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 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.74K+ 7.12% |
$87.3K - $95.3K
|
26.1K
$1.43M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.52K+ 0.22% |
$76.4K - $83.5K
|
684K
$37.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.48K+ 20.56% |
$74.6K - $81.4K
|
8.7K
$478K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.44K+ 36.56% |
$72.3K - $78.9K
|
5.37K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.44K+ 18.07% |
$72.3K - $78.9K
|
9.39K
$516K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.38K+ 8.19% |
$69.6K - $76K
|
18.3K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.35K+ 9.57% |
$67.9K - $74.2K
|
15.5K
$850K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.34K+ 8.88% |
$67.5K - $73.7K
|
16.5K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.34K+ 6.53% |
$67.3K - $73.5K
|
21.9K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.32K+ 0.38% |
$66.5K - $72.7K
|
349K
$19.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.32K+ 3.08% |
$66.1K - $72.2K
|
44.1K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.29K+ 9.01% |
$64.9K - $70.9K
|
15.6K
$858K
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1.28K+ 5.0% |
$64.5K - $70.5K
|
26.9K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.21K+ 5.93% |
$61.1K - $66.7K
|
21.7K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.21K+ 6.71% |
$60.7K - $66.3K
|
19.2K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.19K+ 8.83% |
$60K - $65.5K
|
14.7K
$807K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 5.59% |
$54K - $58.9K
|
20.3K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.06K+ 7.73% |
$53.2K - $58.1K
|
14.8K
$811K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.06K+ 37.46% |
$53.2K - $58.1K
|
3.88K
$213K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
1.04K+ 0.3% |
$52.1K - $56.9K
|
344K
$18.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 3.25% |
$51.7K - $56.5K
|
32.6K
$1.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1K+ 12.49% |
$50.3K - $54.9K
|
9K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
959+ 7.98% |
$48.2K - $52.7K
|
13K
$713K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
955+ 22.61% |
$48K - $52.4K
|
5.18K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
943+ 1.52% |
$47.4K - $51.8K
|
63.1K
$3.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
932+ 454.63% |
$46.9K - $51.2K
|
1.14K
$62.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
904+ 167.41% |
$45.5K - $49.6K
|
1.44K
$79.3K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
866+ 70.41% |
$43.6K - $47.6K
|
2.1K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
791+ 74.27% |
$39.8K - $43.4K
|
1.86K
$102K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
754+ 20.67% |
$37.9K - $41.4K
|
4.4K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
750+ 7500.0% |
$37.7K - $41.2K
|
760
$41.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
733+ 2.87% |
$36.9K - $40.3K
|
26.3K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
730+ 1.8% |
$36.7K - $40.1K
|
41.3K
$2.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
711+ 6.05% |
$35.8K - $39K
|
12.5K
$685K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
643+ 3.58% |
$32.3K - $35.3K
|
18.6K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
641+ 2.63% |
$32.2K - $35.2K
|
25K
$1.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
640+ 0.31% |
$32.2K - $35.1K
|
209K
$11.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
597+ 5.31% |
$30K - $32.8K
|
11.8K
$651K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
571+ 1.06% |
$28.7K - $31.4K
|
54.4K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
563New |
$28.3K - $30.9K
|
563
$30.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
535+ 2.52% |
$26.9K - $29.4K
|
21.8K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
526+ 1.17% |
$26.5K - $28.9K
|
45.3K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
519+ 2.5% |
$26.1K - $28.5K
|
21.3K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
497+ 4.75% |
$25K - $27.3K
|
11K
$602K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
473+ 2.02% |
$23.8K - $26K
|
23.9K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
458+ 80.21% |
$23K - $25.2K
|
1.03K
$56.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
450New |
$22.6K - $24.7K
|
450
$24.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
430+ 2.67% |
$21.6K - $23.6K
|
16.5K
$907K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
424+ 5.48% |
$21.3K - $23.3K
|
8.16K
$448K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
422+ 2.19% |
$21.2K - $23.2K
|
19.7K
$1.08M
|