Purchases and Sales Made in Q2 2024 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-6.48K- 60.46% |
$321K - $346K
|
4.24K
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-6.54K- 38.89% |
$324K - $349K
|
10.3K
$558K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.57K- 6.27% |
$325K - $351K
|
98.1K
$5.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7K- 3.52% |
$347K - $374K
|
192K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.31K- 3.77% |
$362K - $390K
|
186K
$10.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-7.46K- 28.93% |
$370K - $399K
|
18.3K
$996K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7.49K- 11.84% |
$371K - $400K
|
55.7K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-7.73K- 0.13% |
$383K - $413K
|
5.8M
$315M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7.78K- 4.41% |
$385K - $415K
|
169K
$9.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.24K- 4.18% |
$408K - $440K
|
189K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.71K- 3.3% |
$431K - $465K
|
255K
$13.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-9.07K- 4.59% |
$449K - $484K
|
189K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.83K- 34.46% |
$487K - $525K
|
18.7K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.2K- 1.79% |
$507K - $546K
|
561K
$30.5M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-10.3K- 41.43% |
$509K - $549K
|
14.5K
$789K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.3K- 3.03% |
$511K - $550K
|
330K
$17.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-10.6K- 3.49% |
$527K - $568K
|
294K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-11.2K- 48.45% |
$554K - $597K
|
11.9K
$646K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.3K- 48.83% |
$559K - $603K
|
11.8K
$643K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-12.7K- 32.6% |
$630K - $679K
|
26.3K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.2K- 48.49% |
$656K - $707K
|
14.1K
$764K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.8K- 16.07% |
$833K - $898K
|
87.8K
$4.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-20.2K- 65.11% |
$1M - $1.08M
|
10.8K
$588K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-21.3K- 7.59% |
$1.05M - $1.14M
|
259K
$14.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.1K- 71.69% |
$1.34M - $1.45M
|
10.7K
$581K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-29.7K- 7.67% |
$1.47M - $1.59M
|
358K
$19.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30.9K- 18.93% |
$1.53M - $1.65M
|
132K
$7.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-33K- 9.48% |
$1.64M - $1.76M
|
315K
$17.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-36.8K- 2.37% |
$1.82M - $1.96M
|
1.52M
$82.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37.2K- 70.21% |
$1.84M - $1.99M
|
15.8K
$858K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.1K- 33.37% |
$2.19M - $2.36M
|
88.1K
$4.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-46.5K- 84.36% |
$2.3M - $2.48M
|
8.62K
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-51K- 87.87% |
$2.52M - $2.72M
|
7.03K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-54.8K- 31.67% |
$2.72M - $2.93M
|
118K
$6.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-57.5K- 22.9% |
$2.85M - $3.07M
|
194K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-60.8K- 12.79% |
$3.01M - $3.25M
|
415K
$22.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-64.9K- 25.45% |
$3.22M - $3.47M
|
190K
$10.3M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-85.7K- 15.73% |
$4.24M - $4.57M
|
459K
$24.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-87.6K- 41.84% |
$4.34M - $4.68M
|
122K
$6.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-91.6K- 79.85% |
$4.54M - $4.89M
|
23.1K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-108K- 31.09% |
$5.36M - $5.78M
|
240K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-111K- 10.67% |
$5.49M - $5.92M
|
928K
$50.4M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-130K- 27.49% |
$6.45M - $6.95M
|
343K
$18.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-133K- 48.09% |
$6.6M - $7.11M
|
144K
$7.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-208K- 54.14% |
$10.3M - $11.1M
|
176K
$9.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-281K- 81.47% |
$13.9M - $15M
|
63.9K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.06M- 72.73% |
$52.8M - $56.9M
|
399K
$21.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.08M- 34.84% |
$53.3M - $57.5M
|
2.01M
$109M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.08M- 34.84% |
$53.3M - $57.5M
|
2.01M
$109M
|