Purchases and Sales Made in Q1 2024 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-16.9K- 40.5% |
$797K - $901K
|
24.8K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-17.2K- 49.41% |
$813K - $919K
|
17.7K
$1M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-17.6K- 8.22% |
$832K - $941K
|
197K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.1K- 78.02% |
$854K - $965K
|
5.1K
$289K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-18.1K- 46.13% |
$854K - $966K
|
21.1K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.1K- 3.42% |
$946K - $1.07M
|
567K
$32.1M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-21.2K- 71.44% |
$998K - $1.13M
|
8.46K
$479K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-22.4K- 26.12% |
$1.05M - $1.19M
|
63.2K
$3.58M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-24.4K- 47.13% |
$1.15M - $1.3M
|
27.3K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-29K- 87.59% |
$1.37M - $1.55M
|
4.11K
$233K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-29.9K- 7.55% |
$1.41M - $1.59M
|
366K
$20.7M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32.7K- 51.45% |
$1.54M - $1.75M
|
30.9K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33.2K- 11.2% |
$1.57M - $1.77M
|
264K
$14.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40K- 5.62% |
$1.89M - $2.13M
|
671K
$38M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-41.3K- 36.63% |
$1.95M - $2.2M
|
71.4K
$4.04M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-42.9K- 17.41% |
$2.02M - $2.29M
|
203K
$11.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-45.1K- 20.37% |
$2.13M - $2.41M
|
176K
$9.99M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.1K- 54.92% |
$2.17M - $2.46M
|
37.8K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-46.9K- 0.8% |
$2.21M - $2.5M
|
5.81M
$329M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-53KClosed |
$2.5M - $2.83M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-59.9K- 53.39% |
$2.82M - $3.19M
|
52.3K
$2.96M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64.9K- 49.12% |
$3.06M - $3.46M
|
67.3K
$3.81M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-74.3K- 46.62% |
$3.51M - $3.97M
|
85.1K
$4.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-76.5K- 31.94% |
$3.61M - $4.08M
|
163K
$9.24M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-76.9K- 13.8% |
$3.63M - $4.1M
|
480K
$27.2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-78.1K- 46.32% |
$3.68M - $4.16M
|
90.5K
$5.12M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-78.6K- 28.47% |
$3.71M - $4.19M
|
198K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-94.6K- 44.13% |
$4.46M - $5.05M
|
120K
$6.78M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-98.2K- 20.21% |
$4.63M - $5.24M
|
388K
$21.9M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-104K- 17.91% |
$4.89M - $5.53M
|
475K
$26.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-105K- 11.15% |
$4.97M - $5.62M
|
840K
$47.6M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-116K- 17.51% |
$5.45M - $6.16M
|
544K
$30.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-120K- 26.05% |
$5.67M - $6.42M
|
341K
$19.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-156K- 58.86% |
$7.37M - $8.33M
|
109K
$6.18M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-183K- 91.35% |
$8.63M - $9.76M
|
17.3K
$981K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-187K- 47.21% |
$8.83M - $9.98M
|
209K
$11.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-196K- 94.69% |
$9.26M - $10.5M
|
11K
$624K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-206K- 45.09% |
$9.71M - $11M
|
251K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-211K- 25.04% |
$9.93M - $11.2M
|
630K
$35.7M
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-263K- 56.85% |
$12.4M - $14M
|
199K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-437K- 93.88% |
$20.6M - $23.3M
|
28.5K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-488K- 43.3% |
$23M - $26M
|
639K
$36.2M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.18M- 86.74% |
$55.7M - $63M
|
181K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.66M- 91.5% |
$125M - $142M
|
247K
$14M
|