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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.5K+ 8.69% |
$2.84M - $3.13M
|
657K
$34.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51.4K+ 14.11% |
$2.78M - $3.06M
|
416K
$21.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
48.2KNew |
$2.61M - $2.87M
|
48.2K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
48.2KNew |
$2.61M - $2.87M
|
48.2K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
46.5K+ 4.91% |
$2.52M - $2.77M
|
995K
$52.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
43.5K+ 45.56% |
$2.36M - $2.59M
|
139K
$7.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
43.1KNew |
$2.34M - $2.57M
|
43.1K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
43.1KNew |
$2.34M - $2.57M
|
43.1K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
41.2K+ 4.83% |
$2.23M - $2.45M
|
893K
$46.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
39.5KNew |
$2.14M - $2.35M
|
39.5K
$2.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
38.9K+ 30.63% |
$2.11M - $2.32M
|
166K
$8.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
36.2KNew |
$1.96M - $2.16M
|
36.2K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
35.7KNew |
$1.93M - $2.13M
|
35.7K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.4K+ 800.0% |
$1.86M - $2.05M
|
38.7K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
34.2KNew |
$1.85M - $2.03M
|
34.2K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
34.1K+ 181.14% |
$1.85M - $2.03M
|
53K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
34.1K+ 4.23% |
$1.84M - $2.03M
|
839K
$44M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
33.3K+ 298.46% |
$1.8M - $1.98M
|
44.5K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
32.8K+ 17.65% |
$1.78M - $1.95M
|
219K
$11.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
31.9K+ 165.23% |
$1.73M - $1.9M
|
51.2K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
29.5K+ 18.59% |
$1.6M - $1.76M
|
188K
$9.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.6K+ 6.93% |
$1.55M - $1.7M
|
441K
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
27.3K+ 80.34% |
$1.48M - $1.62M
|
61.2K
$3.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
25.9K+ 4.76% |
$1.4M - $1.54M
|
570K
$29.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
25.4K+ 7.59% |
$1.38M - $1.51M
|
361K
$18.9M
|
|
|
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
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
24.9KNew |
$1.35M - $1.48M
|
24.9K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
24.7K+ 11.36% |
$1.34M - $1.47M
|
242K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
24K+ 6.97% |
$1.3M - $1.43M
|
368K
$19.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
23.4K+ 12.1% |
$1.27M - $1.39M
|
217K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.1K+ 49.38% |
$1.25M - $1.37M
|
69.7K
$3.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
22.9K+ 1.84% |
$1.24M - $1.37M
|
1.27M
$66.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
22.5K+ 6.39% |
$1.22M - $1.34M
|
374K
$19.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
22.2K+ 23.83% |
$1.2M - $1.32M
|
115K
$6.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.2K+ 6.75% |
$1.2M - $1.32M
|
351K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22KNew |
$1.19M - $1.31M
|
22K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.8K+ 5.69% |
$1.13M - $1.24M
|
386K
$20.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
19.5K+ 1.52% |
$1.06M - $1.16M
|
1.31M
$68.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 2.97% |
$1.05M - $1.16M
|
673K
$35.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18K+ 3.19% |
$973K - $1.07M
|
582K
$30.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
17.8K+ 121.36% |
$966K - $1.06M
|
32.5K
$1.71M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
17.7KNew |
$958K - $1.05M
|
17.7K
$928K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
17.7KNew |
$956K - $1.05M
|
17.7K
$926K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
17.4K+ 32.04% |
$944K - $1.04M
|
71.9K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
17.2K+ 4.57% |
$933K - $1.03M
|
394K
$20.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
16.4KNew |
$887K - $976K
|
16.4K
$859K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
14.8K+ 8.48% |
$801K - $881K
|
189K
$9.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.8K+ 34.0% |
$800K - $880K
|
58.3K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.3K+ 7.55% |
$774K - $852K
|
204K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14.2K+ 4.26% |
$770K - $848K
|
348K
$18.3M
|