Purchases and Sales Made in Q4 2023 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-15.3K- 47.9% |
$623K - $752K
|
16.6K
$944K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-15.6K- 44.02% |
$634K - $766K
|
19.8K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17K- 35.28% |
$694K - $838K
|
31.2K
$1.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17.3K- 28.28% |
$705K - $850K
|
43.8K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.3K- 11.42% |
$707K - $853K
|
135K
$7.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-18.8K- 79.53% |
$766K - $925K
|
4.84K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-18.9K- 3.29% |
$771K - $931K
|
557K
$31.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-20.8K- 17.16% |
$847K - $1.02M
|
100K
$5.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-20.8K- 51.86% |
$847K - $1.02M
|
19.3K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-21.5K- 27.41% |
$877K - $1.06M
|
57K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.8K- 3.63% |
$889K - $1.07M
|
579K
$32.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-24K- 65.81% |
$980K - $1.18M
|
12.5K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24.5K- 17.93% |
$999K - $1.21M
|
112K
$6.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.4K- 54.67% |
$1.08M - $1.3M
|
21.9K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.9K- 22.35% |
$1.54M - $1.86M
|
132K
$7.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-43.1K- 90.83% |
$1.76M - $2.12M
|
4.35K
$247K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-47.9K- 86.73% |
$1.95M - $2.36M
|
7.33K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-52.3K- 26.28% |
$2.13M - $2.57M
|
147K
$8.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-54.5K- 50.44% |
$2.22M - $2.68M
|
53.6K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-63.3K- 25.3% |
$2.58M - $3.11M
|
187K
$10.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-63.8K- 42.7% |
$2.6M - $3.14M
|
85.6K
$4.86M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-78.6K- 59.47% |
$3.2M - $3.87M
|
53.6K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-93.8K- 68.08% |
$3.82M - $4.62M
|
44K
$2.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-95.6K- 7.61% |
$3.9M - $4.7M
|
1.16M
$65.9M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-119K- 68.13% |
$4.86M - $5.87M
|
55.8K
$3.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-130K- 10.34% |
$5.3M - $6.39M
|
1.13M
$64M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-179K- 15.86% |
$7.29M - $8.8M
|
949K
$53.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-229K- 67.27% |
$9.34M - $11.3M
|
111K
$6.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-664K- 94.09% |
$27.1M - $32.7M
|
41.7K
$2.37M
|