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 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.5K+ 5.27% |
$102K - $123K
|
50K
$2.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.37K+ 39.44% |
$96.6K - $117K
|
8.38K
$472K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.35K+ 1.24% |
$95.9K - $116K
|
192K
$10.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.3K+ 2.1% |
$93.9K - $113K
|
112K
$6.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.27K+ 128.31% |
$92.4K - $111K
|
4.03K
$227K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.26K+ 4.16% |
$92.2K - $111K
|
56.6K
$3.18M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
2.25K+ 19.33% |
$91.5K - $110K
|
13.9K
$780K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.19K+ 25.75% |
$89.3K - $108K
|
10.7K
$602K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.12K+ 12.67% |
$86.4K - $104K
|
18.9K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.1K+ 2.25% |
$85.6K - $103K
|
95.7K
$5.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.99K+ 71.44% |
$81.1K - $97.9K
|
4.77K
$269K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.99K+ 7.39% |
$80.9K - $97.7K
|
28.9K
$1.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.88K+ 21.42% |
$76.7K - $92.6K
|
10.7K
$600K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.8K+ 3.52% |
$73.5K - $88.7K
|
53.1K
$2.99M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.79K+ 8.98% |
$72.8K - $87.9K
|
21.7K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.68K+ 8.31% |
$68.4K - $82.6K
|
21.9K
$1.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.63K+ 1.59% |
$66.2K - $80K
|
104K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.52KNew |
$62K - $74.9K
|
1.52K
$85.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.39K+ 6.56% |
$56.5K - $68.2K
|
22.5K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.37K+ 8.88% |
$55.8K - $67.3K
|
16.8K
$944K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35K+ 2037.88% |
$54.8K - $66.2K
|
1.41K
$79.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.32K+ 10.26% |
$54K - $65.1K
|
14.2K
$801K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.32KNew |
$53.7K - $64.8K
|
1.32K
$74.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 19.56% |
$51.4K - $62K
|
7.71K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.25KNew |
$50.8K - $61.4K
|
1.25K
$70.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.24KNew |
$50.5K - $61K
|
1.24K
$69.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 0.9% |
$49.1K - $59.3K
|
135K
$7.58M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.2K+ 14.85% |
$48.7K - $58.8K
|
9.24K
$520K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.19K+ 7.48% |
$48.5K - $58.5K
|
17.1K
$962K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.08K+ 4.43% |
$43.9K - $53K
|
25.4K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.02K+ 13.51% |
$41.6K - $50.2K
|
8.58K
$483K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1K+ 6.58% |
$40.9K - $49.3K
|
16.2K
$914K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
989+ 17.66% |
$40.3K - $48.7K
|
6.59K
$371K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
981+ 6.94% |
$40K - $48.3K
|
15.1K
$851K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
935+ 5.33% |
$38.1K - $46K
|
18.5K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
874New |
$35.6K - $43K
|
874
$49.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
827+ 2.11% |
$33.7K - $40.7K
|
40.1K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
788+ 4.09% |
$32.1K - $38.8K
|
20K
$1.13M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
768+ 10.61% |
$31.3K - $37.8K
|
8.01K
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
614+ 32.13% |
$25K - $30.2K
|
2.53K
$142K
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
613+ 5.91% |
$25K - $30.2K
|
11K
$619K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
580New |
$23.6K - $28.5K
|
580
$32.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
571New |
$23.3K - $28.1K
|
571
$32.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
565New |
$23K - $27.8K
|
565
$31.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
555+ 2.67% |
$22.6K - $27.3K
|
21.4K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
552+ 5.31% |
$22.5K - $27.2K
|
10.9K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
550+ 214.84% |
$22.4K - $27.1K
|
806
$45.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
525New |
$21.4K - $25.8K
|
525
$29.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
516+ 4.53% |
$21K - $25.4K
|
11.9K
$670K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
511+ 5.16% |
$20.8K - $25.1K
|
10.4K
$586K
|