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 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-246- 5.83% |
$13.3K - $14.7K
|
3.97K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-250- 2.28% |
$13.5K - $14.9K
|
10.7K
$564K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-253- 3.25% |
$13.7K - $15.1K
|
7.53K
$397K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-263- 1.33% |
$14.2K - $15.7K
|
19.4K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-263- 5.35% |
$14.2K - $15.7K
|
4.66K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-281- 62.44% |
$15.2K - $16.7K
|
169
$8.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-281- 2.59% |
$15.2K - $16.7K
|
10.6K
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-285- 7.16% |
$15.4K - $17K
|
3.7K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-300- 4.77% |
$16.2K - $17.9K
|
5.99K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-318- 95.5% |
$17.2K - $18.9K
|
15
$790
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-346- 48.39% |
$18.7K - $20.6K
|
369
$19.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-350- 5.8% |
$18.9K - $20.8K
|
5.69K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-356- 2.57% |
$19.3K - $21.2K
|
13.5K
$712K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-356- 11.45% |
$19.3K - $21.2K
|
2.75K
$145K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-366- 5.25% |
$19.8K - $21.8K
|
6.61K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-379- 4.57% |
$20.5K - $22.6K
|
7.91K
$417K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-382- 6.7% |
$20.7K - $22.8K
|
5.32K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-388- 3.58% |
$21K - $23.1K
|
10.5K
$551K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-405- 2.22% |
$21.9K - $24.1K
|
17.9K
$942K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-420- 87.14% |
$22.7K - $25K
|
62
$3.27K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-421- 4.75% |
$22.8K - $25.1K
|
8.45K
$445K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-422- 1.44% |
$22.8K - $25.1K
|
28.9K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-444- 5.3% |
$24K - $26.4K
|
7.94K
$418K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-448- 0.82% |
$24.3K - $26.7K
|
53.9K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-462- 10.5% |
$25K - $27.5K
|
3.94K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-483- 1.46% |
$26.1K - $28.8K
|
32.5K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-489- 0.49% |
$26.5K - $29.1K
|
99.5K
$5.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-491- 9.72% |
$26.6K - $29.2K
|
4.56K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-513- 12.99% |
$27.8K - $30.6K
|
3.44K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-531- 2.1% |
$28.7K - $31.6K
|
24.7K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-550- 22.91% |
$29.8K - $32.8K
|
1.85K
$97.5K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-550- 4.2% |
$29.8K - $32.8K
|
12.5K
$660K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-588- 12.92% |
$31.8K - $35K
|
3.96K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-605- 10.96% |
$32.7K - $36K
|
4.91K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-606- 7.04% |
$32.8K - $36.1K
|
8K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-636- 8.81% |
$34.4K - $37.9K
|
6.59K
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-641- 7.21% |
$34.7K - $38.2K
|
8.25K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-645- 0.6% |
$34.9K - $38.4K
|
106K
$5.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-649- 2.6% |
$35.1K - $38.7K
|
24.4K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-693- 3.41% |
$37.5K - $41.3K
|
19.7K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-701- 2.94% |
$37.9K - $41.8K
|
23.1K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-744- 0.48% |
$40.3K - $44.3K
|
153K
$8.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-756- 99.47% |
$40.9K - $45K
|
4
$211
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-826- 3.16% |
$44.7K - $49.2K
|
25.3K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-860- 5.53% |
$46.6K - $51.2K
|
14.7K
$774K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-916- 1.82% |
$49.6K - $54.6K
|
49.5K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-919- 9.9% |
$49.7K - $54.7K
|
8.36K
$441K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-934- 0.71% |
$50.6K - $55.6K
|
131K
$6.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-984- 6.36% |
$53.3K - $58.6K
|
14.5K
$764K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-991- 11.85% |
$53.6K - $59K
|
7.38K
$389K
|