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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
915+ 0.85% |
$45.3K - $48.9K
|
109K
$5.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
889+ 0.67% |
$44K - $47.5K
|
133K
$7.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
869+ 4.37% |
$43.1K - $46.4K
|
20.7K
$1.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
828+ 3.66% |
$41K - $44.2K
|
23.4K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
819+ 7.31% |
$40.6K - $43.7K
|
12K
$653K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
800+ 2.01% |
$39.6K - $42.7K
|
40.5K
$2.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
799+ 0.44% |
$39.6K - $42.7K
|
182K
$9.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
749+ 1.16% |
$37.1K - $40K
|
65.4K
$3.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
745+ 11.24% |
$36.9K - $39.8K
|
7.37K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
729+ 2.36% |
$36.1K - $38.9K
|
31.6K
$1.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
725+ 0.37% |
$35.9K - $38.7K
|
198K
$10.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
723+ 6.55% |
$35.8K - $38.6K
|
11.8K
$639K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
700+ 4.31% |
$34.7K - $37.4K
|
17K
$921K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
695+ 35.68% |
$34.4K - $37.1K
|
2.64K
$144K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
666+ 4.66% |
$33K - $35.6K
|
15K
$812K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
641+ 3.11% |
$31.8K - $34.2K
|
21.2K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
581+ 4.2% |
$28.8K - $31K
|
14.4K
$782K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
576New |
$28.5K - $30.8K
|
576
$31.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
571+ 1.94% |
$28.3K - $30.5K
|
29.9K
$1.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
569+ 10.89% |
$28.2K - $30.4K
|
5.8K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
568+ 0.1% |
$28.1K - $30.3K
|
558K
$30.3M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
538+ 4.77% |
$26.7K - $28.7K
|
11.8K
$642K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
469+ 8.88% |
$23.2K - $25K
|
5.75K
$312K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
444+ 7.96% |
$22K - $23.7K
|
6.02K
$327K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
419+ 15.49% |
$20.8K - $22.4K
|
3.12K
$170K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
392+ 10.4% |
$19.4K - $20.9K
|
4.16K
$226K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
375+ 0.11% |
$18.6K - $20K
|
348K
$18.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
365+ 2.72% |
$18.1K - $19.5K
|
13.8K
$748K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
350+ 0.39% |
$17.3K - $18.7K
|
90.8K
$4.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
337+ 1.11% |
$16.7K - $18K
|
30.7K
$1.67M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
337+ 126.22% |
$16.7K - $18K
|
604
$32.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
336+ 4.54% |
$16.6K - $17.9K
|
7.74K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
336+ 2.44% |
$16.6K - $17.9K
|
14.1K
$767K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
334+ 1.61% |
$16.5K - $17.8K
|
21.1K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
327+ 2.91% |
$16.2K - $17.5K
|
11.6K
$627K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
324+ 2.35% |
$16.1K - $17.3K
|
14.1K
$767K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
319+ 2.28% |
$15.8K - $17K
|
14.3K
$778K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
315New |
$15.6K - $16.8K
|
315
$17.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
307+ 2.35% |
$15.2K - $16.4K
|
13.4K
$726K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
304+ 4.31% |
$15.1K - $16.2K
|
7.35K
$399K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
293+ 4.28% |
$14.5K - $15.6K
|
7.15K
$388K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
279+ 2.11% |
$13.8K - $14.9K
|
13.5K
$733K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
273New |
$13.5K - $14.6K
|
273
$14.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
261+ 75.43% |
$12.9K - $13.9K
|
607
$33K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
248+ 0.4% |
$12.3K - $13.2K
|
62K
$3.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
244+ 2.46% |
$12.1K - $13K
|
10.1K
$551K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
235+ 5.42% |
$11.6K - $12.5K
|
4.57K
$248K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
229+ 3.1% |
$11.3K - $12.2K
|
7.61K
$413K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
223+ 1.29% |
$11K - $11.9K
|
17.5K
$953K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
216+ 1.6% |
$10.7K - $11.5K
|
13.7K
$744K
|