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 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
77+ 4.1% |
$4.17K - $4.59K
|
1.96K
$111K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
73+ 1216.67% |
$3.95K - $4.35K
|
79
$4.48K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
61+ 0.43% |
$3.3K - $3.63K
|
14.2K
$805K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
49+ 0.99% |
$2.65K - $2.92K
|
4.99K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
43+ 0.28% |
$2.33K - $2.56K
|
15.5K
$878K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
36+ 0.33% |
$1.95K - $2.14K
|
11K
$623K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
31New |
$1.68K - $1.85K
|
31
$1.76K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
30+ 0.37% |
$1.62K - $1.79K
|
8.04K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
25+ 0.37% |
$1.35K - $1.49K
|
6.72K
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
24New |
$1.3K - $1.43K
|
24
$1.36K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
23+ 9.75% |
$1.24K - $1.37K
|
259
$14.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.25% |
$1.08K - $1.19K
|
7.88K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
9+ 0.4% |
$487 - $536
|
2.26K
$128K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 0.29% |
$487 - $536
|
3.14K
$178K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$379 - $417
|
4K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.07% |
$162 - $179
|
4.21K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.08% |
$162 - $179
|
3.93K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.32% |
$108 - $119
|
631
$35.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$54.1 - $59.6
|
36.8K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$54.1 - $59.6
|
960
$54.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.43% |
$108 - $119
|
460
$26.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6- 0.1% |
$325 - $357
|
6.09K
$345K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-10- 17.86% |
$541 - $596
|
46
$2.61K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-11- 0.25% |
$595 - $655
|
4.32K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-16- 1.55% |
$866 - $953
|
1.01K
$57.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-20- 0.4% |
$1.08K - $1.19K
|
4.96K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-31- 72.09% |
$1.68K - $1.85K
|
12
$681
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-51- 20.4% |
$2.76K - $3.04K
|
199
$11.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-58- 5.48% |
$3.14K - $3.45K
|
1K
$56.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-93- 1.07% |
$5.03K - $5.54K
|
8.58K
$487K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-108- 0.23% |
$5.85K - $6.43K
|
47.3K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-112- 1.43% |
$6.06K - $6.67K
|
7.73K
$439K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-136- 1.54% |
$7.36K - $8.1K
|
8.68K
$492K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-136- 2.99% |
$7.36K - $8.1K
|
4.42K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-149- 2.07% |
$8.07K - $8.87K
|
7.06K
$401K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-173- 3.36% |
$9.36K - $10.3K
|
4.97K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-181- 1.65% |
$9.8K - $10.8K
|
10.8K
$613K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-191- 1.06% |
$10.3K - $11.4K
|
17.9K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-203- 4.06% |
$11K - $12.1K
|
4.8K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-218- 0.97% |
$11.8K - $13K
|
22.3K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-242- 5.94% |
$13.1K - $14.4K
|
3.83K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-246- 5.83% |
$13.3K - $14.7K
|
3.97K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-250- 2.28% |
$13.5K - $14.9K
|
10.7K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-281- 62.44% |
$15.2K - $16.7K
|
169
$9.59K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-285- 7.16% |
$15.4K - $17K
|
3.7K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-300- 4.77% |
$16.2K - $17.9K
|
5.99K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-318- 95.5% |
$17.2K - $18.9K
|
15
$851
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-356- 2.57% |
$19.3K - $21.2K
|
13.5K
$766K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-379- 4.57% |
$20.5K - $22.6K
|
7.91K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-420- 87.14% |
$22.7K - $25K
|
62
$3.52K
|