Purchases and Sales Made in Q3 2024 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.46M+ 4.96% |
$174M - $190M
|
73.3M
$4.02B
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.03M+ 6.32% |
$51.7M - $56.4M
|
17.3M
$950M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
994KNew |
$50M - $54.6M
|
994K
$54.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
756K+ 108.45% |
$38M - $41.5M
|
1.45M
$79.8M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
719K+ 359612.5% |
$36.2M - $39.5M
|
719K
$39.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
649K+ 899.86% |
$32.6M - $35.6M
|
721K
$39.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
607K+ 11.88% |
$30.5M - $33.4M
|
5.72M
$314M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
493K+ 2449.46% |
$24.8M - $27.1M
|
514K
$28.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
321K+ 36.94% |
$16.1M - $17.6M
|
1.19M
$65.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
255K+ 2018.43% |
$12.8M - $14M
|
267K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
227KNew |
$11.4M - $12.5M
|
227K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
184K+ 17.35% |
$9.28M - $10.1M
|
1.25M
$68.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
154K+ 2.71% |
$7.76M - $8.48M
|
5.86M
$322M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
152KNew |
$7.66M - $8.37M
|
152K
$8.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
122K+ 8.02% |
$6.12M - $6.69M
|
1.64M
$90.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
100K+ 3.82% |
$5.05M - $5.52M
|
2.73M
$150M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
93.3K+ 22.47% |
$4.69M - $5.12M
|
508K
$27.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73K+ 44.89% |
$3.67M - $4.01M
|
236K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
60.3K+ 21.93% |
$3.03M - $3.31M
|
335K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.3K+ 6.39% |
$2.98M - $3.26M
|
987K
$54.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
56.1KNew |
$2.82M - $3.08M
|
56.1K
$3.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
55K+ 63.78% |
$2.77M - $3.02M
|
141K
$7.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
53.7K+ 464.94% |
$2.7M - $2.95M
|
65.3K
$3.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
50.7K+ 17.87% |
$2.55M - $2.78M
|
334K
$18.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
49.7K+ 15.77% |
$2.5M - $2.73M
|
365K
$20.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47.5K+ 76.43% |
$2.39M - $2.61M
|
110K
$6.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
47.1K+ 8.4% |
$2.37M - $2.59M
|
608K
$33.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
46.5KNew |
$2.34M - $2.55M
|
46.5K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
46K+ 24.17% |
$2.31M - $2.52M
|
236K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.5K+ 11.39% |
$2.29M - $2.5M
|
445K
$24.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45.3K+ 286.77% |
$2.28M - $2.49M
|
61.1K
$3.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44.8K+ 88.27% |
$2.25M - $2.46M
|
95.5K
$5.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
44.3K+ 4.9% |
$2.23M - $2.43M
|
948K
$52.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.1K+ 50.09% |
$2.22M - $2.42M
|
132K
$7.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44K+ 2.19% |
$2.21M - $2.42M
|
2.06M
$113M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
43.7KNew |
$2.2M - $2.4M
|
43.7K
$2.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
43K+ 55.08% |
$2.16M - $2.36M
|
121K
$6.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
41K+ 214.94% |
$2.06M - $2.25M
|
60.1K
$3.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
40.3KNew |
$2.03M - $2.22M
|
40.3K
$2.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
39.8K+ 29.6% |
$2M - $2.19M
|
174K
$9.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
37.4K+ 30.78% |
$1.88M - $2.05M
|
159K
$8.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
37.3K+ 6.27% |
$1.88M - $2.05M
|
633K
$34.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
36.9K+ 201.47% |
$1.86M - $2.03M
|
55.3K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.8K+ 60.27% |
$1.75M - $1.91M
|
92.7K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
34.4KNew |
$1.73M - $1.89M
|
34.4K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
34.1K+ 81.68% |
$1.72M - $1.88M
|
75.9K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.1K+ 10.32% |
$1.71M - $1.87M
|
364K
$20M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.3K+ 16.04% |
$1.58M - $1.72M
|
227K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30.3K+ 303.16% |
$1.53M - $1.67M
|
40.4K
$2.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
29.9KNew |
$1.5M - $1.64M
|
29.9K
$1.64M
|