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 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
882+ 1.61% |
$41.6K - $47K
|
55.7K
$3.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
870+ 3.71% |
$41K - $46.4K
|
24.4K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
853+ 2.08% |
$40.2K - $45.5K
|
42K
$2.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
836New |
$39.4K - $44.6K
|
836
$48K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
828New |
$39K - $44.2K
|
828
$47.5K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
816+ 12.38% |
$38.5K - $43.5K
|
7.41K
$425K
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
801+ 8.87% |
$37.8K - $42.7K
|
9.84K
$564K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
799+ 5.01% |
$37.7K - $42.6K
|
16.7K
$960K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
778+ 13.24% |
$36.7K - $41.5K
|
6.66K
$382K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
752+ 3.44% |
$35.5K - $40.1K
|
22.6K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
692+ 4.37% |
$32.6K - $36.9K
|
16.5K
$949K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
642+ 5.17% |
$30.3K - $34.2K
|
13.1K
$749K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
640+ 1185.19% |
$30.2K - $34.1K
|
694
$39.8K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
634New |
$29.9K - $33.8K
|
634
$36.4K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
631+ 1190.57% |
$29.8K - $33.7K
|
684
$39.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
600+ 5.86% |
$28.3K - $32K
|
10.8K
$622K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
589+ 3.34% |
$27.8K - $31.4K
|
18.2K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
564+ 16.36% |
$26.6K - $30.1K
|
4.01K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
561+ 1.88% |
$26.5K - $29.9K
|
30.4K
$1.74M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
556+ 39.94% |
$26.2K - $29.7K
|
1.95K
$112K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
525+ 3281.25% |
$24.8K - $28K
|
541
$31K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
521+ 1.81% |
$24.6K - $27.8K
|
29.4K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
515+ 3.11% |
$24.3K - $27.5K
|
17.1K
$981K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
503+ 0.69% |
$23.7K - $26.8K
|
73K
$4.19M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
457+ 9.31% |
$21.6K - $24.4K
|
5.36K
$308K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
441+ 2.44% |
$20.8K - $23.5K
|
18.5K
$1.06M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
430+ 3.22% |
$20.3K - $22.9K
|
13.8K
$791K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
409+ 1239.39% |
$19.3K - $21.8K
|
442
$25.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
400+ 816.33% |
$18.9K - $21.3K
|
449
$25.8K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
392+ 4.9% |
$18.5K - $20.9K
|
8.39K
$481K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
371+ 1.84% |
$17.5K - $19.8K
|
20.5K
$1.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
369+ 3.46% |
$17.4K - $19.7K
|
11K
$633K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
346New |
$16.3K - $18.5K
|
346
$19.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
306+ 6.43% |
$14.4K - $16.3K
|
5.06K
$290K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
295+ 5.98% |
$13.9K - $15.7K
|
5.23K
$300K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
290+ 2.64% |
$13.7K - $15.5K
|
11.3K
$647K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
287+ 36.28% |
$13.5K - $15.3K
|
1.08K
$61.8K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
278+ 2.33% |
$13.1K - $14.8K
|
12.2K
$699K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
276+ 1.99% |
$13K - $14.7K
|
14.1K
$811K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
267New |
$12.6K - $14.2K
|
267
$15.3K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
231+ 2.76% |
$10.9K - $12.3K
|
8.61K
$494K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
226+ 4.3% |
$10.7K - $12.1K
|
5.48K
$314K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
225+ 1.41% |
$10.6K - $12K
|
16.1K
$926K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
223+ 1715.38% |
$10.5K - $11.9K
|
236
$13.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
209+ 8.37% |
$9.86K - $11.1K
|
2.71K
$155K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
200New |
$9.43K - $10.7K
|
200
$11.5K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
192+ 1.15% |
$9.05K - $10.2K
|
16.8K
$965K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
178+ 0.81% |
$8.39K - $9.49K
|
22.2K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
165New |
$7.78K - $8.8K
|
165
$9.47K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
165+ 1.2% |
$7.78K - $8.8K
|
13.9K
$796K
|