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 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
165New |
$7.78K - $8.8K
|
165
$9.4K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
154New |
$7.26K - $8.21K
|
154
$8.77K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
136+ 2.08% |
$6.41K - $7.25K
|
6.68K
$380K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
130New |
$6.13K - $6.93K
|
130
$7.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
117+ 2.1% |
$5.52K - $6.24K
|
5.7K
$325K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
108+ 1.37% |
$5.09K - $5.76K
|
8.01K
$456K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
98+ 1.7% |
$4.62K - $5.23K
|
5.88K
$335K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.29% |
$4.29K - $4.85K
|
31.1K
$1.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
90+ 1.39% |
$4.24K - $4.8K
|
6.54K
$373K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
84New |
$3.96K - $4.48K
|
84
$4.78K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
80+ 1.3% |
$3.77K - $4.27K
|
6.24K
$355K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
74+ 0.77% |
$3.49K - $3.95K
|
9.64K
$549K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
70+ 0.71% |
$3.3K - $3.73K
|
9.9K
$564K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
68New |
$3.21K - $3.63K
|
68
$3.87K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
62+ 2.18% |
$2.92K - $3.31K
|
2.91K
$166K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
56+ 2.53% |
$2.64K - $2.99K
|
2.27K
$129K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
51+ 0.37% |
$2.41K - $2.72K
|
14K
$797K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46+ 38.98% |
$2.17K - $2.45K
|
164
$9.34K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
36+ 8.49% |
$1.7K - $1.92K
|
460
$26.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
36New |
$1.7K - $1.92K
|
36
$2.05K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
33+ 0.55% |
$1.56K - $1.76K
|
5.98K
$341K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
33+ 0.7% |
$1.56K - $1.76K
|
4.78K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
29+ 0.23% |
$1.37K - $1.55K
|
12.4K
$705K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
24+ 0.24% |
$1.13K - $1.28K
|
9.95K
$566K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
20+ 7.38% |
$943 - $1.07K
|
291
$16.6K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
19+ 0.16% |
$896 - $1.01K
|
11.7K
$664K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
18+ 0.33% |
$849 - $960
|
5.55K
$316K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.21% |
$755 - $853
|
7.82K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14+ 0.32% |
$660 - $747
|
4.39K
$250K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
14+ 0.28% |
$660 - $747
|
5.02K
$286K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7+ 0.13% |
$330 - $373
|
5.26K
$300K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7+ 1.41% |
$330 - $373
|
502
$28.6K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4+ 0.08% |
$189 - $213
|
4.8K
$273K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.07% |
$141 - $160
|
4.2K
$239K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3New |
$141 - $160
|
3
$171
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$94.3 - $107
|
11.4K
$651K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.32% |
$94.3 - $107
|
624
$35.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.02% |
$47.2 - $53.3
|
4.88K
$278K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$47.2 - $53.3
|
818
$46.6K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.02% |
$47.2 - $53.3
|
4.91K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.26% |
$47.2 - $53.3
|
393
$22.4K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1- 0.01% |
$47.2 - $53.3
|
14.2K
$810K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1- 0.01% |
$47.2 - $53.3
|
8.5K
$484K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 8.0% |
$94.3 - $107
|
23
$1.31K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.05% |
$94.3 - $107
|
3.77K
$215K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-5- 7.25% |
$236 - $267
|
64
$3.64K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-10- 3.77% |
$472 - $533
|
255
$14.5K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-11- 0.73% |
$519 - $587
|
1.5K
$85.4K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18- 0.23% |
$849 - $960
|
7.73K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-19- 45.24% |
$896 - $1.01K
|
23
$1.31K
|