Purchases and Sales Made in Q3 2023 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.79M+ 2316.36% |
$120M - $133M
|
2.91M
$160M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.68M+ 2.88% |
$72.5M - $80.1M
|
59.9M
$3.29B
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
582K+ 28.92% |
$25.2M - $27.8M
|
2.6M
$143M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
545KNew |
$23.5M - $26M
|
545K
$29.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
404K+ 530.61% |
$17.5M - $19.3M
|
480K
$26.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
366KNew |
$15.8M - $17.5M
|
366K
$20.1M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
305K+ 15.38% |
$13.2M - $14.6M
|
2.29M
$126M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
293K+ 49169.58% |
$12.6M - $14M
|
293K
$16.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
273K+ 31.94% |
$11.8M - $13.1M
|
1.13M
$62M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
237K+ 420.72% |
$10.2M - $11.3M
|
293K
$16.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
215KNew |
$9.27M - $10.3M
|
215K
$11.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
175K+ 16.19% |
$7.57M - $8.37M
|
1.26M
$69M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
151KNew |
$6.53M - $7.22M
|
151K
$8.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 1.39% |
$6.16M - $6.82M
|
10.4M
$573M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
139K+ 425.56% |
$5.99M - $6.62M
|
171K
$9.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
131KNew |
$5.65M - $6.25M
|
131K
$7.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
116K+ 539.06% |
$5.03M - $5.56M
|
138K
$7.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
111K+ 14.97% |
$4.78M - $5.29M
|
850K
$46.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
110KNew |
$4.77M - $5.28M
|
110K
$6.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
101KNew |
$4.35M - $4.81M
|
101K
$5.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
94.7K+ 1.73% |
$4.09M - $4.52M
|
5.55M
$305M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.8K+ 3.45% |
$3.8M - $4.2M
|
2.63M
$145M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
84.1KNew |
$3.64M - $4.02M
|
84.1K
$4.62M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
81.5KNew |
$3.52M - $3.9M
|
81.5K
$4.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
80.1K+ 6.34% |
$3.46M - $3.83M
|
1.34M
$73.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
74.9K+ 162.44% |
$3.24M - $3.58M
|
121K
$6.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
74.9K+ 225.19% |
$3.24M - $3.58M
|
108K
$5.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
66.1KNew |
$2.86M - $3.16M
|
66.1K
$3.63M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
65.1K+ 5.05% |
$2.82M - $3.11M
|
1.36M
$74.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
64.3K+ 71.08% |
$2.78M - $3.07M
|
155K
$8.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
62.2KNew |
$2.69M - $2.97M
|
62.2K
$3.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
60.3K+ 78.93% |
$2.61M - $2.88M
|
137K
$7.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
58.5KNew |
$2.53M - $2.8M
|
58.5K
$3.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
56K+ 31.39% |
$2.42M - $2.67M
|
234K
$12.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
53K+ 4.4% |
$2.29M - $2.53M
|
1.26M
$69M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51.3K+ 44.77% |
$2.22M - $2.45M
|
166K
$9.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
49.5K+ 866.3% |
$2.14M - $2.37M
|
55.2K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.3KNew |
$2.09M - $2.31M
|
48.3K
$2.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
47.3KNew |
$2.04M - $2.26M
|
47.3K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
47K+ 9926.43% |
$2.03M - $2.24M
|
47.4K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
45.7K+ 30.42% |
$1.98M - $2.19M
|
196K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43.8KNew |
$1.9M - $2.1M
|
43.8K
$2.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
42.8KNew |
$1.85M - $2.05M
|
42.8K
$2.35M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.2K+ 13.77% |
$1.78M - $1.97M
|
341K
$18.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
41.2K+ 10.85% |
$1.78M - $1.97M
|
421K
$23.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
41.1KNew |
$1.78M - $1.96M
|
41.1K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
38.8K+ 43.77% |
$1.68M - $1.85M
|
127K
$7M
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
38.2K+ 12.87% |
$1.65M - $1.82M
|
335K
$18.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
37.4K+ 9.51% |
$1.62M - $1.79M
|
430K
$23.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.4K+ 305.25% |
$1.57M - $1.74M
|
48.3K
$2.65M
|