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 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.52K- 25.61% |
$61.8K - $74.6K
|
4.41K
$248K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.69K- 9.24% |
$68.8K - $83K
|
16.6K
$933K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.72K- 3.05% |
$70.2K - $84.8K
|
54.8K
$3.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.74K- 0.1% |
$70.9K - $85.6K
|
1.68M
$94.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.75K- 3.08% |
$71.4K - $86.2K
|
55.1K
$3.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.79K- 10.55% |
$72.8K - $87.8K
|
15.1K
$852K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.81K- 17.82% |
$73.6K - $88.9K
|
8.33K
$469K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.89K- 43.14% |
$76.8K - $92.7K
|
2.48K
$140K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.07K- 11.03% |
$84.3K - $102K
|
16.7K
$938K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.13K- 9.07% |
$86.9K - $105K
|
21.4K
$1.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 2.85% |
$88.1K - $106K
|
73.7K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.18K- 2.67% |
$88.8K - $107K
|
79.3K
$4.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.2K- 25.23% |
$89.6K - $108K
|
6.52K
$367K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-2.22K- 30.03% |
$90.4K - $109K
|
5.17K
$291K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-2.35K- 1.27% |
$95.9K - $116K
|
183K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.69K- 7.3% |
$110K - $132K
|
34.2K
$1.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.87K- 1.77% |
$117K - $141K
|
159K
$8.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.1K- 11.05% |
$126K - $152K
|
25K
$1.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.18K- 4.48% |
$130K - $157K
|
67.8K
$3.82M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.27K- 1.33% |
$133K - $161K
|
244K
$13.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-3.64K- 2.31% |
$148K - $179K
|
154K
$8.67M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.7K- 8.14% |
$151K - $182K
|
41.7K
$2.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.73K- 1.8% |
$152K - $184K
|
203K
$11.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.77K- 50.04% |
$154K - $185K
|
3.76K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.84K- 16.72% |
$157K - $189K
|
19.1K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.89K- 2.28% |
$159K - $191K
|
167K
$9.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.93K- 2.82% |
$160K - $193K
|
135K
$7.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4K- 67.8% |
$163K - $197K
|
1.9K
$107K
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.24K- 2.74% |
$173K - $209K
|
150K
$8.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-4.61K- 19.22% |
$188K - $227K
|
19.4K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.64K- 37.62% |
$189K - $228K
|
7.69K
$433K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.55K- 47.52% |
$226K - $273K
|
6.13K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.55K- 23.65% |
$226K - $273K
|
17.9K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.67K- 17.53% |
$231K - $279K
|
26.7K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-5.67K- 22.02% |
$231K - $279K
|
20.1K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-5.88K- 3.3% |
$240K - $289K
|
172K
$9.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-5.88K- 1.26% |
$240K - $289K
|
462K
$26M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-6.43K- 10.12% |
$262K - $316K
|
57.1K
$3.21M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.48K- 41.24% |
$264K - $319K
|
9.22K
$519K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.49K- 3.1% |
$265K - $320K
|
203K
$11.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.8K- 20.19% |
$277K - $335K
|
26.9K
$1.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-7.2K- 3.81% |
$294K - $354K
|
182K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-7.45K- 13.12% |
$304K - $366K
|
49.3K
$2.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.98K- 26.64% |
$325K - $393K
|
22K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.38K- 3.77% |
$382K - $461K
|
240K
$13.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9.86K- 16.03% |
$402K - $485K
|
51.7K
$2.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-10.1K- 64.46% |
$410K - $495K
|
5.55K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.1K- 3.68% |
$413K - $499K
|
265K
$14.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.1K- 5.07% |
$451K - $544K
|
207K
$11.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13.3K- 45.52% |
$542K - $654K
|
15.9K
$896K
|