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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34.3K+ 7.16% |
$1.48M - $1.64M
|
514K
$28.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.3K+ 469.1% |
$1.48M - $1.64M
|
41.6K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33K+ 5.81% |
$1.43M - $1.58M
|
601K
$33M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
31.3K+ 64.83% |
$1.35M - $1.5M
|
79.6K
$4.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
31.2K+ 87.25% |
$1.35M - $1.49M
|
67K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.6K+ 10.32% |
$1.32M - $1.46M
|
327K
$18M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
29.3K+ 214.41% |
$1.27M - $1.4M
|
43K
$2.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
27.8K+ 12.52% |
$1.2M - $1.33M
|
250K
$13.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
26.5KNew |
$1.15M - $1.27M
|
26.5K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
25.1K+ 24.58% |
$1.08M - $1.2M
|
127K
$6.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21.9KNew |
$948K - $1.05M
|
21.9K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.8K+ 4.86% |
$943K - $1.04M
|
470K
$25.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
20.2KNew |
$873K - $965K
|
20.2K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
20K+ 3.0% |
$866K - $957K
|
688K
$37.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.8K+ 8.59% |
$856K - $946K
|
250K
$13.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
19.5K+ 11.51% |
$843K - $932K
|
189K
$10.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
19.4K+ 15.65% |
$838K - $927K
|
143K
$7.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
19.1K+ 10.83% |
$824K - $911K
|
195K
$10.7M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
18.1KNew |
$782K - $865K
|
18.1K
$994K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18K+ 16.27% |
$776K - $858K
|
128K
$7.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
17.7K+ 100.0% |
$764K - $845K
|
35.4K
$1.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.6K+ 6.75% |
$718K - $794K
|
263K
$14.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16K+ 121.75% |
$693K - $767K
|
29.2K
$1.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
15.7K+ 2.78% |
$681K - $753K
|
582K
$32M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14K+ 53.93% |
$607K - $671K
|
40.1K
$2.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
13.7K+ 3.71% |
$593K - $656K
|
384K
$21.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.9K+ 2701.46% |
$559K - $619K
|
13.4K
$737K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.9K+ 122.86% |
$559K - $619K
|
23.5K
$1.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.5K+ 71.4% |
$540K - $597K
|
30K
$1.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.3K+ 3.48% |
$533K - $589K
|
366K
$20.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
12.3KNew |
$531K - $588K
|
12.3K
$675K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.2K+ 10.66% |
$527K - $583K
|
127K
$6.96M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
12.2KNew |
$526K - $581K
|
12.2K
$668K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.1K+ 153.43% |
$522K - $577K
|
19.9K
$1.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.8K+ 12.21% |
$512K - $566K
|
109K
$5.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
11.8KNew |
$510K - $564K
|
11.8K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.5K+ 9.97% |
$496K - $548K
|
126K
$6.95M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10.8K+ 3.85% |
$466K - $515K
|
291K
$16M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.8K+ 8.02% |
$466K - $515K
|
145K
$7.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
10.3K+ 131.08% |
$444K - $491K
|
18.1K
$994K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.2KNew |
$442K - $488K
|
10.2K
$561K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
10.2K+ 228.6% |
$439K - $485K
|
14.6K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
9.73K+ 27.12% |
$421K - $465K
|
45.6K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.71KNew |
$420K - $464K
|
9.71K
$533K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
9.59K+ 2.09% |
$415K - $458K
|
468K
$25.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
9.55K+ 3.52% |
$413K - $456K
|
280K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
9.43K+ 10.15% |
$407K - $451K
|
102K
$5.62M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.29K+ 2.2% |
$402K - $444K
|
432K
$23.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.96KNew |
$387K - $428K
|
8.96K
$492K
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8.59KNew |
$371K - $411K
|
8.59K
$472K
|