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 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.02% |
$49.5 - $53.4
|
4.91K
$278K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 8.33% |
$49.5 - $53.4
|
13
$736
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.17% |
$49.5 - $53.4
|
582
$33K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 4.35% |
$49.5 - $53.4
|
24
$1.36K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 1.14% |
$49.5 - $53.4
|
89
$5.04K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 1.69% |
$49.5 - $53.4
|
60
$3.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.02% |
$49.5 - $53.4
|
5.42K
$307K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.02% |
$49.5 - $53.4
|
5.17K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
SELL
|
- |
-1- 0.01% |
$49.5 - $53.4
|
8K
$453K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1- 0.01% |
$49.5 - $53.4
|
7.57K
$429K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7- 1.39% |
$347 - $374
|
495
$28K
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-8- 0.16% |
$396 - $427
|
5.08K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-24- 0.17% |
$1.19K - $1.28K
|
14K
$792K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-26- 0.11% |
$1.29K - $1.39K
|
23.7K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-29- 20.42% |
$1.44K - $1.55K
|
113
$6.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-39- 0.46% |
$1.93K - $2.08K
|
8.37K
$474K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-45- 1.03% |
$2.23K - $2.4K
|
4.32K
$245K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-46- 28.05% |
$2.28K - $2.46K
|
118
$6.68K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-48- 12.21% |
$2.38K - $2.56K
|
345
$19.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-49- 0.88% |
$2.43K - $2.62K
|
5.53K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-50- 1.25% |
$2.48K - $2.67K
|
3.94K
$223K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-50- 1.82% |
$2.48K - $2.67K
|
2.7K
$153K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-54- 1.07% |
$2.68K - $2.88K
|
4.98K
$282K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-55- 2.93% |
$2.72K - $2.94K
|
1.83K
$103K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-73- 0.53% |
$3.62K - $3.9K
|
13.8K
$781K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-85- 1.27% |
$4.21K - $4.54K
|
6.62K
$375K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-98- 11.21% |
$4.85K - $5.23K
|
776
$43.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-114- 2.0% |
$5.65K - $6.09K
|
5.59K
$316K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-128- 0.77% |
$6.34K - $6.83K
|
16.4K
$929K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-141- 1.42% |
$6.99K - $7.53K
|
9.78K
$554K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-148- 1.21% |
$7.33K - $7.9K
|
12.1K
$684K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-158- 8.66% |
$7.83K - $8.44K
|
1.67K
$94.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-160- 2.32% |
$7.93K - $8.54K
|
6.75K
$382K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-162- 3.69% |
$8.03K - $8.65K
|
4.22K
$239K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-169- 11.27% |
$8.37K - $9.02K
|
1.33K
$75.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-174- 1.43% |
$8.62K - $9.29K
|
12K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-175- 68.63% |
$8.67K - $9.34K
|
80
$4.53K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-200- 2.77% |
$9.91K - $10.7K
|
7.02K
$398K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-219- 4.9% |
$10.8K - $11.7K
|
4.25K
$241K
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-239- 1.29% |
$11.8K - $12.8K
|
18.3K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-242- 1.33% |
$12K - $12.9K
|
18K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-253- 0.26% |
$12.5K - $13.5K
|
95.4K
$5.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-254- 0.33% |
$12.6K - $13.6K
|
76.8K
$4.35M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-276- 27.25% |
$13.7K - $14.7K
|
737
$41.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-280- 0.25% |
$13.9K - $14.9K
|
110K
$6.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-284- 1.37% |
$14.1K - $15.2K
|
20.5K
$1.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-291- 0.53% |
$14.4K - $15.5K
|
54.3K
$3.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-293- 3.62% |
$14.5K - $15.6K
|
7.8K
$442K
|