Purchases and Sales Made in Q4 2023 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.86MNew |
$239M - $288M
|
5.86M
$322M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.35M+ 3.93% |
$96M - $116M
|
62.3M
$3.42B
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.75M+ 67.26% |
$71.2M - $85.9M
|
4.34M
$239M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
892K+ 44.31% |
$36.4M - $43.9M
|
2.91M
$160M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
734K+ 7.04% |
$29.9M - $36.1M
|
11.2M
$613M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
660KNew |
$26.9M - $32.5M
|
660K
$36.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
421K+ 939.96% |
$17.2M - $20.7M
|
466K
$25.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
310K+ 65.84% |
$12.6M - $15.2M
|
780K
$42.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
307KNew |
$12.5M - $15.1M
|
307K
$16.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
303K+ 54.41% |
$12.3M - $14.9M
|
859K
$47.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
273K+ 10.36% |
$11.1M - $13.4M
|
2.91M
$160M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
267K+ 11.67% |
$10.9M - $13.1M
|
2.55M
$140M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
232KNew |
$9.46M - $11.4M
|
232K
$12.8M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
228K+ 1261.05% |
$9.3M - $11.2M
|
246K
$13.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
220K+ 124.24% |
$8.95M - $10.8M
|
396K
$21.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
207KNew |
$8.45M - $10.2M
|
207K
$11.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
172K+ 103.94% |
$7.03M - $8.48M
|
338K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
170KNew |
$6.94M - $8.38M
|
170K
$9.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
149KNew |
$6.06M - $7.32M
|
149K
$8.17M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
147K+ 1207.79% |
$5.98M - $7.22M
|
159K
$8.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
122KNew |
$4.97M - $6M
|
122K
$6.7M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
119K+ 212.3% |
$4.85M - $5.86M
|
175K
$9.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113K+ 777.27% |
$4.62M - $5.57M
|
128K
$7.02M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
112KNew |
$4.57M - $5.51M
|
112K
$6.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 22.1% |
$4.33M - $5.22M
|
587K
$32.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
104K+ 7.71% |
$4.22M - $5.1M
|
1.45M
$79.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
102K+ 26.62% |
$4.16M - $5.03M
|
486K
$26.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
102K+ 127.93% |
$4.15M - $5.01M
|
181K
$9.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
101K+ 24.13% |
$4.14M - $4.99M
|
522K
$28.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95.5K+ 11.24% |
$3.89M - $4.7M
|
945K
$51.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
BUY
|
- |
89.5KNew |
$3.65M - $4.4M
|
89.5K
$4.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.8K+ 12.99% |
$3.33M - $4.02M
|
711K
$39.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
78.4K+ 86.89% |
$3.19M - $3.86M
|
169K
$9.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
74.6K+ 9.73% |
$3.04M - $3.67M
|
841K
$46.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
71.2KNew |
$2.9M - $3.5M
|
71.2K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.3K+ 29.1% |
$2.66M - $3.21M
|
290K
$15.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64.3K+ 240.27% |
$2.62M - $3.16M
|
91.1K
$5M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
63.6K+ 1.14% |
$2.59M - $3.13M
|
5.62M
$309M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.2K+ 239.7% |
$2.41M - $2.91M
|
83.9K
$4.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
56.9KNew |
$2.32M - $2.8M
|
56.9K
$3.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
54.3K+ 41.55% |
$2.21M - $2.67M
|
185K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
54.2K+ 2687.0% |
$2.21M - $2.67M
|
56.2K
$3.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
53.7K+ 27.4% |
$2.19M - $2.64M
|
250K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
46.1KNew |
$1.88M - $2.27M
|
46.1K
$2.53M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
46.1K+ 26.16% |
$1.88M - $2.27M
|
222K
$12.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.6K+ 11.92% |
$1.78M - $2.15M
|
410K
$22.5M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
43.3KNew |
$1.76M - $2.13M
|
43.3K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
42.5KNew |
$1.73M - $2.09M
|
42.5K
$2.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
35.9KNew |
$1.46M - $1.76M
|
35.9K
$1.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
34.6K+ 24.12% |
$1.41M - $1.7M
|
178K
$9.77M
|