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 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-33- 0.25% |
$1.56K - $1.76K
|
13K
$704K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-34- 0.14% |
$1.6K - $1.81K
|
24.7K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-38- 0.23% |
$1.79K - $2.03K
|
16.7K
$905K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-49- 1.19% |
$2.31K - $2.61K
|
4.08K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-49- 46.67% |
$2.31K - $2.61K
|
56
$3.04K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-61- 4.78% |
$2.88K - $3.25K
|
1.22K
$66K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-62- 0.76% |
$2.92K - $3.31K
|
8.1K
$440K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-70- 0.27% |
$3.3K - $3.73K
|
25.5K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-81- 0.54% |
$3.82K - $4.32K
|
15.1K
$818K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-88- 1.33% |
$4.15K - $4.69K
|
6.55K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-90- 6.38% |
$4.24K - $4.8K
|
1.32K
$71.7K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-98- 18.15% |
$4.62K - $5.23K
|
442
$24K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-127- 50.0% |
$5.99K - $6.77K
|
127
$6.9K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-138- 23.79% |
$6.51K - $7.36K
|
442
$24K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-140- 3.13% |
$6.6K - $7.47K
|
4.34K
$235K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-175- 2.93% |
$8.25K - $9.33K
|
5.81K
$315K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-188- 1.02% |
$8.87K - $10K
|
18.2K
$989K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-201- 58.6% |
$9.48K - $10.7K
|
142
$7.71K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-216- 4.07% |
$10.2K - $11.5K
|
5.09K
$276K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-218- 6.72% |
$10.3K - $11.6K
|
3.03K
$164K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-219- 3.78% |
$10.3K - $11.7K
|
5.58K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-250- 2.46% |
$11.8K - $13.3K
|
9.92K
$539K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-263- 2.11% |
$12.4K - $14K
|
12.2K
$664K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-273- 0.08% |
$12.9K - $14.6K
|
353K
$19.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-300- 0.09% |
$14.1K - $16K
|
347K
$18.9M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-312- 1.62% |
$14.7K - $16.6K
|
19K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-320- 0.48% |
$15.1K - $17.1K
|
66.9K
$3.63M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-340- 4.41% |
$16K - $18.1K
|
7.37K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-353- 5.57% |
$16.6K - $18.8K
|
5.99K
$325K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-356- 3.37% |
$16.8K - $19K
|
10.2K
$554K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-382- 0.99% |
$18K - $20.4K
|
38.2K
$2.08M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-389- 2.72% |
$18.3K - $20.7K
|
13.9K
$754K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-391- 0.9% |
$18.4K - $20.9K
|
42.9K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-397- 5.64% |
$18.7K - $21.2K
|
6.64K
$361K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-397- 1.5% |
$18.7K - $21.2K
|
26K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-449- 19.74% |
$21.2K - $23.9K
|
1.83K
$99.1K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-474- 0.15% |
$22.4K - $25.3K
|
324K
$17.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-511- 0.55% |
$24.1K - $27.3K
|
92.3K
$5.01M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-533- 9.64% |
$25.1K - $28.4K
|
5K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-548- 1.55% |
$25.8K - $29.2K
|
34.9K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-563- 2.81% |
$26.6K - $30K
|
19.5K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-612- 7.22% |
$28.9K - $32.6K
|
7.86K
$427K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-618- 5.6% |
$29.1K - $33K
|
10.4K
$566K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-669- 0.77% |
$31.6K - $35.7K
|
85.7K
$4.66M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-684- 17.24% |
$32.3K - $36.5K
|
3.28K
$178K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-689- 1.57% |
$32.5K - $36.8K
|
43.2K
$2.34M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-690- 4.9% |
$32.5K - $36.8K
|
13.4K
$728K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-694- 18.45% |
$32.7K - $37K
|
3.07K
$167K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-697- 9.51% |
$32.9K - $37.2K
|
6.63K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-748- 1.34% |
$35.3K - $39.9K
|
55.1K
$2.99M
|