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 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.42K- 4.81% |
$61.3K - $67.8K
|
28.1K
$1.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.48K- 16.68% |
$63.9K - $70.7K
|
7.39K
$420K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.5K- 15.68% |
$64.7K - $71.5K
|
8.05K
$457K
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.54K- 20.61% |
$66.5K - $73.5K
|
5.92K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.54K- 13.91% |
$66.6K - $73.6K
|
9.53K
$541K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 9.65% |
$69.1K - $76.4K
|
15K
$849K
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.73K- 6.51% |
$74.8K - $82.7K
|
24.9K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.92K- 4.05% |
$82.9K - $91.7K
|
45.4K
$2.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.16K- 10.34% |
$93.5K - $103K
|
18.7K
$1.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.3K- 3.89% |
$99.3K - $110K
|
56.8K
$3.22M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-2.38K- 14.87% |
$103K - $114K
|
13.6K
$773K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-2.44K- 1.39% |
$105K - $117K
|
173K
$9.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.58K- 5.15% |
$111K - $123K
|
47.5K
$2.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.7K- 4.57% |
$117K - $129K
|
56.5K
$3.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.8K- 9.83% |
$121K - $134K
|
25.7K
$1.46M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-2.81K- 21.32% |
$122K - $134K
|
10.4K
$589K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.03K- 25.81% |
$131K - $145K
|
8.72K
$495K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.06K- 1.59% |
$132K - $146K
|
190K
$10.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-3.43K- 1.82% |
$148K - $164K
|
185K
$10.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.46K- 15.93% |
$150K - $165K
|
18.3K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.7K- 13.03% |
$160K - $177K
|
24.7K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.72K- 2.69% |
$161K - $178K
|
134K
$7.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.75K- 17.08% |
$162K - $179K
|
18.2K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-4.09K- 15.11% |
$177K - $195K
|
23K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.43K- 22.58% |
$192K - $212K
|
15.2K
$862K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.6K- 5.43% |
$199K - $220K
|
80.1K
$4.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4.78K- 49.16% |
$207K - $228K
|
4.94K
$281K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-4.89K- 5.29% |
$211K - $234K
|
87.6K
$4.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-5.16K- 5.48% |
$223K - $247K
|
89K
$5.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.37K- 41.38% |
$232K - $257K
|
7.6K
$432K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-5.41K- 25.74% |
$234K - $259K
|
15.6K
$887K
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-5.49K- 0.79% |
$237K - $262K
|
685K
$38.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-5.73K- 35.69% |
$248K - $274K
|
10.3K
$586K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.8K- 26.32% |
$251K - $277K
|
16.2K
$922K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.94K- 2.11% |
$257K - $284K
|
276K
$15.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.17K- 2.75% |
$267K - $295K
|
218K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-6.43K- 5.13% |
$278K - $307K
|
119K
$6.74M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.47K- 15.09% |
$280K - $309K
|
36.4K
$2.07M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-6.51K- 3.05% |
$281K - $311K
|
207K
$11.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-7.15K- 1.23% |
$309K - $342K
|
576K
$32.7M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-7.63K- 15.22% |
$330K - $364K
|
42.5K
$2.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.15K- 4.59% |
$352K - $390K
|
169K
$9.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-8.29K- 12.74% |
$358K - $396K
|
56.8K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-8.59K- 4.6% |
$372K - $411K
|
178K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.7K- 5.42% |
$376K - $416K
|
152K
$8.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-9.12K- 17.74% |
$394K - $436K
|
42.3K
$2.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.93K- 5.32% |
$429K - $475K
|
177K
$10M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-10.8K- 5.76% |
$466K - $515K
|
176K
$10M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-10.9K- 57.27% |
$471K - $521K
|
8.13K
$462K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-12.2KClosed |
$527K - $582K
|
0
$0
|