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
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-173- 3.36% |
$9.36K - $10.3K
|
4.97K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-181- 1.65% |
$9.8K - $10.8K
|
10.8K
$621K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-191- 1.06% |
$10.3K - $11.4K
|
17.9K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-218- 0.97% |
$11.8K - $13K
|
22.3K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-242- 5.94% |
$13.1K - $14.4K
|
3.83K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-246- 5.83% |
$13.3K - $14.7K
|
3.97K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-281- 62.44% |
$15.2K - $16.7K
|
169
$9.71K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-285- 7.16% |
$15.4K - $17K
|
3.7K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-379- 4.57% |
$20.5K - $22.6K
|
7.91K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-421- 4.75% |
$22.8K - $25.1K
|
8.45K
$486K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-422- 1.44% |
$22.8K - $25.1K
|
28.9K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-444- 5.3% |
$24K - $26.4K
|
7.94K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-489- 0.49% |
$26.5K - $29.1K
|
99.5K
$5.72M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-550- 4.2% |
$29.8K - $32.8K
|
12.5K
$721K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-588- 12.92% |
$31.8K - $35K
|
3.96K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-605- 10.96% |
$32.7K - $36K
|
4.91K
$282K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-636- 8.81% |
$34.4K - $37.9K
|
6.59K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-641- 7.21% |
$34.7K - $38.2K
|
8.25K
$474K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-934- 0.71% |
$50.6K - $55.6K
|
131K
$7.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.12K- 7.86% |
$60.5K - $66.6K
|
13.1K
$753K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.15K- 7.06% |
$62.3K - $68.6K
|
15.1K
$870K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.17K- 10.66% |
$63.4K - $69.7K
|
9.81K
$564K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.41K- 2.02% |
$76.3K - $83.9K
|
68.5K
$3.94M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-1.43K- 25.51% |
$77.4K - $85.1K
|
4.17K
$240K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.5K- 0.22% |
$81K - $89.1K
|
683K
$39.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.61K- 8.0% |
$87K - $95.7K
|
18.5K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.62K- 6.36% |
$87.7K - $96.5K
|
23.9K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.02K- 2.44% |
$109K - $120K
|
80.8K
$4.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.86K- 17.16% |
$155K - $170K
|
13.8K
$793K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.89K- 12.11% |
$156K - $172K
|
21K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.42K- 3.55% |
$185K - $204K
|
93.1K
$5.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.71K- 99.92% |
$201K - $221K
|
3
$172
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.01K- 7.05% |
$217K - $239K
|
52.9K
$3.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.54K- 2.86% |
$246K - $270K
|
154K
$8.86M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-6.71K- 10.16% |
$363K - $400K
|
59.3K
$3.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.7K- 2.11% |
$417K - $459K
|
357K
$20.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-8.68K- 6.24% |
$470K - $517K
|
130K
$7.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-10.7K- 6.37% |
$577K - $635K
|
157K
$9.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-12.3K- 31.94% |
$667K - $734K
|
26.3K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-12.4K- 85.58% |
$673K - $740K
|
2.1K
$120K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-16.4K- 48.39% |
$886K - $975K
|
17.5K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22.4K- 60.47% |
$1.21M - $1.33M
|
14.6K
$841K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-97.8K- 80.78% |
$5.29M - $5.83M
|
23.3K
$1.34M
|