Purchases and Sales Made in Q2 2024 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.58M+ 5.41% |
$177M - $191M
|
69.8M
$3.83B
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.74M+ 11.95% |
$86M - $92.7M
|
16.3M
$893M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.47MNew |
$73M - $78.7M
|
1.47M
$80.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.08M+ 9.53% |
$53.3M - $57.5M
|
12.4M
$679M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
785KNew |
$38.9M - $41.9M
|
785K
$43.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
652K+ 102.14% |
$32.3M - $34.8M
|
1.29M
$70.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
403K+ 698.33% |
$19.9M - $21.5M
|
460K
$25.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
390K+ 79.96% |
$19.3M - $20.8M
|
877K
$48.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
309K+ 6.43% |
$15.3M - $16.5M
|
5.11M
$281M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
209KNew |
$10.4M - $11.2M
|
209K
$11.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
168KNew |
$8.31M - $8.96M
|
168K
$9.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
159K+ 17.52% |
$7.85M - $8.46M
|
1.06M
$58.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
119K+ 10.36% |
$5.88M - $6.33M
|
1.26M
$69.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
107K+ 14.86% |
$5.29M - $5.7M
|
825K
$45.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
97.4K+ 52.32% |
$4.82M - $5.2M
|
284K
$15.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
85.4K+ 110.71% |
$4.23M - $4.56M
|
163K
$8.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
75KNew |
$3.72M - $4M
|
75K
$4.12M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
72.7K+ 2.85% |
$3.6M - $3.88M
|
2.63M
$144M
|
|
|
Aug 15, 2024
Q2 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
72.1KNew |
$3.57M - $3.85M
|
72.1K
$3.96M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
69.9KNew |
$3.46M - $3.73M
|
69.9K
$3.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
69.5K+ 1344.82% |
$3.44M - $3.71M
|
74.7K
$4.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
68.4K+ 14.18% |
$3.39M - $3.65M
|
551K
$30.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
64.3K+ 13.4% |
$3.18M - $3.43M
|
544K
$29.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
59.9KNew |
$2.97M - $3.2M
|
59.9K
$3.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
54.5K+ 10.07% |
$2.7M - $2.91M
|
596K
$32.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
50.2K+ 22.34% |
$2.49M - $2.68M
|
275K
$15.1M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
48K+ 16.21% |
$2.38M - $2.56M
|
344K
$18.9M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.2K+ 21.96% |
$2.29M - $2.47M
|
257K
$14.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.3K+ 30.97% |
$2.24M - $2.42M
|
191K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
44.4KNew |
$2.2M - $2.37M
|
44.4K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
43.6K+ 15.39% |
$2.16M - $2.33M
|
327K
$18M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
41.7KNew |
$2.07M - $2.23M
|
41.7K
$2.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
37.6K+ 4.34% |
$1.86M - $2.01M
|
904K
$49.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
36.5K+ 43.03% |
$1.81M - $1.95M
|
121K
$6.67M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
36.3K+ 8.75% |
$1.8M - $1.94M
|
451K
$24.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
35.2K+ 64.73% |
$1.75M - $1.88M
|
89.7K
$4.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35K+ 474.18% |
$1.73M - $1.87M
|
42.3K
$2.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
32.8K+ 72.6% |
$1.63M - $1.75M
|
78.1K
$4.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
32.5K+ 6.45% |
$1.61M - $1.74M
|
536K
$29.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
31.7K+ 58.1% |
$1.57M - $1.69M
|
86.2K
$4.74M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.1K+ 3.34% |
$1.39M - $1.5M
|
868K
$47.7M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
26.5K+ 9.72% |
$1.31M - $1.42M
|
299K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
26.2KNew |
$1.3M - $1.4M
|
26.2K
$1.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
25.7KNew |
$1.27M - $1.37M
|
25.7K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.4K+ 3.78% |
$1.26M - $1.35M
|
697K
$38.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
25.3K+ 29.47% |
$1.25M - $1.35M
|
111K
$6.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24K+ 11.63% |
$1.19M - $1.28M
|
231K
$12.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.4K+ 0.39% |
$1.11M - $1.19M
|
5.7M
$313M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.4K+ 12.92% |
$1.11M - $1.19M
|
195K
$10.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
22.2K+ 8.7% |
$1.1M - $1.19M
|
278K
$15.3M
|