Purchases and Sales Made in Q3 2024 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
422+ 2.19% |
$21.2K - $23.2K
|
19.7K
$1.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
405+ 2.55% |
$20.4K - $22.2K
|
16.3K
$923K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
400+ 10.26% |
$20.1K - $22K
|
4.3K
$244K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
377+ 0.67% |
$19K - $20.7K
|
56.9K
$3.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
358+ 5.01% |
$18K - $19.7K
|
7.5K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
354+ 2.46% |
$17.8K - $19.4K
|
14.8K
$836K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
352+ 7.01% |
$17.7K - $19.3K
|
5.37K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
320+ 6.64% |
$16.1K - $17.6K
|
5.14K
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
318+ 2120.0% |
$16K - $17.5K
|
333
$18.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
302+ 3.92% |
$15.2K - $16.6K
|
8K
$453K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
298+ 4.46% |
$15K - $16.4K
|
6.97K
$395K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
295+ 5.09% |
$14.8K - $16.2K
|
6.09K
$345K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
276+ 6.46% |
$13.9K - $15.2K
|
4.55K
$258K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
274+ 40.06% |
$13.8K - $15K
|
958
$54.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
270+ 4.7% |
$13.6K - $14.8K
|
6.02K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
270+ 85.71% |
$13.6K - $14.8K
|
585
$33.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
254+ 0.68% |
$12.8K - $13.9K
|
37.6K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
238+ 2.84% |
$12K - $13.1K
|
8.61K
$487K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
232+ 0.08% |
$11.7K - $12.7K
|
278K
$15.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
231+ 2.11% |
$11.6K - $12.7K
|
11.2K
$632K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
230+ 2.71% |
$11.6K - $12.6K
|
8.72K
$494K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
208New |
$10.5K - $11.4K
|
208
$11.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
200+ 4.38% |
$10.1K - $11K
|
4.77K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
200+ 2.97% |
$10.1K - $11K
|
6.95K
$393K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
188+ 1.85% |
$9.45K - $10.3K
|
10.3K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
157+ 0.84% |
$7.9K - $8.62K
|
18.8K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
157New |
$7.9K - $8.62K
|
157
$8.89K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
155+ 2.72% |
$7.79K - $8.51K
|
5.85K
$331K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
151New |
$7.59K - $8.29K
|
151
$8.55K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
151New |
$7.59K - $8.29K
|
151
$8.55K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
150+ 1.07% |
$7.54K - $8.24K
|
14.1K
$800K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
144+ 3.53% |
$7.24K - $7.91K
|
4.22K
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
132+ 0.1% |
$6.64K - $7.25K
|
139K
$7.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
111+ 1.98% |
$5.58K - $6.1K
|
5.71K
$323K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
108+ 17.79% |
$5.43K - $5.93K
|
715
$40.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
101+ 0.73% |
$5.08K - $5.55K
|
13.9K
$785K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100+ 0.62% |
$5.03K - $5.49K
|
16.4K
$926K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
97+ 0.85% |
$4.88K - $5.33K
|
11.5K
$654K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
97+ 0.41% |
$4.88K - $5.33K
|
23.8K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
96+ 0.72% |
$4.83K - $5.27K
|
13.5K
$762K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
91+ 0.46% |
$4.58K - $5K
|
19.7K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
90+ 3.5% |
$4.53K - $4.94K
|
2.66K
$151K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
86+ 54.43% |
$4.32K - $4.72K
|
244
$13.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
77+ 0.29% |
$3.87K - $4.23K
|
26.9K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
69+ 0.6% |
$3.47K - $3.79K
|
11.6K
$658K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
68+ 0.11% |
$3.42K - $3.73K
|
62.8K
$3.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.69% |
$3.07K - $3.35K
|
8.89K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
61New |
$3.07K - $3.35K
|
61
$3.45K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
60+ 0.11% |
$3.02K - $3.3K
|
54.4K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
59+ 0.93% |
$2.97K - $3.24K
|
6.4K
$362K
|