Purchases and Sales Made in Q4 2024 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
377KNew |
$20.4M - $22.5M
|
377K
$21.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
282K+ 3354.14% |
$15.3M - $16.8M
|
291K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
146KNew |
$7.91M - $8.71M
|
146K
$8.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
137K+ 2.33% |
$7.4M - $8.14M
|
6M
$340M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
130KNew |
$7.06M - $7.77M
|
130K
$7.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
104K+ 169.25% |
$5.65M - $6.22M
|
166K
$9.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
98K+ 22.94% |
$5.31M - $5.84M
|
525K
$29.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
78.8K+ 12.44% |
$4.27M - $4.69M
|
712K
$40.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
78K+ 12.83% |
$4.22M - $4.65M
|
686K
$38.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
75.4KNew |
$4.08M - $4.49M
|
75.4K
$4.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
71.2K+ 26.64% |
$3.85M - $4.24M
|
339K
$19.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
69.1K+ 4.22% |
$3.74M - $4.12M
|
1.71M
$96.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
66.5K+ 47.08% |
$3.6M - $3.96M
|
208K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
59KNew |
$3.19M - $3.51M
|
59K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
57.1K+ 70.41% |
$3.09M - $3.4M
|
138K
$7.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
56.9KNew |
$3.08M - $3.39M
|
56.9K
$3.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
53.6K+ 7.56% |
$2.9M - $3.19M
|
763K
$43.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
46.5K+ 4.91% |
$2.52M - $2.77M
|
995K
$56.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
43.5K+ 45.56% |
$2.36M - $2.59M
|
139K
$7.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
43.1KNew |
$2.34M - $2.57M
|
43.1K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
41.2K+ 4.83% |
$2.23M - $2.45M
|
893K
$50.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
39.5KNew |
$2.14M - $2.35M
|
39.5K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
38.9K+ 30.63% |
$2.11M - $2.32M
|
166K
$9.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
36.2KNew |
$1.96M - $2.16M
|
36.2K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
35.7KNew |
$1.93M - $2.13M
|
35.7K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
32.8K+ 17.65% |
$1.78M - $1.95M
|
219K
$12.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
31.9K+ 165.23% |
$1.73M - $1.9M
|
51.2K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.4KNew |
$1.37M - $1.51M
|
25.4K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
24.9KNew |
$1.35M - $1.48M
|
24.9K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
24.7K+ 11.36% |
$1.34M - $1.47M
|
242K
$13.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
23.4K+ 12.1% |
$1.27M - $1.39M
|
217K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
22.9K+ 1.84% |
$1.24M - $1.37M
|
1.27M
$71.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
22.2K+ 23.83% |
$1.2M - $1.32M
|
115K
$6.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
19.5K+ 1.52% |
$1.06M - $1.16M
|
1.31M
$74M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 2.97% |
$1.05M - $1.16M
|
673K
$38.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18K+ 3.19% |
$973K - $1.07M
|
582K
$33M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
17.8K+ 121.36% |
$966K - $1.06M
|
32.5K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
17.4K+ 32.04% |
$944K - $1.04M
|
71.9K
$4.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
16.4KNew |
$887K - $976K
|
16.4K
$930K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14.2K+ 4.26% |
$770K - $848K
|
348K
$19.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.3KNew |
$722K - $794K
|
13.3K
$756K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.8K+ 6.8% |
$692K - $761K
|
201K
$11.4M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12.6K+ 4.0% |
$683K - $751K
|
328K
$18.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11.9K+ 6.4% |
$644K - $709K
|
198K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.7K+ 10.64% |
$634K - $697K
|
122K
$6.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.3K+ 5.9% |
$557K - $613K
|
185K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.1K+ 6.65% |
$548K - $603K
|
162K
$9.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9.84K+ 4.88% |
$533K - $586K
|
212K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.62K+ 4.26% |
$521K - $573K
|
236K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.57K+ 7.13% |
$518K - $570K
|
144K
$8.15M
|