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 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.71KNew |
$233K - $281K
|
5.71K
$314K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.56K+ 100.02% |
$227K - $274K
|
11.1K
$611K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.55KNew |
$226K - $273K
|
5.55K
$305K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.53KNew |
$225K - $272K
|
5.53K
$304K
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5.53KNew |
$225K - $272K
|
5.53K
$304K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.42K+ 30.02% |
$221K - $267K
|
23.5K
$1.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.26KNew |
$214K - $259K
|
5.26K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.14K+ 4.83% |
$209K - $253K
|
111K
$6.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.03KNew |
$205K - $247K
|
5.03K
$276K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5KNew |
$204K - $246K
|
5K
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.91KNew |
$200K - $241K
|
4.91K
$270K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.83KNew |
$197K - $237K
|
4.83K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.74KNew |
$193K - $233K
|
4.74K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
4.51KNew |
$184K - $222K
|
4.51K
$248K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.48K+ 6.59% |
$183K - $220K
|
72.5K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.48K+ 32.41% |
$183K - $220K
|
18.3K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
4.48KNew |
$182K - $220K
|
4.48K
$246K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.47KNew |
$182K - $220K
|
4.47K
$245K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.43K+ 71.35% |
$180K - $218K
|
10.6K
$584K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
4.39K+ 30.08% |
$179K - $216K
|
19K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.37KNew |
$178K - $215K
|
4.37K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.35K+ 23.88% |
$177K - $214K
|
22.6K
$1.24M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.29K+ 4.01% |
$175K - $211K
|
111K
$6.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.28KNew |
$174K - $210K
|
4.28K
$235K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.21KNew |
$172K - $207K
|
4.21K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.2KNew |
$171K - $207K
|
4.2K
$231K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 41.37% |
$171K - $206K
|
14.3K
$787K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.12KNew |
$168K - $203K
|
4.12K
$227K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.93K+ 3.61% |
$160K - $193K
|
113K
$6.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.8K+ 66.95% |
$155K - $187K
|
9.46K
$520K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.72K+ 19.02% |
$152K - $183K
|
23.3K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.72KNew |
$152K - $183K
|
3.72K
$204K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
3.64K+ 5.71% |
$148K - $179K
|
67.4K
$3.7M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.45K+ 3.88% |
$141K - $170K
|
92.3K
$5.07M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.45KNew |
$141K - $170K
|
3.45K
$189K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.31K+ 50.69% |
$135K - $163K
|
9.83K
$540K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.26K+ 12.28% |
$133K - $160K
|
29.8K
$1.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3.25KNew |
$132K - $160K
|
3.25K
$178K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.2KNew |
$130K - $157K
|
3.2K
$176K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.19K+ 33.49% |
$130K - $157K
|
12.7K
$699K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 5.51% |
$129K - $156K
|
60.8K
$3.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.11K+ 8885.71% |
$127K - $153K
|
3.15K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.09K+ 1.05% |
$126K - $152K
|
297K
$16.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.89K+ 3.14% |
$118K - $142K
|
94.8K
$5.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.83K+ 27.25% |
$115K - $139K
|
13.2K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.73K+ 4.23% |
$111K - $134K
|
67.2K
$3.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
2.71K+ 52.3% |
$111K - $133K
|
7.9K
$434K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.64K+ 25.91% |
$107K - $130K
|
12.8K
$704K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.62K+ 2.35% |
$107K - $129K
|
114K
$6.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59K+ 30.14% |
$106K - $127K
|
11.2K
$614K
|