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 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-249- 2.1% |
$10.8K - $11.9K
|
11.6K
$658K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-261- 43.0% |
$11.3K - $12.5K
|
346
$19.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-265- 0.11% |
$11.5K - $12.7K
|
239K
$13.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-275- 2.09% |
$11.9K - $13.1K
|
12.9K
$731K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-291- 1.47% |
$12.6K - $13.9K
|
19.5K
$1.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-297- 4.97% |
$12.8K - $14.2K
|
5.68K
$321K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-310- 2.5% |
$13.4K - $14.8K
|
12.1K
$685K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-322- 1.22% |
$13.9K - $15.4K
|
26.2K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-354- 2.75% |
$15.3K - $16.9K
|
12.5K
$710K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-361- 1.13% |
$15.6K - $17.3K
|
31.7K
$1.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-370- 4.89% |
$16K - $17.7K
|
7.19K
$407K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-380- 4.0% |
$16.4K - $18.2K
|
9.12K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-386- 0.34% |
$16.7K - $18.5K
|
112K
$6.32M
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-391- 2.89% |
$16.9K - $18.7K
|
13.1K
$744K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-396- 6.15% |
$17.1K - $18.9K
|
6.05K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-400- 2.85% |
$17.3K - $19.1K
|
13.6K
$771K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-400- 5.99% |
$17.3K - $19.1K
|
6.28K
$356K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-410- 1.59% |
$17.7K - $19.6K
|
25.4K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-438- 1.27% |
$18.9K - $20.9K
|
34K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-442- 4.48% |
$19.1K - $21.1K
|
9.42K
$534K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-447- 26.5% |
$19.3K - $21.4K
|
1.24K
$70.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-477- 3.92% |
$20.6K - $22.8K
|
11.7K
$661K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-506- 2.4% |
$21.9K - $24.2K
|
20.5K
$1.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-515- 0.55% |
$22.3K - $24.6K
|
93.6K
$5.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-522- 1.19% |
$22.6K - $25K
|
43.4K
$2.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-534- 0.75% |
$23.1K - $25.5K
|
71K
$4.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-579- 1.78% |
$25K - $27.7K
|
31.9K
$1.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-603- 3.61% |
$26.1K - $28.8K
|
16.1K
$911K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-628- 4.21% |
$27.1K - $30K
|
14.3K
$808K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-669- 8.46% |
$28.9K - $32K
|
7.24K
$410K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-669- 8.46% |
$28.9K - $32K
|
7.24K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-716- 1.9% |
$31K - $34.2K
|
36.9K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-772- 8.63% |
$33.4K - $36.9K
|
8.17K
$463K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-844- 44.14% |
$36.5K - $40.3K
|
1.07K
$60.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-857- 3.95% |
$37K - $41K
|
20.8K
$1.18M
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-866- 13.56% |
$37.4K - $41.4K
|
5.52K
$313K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-906- 17.66% |
$39.2K - $43.3K
|
4.23K
$239K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-913- 1.46% |
$39.5K - $43.6K
|
61.5K
$3.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-948- 4.65% |
$41K - $45.3K
|
19.5K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.02K- 17.87% |
$44.2K - $48.9K
|
4.7K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.04K- 1.23% |
$45K - $49.8K
|
83.6K
$4.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.11K- 0.52% |
$47.9K - $53K
|
211K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.12K- 1.31% |
$48.5K - $53.6K
|
84.7K
$4.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 1.53% |
$51.1K - $56.5K
|
75.9K
$4.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.21K- 10.67% |
$52.3K - $57.8K
|
10.1K
$574K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.21K- 8.11% |
$52.4K - $57.9K
|
13.7K
$777K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.22K- 2.11% |
$52.7K - $58.3K
|
56.7K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.26K- 20.99% |
$54.6K - $60.4K
|
4.76K
$269K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.3K- 0.77% |
$56K - $61.9K
|
167K
$9.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.39K- 39.59% |
$59.9K - $66.3K
|
2.12K
$120K
|