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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
3.14K+ 3.01% |
$156K - $168K
|
107K
$6.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.84K+ 20.19% |
$141K - $152K
|
16.9K
$957K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.82KNew |
$140K - $151K
|
2.82K
$160K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 8.68% |
$134K - $144K
|
33.8K
$1.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.67K+ 4.17% |
$132K - $142K
|
66.5K
$3.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2.59K+ 44.0% |
$128K - $138K
|
8.47K
$479K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.53K+ 4.16% |
$125K - $135K
|
63.5K
$3.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.53K+ 2.95% |
$125K - $135K
|
88.3K
$5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.52K+ 0.78% |
$125K - $135K
|
326K
$18.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.43K+ 6.96% |
$120K - $130K
|
37.3K
$2.11M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
2.38K+ 4.63% |
$118K - $127K
|
53.9K
$3.05M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
2.36K+ 20.63% |
$117K - $126K
|
13.8K
$783K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.31K+ 4.27% |
$115K - $124K
|
56.5K
$3.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.25K+ 17.52% |
$111K - $120K
|
15.1K
$853K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.24KNew |
$111K - $120K
|
2.24K
$127K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
2.2K+ 8.34% |
$109K - $118K
|
28.6K
$1.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.15K+ 0.61% |
$107K - $115K
|
355K
$20.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.03K+ 9.06% |
$100K - $108K
|
24.4K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2K+ 11.23% |
$99.1K - $107K
|
19.8K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.98K+ 18.62% |
$98.1K - $106K
|
12.6K
$715K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
1.96K+ 13.52% |
$97.3K - $105K
|
16.5K
$934K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.93K+ 4.73% |
$95.4K - $103K
|
42.7K
$2.42M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.88K+ 4.39% |
$93.2K - $100K
|
44.8K
$2.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 2.79% |
$83.3K - $89.7K
|
62K
$3.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.68K+ 9.05% |
$83.2K - $89.7K
|
20.3K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.6K+ 4.54% |
$79.3K - $85.5K
|
36.9K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.54K+ 90.52% |
$76.1K - $82.1K
|
3.24K
$183K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.49K+ 8.91% |
$73.9K - $79.6K
|
18.2K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.48K+ 30.38% |
$73.2K - $78.9K
|
6.34K
$359K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.44K+ 53.17% |
$71.4K - $77K
|
4.15K
$235K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 6.21% |
$65K - $70K
|
22.5K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25K+ 13.48% |
$61.9K - $66.7K
|
10.5K
$596K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.23K+ 2.03% |
$60.8K - $65.5K
|
61.7K
$3.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.17KNew |
$57.7K - $62.2K
|
1.17K
$66K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.16K+ 11.51% |
$57.5K - $62K
|
11.2K
$637K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.16K+ 0.17% |
$57.4K - $61.9K
|
683K
$38.7M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.14K+ 14.69% |
$56.3K - $60.7K
|
8.87K
$502K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.12K+ 4.86% |
$55.2K - $59.5K
|
24.1K
$1.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.1K+ 16.74% |
$54.7K - $58.9K
|
7.7K
$436K
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
1.1K+ 11.14% |
$54.3K - $58.5K
|
10.9K
$619K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.07KNew |
$52.8K - $56.9K
|
1.07K
$60.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.06K+ 7.37% |
$52.7K - $56.8K
|
15.5K
$878K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 7.36% |
$51.3K - $55.3K
|
15.1K
$856K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
986+ 5.06% |
$48.8K - $52.6K
|
20.5K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
977+ 1.53% |
$48.4K - $52.2K
|
64.8K
$3.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
972+ 11.49% |
$48.2K - $51.9K
|
9.43K
$534K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
961+ 2.13% |
$47.6K - $51.3K
|
46.1K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
959+ 42.27% |
$47.5K - $51.2K
|
3.23K
$183K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
926New |
$45.9K - $49.4K
|
926
$52.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
919+ 19.24% |
$45.5K - $49.1K
|
5.7K
$323K
|