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 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-9.92K- 2.09% |
$499K - $545K
|
464K
$26.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-10.5K- 74.02% |
$530K - $578K
|
3.7K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-12.7K- 53.6% |
$638K - $697K
|
11K
$623K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 11.24% |
$688K - $751K
|
108K
$6.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.9K- 7.38% |
$700K - $765K
|
175K
$9.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.3K- 15.56% |
$768K - $838K
|
82.9K
$4.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17.6K- 9.97% |
$883K - $964K
|
159K
$9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-19K- 1.5% |
$955K - $1.04M
|
1.24M
$70.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-19K- 46.81% |
$956K - $1.04M
|
21.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-21.3K- 81.23% |
$1.07M - $1.17M
|
4.92K
$279K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-23.3K- 11.14% |
$1.17M - $1.28M
|
186K
$10.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-25K- 53.23% |
$1.26M - $1.37M
|
22K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-26.8K- 63.38% |
$1.35M - $1.47M
|
15.5K
$878K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-27.9K- 11.61% |
$1.4M - $1.53M
|
212K
$12M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-28.7K- 71.03% |
$1.44M - $1.57M
|
11.7K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.2K- 23.05% |
$1.67M - $1.83M
|
111K
$6.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-34.6K- 81.62% |
$1.74M - $1.9M
|
7.78K
$441K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-36.3K- 8.04% |
$1.83M - $1.99M
|
415K
$23.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-36.5K- 65.43% |
$1.84M - $2.01M
|
19.3K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-38.7K- 18.2% |
$1.95M - $2.13M
|
174K
$9.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-39.8K- 28.48% |
$2M - $2.19M
|
99.9K
$5.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-41.2K- 54.91% |
$2.07M - $2.26M
|
33.8K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-65.9K- 28.53% |
$3.31M - $3.62M
|
165K
$9.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-71.7K- 60.55% |
$3.6M - $3.94M
|
46.7K
$2.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-78.1K- 22.2% |
$3.93M - $4.29M
|
274K
$15.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-117K- 70.16% |
$5.9M - $6.45M
|
49.9K
$2.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-124K- 69.93% |
$6.24M - $6.81M
|
53.3K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-136K- 53.15% |
$6.81M - $7.44M
|
119K
$6.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-161K- 1.3% |
$8.07M - $8.82M
|
12.2M
$692M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-163K- 62.77% |
$8.18M - $8.93M
|
96.5K
$5.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-167K- 19.09% |
$8.42M - $9.19M
|
709K
$40.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-220K- 3.79% |
$11.1M - $12.1M
|
5.58M
$317M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-302K- 20.52% |
$15.2M - $16.6M
|
1.17M
$66.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-452K- 98.17% |
$22.7M - $24.8M
|
8.41K
$477K
|