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 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.14K- 2.87% |
$56.3K - $60.7K
|
38.5K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.2K- 23.53% |
$59.4K - $64.1K
|
3.9K
$221K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.2K- 7.04% |
$59.6K - $64.2K
|
15.9K
$900K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.21K- 7.47% |
$59.7K - $64.3K
|
14.9K
$846K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.22K- 4.73% |
$60.2K - $64.9K
|
24.5K
$1.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.27K- 0.68% |
$63K - $67.9K
|
187K
$10.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.28K- 17.28% |
$63.6K - $68.5K
|
6.14K
$348K
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1.33K- 0.78% |
$66K - $71.1K
|
169K
$9.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.43K- 12.77% |
$71K - $76.6K
|
9.8K
$555K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.45K- 95.4% |
$71.9K - $77.5K
|
70
$3.96K
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.48K- 7.48% |
$73.3K - $79K
|
18.3K
$1.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 2.22% |
$79.3K - $85.5K
|
70.4K
$3.99M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.62K- 3.69% |
$80.3K - $86.5K
|
42.3K
$2.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.69K- 22.91% |
$83.6K - $90.1K
|
5.68K
$322K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.73K- 93.43% |
$85.9K - $92.6K
|
122
$6.91K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.83K- 4.95% |
$90.9K - $97.9K
|
35.2K
$1.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.9K- 25.98% |
$93.9K - $101K
|
5.4K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.97K- 92.52% |
$97.4K - $105K
|
159
$9K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.03K- 4.96% |
$100K - $108K
|
38.8K
$2.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.12K- 31.89% |
$105K - $113K
|
4.52K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.26K- 8.68% |
$112K - $120K
|
23.7K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.27K- 1.4% |
$113K - $121K
|
160K
$9.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.37K- 35.8% |
$118K - $127K
|
4.26K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.42K- 1.89% |
$120K - $129K
|
125K
$7.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.43K- 2.98% |
$120K - $129K
|
79.1K
$4.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-3.05K- 5.58% |
$151K - $163K
|
51.7K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-3.1K- 1.72% |
$154K - $166K
|
177K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.16K- 4.37% |
$157K - $169K
|
69.3K
$3.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-3.25K- 2.35% |
$161K - $173K
|
135K
$7.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.26K- 6.08% |
$162K - $174K
|
50.4K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.28K- 0.52% |
$163K - $175K
|
627K
$35.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-3.33K- 1.85% |
$165K - $178K
|
177K
$10M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-3.36K- 15.03% |
$166K - $179K
|
19K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.39K- 94.3% |
$168K - $181K
|
205
$11.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.46K- 15.24% |
$171K - $184K
|
19.2K
$1.09M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.47K- 3.77% |
$172K - $185K
|
88.7K
$5.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.62K- 24.31% |
$179K - $193K
|
11.3K
$638K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.72K- 16.75% |
$184K - $199K
|
18.5K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-3.74K- 9.19% |
$185K - $200K
|
37K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.83K- 3.15% |
$190K - $204K
|
118K
$6.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.84K- 19.49% |
$190K - $205K
|
15.9K
$899K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.87K- 8.67% |
$192K - $207K
|
40.8K
$2.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.19K- 4.79% |
$207K - $223K
|
83.2K
$4.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-4.22K- 18.19% |
$209K - $225K
|
19K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.63K- 8.41% |
$229K - $247K
|
50.4K
$2.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-4.84K- 19.33% |
$240K - $258K
|
20.2K
$1.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.42K- 3.18% |
$268K - $289K
|
165K
$9.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.53K- 23.19% |
$274K - $295K
|
18.3K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.73K- 96.72% |
$284K - $306K
|
194
$11K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.9K- 1.37% |
$292K - $315K
|
425K
$24M
|