Purchases and Sales Made in Q3 2023 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q3 2023. 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 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.12K+ 4.0% |
$351K - $388K
|
211K
$11.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.77KNew |
$336K - $371K
|
7.77K
$430K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.69K+ 165.85% |
$333K - $368K
|
12.3K
$682K
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
7.57K+ 1.94% |
$327K - $362K
|
397K
$22M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7.56KNew |
$327K - $361K
|
7.56K
$418K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.5K+ 163.04% |
$324K - $359K
|
12.1K
$669K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.37K+ 22.83% |
$319K - $352K
|
39.6K
$2.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.05K+ 39.51% |
$305K - $337K
|
24.9K
$1.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6.94K+ 24.51% |
$300K - $332K
|
35.3K
$1.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.63K+ 16.36% |
$286K - $317K
|
47.1K
$2.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.36K+ 61.26% |
$275K - $304K
|
16.7K
$925K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.83K+ 66.62% |
$252K - $278K
|
14.6K
$806K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.69K+ 29.11% |
$246K - $272K
|
25.2K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.65KNew |
$244K - $270K
|
5.65K
$312K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5.65K+ 264.76% |
$244K - $270K
|
7.78K
$430K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.63K+ 55.88% |
$243K - $269K
|
15.7K
$868K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.6KNew |
$242K - $268K
|
5.6K
$310K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.56K+ 4.15% |
$240K - $266K
|
139K
$7.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.43KNew |
$235K - $259K
|
5.43K
$300K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.42KNew |
$234K - $259K
|
5.42K
$300K
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5.35KNew |
$231K - $256K
|
5.35K
$296K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.22KNew |
$226K - $250K
|
5.22K
$289K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
4.83K+ 45.64% |
$209K - $231K
|
15.4K
$852K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
4.64K+ 3.03% |
$201K - $222K
|
158K
$8.72M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.48K+ 2.0% |
$194K - $214K
|
229K
$12.7M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
4.3K+ 46.68% |
$186K - $206K
|
13.5K
$747K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
4.18K+ 2223.94% |
$181K - $200K
|
4.37K
$242K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
4.14K+ 71.83% |
$179K - $198K
|
9.89K
$547K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.04K+ 17.78% |
$175K - $193K
|
26.8K
$1.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.95K+ 86.66% |
$171K - $189K
|
8.51K
$470K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.86K+ 1.57% |
$167K - $184K
|
249K
$13.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.84K+ 13.79% |
$166K - $184K
|
31.7K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 37.44% |
$163K - $180K
|
13.8K
$765K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.71KNew |
$160K - $177K
|
3.71K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.66K+ 4.23% |
$158K - $175K
|
90.2K
$4.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.58K+ 16.13% |
$155K - $171K
|
25.8K
$1.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.5K+ 9.17% |
$151K - $167K
|
41.6K
$2.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.44K+ 1.94% |
$148K - $164K
|
180K
$9.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.4K+ 43.33% |
$147K - $162K
|
11.2K
$622K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.25K+ 9.89% |
$140K - $155K
|
36.1K
$2M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
3.24K+ 12.12% |
$140K - $155K
|
30K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.21K+ 6.41% |
$139K - $153K
|
53.2K
$2.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.09K+ 6875.56% |
$134K - $148K
|
3.14K
$174K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.96K+ 22.07% |
$128K - $142K
|
16.4K
$906K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.93K+ 17.05% |
$126K - $140K
|
20.1K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.81K+ 13.29% |
$122K - $134K
|
24K
$1.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.77K+ 5.05% |
$120K - $132K
|
57.6K
$3.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.48K+ 41.84% |
$107K - $118K
|
8.4K
$464K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.47K+ 4.21% |
$107K - $118K
|
61.1K
$3.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.47K+ 7.91% |
$107K - $118K
|
33.7K
$1.86M
|