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 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.04% |
$86.5 - $95.6
|
4.86K
$276K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.02% |
$43.2 - $47.8
|
5.56K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$43.2 - $47.8
|
5.6K
$318K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 1.15% |
$43.2 - $47.8
|
88
$5K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.52% |
$43.2 - $47.8
|
193
$11K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 2.5% |
$43.2 - $47.8
|
39
$2.21K
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-4- 0.07% |
$173 - $191
|
5.69K
$323K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-5- 1.27% |
$216 - $239
|
390
$22.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-6- 35.29% |
$259 - $287
|
11
$625
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8- 0.1% |
$346 - $382
|
8.39K
$476K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-13- 0.25% |
$562 - $621
|
5.19K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14- 0.18% |
$605 - $669
|
7.68K
$436K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-15- 0.04% |
$648 - $717
|
33.6K
$1.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-20- 0.15% |
$865 - $956
|
13.4K
$760K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-21- 0.39% |
$908 - $1K
|
5.37K
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-28- 0.12% |
$1.21K - $1.34K
|
24K
$1.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-30- 0.34% |
$1.3K - $1.43K
|
8.68K
$493K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-42- 0.62% |
$1.82K - $2.01K
|
6.68K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-45- 0.67% |
$1.95K - $2.15K
|
6.69K
$380K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-46- 0.55% |
$1.99K - $2.2K
|
8.28K
$470K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-50- 4.93% |
$2.16K - $2.39K
|
965
$54.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-63- 0.5% |
$2.72K - $3.01K
|
12.5K
$709K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-64- 0.47% |
$2.77K - $3.06K
|
13.6K
$774K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-69- 0.21% |
$2.98K - $3.3K
|
32.3K
$1.84M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-69- 1.42% |
$2.98K - $3.3K
|
4.79K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-75- 1.9% |
$3.24K - $3.59K
|
3.88K
$220K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-109- 1.84% |
$4.71K - $5.21K
|
5.83K
$331K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-112- 6.76% |
$4.84K - $5.35K
|
1.55K
$87.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-114Closed |
$4.93K - $5.45K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-133- 0.26% |
$5.75K - $6.36K
|
51.3K
$2.91M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-134- 0.09% |
$5.79K - $6.41K
|
149K
$8.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-148- 0.61% |
$6.4K - $7.07K
|
24K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-153- 1.47% |
$6.61K - $7.31K
|
10.2K
$582K
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-155- 0.98% |
$6.7K - $7.41K
|
15.7K
$894K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-188- 2.91% |
$8.13K - $8.99K
|
6.28K
$356K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-194- 1.88% |
$8.39K - $9.27K
|
10.1K
$575K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-195- 13.29% |
$8.43K - $9.32K
|
1.27K
$72.2K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-200- 1.1% |
$8.65K - $9.56K
|
18K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-200- 2.98% |
$8.65K - $9.56K
|
6.51K
$369K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-203- 3.04% |
$8.78K - $9.7K
|
6.48K
$368K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-204- 2.64% |
$8.82K - $9.75K
|
7.53K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-205- 13.14% |
$8.86K - $9.8K
|
1.36K
$77K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-206- 1.94% |
$8.91K - $9.85K
|
10.4K
$590K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-213- 2.84% |
$9.21K - $10.2K
|
7.28K
$414K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-229- 0.54% |
$9.9K - $10.9K
|
42.1K
$2.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-235- 1.25% |
$10.2K - $11.2K
|
18.6K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-242- 1.41% |
$10.5K - $11.6K
|
16.9K
$961K
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-244- 4.9% |
$10.5K - $11.7K
|
4.74K
$269K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-246- 4.15% |
$10.6K - $11.8K
|
5.69K
$323K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-248- 2.94% |
$10.7K - $11.9K
|
8.2K
$465K
|