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 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-748- 1.34% |
$35.3K - $39.9K
|
55.1K
$3.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-786- 31.64% |
$37.1K - $41.9K
|
1.7K
$96.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-789- 8.58% |
$37.2K - $42.1K
|
8.41K
$476K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-816- 32.32% |
$38.5K - $43.5K
|
1.71K
$96.8K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-837- 17.35% |
$39.5K - $44.6K
|
3.99K
$226K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-919- 1.44% |
$43.3K - $49K
|
62.7K
$3.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-922- 0.59% |
$43.5K - $49.2K
|
156K
$8.83M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-955- 1.62% |
$45K - $50.9K
|
58K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.02K- 5.33% |
$48.1K - $54.4K
|
18.1K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.05K- 5.91% |
$49.5K - $56K
|
16.7K
$946K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 4.26% |
$50K - $56.6K
|
23.9K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.07K- 0.96% |
$50.4K - $57K
|
110K
$6.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.09K- 17.8% |
$51.5K - $58.2K
|
5.04K
$285K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.1K- 2.01% |
$51.9K - $58.7K
|
53.6K
$3.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 12.11% |
$53.3K - $60.3K
|
8.21K
$465K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-1.16K- 2.77% |
$54.6K - $61.8K
|
40.7K
$2.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.16K- 10.32% |
$54.8K - $61.9K
|
10.1K
$571K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.18K- 94.23% |
$55.4K - $62.7K
|
72
$4.08K
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.22K- 9.8% |
$57.6K - $65.1K
|
11.2K
$636K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.25K- 3.06% |
$58.9K - $66.7K
|
39.6K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.27K- 8.3% |
$60K - $67.8K
|
14.1K
$796K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.28K- 23.52% |
$60.6K - $68.5K
|
4.18K
$236K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.29K- 16.13% |
$60.8K - $68.8K
|
6.71K
$380K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.29K- 5.28% |
$61K - $69K
|
23.2K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.35K- 18.57% |
$63.8K - $72.2K
|
5.93K
$336K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.46K- 26.7% |
$68.8K - $77.8K
|
4.01K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.46K- 16.8% |
$68.8K - $77.8K
|
7.22K
$409K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.47K- 17.69% |
$69.5K - $78.6K
|
6.85K
$388K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.51K- 7.04% |
$71K - $80.3K
|
19.9K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.55K- 9.31% |
$73.2K - $82.8K
|
15.1K
$856K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.64K- 2.91% |
$77.1K - $87.2K
|
54.6K
$3.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.7K- 3.02% |
$80.1K - $90.6K
|
54.6K
$3.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 2.38% |
$82.9K - $93.7K
|
72K
$4.08M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.76K- 6.55% |
$83K - $93.9K
|
25.1K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.77K- 8.05% |
$83.5K - $94.4K
|
20.2K
$1.14M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.78K- 16.49% |
$84.1K - $95.2K
|
9.03K
$512K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.8K- 19.56% |
$85.1K - $96.2K
|
7.42K
$420K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.82K- 4.26% |
$85.6K - $96.9K
|
40.9K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.82K- 27.72% |
$86K - $97.3K
|
4.76K
$269K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.83K- 4.53% |
$86.1K - $97.3K
|
38.5K
$2.18M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.84K- 8.41% |
$86.6K - $98K
|
20K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.86K- 8.86% |
$87.7K - $99.2K
|
19.1K
$1.08M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1.88K- 29.3% |
$88.4K - $100K
|
4.53K
$256K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.91K- 17.09% |
$90.1K - $102K
|
9.27K
$525K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.92K- 3.84% |
$90.6K - $103K
|
48.1K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.93K- 2.31% |
$90.8K - $103K
|
81.5K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.95K- 22.67% |
$91.7K - $104K
|
6.64K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.97K- 3.46% |
$92.9K - $105K
|
55K
$3.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-2.24K- 11.83% |
$105K - $119K
|
16.7K
$943K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-2.26K- 9.18% |
$106K - $120K
|
22.3K
$1.26M
|