Purchases and Sales Made in Q1 2024 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.48K+ 4.96% |
$353K - $399K
|
158K
$8.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
7.38KNew |
$348K - $393K
|
7.38K
$401K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.28K+ 125.53% |
$343K - $388K
|
13.1K
$710K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.18K+ 13.37% |
$339K - $383K
|
60.9K
$3.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.09K+ 0.83% |
$335K - $378K
|
866K
$47.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7.07KNew |
$334K - $377K
|
7.07K
$384K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.87K+ 24.21% |
$324K - $366K
|
35.3K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.7K+ 21.44% |
$316K - $357K
|
37.9K
$2.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
6.68K+ 4.44% |
$315K - $356K
|
157K
$8.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.59KNew |
$311K - $352K
|
6.59K
$358K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.53K+ 6.76% |
$308K - $348K
|
103K
$5.61M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.5K+ 3.58% |
$306K - $347K
|
188K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
6.13K+ 56.33% |
$289K - $327K
|
17K
$924K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
6.11K+ 37.64% |
$288K - $326K
|
22.4K
$1.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6K+ 74.97% |
$283K - $320K
|
14K
$761K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.92KNew |
$279K - $316K
|
5.92K
$322K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.58KNew |
$263K - $297K
|
5.58K
$303K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.51K+ 36.79% |
$260K - $294K
|
20.5K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5.41K+ 35.79% |
$255K - $289K
|
20.5K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.34K+ 48.86% |
$252K - $285K
|
16.3K
$883K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.28KNew |
$249K - $282K
|
5.28K
$287K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.23K+ 2.13% |
$247K - $279K
|
251K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.15K+ 4.62% |
$243K - $275K
|
117K
$6.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
5.14K+ 9.68% |
$242K - $274K
|
58.2K
$3.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
5.12K+ 2.79% |
$241K - $273K
|
188K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4.9K+ 5.16% |
$231K - $261K
|
99.7K
$5.42M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.86KNew |
$229K - $259K
|
4.86K
$264K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.82K+ 4.66% |
$227K - $257K
|
108K
$5.88M
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
4.77K+ 9.3% |
$225K - $255K
|
56.1K
$3.05M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.73KNew |
$223K - $252K
|
4.73K
$257K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.71KNew |
$222K - $251K
|
4.71K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.68KNew |
$221K - $250K
|
4.68K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.63K+ 25.03% |
$218K - $247K
|
23.1K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.58KNew |
$216K - $244K
|
4.58K
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.5K+ 13.15% |
$212K - $240K
|
38.7K
$2.1M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
4.5K+ 4.16% |
$212K - $240K
|
113K
$6.12M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.42K+ 1.6% |
$209K - $236K
|
280K
$15.2M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.38K+ 4.37% |
$207K - $234K
|
105K
$5.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.36KNew |
$206K - $233K
|
4.36K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.27K+ 14.47% |
$201K - $228K
|
33.8K
$1.84M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.2K+ 39.21% |
$198K - $224K
|
14.9K
$809K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4.18K+ 32.58% |
$197K - $223K
|
17K
$923K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4.1KNew |
$193K - $219K
|
4.1K
$223K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.1KNew |
$193K - $219K
|
4.1K
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.08KNew |
$192K - $217K
|
4.08K
$221K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
4.03K+ 24.01% |
$190K - $215K
|
20.8K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.99KNew |
$188K - $213K
|
3.99K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.86K+ 20.1% |
$182K - $206K
|
23.1K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.85K+ 3.46% |
$182K - $206K
|
115K
$6.25M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.82KNew |
$180K - $204K
|
3.82K
$207K
|