Purchases and Sales Made in Q4 2024 in Spdr Portfolio (SPMD)

SPMD Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q4 2024. 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 17, 2025 Q4 2024
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
1.34K
+ 10.12%
$72.3K - $79.5K
14.5K $823K
Jan 28, 2025 Q4 2024
Wingate Wealth Advisors, Inc.

Lexington, MA
BUY
 -
1.26K
New
$68.3K - $75.1K
1.26K $71.4K
Jan 15, 2025 Q4 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
1.25K
+ 24.84%
$67.6K - $74.3K
6.27K $355K
Jan 06, 2025 Q4 2024
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
1.25K
+ 0.6%
$67.4K - $74.2K
211K $11.9M
Jan 29, 2025 Q4 2024
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1.16K
+ 102.37%
$63K - $69.3K
2.3K $130K
Jan 16, 2025 Q4 2024
Pure Financial Advisors, LLC

BUY
 -
1.15K
+ 1.68%
$62K - $68.2K
69.3K $3.92M
Jan 21, 2025 Q4 2024
Flagship Private Wealth, LLC

BUY
 -
1.13K
+ 13.12%
$61.1K - $67.2K
9.73K $551K
Jan 13, 2025 Q4 2024
Wedmont Private Capital

BUY
 -
1.12K
+ 5.2%
$60.7K - $66.8K
22.7K $1.29M
Jan 29, 2025 Q4 2024
Latitude Advisors, LLC

BUY
 -
1.1K
+ 29.02%
$59.5K - $65.5K
4.89K $277K
Jan 21, 2025 Q4 2024
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
1.06K
+ 5.5%
$57.2K - $62.9K
20.3K $1.15M
Jan 29, 2025 Q4 2024
Apcm Wealth Management For Individuals

BUY
 -
979
+ 4.03%
$53K - $58.3K
25.3K $1.43M
Jan 28, 2025 Q4 2024
Tfg Advisers LLC

BUY
 -
970
+ 12.57%
$52.5K - $57.8K
8.69K $492K
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
931
+ 16.31%
$50.4K - $55.5K
6.64K $376K
Jan 14, 2025 Q4 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
912
+ 18.68%
$49.4K - $54.3K
5.8K $328K
Jan 23, 2025 Q4 2024
Old Second National Bank Of Aurora

BUY
 -
812
+ 9.69%
$44K - $48.4K
9.19K $520K
Jan 30, 2025 Q4 2024
Vicus Capital

State College, PA
BUY
 -
808
+ 6.0%
$43.7K - $48.1K
14.3K $808K
Jan 21, 2025 Q4 2024
Tennessee Valley Asset Management Partners

BUY
 -
639
+ 7.99%
$34.6K - $38.1K
8.64K $489K
Jan 24, 2025 Q4 2024
S.A. Mason LLC

BUY
 -
632
+ 1.93%
$34.2K - $37.6K
33.4K $1.89M
Jan 29, 2025 Q4 2024
Jsf Financial, LLC

BUY
 -
580
+ 1.75%
$31.4K - $34.5K
33.8K $1.91M
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
564
+ 1.87%
$30.5K - $33.6K
30.7K $1.74M
Jan 27, 2025 Q4 2024
Money Concepts Capital Corp

BUY
 -
551
+ 3.92%
$29.8K - $32.8K
14.6K $828K
Jan 22, 2025 Q4 2024
Sterling Investment Counsel, LLC

BUY
 -
525
+ 2.82%
$28.4K - $31.3K
19.2K $1.08M
Jan 24, 2025 Q4 2024
River Street Advisors LLC

Aurora, IL
BUY
 -
497
+ 3.21%
$26.9K - $29.6K
16K $904K
Jan 30, 2025 Q4 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
481
New
$26K - $28.6K
481 $27.2K
Jan 23, 2025 Q4 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
461
+ 8.59%
$25K - $27.5K
5.83K $330K
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
450
+ 6.06%
$24.4K - $26.8K
7.87K $446K
Jan 22, 2025 Q4 2024
Shum Financial Group, Inc.

Alameda, CA
BUY
 -
443
+ 0.95%
$24K - $26.4K
46.9K $2.66M
Jan 29, 2025 Q4 2024
International Private Wealth Advisors LLC

San Diego, CA
BUY
 -
413
+ 5.43%
$22.4K - $24.6K
8.02K $454K
Jan 30, 2025 Q4 2024
Maryland Capital Advisors Inc.

BUY
 -
273
New
$14.8K - $16.3K
273 $15.5K
Jan 13, 2025 Q4 2024
Marion Wealth Management

BUY
 -
268
+ 2.98%
$14.5K - $16K
9.27K $525K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
256
New
$13.9K - $15.2K
256 $14.5K
Jan 29, 2025 Q4 2024
Hemington Wealth Management

BUY
 -
250
New
$13.5K - $14.9K
250 $14.2K
Jan 30, 2025 Q4 2024
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
190
New
$10.3K - $11.3K
190 $10.8K
Jan 13, 2025 Q4 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
189
+ 1.83%
$10.2K - $11.3K
10.5K $596K
Jan 29, 2025 Q4 2024
Collier Financial

Denver, CO
BUY
 -
170
New
$9.2K - $10.1K
170 $9.63K
Jan 13, 2025 Q4 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
153
+ 2.65%
$8.28K - $9.11K
5.93K $336K
Jan 23, 2025 Q4 2024
Trinity Wealth Management, LLC

BUY
 -
120
+ 0.5%
$6.5K - $7.15K
24K $1.36M
Jan 24, 2025 Q4 2024
Brio Consultants, LLC

BUY
 -
118
+ 0.23%
$6.39K - $7.03K
51.5K $2.92M
Jan 24, 2025 Q4 2024
Davenport & CO LLC

BUY
 -
111
+ 2.34%
$6.01K - $6.61K
4.85K $275K
Jan 23, 2025 Q4 2024
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
111
+ 1.48%
$6.01K - $6.61K
7.62K $431K
Jan 16, 2025 Q4 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
90
New
$4.87K - $5.36K
90 $5.1K
Jan 23, 2025 Q4 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
85
New
$4.6K - $5.06K
85 $4.81K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
77
+ 4.1%
$4.17K - $4.59K
1.96K $111K
Jan 22, 2025 Q4 2024
Asset Dedication, LLC

BUY
 -
73
+ 1216.67%
$3.95K - $4.35K
79 $4.47K
Jan 29, 2025 Q4 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
61
+ 0.43%
$3.3K - $3.63K
14.2K $804K
Jan 14, 2025 Q4 2024
Ritholtz Wealth Management

BUY
 -
49
+ 0.99%
$2.65K - $2.92K
4.99K $282K
Jan 22, 2025 Q4 2024
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
43
+ 0.28%
$2.33K - $2.56K
15.5K $877K
Jan 15, 2025 Q4 2024
Arkadios Wealth Advisors

BUY
 -
36
+ 0.33%
$1.95K - $2.14K
11K $622K
Jan 28, 2025 Q4 2024
Capital Management Associates, Inc

Minneapolis, MN
BUY
 -
30
+ 0.37%
$1.62K - $1.79K
8.04K $456K

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