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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
29.9KNew |
$1.5M - $1.64M
|
29.9K
$1.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
29.1K+ 4.66% |
$1.46M - $1.6M
|
653K
$37.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.4K+ 4.94% |
$1.43M - $1.56M
|
604K
$34.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.6K+ 3.34% |
$1.39M - $1.51M
|
852K
$49M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
27.3K+ 41.43% |
$1.37M - $1.5M
|
93.3K
$5.36M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
26.8KNew |
$1.35M - $1.47M
|
26.8K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
26.5KNew |
$1.33M - $1.46M
|
26.5K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
24.9K+ 206.5% |
$1.25M - $1.37M
|
37K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
24.2K+ 7.41% |
$1.22M - $1.33M
|
351K
$20.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
22.9K+ 20.61% |
$1.15M - $1.26M
|
134K
$7.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
22.8K+ 19.03% |
$1.15M - $1.25M
|
143K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
21.5K+ 6.25% |
$1.08M - $1.18M
|
366K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.5K+ 200.83% |
$1.08M - $1.18M
|
32.2K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
20.1K+ 10.18% |
$1.01M - $1.11M
|
218K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20.1K+ 3.69% |
$1.01M - $1.1M
|
564K
$32.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
19.8K+ 2.53% |
$997K - $1.09M
|
805K
$46.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
19.4K+ 162.9% |
$974K - $1.06M
|
31.3K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
19.3K+ 5.39% |
$971K - $1.06M
|
377K
$21.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
17.3K+ 15.76% |
$870K - $951K
|
127K
$7.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.1K+ 18.88% |
$862K - $942K
|
108K
$6.21M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17K+ 40.83% |
$856K - $935K
|
58.7K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
16.3KNew |
$820K - $895K
|
16.3K
$937K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
15.8K+ 5.29% |
$796K - $869K
|
315K
$18.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
15.3K+ 8.19% |
$769K - $839K
|
202K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.6K+ 2.62% |
$733K - $801K
|
572K
$32.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
14.3K+ 8.71% |
$720K - $787K
|
179K
$10.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13.8K+ 1563.12% |
$695K - $759K
|
14.7K
$845K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
13.8K+ 7.28% |
$694K - $758K
|
203K
$11.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
13.4K+ 7.77% |
$674K - $736K
|
186K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
13.2KNew |
$663K - $725K
|
13.2K
$758K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.1K+ 6.17% |
$660K - $721K
|
226K
$13M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
12.8K+ 10.23% |
$646K - $705K
|
138K
$7.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12.7K+ 14.19% |
$640K - $699K
|
102K
$5.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.6K+ 7.18% |
$633K - $692K
|
188K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.5KNew |
$630K - $688K
|
12.5K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
11.7KNew |
$589K - $643K
|
11.7K
$673K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.6KNew |
$584K - $638K
|
11.6K
$667K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.1K+ 1.77% |
$557K - $609K
|
638K
$36.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.9K+ 8.84% |
$549K - $600K
|
135K
$7.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 9.95% |
$544K - $594K
|
120K
$6.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
10.8KNew |
$542K - $592K
|
10.8K
$619K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
10.5KNew |
$529K - $578K
|
10.5K
$605K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
10.4K+ 5.05% |
$525K - $574K
|
218K
$12.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 7.85% |
$508K - $555K
|
139K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10K+ 50.46% |
$503K - $549K
|
29.8K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
9.91K+ 117.12% |
$498K - $544K
|
18.4K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.87K+ 15.24% |
$496K - $542K
|
74.7K
$4.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.79K+ 9.89% |
$493K - $538K
|
109K
$6.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.72K+ 13.62% |
$489K - $534K
|
81.1K
$4.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.42K+ 8.15% |
$474K - $517K
|
125K
$7.18M
|