Purchases and Sales Made in Q4 2024 in Spdr Portfolio (SPMD)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-50- 0.37% |
$2.71K - $2.98K
|
13.5K
$734K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-51- 20.4% |
$2.76K - $3.04K
|
199
$10.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-58- 5.48% |
$3.14K - $3.45K
|
1K
$54.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-61- 0.47% |
$3.3K - $3.63K
|
12.9K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-72- 83.72% |
$3.9K - $4.29K
|
14
$762
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-76- 0.48% |
$4.11K - $4.53K
|
15.8K
$859K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-79- 0.43% |
$4.28K - $4.71K
|
18.1K
$987K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-83- 2.35% |
$4.49K - $4.94K
|
3.45K
$188K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-93- 1.07% |
$5.03K - $5.54K
|
8.58K
$467K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-97- 1.19% |
$5.25K - $5.78K
|
8.06K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-98- 1.86% |
$5.3K - $5.84K
|
5.17K
$281K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-108- 0.66% |
$5.85K - $6.43K
|
16.4K
$890K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-108- 0.23% |
$5.85K - $6.43K
|
47.3K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-112- 1.43% |
$6.06K - $6.67K
|
7.73K
$421K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-123- 2.98% |
$6.66K - $7.33K
|
4.01K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-125- 3.18% |
$6.77K - $7.45K
|
3.8K
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-125- 0.34% |
$6.77K - $7.45K
|
36.2K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-136- 2.99% |
$7.36K - $8.1K
|
4.42K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-136- 1.54% |
$7.36K - $8.1K
|
8.68K
$472K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-149- 2.07% |
$8.07K - $8.87K
|
7.06K
$384K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-173- 3.36% |
$9.36K - $10.3K
|
4.97K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-181- 1.65% |
$9.8K - $10.8K
|
10.8K
$588K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-191- 1.06% |
$10.3K - $11.4K
|
17.9K
$974K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-203- 4.06% |
$11K - $12.1K
|
4.8K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-218- 0.97% |
$11.8K - $13K
|
22.3K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-222- 15.37% |
$12K - $13.2K
|
1.22K
$66.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-228- 2.93% |
$12.3K - $13.6K
|
7.54K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-229- 3.76% |
$12.4K - $13.6K
|
5.86K
$319K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-230- 2.64% |
$12.4K - $13.7K
|
8.49K
$462K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-240- 1.46% |
$13K - $14.3K
|
16.2K
$882K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-241- 6.13% |
$13K - $14.4K
|
3.69K
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-242- 5.94% |
$13.1K - $14.4K
|
3.83K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-246- 5.83% |
$13.3K - $14.7K
|
3.97K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-250- 2.28% |
$13.5K - $14.9K
|
10.7K
$583K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-253- 3.25% |
$13.7K - $15.1K
|
7.53K
$410K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-263- 5.35% |
$14.2K - $15.7K
|
4.66K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-263- 1.33% |
$14.2K - $15.7K
|
19.4K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-281- 2.59% |
$15.2K - $16.7K
|
10.6K
$576K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-281- 62.44% |
$15.2K - $16.7K
|
169
$9.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-285- 7.16% |
$15.4K - $17K
|
3.7K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-300- 4.77% |
$16.2K - $17.9K
|
5.99K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-318- 95.5% |
$17.2K - $18.9K
|
15
$816
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-346- 48.39% |
$18.7K - $20.6K
|
369
$20.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-350- 5.8% |
$18.9K - $20.8K
|
5.69K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-356- 2.57% |
$19.3K - $21.2K
|
13.5K
$735K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-356- 11.45% |
$19.3K - $21.2K
|
2.75K
$150K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-366- 5.25% |
$19.8K - $21.8K
|
6.61K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-379- 4.57% |
$20.5K - $22.6K
|
7.91K
$430K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-382- 6.7% |
$20.7K - $22.8K
|
5.32K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-388- 3.58% |
$21K - $23.1K
|
10.5K
$569K
|