Purchases and Sales Made in Q2 2024 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.8K+ 30.95% |
$1.03M - $1.11M
|
88.1K
$4.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20.2KNew |
$999K - $1.08M
|
20.2K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
20.2KNew |
$998K - $1.08M
|
20.2K
$1.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
20.1KNew |
$998K - $1.08M
|
20.1K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
19.9K+ 188.91% |
$985K - $1.06M
|
30.4K
$1.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
19.1KNew |
$945K - $1.02M
|
19.1K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
17.5K+ 19.0% |
$869K - $936K
|
110K
$6.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17.5KNew |
$866K - $933K
|
17.5K
$990K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
17K+ 13.89% |
$844K - $910K
|
140K
$7.91M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.5K+ 10.56% |
$816K - $880K
|
172K
$9.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
15.7K+ 31.35% |
$780K - $840K
|
65.9K
$3.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
15.4K+ 9.46% |
$762K - $822K
|
178K
$10.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.2K+ 7.71% |
$755K - $813K
|
213K
$12.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
15K+ 4.88% |
$742K - $799K
|
322K
$18.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.7K+ 34.14% |
$729K - $786K
|
57.8K
$3.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
14.1K+ 7.32% |
$700K - $754K
|
207K
$11.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
14K+ 14.77% |
$693K - $747K
|
109K
$6.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.9K+ 71.12% |
$690K - $744K
|
33.5K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13.7K+ 8.49% |
$680K - $733K
|
175K
$9.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
13KNew |
$644K - $694K
|
13K
$736K
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
12.3KNew |
$609K - $656K
|
12.3K
$696K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
12.1K+ 28.85% |
$600K - $646K
|
54.1K
$3.06M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12KNew |
$596K - $643K
|
12K
$682K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12K+ 6.43% |
$594K - $640K
|
198K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12K+ 10.25% |
$592K - $638K
|
129K
$7.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
11.9K+ 13.15% |
$587K - $633K
|
102K
$5.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
11.8K+ 30.53% |
$585K - $631K
|
50.5K
$2.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.6KNew |
$572K - $617K
|
11.6K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
11.5KNew |
$567K - $611K
|
11.5K
$648K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
11.1K+ 5.5% |
$549K - $592K
|
213K
$12.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
11.1K+ 186.36% |
$548K - $590K
|
17K
$962K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
10.5K+ 3.08% |
$520K - $561K
|
352K
$19.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 1.7% |
$517K - $557K
|
624K
$35.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.4K+ 6.59% |
$517K - $557K
|
169K
$9.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.4KNew |
$513K - $553K
|
10.4K
$587K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.92K+ 18.98% |
$492K - $530K
|
62.2K
$3.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9.58K+ 3.93% |
$474K - $511K
|
253K
$14.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.46K+ 15.54% |
$469K - $505K
|
70.3K
$3.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
9.28K+ 5.98% |
$460K - $496K
|
164K
$9.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.28K+ 6.78% |
$460K - $496K
|
146K
$8.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.16K+ 6.25% |
$454K - $489K
|
156K
$8.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.11KNew |
$452K - $487K
|
9.11K
$516K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.11K+ 23.8% |
$451K - $486K
|
47.4K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.03K+ 1.59% |
$447K - $482K
|
576K
$32.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
9K+ 108.15% |
$446K - $481K
|
17.3K
$981K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
8K+ 23.68% |
$397K - $427K
|
41.8K
$2.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
8KNew |
$396K - $427K
|
8K
$453K
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
7.95KNew |
$394K - $425K
|
7.95K
$450K
|
|
|
Jul 17, 2024
Q2 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
7.94K+ 3.29% |
$394K - $424K
|
249K
$14.1M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.93K+ 15.28% |
$393K - $424K
|
59.9K
$3.39M
|