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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.68K+ 21.54% |
$174K - $196K
|
20.8K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.57K+ 6.28% |
$168K - $191K
|
60.4K
$3.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.39K+ 3.03% |
$160K - $181K
|
115K
$6.27M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.35K+ 35.42% |
$158K - $179K
|
12.8K
$696K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.34K+ 82.91% |
$158K - $178K
|
7.38K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.33KNew |
$157K - $178K
|
3.33K
$181K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.3K+ 8.25% |
$156K - $176K
|
43.4K
$2.35M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.28K+ 1020.87% |
$155K - $175K
|
3.6K
$195K
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.22K+ 42.96% |
$152K - $172K
|
10.7K
$582K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.06K+ 0.12% |
$144K - $163K
|
2.56M
$139M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.93K+ 26.31% |
$138K - $156K
|
14.1K
$764K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
2.76K+ 35.48% |
$130K - $147K
|
10.5K
$572K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.71KNew |
$128K - $145K
|
2.71K
$147K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.69K+ 14.15% |
$127K - $143K
|
21.7K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
BUY
|
- |
2.46K+ 1.9% |
$116K - $131K
|
132K
$7.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.43K+ 10.44% |
$115K - $130K
|
25.7K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.42K+ 1.21% |
$114K - $129K
|
202K
$11M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.42K+ 2.62% |
$114K - $129K
|
94.8K
$5.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.35K+ 21.07% |
$111K - $125K
|
13.5K
$732K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.21K+ 1.23% |
$104K - $118K
|
182K
$9.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.14K+ 24.3% |
$101K - $114K
|
11K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.13KNew |
$100K - $113K
|
2.13K
$115K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.96KNew |
$92.6K - $105K
|
1.96K
$107K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.94K+ 7.63% |
$91.3K - $103K
|
27.3K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.9K+ 18.21% |
$89.4K - $101K
|
12.3K
$668K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.85K+ 12.85% |
$87.2K - $98.7K
|
16.3K
$883K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.79K+ 185.08% |
$84.2K - $95.3K
|
2.75K
$149K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.78KNew |
$83.8K - $94.7K
|
1.78K
$96.5K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.73K+ 26.57% |
$81.7K - $92.4K
|
8.25K
$448K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.69K+ 13.99% |
$79.8K - $90.3K
|
13.8K
$749K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.68K+ 0.55% |
$79.4K - $89.8K
|
307K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.66K+ 0.87% |
$78.4K - $88.7K
|
194K
$10.5M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.59K+ 27.79% |
$74.8K - $84.7K
|
7.3K
$396K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.57K+ 7.32% |
$73.8K - $83.5K
|
22.9K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.56K+ 3.75% |
$73.5K - $83.1K
|
43.1K
$2.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1.5KNew |
$70.7K - $80K
|
1.5K
$81.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.48K+ 2.51% |
$69.8K - $78.9K
|
60.3K
$3.28M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.45K+ 25.8% |
$68.2K - $77.1K
|
7.05K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 7.64% |
$65.9K - $74.6K
|
19.7K
$1.07M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1.36K+ 9.24% |
$63.9K - $72.3K
|
16K
$870K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.13KNew |
$53.5K - $60.5K
|
1.13K
$61.6K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.1K+ 8.65% |
$51.9K - $58.7K
|
13.8K
$751K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.08K+ 140.1% |
$51.1K - $57.8K
|
1.86K
$101K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.08K+ 44.91% |
$50.7K - $57.4K
|
3.47K
$189K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.07K+ 8.11% |
$50.6K - $57.2K
|
14.3K
$776K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.01K+ 15.71% |
$47.5K - $53.8K
|
7.43K
$403K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
986+ 2.54% |
$46.5K - $52.6K
|
39.7K
$2.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
983+ 1.62% |
$46.4K - $52.4K
|
61.8K
$3.35M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
978+ 3.84% |
$46.1K - $52.2K
|
26.4K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
888New |
$41.9K - $47.4K
|
888
$48.2K
|