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 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8- 0.14% |
$402 - $439
|
5.82K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11- 0.28% |
$553 - $604
|
3.93K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-14- 0.33% |
$704 - $769
|
4.22K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15- 0.07% |
$754 - $824
|
20.1K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 9.28% |
$905 - $989
|
176
$10.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-22- 0.28% |
$1.11K - $1.21K
|
7.72K
$444K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-23- 0.14% |
$1.16K - $1.26K
|
16.5K
$947K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-32- 0.41% |
$1.61K - $1.76K
|
7.77K
$447K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-38- 0.7% |
$1.91K - $2.09K
|
5.38K
$309K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-40- 32.79% |
$2.01K - $2.2K
|
82
$4.71K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-42- 0.04% |
$2.11K - $2.31K
|
118K
$6.77M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-48- 0.78% |
$2.41K - $2.64K
|
6.1K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-50- 8.68% |
$2.51K - $2.75K
|
526
$30.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55- 3.42% |
$2.77K - $3.02K
|
1.55K
$89.3K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-57- 0.43% |
$2.87K - $3.13K
|
13.1K
$752K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-58- 1.34% |
$2.92K - $3.19K
|
4.27K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-59- 1.14% |
$2.97K - $3.24K
|
5.11K
$294K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-68- 7.34% |
$3.42K - $3.73K
|
858
$49.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-68- 1.22% |
$3.42K - $3.73K
|
5.52K
$317K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-70- 14.14% |
$3.52K - $3.84K
|
425
$24.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-77- 0.64% |
$3.87K - $4.23K
|
11.9K
$686K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-96- 0.57% |
$4.83K - $5.27K
|
16.7K
$957K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-107- 0.16% |
$5.38K - $5.88K
|
65.3K
$3.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-162- 0.14% |
$8.15K - $8.9K
|
118K
$6.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-162- 3.19% |
$8.15K - $8.9K
|
4.92K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-165- 0.93% |
$8.3K - $9.06K
|
17.5K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-168- 0.92% |
$8.45K - $9.23K
|
18.1K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-174- 0.69% |
$8.75K - $9.56K
|
25K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-182- 0.47% |
$9.15K - $10K
|
38.6K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-187- 0.76% |
$9.4K - $10.3K
|
24.3K
$1.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-200- 2.33% |
$10.1K - $11K
|
8.38K
$482K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-204- 3.51% |
$10.3K - $11.2K
|
5.6K
$322K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-213- 5.14% |
$10.7K - $11.7K
|
3.93K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-218- 6.55% |
$11K - $12K
|
3.11K
$179K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-232- 0.12% |
$11.7K - $12.7K
|
193K
$11.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-249- 2.89% |
$12.5K - $13.7K
|
8.37K
$481K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-264- 2.98% |
$13.3K - $14.5K
|
8.6K
$495K
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-282- 2.04% |
$14.2K - $15.5K
|
13.5K
$778K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-285- 15.62% |
$14.3K - $15.7K
|
1.54K
$88.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-285- 0.09% |
$14.3K - $15.7K
|
321K
$18.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-291- 2.58% |
$14.6K - $16K
|
11K
$631K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-300- 11.11% |
$15.1K - $16.5K
|
2.4K
$138K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-313- 2.15% |
$15.7K - $17.2K
|
14.2K
$817K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-318- 0.24% |
$16K - $17.5K
|
132K
$7.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-325- 7.63% |
$16.3K - $17.8K
|
3.93K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-337- 0.45% |
$16.9K - $18.5K
|
74.4K
$4.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-354- 4.68% |
$17.8K - $19.4K
|
7.21K
$415K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-372- 0.42% |
$18.7K - $20.4K
|
87.9K
$5.05M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-378- 5.86% |
$19K - $20.8K
|
6.07K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-383- 75.84% |
$19.3K - $21K
|
122
$7.01K
|