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 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
590New |
$25.5K - $28.2K
|
590
$32.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
550+ 24.62% |
$23.8K - $26.3K
|
2.78K
$153K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
511+ 0.81% |
$22.1K - $24.4K
|
63.8K
$3.5M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
495New |
$21.4K - $23.7K
|
495
$27.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
491+ 20.85% |
$21.2K - $23.5K
|
2.85K
$156K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
442+ 3.93% |
$19.1K - $21.1K
|
11.7K
$642K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
425+ 1.11% |
$18.4K - $20.3K
|
38.6K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
419+ 0.65% |
$18.1K - $20K
|
64.5K
$3.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
414+ 4.64% |
$17.9K - $19.8K
|
9.33K
$512K
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
386+ 2.66% |
$16.7K - $18.5K
|
14.9K
$818K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
368+ 6.31% |
$15.9K - $17.6K
|
6.2K
$341K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
362+ 31.67% |
$15.6K - $17.3K
|
1.51K
$82.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
335+ 1.89% |
$14.5K - $16K
|
18.1K
$992K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
295+ 5.56% |
$12.8K - $14.1K
|
5.6K
$308K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
284+ 5.79% |
$12.3K - $13.6K
|
5.19K
$285K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
268+ 3.28% |
$11.6K - $12.8K
|
8.45K
$464K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
260+ 2.62% |
$11.2K - $12.4K
|
10.2K
$559K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
260+ 0.93% |
$11.2K - $12.4K
|
28.2K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
231+ 0.92% |
$9.99K - $11K
|
25.4K
$1.39M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
217+ 3.88% |
$9.38K - $10.4K
|
5.82K
$320K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
213+ 0.34% |
$9.21K - $10.2K
|
63.6K
$3.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
210+ 2.66% |
$9.08K - $10K
|
8.1K
$445K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
191+ 0.45% |
$8.26K - $9.13K
|
42.8K
$2.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
189New |
$8.17K - $9.03K
|
189
$10.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
184+ 1.32% |
$7.95K - $8.8K
|
14.1K
$777K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
178New |
$7.69K - $8.51K
|
178
$9.78K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
159+ 0.83% |
$6.87K - $7.6K
|
19.3K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
134+ 2.15% |
$5.79K - $6.41K
|
6.38K
$350K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
134+ 5.69% |
$5.79K - $6.41K
|
2.49K
$137K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
112+ 1.04% |
$4.84K - $5.35K
|
10.9K
$600K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
105+ 2.01% |
$4.54K - $5.02K
|
5.34K
$293K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
88+ 0.44% |
$3.8K - $4.21K
|
19.9K
$1.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
66New |
$2.85K - $3.15K
|
66
$3.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
54+ 0.44% |
$2.33K - $2.58K
|
12.2K
$671K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
49+ 0.18% |
$2.12K - $2.34K
|
26.6K
$1.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
38+ 165.22% |
$1.64K - $1.82K
|
61
$3.35K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
34+ 1.69% |
$1.47K - $1.63K
|
2.04K
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
33New |
$1.43K - $1.58K
|
33
$1.81K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32+ 0.14% |
$1.38K - $1.53K
|
23.5K
$1.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
26+ 0.37% |
$1.12K - $1.24K
|
6.96K
$382K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
26+ 32.91% |
$1.12K - $1.24K
|
105
$5.77K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
24+ 0.02% |
$1.04K - $1.15K
|
106K
$5.84M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
22+ 0.06% |
$951 - $1.05K
|
36.5K
$2.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14+ 0.39% |
$605 - $669
|
3.57K
$196K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
12+ 0.18% |
$519 - $574
|
6.67K
$366K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8+ 0.04% |
$346 - $382
|
21.9K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 1.32% |
$303 - $335
|
536
$29.4K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
5+ 1.94% |
$216 - $239
|
263
$14.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.09% |
$173 - $191
|
4.29K
$236K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.49% |
$130 - $143
|
620
$34.1K
|