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 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
12.8K+ 3.81% |
$520K - $628K
|
348K
$19.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12.7K+ 15.87% |
$518K - $625K
|
92.8K
$5.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
12.1K+ 2.34% |
$492K - $594K
|
528K
$29.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
12.1K+ 5.15% |
$492K - $594K
|
246K
$13.9M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12K+ 9.48% |
$489K - $590K
|
138K
$7.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.9KNew |
$485K - $586K
|
11.9K
$670K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$476K - $574K
|
11.7K
$657K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
11.7KNew |
$475K - $573K
|
11.7K
$656K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.1K+ 91.74% |
$452K - $546K
|
23.2K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
11.1K+ 3.24% |
$451K - $545K
|
353K
$19.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
11K+ 9.26% |
$448K - $541K
|
130K
$7.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.9KNew |
$445K - $537K
|
10.9K
$615K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10.6K+ 5.04% |
$433K - $523K
|
221K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.5K+ 1.86% |
$429K - $518K
|
576K
$32.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.5K+ 7.78% |
$426K - $514K
|
145K
$8.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
10.3K+ 5.97% |
$421K - $508K
|
183K
$10.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
9.57KNew |
$390K - $471K
|
9.57K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.39K+ 29.58% |
$383K - $462K
|
41.1K
$2.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
9.38KNew |
$382K - $461K
|
9.38K
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.36K+ 111.52% |
$382K - $461K
|
17.8K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
9.03KNew |
$368K - $444K
|
9.03K
$508K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.83K+ 6.97% |
$360K - $434K
|
136K
$7.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
8.81KNew |
$359K - $433K
|
8.81K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
8.46K+ 63.27% |
$345K - $416K
|
21.8K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.29K+ 1.92% |
$338K - $408K
|
440K
$24.8M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
8.16K+ 1.19% |
$332K - $401K
|
694K
$39M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
7.77KNew |
$317K - $382K
|
7.77K
$437K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.75KNew |
$316K - $381K
|
7.75K
$436K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
7.67K+ 25.59% |
$313K - $378K
|
37.7K
$2.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
7.51K+ 7.45% |
$306K - $369K
|
108K
$6.09M
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
7.5KNew |
$306K - $369K
|
7.5K
$422K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.32K+ 3.47% |
$298K - $360K
|
218K
$12.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
7.28KNew |
$297K - $358K
|
7.28K
$410K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
7.25K+ 84.47% |
$296K - $357K
|
15.8K
$892K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7KNew |
$285K - $344K
|
7K
$394K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6.91KNew |
$281K - $340K
|
6.91K
$389K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.84K+ 2.86% |
$279K - $337K
|
246K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.72K+ 12.63% |
$274K - $331K
|
60K
$3.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.69KNew |
$273K - $329K
|
6.69K
$377K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.63KNew |
$270K - $326K
|
6.63K
$373K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
6.49K+ 24.79% |
$264K - $319K
|
32.7K
$1.84M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.4KNew |
$261K - $315K
|
6.4K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.34KNew |
$258K - $312K
|
6.34K
$357K
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.22K+ 13.2% |
$253K - $306K
|
53.3K
$3M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6.2K+ 0.46% |
$253K - $305K
|
1.36M
$76.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
6.09K+ 126.91% |
$248K - $300K
|
10.9K
$613K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.89K+ 4.06% |
$240K - $290K
|
151K
$8.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.89KNew |
$240K - $290K
|
5.89K
$331K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
5.85K+ 24.4% |
$239K - $288K
|
29.8K
$1.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.85KNew |
$238K - $288K
|
5.85K
$329K
|