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 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
37+ 0.39% |
$1.51K - $1.82K
|
9.57K
$538K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
37+ 0.06% |
$1.51K - $1.82K
|
63.6K
$3.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31+ 2.07% |
$1.26K - $1.53K
|
1.53K
$86.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
28New |
$1.14K - $1.38K
|
28
$1.58K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.24% |
$774 - $935
|
7.8K
$439K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
15+ 0.42% |
$611 - $738
|
3.59K
$202K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
15New |
$611 - $738
|
15
$844
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
15New |
$611 - $738
|
15
$844
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6+ 0.13% |
$245 - $295
|
4.79K
$270K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 0.24% |
$245 - $295
|
2.5K
$140K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
5+ 45.45% |
$204 - $246
|
16
$900
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5+ 0.39% |
$204 - $246
|
1.28K
$71.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.32% |
$81.5 - $98.4
|
622
$35K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$40.8 - $49.2
|
5.6K
$315K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.01% |
$40.8 - $49.2
|
18.4K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10- 1.61% |
$408 - $492
|
612
$34.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 35.9% |
$571 - $689
|
25
$1.41K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15- 0.11% |
$611 - $738
|
13.7K
$771K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-19- 31.15% |
$774 - $935
|
42
$2.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-28- 0.07% |
$1.14K - $1.38K
|
41.5K
$2.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-31- 0.53% |
$1.26K - $1.53K
|
5.8K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-47- 0.14% |
$1.92K - $2.31K
|
33.6K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-55- 0.39% |
$2.24K - $2.71K
|
14.1K
$793K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-59- 0.88% |
$2.4K - $2.9K
|
6.63K
$373K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-60- 0.14% |
$2.45K - $2.95K
|
42.7K
$2.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-62- 1.25% |
$2.53K - $3.05K
|
4.88K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-68- 0.66% |
$2.77K - $3.35K
|
10.2K
$572K
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-72- 0.17% |
$2.93K - $3.54K
|
43.4K
$2.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-89- 43.0% |
$3.63K - $4.38K
|
118
$6.64K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-96- 2.24% |
$3.91K - $4.72K
|
4.19K
$236K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-107- 1.88% |
$4.36K - $5.26K
|
5.58K
$314K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-108- 2.78% |
$4.4K - $5.31K
|
3.77K
$212K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-111- 1.52% |
$4.52K - $5.46K
|
7.17K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-120- 2.23% |
$4.89K - $5.9K
|
5.25K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-123- 1.49% |
$5.01K - $6.05K
|
8.16K
$459K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-131- 0.06% |
$5.34K - $6.45K
|
214K
$12.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-133- 1.43% |
$5.42K - $6.54K
|
9.2K
$517K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-136- 0.22% |
$5.54K - $6.69K
|
60.7K
$3.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-139- 2.08% |
$5.67K - $6.84K
|
6.54K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-140- 1.67% |
$5.71K - $6.89K
|
8.25K
$464K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-153- 9.9% |
$6.24K - $7.53K
|
1.39K
$78.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-162- 0.65% |
$6.6K - $7.97K
|
24.7K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-185- 0.9% |
$7.54K - $9.1K
|
20.4K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-194- 73.76% |
$7.91K - $9.54K
|
69
$3.88K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-209- 0.79% |
$8.52K - $10.3K
|
26.4K
$1.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-217- 3.82% |
$8.84K - $10.7K
|
5.46K
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-218- 3.95% |
$8.89K - $10.7K
|
5.3K
$299K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-218- 1.44% |
$8.89K - $10.7K
|
15K
$842K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-221- 3.47% |
$9.01K - $10.9K
|
6.16K
$347K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-242- 0.58% |
$9.86K - $11.9K
|
41.4K
$2.33M
|