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 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1.73K- 1.04% |
$93.7K - $103K
|
165K
$8.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.81K- 6.22% |
$97.9K - $108K
|
27.3K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.02K- 2.44% |
$109K - $120K
|
80.8K
$4.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.02K- 20.89% |
$109K - $120K
|
7.65K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.04K- 12.74% |
$110K - $121K
|
13.9K
$759K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 13.13% |
$113K - $124K
|
13.8K
$750K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.12K- 5.38% |
$115K - $126K
|
37.3K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.2K- 15.28% |
$119K - $131K
|
12.2K
$664K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.27K- 1.69% |
$123K - $135K
|
132K
$7.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.34K- 0.99% |
$127K - $139K
|
234K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.36K- 3.99% |
$127K - $140K
|
56.7K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.37K- 13.66% |
$128K - $141K
|
15K
$816K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.4K- 16.96% |
$130K - $143K
|
11.7K
$638K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.5K- 27.67% |
$135K - $149K
|
6.53K
$356K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 2.13% |
$138K - $152K
|
117K
$6.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.86K- 17.16% |
$155K - $170K
|
13.8K
$751K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.89K- 12.11% |
$156K - $172K
|
21K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.98K- 6.43% |
$161K - $177K
|
43.3K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.09K- 97.17% |
$167K - $184K
|
90
$4.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.1K- 17.87% |
$168K - $184K
|
14.2K
$774K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.1K- 34.26% |
$168K - $185K
|
5.95K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-3.18K- 0.87% |
$172K - $189K
|
364K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.19K- 3.68% |
$172K - $190K
|
83.4K
$4.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.42K- 3.55% |
$185K - $204K
|
93.1K
$5.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.58K- 5.85% |
$194K - $213K
|
57.5K
$3.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.69K- 4.2% |
$200K - $220K
|
84.2K
$4.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.69K- 5.6% |
$200K - $220K
|
62.3K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.71K- 99.92% |
$201K - $221K
|
3
$163
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.88K- 3.01% |
$210K - $231K
|
125K
$6.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.01K- 7.05% |
$217K - $239K
|
52.9K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.41K- 6.56% |
$239K - $262K
|
62.8K
$3.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.54K- 2.86% |
$246K - $270K
|
154K
$8.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.96K- 2.67% |
$269K - $295K
|
181K
$9.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5.01K- 12.13% |
$271K - $298K
|
36.3K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5.04K- 1.57% |
$273K - $300K
|
316K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.05K- 30.3% |
$273K - $301K
|
11.6K
$632K
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-5.21K- 9.93% |
$282K - $310K
|
47.2K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.56K- 3.0% |
$301K - $331K
|
180K
$9.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5.79K- 28.73% |
$313K - $345K
|
14.4K
$782K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-6.71K- 10.16% |
$363K - $400K
|
59.3K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-6.78K- 3.85% |
$367K - $404K
|
169K
$9.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.7K- 2.11% |
$417K - $459K
|
357K
$19.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-7.89K- 39.84% |
$427K - $470K
|
11.9K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-7.9K- 21.01% |
$427K - $470K
|
29.7K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-8.28K- 2.85% |
$448K - $493K
|
282K
$15.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-8.68K- 6.24% |
$470K - $517K
|
130K
$7.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.68K- 5.54% |
$524K - $576K
|
165K
$8.98M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-10.4K- 2.84% |
$562K - $619K
|
355K
$19.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-10.7K- 6.37% |
$577K - $635K
|
157K
$8.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-12.3K- 31.94% |
$667K - $734K
|
26.3K
$1.43M
|