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 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
51+ 1.12% |
$2.56K - $2.8K
|
4.59K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
48+ 0.34% |
$2.41K - $2.64K
|
14.1K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
47+ 87.04% |
$2.36K - $2.58K
|
101
$5.55K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
43New |
$2.16K - $2.36K
|
43
$2.36K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39+ 0.19% |
$1.96K - $2.14K
|
20.2K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
36New |
$1.81K - $1.98K
|
36
$1.98K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
33+ 0.17% |
$1.66K - $1.81K
|
19K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30+ 0.45% |
$1.51K - $1.65K
|
6.65K
$365K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
30+ 0.42% |
$1.51K - $1.65K
|
7.22K
$397K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
29+ 0.3% |
$1.46K - $1.59K
|
9.67K
$531K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
27+ 0.48% |
$1.36K - $1.48K
|
5.7K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
27New |
$1.36K - $1.48K
|
27
$1.48K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
27+ 2.62% |
$1.36K - $1.48K
|
1.06K
$58.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
24+ 0.36% |
$1.21K - $1.32K
|
6.69K
$368K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
23+ 0.43% |
$1.16K - $1.26K
|
5.43K
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
21+ 0.18% |
$1.06K - $1.15K
|
11.7K
$644K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
19New |
$956 - $1.04K
|
19
$1.04K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
19+ 0.17% |
$956 - $1.04K
|
11K
$602K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.23% |
$905 - $989
|
7.86K
$432K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17+ 0.34% |
$855 - $934
|
5.05K
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
14+ 0.32% |
$704 - $769
|
4.33K
$238K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
14+ 19.44% |
$704 - $769
|
86
$4.72K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
13+ 0.11% |
$654 - $714
|
12.3K
$676K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11+ 0.18% |
$553 - $604
|
6.03K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 12.5% |
$503 - $549
|
90
$4.94K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$503 - $549
|
10
$549
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8+ 0.36% |
$402 - $439
|
2.25K
$124K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.88% |
$402 - $439
|
922
$50.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.26% |
$402 - $439
|
3.13K
$172K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7+ 0.06% |
$352 - $384
|
10.8K
$595K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
6New |
$302 - $330
|
6
$330
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6+ 0.13% |
$302 - $330
|
4.62K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 25.0% |
$302 - $330
|
30
$1.65K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 3.45% |
$302 - $330
|
180
$9.89K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5+ 0.41% |
$251 - $275
|
1.23K
$67.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.1% |
$201 - $220
|
4.2K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4New |
$201 - $220
|
4
$220
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3+ 0.06% |
$151 - $165
|
5K
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.32% |
$101 - $110
|
629
$34.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$101 - $110
|
15.9K
$872K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1+ 0.01% |
$50.3 - $54.9
|
8.47K
$465K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$50.3 - $54.9
|
959
$52.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.88% |
$50.3 - $54.9
|
114
$6.26K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.17% |
$50.3 - $54.9
|
583
$32K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4- 0.08% |
$201 - $220
|
5.03K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5- 0.12% |
$251 - $275
|
4.13K
$227K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8- 0.25% |
$402 - $439
|
3.2K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8- 0.14% |
$402 - $439
|
5.82K
$320K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11- 0.28% |
$553 - $604
|
3.93K
$216K
|