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 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-252- 3.78% |
$10.3K - $12.4K
|
6.42K
$361K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-257- 1.07% |
$10.5K - $12.6K
|
23.7K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-257- 6.08% |
$10.5K - $12.6K
|
3.97K
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-271- 50.56% |
$11K - $13.3K
|
265
$14.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-329- 5.24% |
$13.4K - $16.2K
|
5.95K
$335K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-330- 3.68% |
$13.5K - $16.2K
|
8.63K
$486K
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-357- 1.44% |
$14.6K - $17.6K
|
24.5K
$1.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-360- 0.61% |
$14.7K - $17.7K
|
58.9K
$3.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-380- 0.67% |
$15.5K - $18.7K
|
56.3K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-404- 0.96% |
$16.5K - $19.9K
|
41.9K
$2.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-423- 34.11% |
$17.2K - $20.8K
|
817
$46K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-424- 73.61% |
$17.3K - $20.9K
|
152
$8.55K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-424- 1.0% |
$17.3K - $20.9K
|
42K
$2.37M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-449- 5.32% |
$18.3K - $22.1K
|
8K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-504- 46.54% |
$20.5K - $24.8K
|
579
$32.6K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-525- 8.07% |
$21.4K - $25.8K
|
5.98K
$337K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-541- 4.18% |
$22.1K - $26.6K
|
12.4K
$699K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-561- 4.8% |
$22.9K - $27.6K
|
11.1K
$627K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-564- 2.9% |
$23K - $27.7K
|
18.9K
$1.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-566- 6.93% |
$23.1K - $27.8K
|
7.61K
$428K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-582- 9.62% |
$23.7K - $28.6K
|
5.47K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-640- 2.02% |
$26.1K - $31.5K
|
31K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-654- 4.87% |
$26.7K - $32.2K
|
12.8K
$718K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-669- 1.85% |
$27.3K - $32.9K
|
35.4K
$1.99M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-732- 0.2% |
$29.8K - $36K
|
365K
$20.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-736- 10.24% |
$30K - $36.2K
|
6.45K
$363K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-736- 2.87% |
$30K - $36.2K
|
24.9K
$1.4M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-738- 2.03% |
$30.1K - $36.3K
|
35.7K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-773- 6.33% |
$31.5K - $38K
|
11.4K
$644K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-822- 0.92% |
$33.5K - $40.4K
|
88.1K
$4.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-849- 48.99% |
$34.6K - $41.8K
|
884
$49.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-863- 2.54% |
$35.2K - $42.5K
|
33.1K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-940- 5.06% |
$38.3K - $46.2K
|
17.6K
$992K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-950- 10.08% |
$38.7K - $46.7K
|
8.47K
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-972- 1.86% |
$39.6K - $47.8K
|
51.3K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.05K- 10.79% |
$42.8K - $51.6K
|
8.67K
$488K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.08K- 30.99% |
$43.9K - $52.9K
|
2.4K
$135K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.14K- 5.73% |
$46.6K - $56.2K
|
18.8K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.15K- 1.31% |
$46.7K - $56.4K
|
86.4K
$4.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.17K- 8.55% |
$47.5K - $57.3K
|
12.5K
$701K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.18K- 7.47% |
$47.9K - $57.9K
|
14.6K
$819K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.19K- 15.28% |
$48.4K - $58.4K
|
6.58K
$370K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.21K- 2.88% |
$49.4K - $59.6K
|
40.9K
$2.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.23K- 9.87% |
$50.2K - $60.6K
|
11.2K
$633K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.25K- 1.48% |
$51.1K - $61.7K
|
83.4K
$4.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.32K- 11.74% |
$53.8K - $64.9K
|
9.92K
$558K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.33K- 3.2% |
$54.3K - $65.5K
|
40.3K
$2.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.34K- 99.04% |
$54.8K - $66.1K
|
13
$732
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.48K- 22.77% |
$60.4K - $73K
|
5.03K
$283K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.51K- 0.38% |
$61.7K - $74.5K
|
396K
$22.3M
|