Purchases and Sales Made in Q3 2024 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.3K- 2.51% |
$65.2K - $71.2K
|
50.4K
$2.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.31K- 17.25% |
$66K - $72.1K
|
6.29K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.41K- 43.74% |
$71K - $77.5K
|
1.82K
$104K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.45K- 1.89% |
$73K - $79.7K
|
75.3K
$4.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.48K- 7.48% |
$74.4K - $81.3K
|
18.3K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.5K- 8.56% |
$75.2K - $82.1K
|
16K
$918K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.62K- 8.54% |
$81.6K - $89.1K
|
17.4K
$998K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.67K- 16.63% |
$84.1K - $91.8K
|
8.39K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.68K- 5.46% |
$84.4K - $92.2K
|
29.1K
$1.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.7K- 7.06% |
$85.4K - $93.3K
|
22.4K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1.75K- 1.04% |
$88K - $96.1K
|
167K
$9.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.82K- 4.69% |
$91.7K - $100K
|
37K
$2.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.83K- 2.88% |
$92.1K - $101K
|
61.7K
$3.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.92K- 29.3% |
$96.5K - $105K
|
4.63K
$266K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.99K- 19.36% |
$100K - $109K
|
8.29K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.02K- 1.05% |
$101K - $111K
|
189K
$10.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.04K- 2.3% |
$103K - $112K
|
86.6K
$4.98M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-2.05K- 10.17% |
$103K - $113K
|
18.1K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.11K- 4.47% |
$106K - $116K
|
45.1K
$2.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.24K- 3.19% |
$113K - $123K
|
68.1K
$3.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.32K- 4.29% |
$117K - $127K
|
51.7K
$2.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.47K- 1.31% |
$124K - $136K
|
186K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.54K- 0.61% |
$128K - $139K
|
412K
$23.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-2.55K- 4.73% |
$128K - $140K
|
51.4K
$2.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.6K- 1.66% |
$131K - $143K
|
154K
$8.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-2.6K- 4.73% |
$131K - $143K
|
52.4K
$3.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.62K- 34.7% |
$132K - $144K
|
4.94K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 11.74% |
$133K - $145K
|
19.8K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.03K- 4.37% |
$152K - $166K
|
66.3K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.2K- 2.91% |
$161K - $176K
|
107K
$6.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-3.47K- 1.18% |
$175K - $191K
|
291K
$16.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-3.78K- 10.23% |
$190K - $208K
|
33.2K
$1.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4.12K- 94.28% |
$207K - $226K
|
250
$14.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.86K- 38.27% |
$245K - $267K
|
7.84K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.89K- 88.11% |
$246K - $269K
|
660
$37.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-5.05K- 67.33% |
$254K - $277K
|
2.45K
$141K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.2K- 7.18% |
$262K - $286K
|
67.2K
$3.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.54K- 2.89% |
$279K - $304K
|
186K
$10.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.68K- 0.44% |
$285K - $312K
|
1.29M
$73.9M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-6.04K- 3.03% |
$304K - $332K
|
193K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.41K- 3.23% |
$322K - $352K
|
192K
$11M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.41K- 4.74% |
$322K - $352K
|
129K
$7.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.41K- 1.16% |
$323K - $352K
|
545K
$31.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.65K- 99.39% |
$334K - $365K
|
41
$2.36K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.91K- 13.71% |
$347K - $379K
|
43.5K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.63K- 4.76% |
$384K - $419K
|
153K
$8.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.48K- 57.55% |
$427K - $466K
|
6.26K
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-9.19K- 50.4% |
$462K - $505K
|
9.04K
$520K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-9.43K- 51.43% |
$474K - $518K
|
8.91K
$512K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9.45K- 16.96% |
$475K - $519K
|
46.3K
$2.66M
|