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 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.7K+ 2.17% |
$381K - $411K
|
362K
$19.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.54K+ 4.72% |
$374K - $403K
|
167K
$9.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.38K+ 17.03% |
$366K - $394K
|
50.7K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
7.21KNew |
$357K - $385K
|
7.21K
$396K
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6.95K+ 3.81% |
$344K - $371K
|
189K
$10.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.84KNew |
$339K - $365K
|
6.84K
$376K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.31K+ 5.78% |
$313K - $337K
|
116K
$6.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
6.29KNew |
$312K - $336K
|
6.29K
$346K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
6K+ 400.0% |
$297K - $320K
|
7.5K
$412K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
5.9K+ 5.24% |
$292K - $315K
|
119K
$6.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.84KNew |
$289K - $312K
|
5.84K
$321K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.83KNew |
$289K - $311K
|
5.83K
$320K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.82K+ 4.86% |
$288K - $311K
|
126K
$6.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.62KNew |
$278K - $300K
|
5.62K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.34K+ 3.84% |
$264K - $285K
|
144K
$7.92M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.33K+ 134.5% |
$264K - $285K
|
9.3K
$511K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.26K+ 2.58% |
$260K - $281K
|
209K
$11.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
5.24KNew |
$260K - $280K
|
5.24K
$288K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
5.16KNew |
$256K - $275K
|
5.16K
$283K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
5.04K+ 3.74% |
$250K - $269K
|
140K
$7.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
4.88K+ 11.57% |
$242K - $260K
|
47K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.82KNew |
$239K - $257K
|
4.82K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.62K+ 270.16% |
$229K - $247K
|
6.33K
$348K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.61KNew |
$229K - $246K
|
4.61K
$253K
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.44K+ 3.84% |
$220K - $237K
|
120K
$6.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
4.38KNew |
$217K - $234K
|
4.38K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.32KNew |
$214K - $231K
|
4.32K
$238K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.31K+ 6330.88% |
$213K - $230K
|
4.37K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.31K+ 1.56% |
$213K - $230K
|
281K
$15.4M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.28K+ 20.85% |
$212K - $229K
|
24.8K
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.27K+ 11.08% |
$211K - $228K
|
42.8K
$2.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.21KNew |
$209K - $225K
|
4.21K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.11KNew |
$203K - $219K
|
4.11K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.02K+ 67.22% |
$199K - $215K
|
10K
$550K
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
3.95K+ 7.05% |
$196K - $211K
|
60K
$3.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.93KNew |
$195K - $210K
|
3.93K
$216K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.93K+ 6.74% |
$194K - $210K
|
62.1K
$3.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.9K+ 18.02% |
$193K - $208K
|
25.6K
$1.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.9K+ 2.07% |
$193K - $208K
|
192K
$10.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.85KNew |
$191K - $206K
|
3.85K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.85K+ 15.34% |
$191K - $206K
|
29K
$1.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.75K+ 2.85% |
$186K - $200K
|
135K
$7.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.71K+ 3.22% |
$184K - $198K
|
119K
$6.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.64K+ 3.53% |
$180K - $194K
|
107K
$5.87M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3.37K+ 19.83% |
$167K - $180K
|
20.4K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.34K+ 17.6% |
$166K - $178K
|
22.3K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.33K+ 1029.41% |
$165K - $178K
|
3.65K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.32K+ 4.96% |
$164K - $177K
|
70.2K
$3.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.28K+ 21.77% |
$162K - $175K
|
18.3K
$1.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.22K+ 9.68% |
$160K - $172K
|
36.5K
$2.01M
|