Purchases and Sales Made in Q3 2023 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.37K+ 5.11% |
$102K - $113K
|
48.7K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.32K+ 23.27% |
$100K - $111K
|
12.3K
$696K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.28K+ 1.29% |
$98.7K - $109K
|
180K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.27K+ 30.42% |
$98K - $108K
|
9.72K
$550K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
2.24K+ 5.67% |
$96.7K - $107K
|
41.7K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.23K+ 18.74% |
$96.5K - $107K
|
14.1K
$801K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.2KNew |
$95.2K - $105K
|
2.2K
$125K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.15K+ 12.19% |
$93K - $103K
|
19.8K
$1.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.12K+ 8.83% |
$91.8K - $102K
|
26.2K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.02KNew |
$87.2K - $96.4K
|
2.02K
$114K
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.97K+ 24.05% |
$85.3K - $94.3K
|
10.2K
$576K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.92K+ 3.65% |
$82.8K - $91.5K
|
54.3K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.84K+ 4.93% |
$79.6K - $88K
|
39.2K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.82K+ 3.09% |
$78.8K - $87.1K
|
60.8K
$3.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.73KNew |
$74.9K - $82.8K
|
1.73K
$98.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.69K+ 1.56% |
$73.1K - $80.9K
|
110K
$6.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.67K+ 23.5% |
$72.3K - $79.9K
|
8.79K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.63K+ 577.66% |
$70.4K - $77.9K
|
1.91K
$108K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.57K+ 120.96% |
$67.9K - $75K
|
2.87K
$162K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
1.53K+ 2.89% |
$66.1K - $73.1K
|
54.5K
$3.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.53K+ 2.64% |
$65.9K - $72.9K
|
59.2K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.41K+ 265.1% |
$61.1K - $67.5K
|
1.95K
$110K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.41KNew |
$60.7K - $67.2K
|
1.41K
$79.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.39K+ 1.54% |
$60.1K - $66.5K
|
92K
$5.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.35K+ 2.65% |
$58.3K - $64.4K
|
52.3K
$2.96M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.28K+ 4.99% |
$55.2K - $61K
|
26.9K
$1.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.26K+ 23.87% |
$54.3K - $60K
|
6.51K
$369K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.18K+ 5.93% |
$51.2K - $56.6K
|
21.1K
$1.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 1.12% |
$51.1K - $56.5K
|
107K
$6.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 2.83% |
$50.9K - $56.3K
|
42.8K
$2.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 5.02% |
$48.8K - $54K
|
23.6K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.08K+ 10.45% |
$46.6K - $51.5K
|
11.4K
$645K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
980+ 4.2% |
$42.4K - $46.8K
|
24.3K
$1.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
974+ 6.83% |
$42.1K - $46.6K
|
15.2K
$863K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
919+ 19.35% |
$39.7K - $43.9K
|
5.67K
$321K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
907+ 16.15% |
$39.2K - $43.4K
|
6.52K
$369K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
861+ 22.56% |
$37.2K - $41.2K
|
4.68K
$265K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
824+ 0.39% |
$35.6K - $39.4K
|
210K
$11.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
822+ 6.77% |
$35.5K - $39.3K
|
13K
$734K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
817+ 14.51% |
$35.3K - $39.1K
|
6.45K
$365K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
801+ 3.11% |
$34.6K - $38.3K
|
26.5K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
770+ 8.0% |
$33.3K - $36.8K
|
10.4K
$589K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
720+ 4.81% |
$31.1K - $34.4K
|
15.7K
$889K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
708+ 7.07% |
$30.6K - $33.8K
|
10.7K
$607K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
696+ 8.82% |
$30.1K - $33.3K
|
8.59K
$486K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
663+ 0.98% |
$28.7K - $31.7K
|
68K
$3.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
642New |
$27.8K - $30.7K
|
642
$36.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
628+ 7.06% |
$27.1K - $30K
|
9.53K
$540K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
622New |
$26.9K - $29.7K
|
622
$35.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
592+ 0.66% |
$25.6K - $28.3K
|
90.3K
$5.12M
|