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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
4.56KNew |
$229K - $250K
|
4.56K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.48K+ 8.87% |
$225K - $246K
|
55K
$3.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.45K+ 7.42% |
$224K - $244K
|
64.4K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.28K+ 6.9% |
$215K - $235K
|
66.3K
$3.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
4.24KNew |
$213K - $233K
|
4.24K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.22K+ 3.87% |
$212K - $232K
|
113K
$6.23M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
4.16K+ 14.52% |
$209K - $228K
|
32.8K
$1.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
4.08KNew |
$205K - $224K
|
4.08K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.07KNew |
$205K - $224K
|
4.07K
$224K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.98KNew |
$200K - $219K
|
3.98K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.95KNew |
$199K - $217K
|
3.95K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.87KNew |
$195K - $212K
|
3.87K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.86K+ 3.25% |
$194K - $212K
|
123K
$6.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.79KNew |
$190K - $208K
|
3.79K
$208K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.78KNew |
$190K - $207K
|
3.78K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.73KNew |
$188K - $205K
|
3.73K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.71K+ 50.49% |
$187K - $204K
|
11.1K
$608K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.68K+ 24.57% |
$185K - $202K
|
18.6K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.63K+ 1.99% |
$183K - $199K
|
186K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.55K+ 0.98% |
$179K - $195K
|
366K
$20.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.44K+ 7.45% |
$173K - $189K
|
49.6K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.22K+ 1.81% |
$162K - $177K
|
181K
$9.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.15K+ 2.95% |
$158K - $173K
|
110K
$6.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
3.08K+ 6.93% |
$155K - $169K
|
47.5K
$2.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.93K+ 31.04% |
$147K - $161K
|
12.4K
$679K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.8K+ 0.86% |
$141K - $154K
|
329K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.8K+ 7.26% |
$141K - $154K
|
41.3K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.76K+ 0.65% |
$139K - $152K
|
427K
$23.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.7K+ 15.93% |
$136K - $148K
|
19.7K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.63K+ 2.45% |
$132K - $145K
|
110K
$6.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.62K+ 2.09% |
$132K - $144K
|
128K
$7.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.45K+ 10.6% |
$123K - $135K
|
25.6K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.45K+ 18.8% |
$123K - $134K
|
15.5K
$849K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.43K+ 2.88% |
$122K - $134K
|
86.9K
$4.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.34K+ 51.86% |
$118K - $129K
|
6.86K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.32KNew |
$117K - $127K
|
2.32K
$127K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.29K+ 7.47% |
$115K - $126K
|
33K
$1.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.24K+ 11.04% |
$112K - $123K
|
22.5K
$1.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.22K+ 3.6% |
$112K - $122K
|
63.9K
$3.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.19K+ 0.6% |
$110K - $120K
|
367K
$20.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.16K+ 51.99% |
$109K - $119K
|
6.33K
$348K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
2.08K+ 3.26% |
$105K - $114K
|
66K
$3.62M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.96K+ 7.91% |
$98.7K - $108K
|
26.8K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.92K+ 30.41% |
$96.8K - $106K
|
8.25K
$453K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.9K+ 3.06% |
$95.3K - $104K
|
63.9K
$3.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.86K+ 111.4% |
$93.4K - $102K
|
3.52K
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.85K+ 5.07% |
$93.1K - $102K
|
38.4K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.84K+ 11.69% |
$92.5K - $101K
|
17.6K
$965K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 12.87% |
$91K - $99.4K
|
15.9K
$872K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.81K+ 2.57% |
$90.8K - $99.1K
|
72K
$3.96M
|