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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
34K+ 651.35% |
$1.39M - $1.67M
|
39.2K
$2.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
33.7K+ 12.02% |
$1.37M - $1.66M
|
314K
$17.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
32.4K+ 19.42% |
$1.32M - $1.6M
|
199K
$11.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
31.7K+ 268.36% |
$1.29M - $1.56M
|
43.5K
$2.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
31.2K+ 10.66% |
$1.27M - $1.54M
|
324K
$18.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
29.8K+ 23.44% |
$1.21M - $1.47M
|
157K
$8.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
29.7K+ 44.37% |
$1.21M - $1.46M
|
96.7K
$5.48M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29.6K+ 12.94% |
$1.21M - $1.46M
|
259K
$14.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
27.4K+ 89.5% |
$1.12M - $1.35M
|
58K
$3.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
26.3K+ 6.12% |
$1.07M - $1.3M
|
457K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26.2K+ 104.0% |
$1.07M - $1.29M
|
51.5K
$2.91M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
26.1K+ 10.46% |
$1.07M - $1.29M
|
276K
$15.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
25KNew |
$1.02M - $1.23M
|
25K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
24.6KNew |
$1M - $1.21M
|
24.6K
$1.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
23.6KNew |
$964K - $1.16M
|
23.6K
$1.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
23.6K+ 54.92% |
$963K - $1.16M
|
66.7K
$3.77M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
23.5K+ 5.35% |
$957K - $1.15M
|
462K
$26.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
23.2KNew |
$946K - $1.14M
|
23.2K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23.1K+ 4.51% |
$943K - $1.14M
|
537K
$30.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22K+ 147.37% |
$898K - $1.08M
|
37K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
21.5K+ 264.42% |
$876K - $1.06M
|
29.6K
$1.68M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
21KNew |
$856K - $1.03M
|
21K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.8K+ 48.65% |
$848K - $1.02M
|
63.6K
$3.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.2K+ 6.19% |
$825K - $996K
|
347K
$19.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
19.8K+ 10.97% |
$807K - $974K
|
200K
$11.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
19.7K+ 55.96% |
$805K - $971K
|
55K
$3.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
19.6K+ 10.04% |
$798K - $964K
|
215K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
19.2KNew |
$783K - $945K
|
19.2K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
19.2K+ 2.78% |
$781K - $943K
|
707K
$40.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19K+ 3.26% |
$773K - $933K
|
601K
$34M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
18.8K+ 86.1% |
$766K - $924K
|
40.6K
$2.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
18K+ 43.89% |
$735K - $887K
|
59.1K
$3.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
17.5K+ 148.76% |
$715K - $863K
|
29.3K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17K+ 13.25% |
$693K - $836K
|
145K
$8.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.8KNew |
$686K - $828K
|
16.8K
$953K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
16.8K+ 92.78% |
$684K - $826K
|
34.9K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.3KNew |
$665K - $803K
|
16.3K
$924K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
15.9KNew |
$648K - $782K
|
15.9K
$900K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
15.3KNew |
$625K - $754K
|
15.3K
$868K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
14.7KNew |
$598K - $721K
|
14.7K
$830K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
14.4KNew |
$587K - $708K
|
14.4K
$815K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
14.4K+ 4.94% |
$585K - $706K
|
305K
$17.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
14.1K+ 70.25% |
$575K - $694K
|
34.2K
$1.94M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.1K+ 35.45% |
$573K - $692K
|
53.7K
$3.04M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
14KNew |
$569K - $686K
|
14K
$790K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
13.5KNew |
$548K - $662K
|
13.5K
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
13.3K+ 29.21% |
$543K - $656K
|
58.9K
$3.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.3K+ 5.06% |
$542K - $654K
|
276K
$15.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
13.2K+ 80.31% |
$536K - $647K
|
29.5K
$1.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13K+ 14.44% |
$532K - $642K
|
103K
$5.85M
|