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 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-130K- 27.49% |
$6.45M - $6.95M
|
343K
$18.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-133K- 48.09% |
$6.6M - $7.11M
|
144K
$7.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-208K- 54.14% |
$10.3M - $11.1M
|
176K
$9.28M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-217K- 9.74% |
$10.8M - $11.6M
|
2.01M
$106M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-281K- 81.47% |
$13.9M - $15M
|
63.9K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.06M- 72.73% |
$52.8M - $56.9M
|
399K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.08M- 34.84% |
$53.3M - $57.5M
|
2.01M
$106M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.08M- 34.84% |
$53.3M - $57.5M
|
2.01M
$106M
|