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
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-293- 3.62% |
$14.5K - $15.6K
|
7.8K
$444K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-314- 2.09% |
$15.6K - $16.8K
|
14.7K
$839K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-315- 1.28% |
$15.6K - $16.8K
|
24.4K
$1.39M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-340- 11.69% |
$16.8K - $18.2K
|
2.57K
$146K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-350- 2.49% |
$17.3K - $18.7K
|
13.7K
$780K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-352- 1.38% |
$17.4K - $18.8K
|
25.2K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-358- 4.16% |
$17.7K - $19.1K
|
8.26K
$470K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-365- 2.79% |
$18.1K - $19.5K
|
12.7K
$724K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-373- 1.82% |
$18.5K - $19.9K
|
20.1K
$1.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-378- 0.24% |
$18.7K - $20.2K
|
157K
$8.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-381- 1.91% |
$18.9K - $20.3K
|
19.6K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-395- 0.28% |
$19.6K - $21.1K
|
139K
$7.91M
|
|
|
Jul 03, 2024
Q2 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-419- 0.21% |
$20.8K - $22.4K
|
199K
$11.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-438- 9.57% |
$21.7K - $23.4K
|
4.14K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-463- 1.69% |
$22.9K - $24.7K
|
26.9K
$1.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-493- 6.12% |
$24.4K - $26.3K
|
7.56K
$431K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-518- 6.28% |
$25.7K - $27.7K
|
7.73K
$440K
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-529- 3.29% |
$26.2K - $28.2K
|
15.6K
$886K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-531- 98.15% |
$26.3K - $28.4K
|
10
$569
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-543- 4.41% |
$26.9K - $29K
|
11.8K
$669K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-594- 0.81% |
$29.4K - $31.7K
|
72.4K
$4.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-600- 3.23% |
$29.7K - $32K
|
18K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-637- 0.75% |
$31.6K - $34K
|
84.5K
$4.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-640- 92.22% |
$31.7K - $34.2K
|
54
$3.07K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-643- 2.05% |
$31.9K - $34.3K
|
30.7K
$1.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-650- 3.82% |
$32.2K - $34.7K
|
16.4K
$932K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-651- 13.58% |
$32.3K - $34.8K
|
4.14K
$236K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-654- 5.88% |
$32.4K - $34.9K
|
10.5K
$596K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-702- 8.87% |
$34.8K - $37.5K
|
7.21K
$411K
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-703- 0.7% |
$34.8K - $37.5K
|
99K
$5.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-710- 1.3% |
$35.2K - $37.9K
|
53.9K
$3.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-744- 11.84% |
$36.9K - $39.7K
|
5.54K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-763- 15.14% |
$37.8K - $40.7K
|
4.28K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-781- 0.63% |
$38.7K - $41.7K
|
124K
$7.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-816- 61.77% |
$40.4K - $43.6K
|
505
$28.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-841- 1.75% |
$41.7K - $44.9K
|
47.2K
$2.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-852- 2.23% |
$42.2K - $45.5K
|
37.4K
$2.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-878- 2.03% |
$43.5K - $46.9K
|
42.3K
$2.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-879- 12.43% |
$43.5K - $46.9K
|
6.19K
$353K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-879- 3.22% |
$43.5K - $46.9K
|
26.4K
$1.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-894- 8.16% |
$44.3K - $47.7K
|
10.1K
$573K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-900- 47.37% |
$44.6K - $48.1K
|
1K
$56.9K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-912- 11.6% |
$45.2K - $48.7K
|
6.95K
$396K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-943- 0.26% |
$46.7K - $50.3K
|
365K
$20.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-982- 9.42% |
$48.6K - $52.4K
|
9.45K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-985- 5.89% |
$48.8K - $52.6K
|
15.7K
$895K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-995- 7.04% |
$49.3K - $53.1K
|
13.1K
$748K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.02K- 12.4% |
$50.4K - $54.4K
|
7.19K
$410K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.02K- 5.63% |
$50.5K - $54.4K
|
17.1K
$973K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.05K- 6.94% |
$52K - $56.1K
|
14.1K
$801K
|