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
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.2K- 43.51% |
$530K - $586K
|
15.9K
$901K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-12.8K- 0.76% |
$554K - $613K
|
1.68M
$95.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.1K- 1.8% |
$609K - $673K
|
766K
$43.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.8K- 32.54% |
$638K - $705K
|
30.6K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.2K- 16.21% |
$656K - $726K
|
78.5K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.1K- 4.74% |
$698K - $771K
|
324K
$18.4M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-18.9K- 17.54% |
$817K - $903K
|
88.9K
$5.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-22.1K- 13.34% |
$957K - $1.06M
|
144K
$8.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-24.7K- 86.97% |
$1.07M - $1.18M
|
3.7K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.5K- 8.28% |
$1.15M - $1.27M
|
294K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-27.4K- 3.74% |
$1.19M - $1.31M
|
706K
$40M
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-31.1K- 16.07% |
$1.34M - $1.49M
|
162K
$9.19M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-35.4K- 7.46% |
$1.53M - $1.69M
|
439K
$24.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.2K- 67.36% |
$1.57M - $1.73M
|
17.6K
$994K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-39.7K- 16.63% |
$1.72M - $1.9M
|
199K
$11.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-40.8K- 47.66% |
$1.76M - $1.95M
|
44.8K
$2.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-41.6K- 6.85% |
$1.8M - $1.99M
|
565K
$32M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-42.6K- 0.74% |
$1.84M - $2.04M
|
5.75M
$326M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-45.5K- 79.41% |
$1.97M - $2.17M
|
11.8K
$668K
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-55.3K- 29.28% |
$2.39M - $2.64M
|
134K
$7.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-63.4K- 9.15% |
$2.74M - $3.03M
|
630K
$35.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-73.3K- 17.64% |
$3.17M - $3.51M
|
342K
$19.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-78.3K- 13.18% |
$3.39M - $3.74M
|
516K
$29.2M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-78.4K- 46.49% |
$3.39M - $3.75M
|
90.2K
$5.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-230K- 29.26% |
$9.95M - $11M
|
557K
$31.5M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-237K- 80.87% |
$10.2M - $11.3M
|
56.1K
$3.18M
|