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 05, 2024
Q2 2024
|
ETF Store, Inc.
|
BUY
|
- |
213+ 3.42% |
$10.6K - $11.4K
|
6.45K
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
196+ 3.58% |
$9.71K - $10.5K
|
5.67K
$321K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
187+ 0.34% |
$9.26K - $9.98K
|
55.9K
$3.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
183+ 1.06% |
$9.07K - $9.77K
|
17.5K
$989K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
180+ 1.32% |
$8.92K - $9.61K
|
13.8K
$782K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
152+ 14.1% |
$7.53K - $8.12K
|
1.23K
$69.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
144+ 16.22% |
$7.13K - $7.69K
|
1.03K
$58.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
141+ 10.04% |
$6.99K - $7.53K
|
1.55K
$87.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
140+ 17.11% |
$6.94K - $7.47K
|
958
$54.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
132+ 2.02% |
$6.54K - $7.05K
|
6.68K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
132+ 0.95% |
$6.54K - $7.05K
|
14K
$794K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
125+ 2.09% |
$6.19K - $6.67K
|
6.11K
$346K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
114+ 0.6% |
$5.65K - $6.09K
|
19.3K
$1.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
105+ 0.92% |
$5.2K - $5.61K
|
11.5K
$654K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
98+ 22.17% |
$4.85K - $5.23K
|
540
$30.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
95+ 2.74% |
$4.71K - $5.07K
|
3.57K
$202K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
92+ 0.55% |
$4.56K - $4.91K
|
16.8K
$949K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
90New |
$4.46K - $4.81K
|
90
$5.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
90+ 70.87% |
$4.46K - $4.81K
|
217
$12.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
86+ 0.79% |
$4.26K - $4.59K
|
10.9K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
84+ 1.26% |
$4.16K - $4.48K
|
6.74K
$382K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
79+ 5.16% |
$3.91K - $4.22K
|
1.61K
$91.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
79+ 0.93% |
$3.91K - $4.22K
|
8.58K
$486K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
78+ 9.33% |
$3.86K - $4.16K
|
914
$51.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.87% |
$3.77K - $4.06K
|
8.83K
$500K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
72+ 0.86% |
$3.57K - $3.84K
|
8.46K
$479K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
69+ 1.72% |
$3.42K - $3.68K
|
4.08K
$231K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
65+ 0.41% |
$3.22K - $3.47K
|
16.1K
$911K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
50+ 0.9% |
$2.48K - $2.67K
|
5.6K
$317K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
44+ 1.34% |
$2.18K - $2.35K
|
3.33K
$188K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
38+ 0.06% |
$1.88K - $2.03K
|
62.8K
$3.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
29+ 0.07% |
$1.44K - $1.55K
|
38.8K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
27+ 0.41% |
$1.34K - $1.44K
|
6.67K
$378K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
24+ 0.21% |
$1.19K - $1.28K
|
11.7K
$662K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.27% |
$1.04K - $1.12K
|
7.84K
$444K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
19+ 0.38% |
$941 - $1.01K
|
5.04K
$285K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15New |
$743 - $801
|
15
$849
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
12+ 0.27% |
$594 - $641
|
4.54K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11+ 7.14% |
$545 - $587
|
165
$9.34K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10+ 0.19% |
$495 - $534
|
5.27K
$299K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9+ 5.45% |
$446 - $481
|
174
$9.85K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
8+ 0.25% |
$396 - $427
|
3.2K
$181K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 25.0% |
$347 - $374
|
35
$1.98K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4+ 0.08% |
$198 - $214
|
5K
$283K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4+ 0.33% |
$198 - $214
|
1.22K
$69.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.08% |
$198 - $214
|
5.03K
$285K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.48% |
$149 - $160
|
627
$35.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.07% |
$149 - $160
|
4.2K
$238K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.43% |
$99.1 - $107
|
462
$26.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.09% |
$49.5 - $53.4
|
1.14K
$64.3K
|