281K
|
17.3K
$950K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.5K- 33.69% |
$259K - $293K
|
10.8K
$595K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.57K- 38.89% |
$263K - $297K
|
8.75K
$481K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-5.71K- 2.81% |
$269K - $305K
|
198K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.72K- 4.49% |
$270K - $305K
|
122K
$6.68M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.42K- 1.85% |
$303K - $343K
|
341K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.95K- 11.59% |
$328K - $370K
|
53K
$2.91M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-7.66K- 65.63% |
$361K - $409K
|
4.01K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.8K- 5.31% |
$368K - $416K
|
139K
$7.63M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-7.9K- 40.81% |
$373K - $421K
|
11.5K
$630K
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-7.93K- 7.06% |
$374K - $423K
|
104K
$5.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-9K- 13.51% |
$425K - $480K
|
57.7K
$3.17M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.03K- 1.57% |
$426K - $482K
|
567K
$31.1M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.69K- 26.18% |
$457K - $517K
|
27.3K
$1.5M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10.2K- 4.92% |
$481K - $544K
|
197K
$10.8M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-12.1K- 1.74% |
$570K - $645K
|
681K
$37.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-12.6K- 6.92% |
$596K - $674K
|
170K
$9.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-12.8K- 19.01% |
$604K - $683K
|
54.6K
$3M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-13.6K- 20.01% |
$640K - $723K
|
54.2K
$2.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-15.2K- 8.57% |
$719K - $813K
|
163K
$8.94M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-16.1K- 10.47% |
$761K - $860K
|
138K
$7.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.5K- 1.42% |
$777K - $879K
|
1.14M
$62.9M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-16.6K- 15.96% |
$783K - $885K
|
87.3K
$4.8M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-16.7K- 8.24% |
$789K - $893K
|
186K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-16.9K- 40.5% |
$797K - $901K
|
24.8K
$1.36M
|