Purchases and Sales Made in Q4 2023 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
494+ 6.83% |
$20.1K - $24.3K
|
7.73K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
475New |
$19.4K - $23.4K
|
475
$25.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
468+ 3.73% |
$19.1K - $23K
|
13K
$706K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
457+ 3.07% |
$18.6K - $22.5K
|
15.4K
$834K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
454+ 1.74% |
$18.5K - $22.3K
|
26.6K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
443+ 41.48% |
$18.1K - $21.8K
|
1.51K
$82.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
425+ 3.97% |
$17.3K - $20.9K
|
11.1K
$605K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
409+ 0.23% |
$16.7K - $20.1K
|
180K
$9.79M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
401+ 102.82% |
$16.3K - $19.7K
|
791
$43K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
396+ 4.89% |
$16.1K - $19.5K
|
8.5K
$462K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
392New |
$16K - $19.3K
|
392
$21.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
377+ 6.96% |
$15.4K - $18.5K
|
5.8K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
343New |
$14K - $16.9K
|
343
$18.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
342+ 22.72% |
$13.9K - $16.8K
|
1.85K
$100K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
323New |
$13.2K - $15.9K
|
323
$17.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
308+ 0.57% |
$12.6K - $15.2K
|
54.8K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
285+ 2.61% |
$11.6K - $14K
|
11.2K
$608K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
271New |
$11K - $13.3K
|
271
$14.7K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
267+ 13.72% |
$10.9K - $13.1K
|
2.21K
$120K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
254+ 5.43% |
$10.4K - $12.5K
|
4.93K
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
254New |
$10.4K - $12.5K
|
254
$13.8K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
247+ 1.57% |
$10.1K - $12.2K
|
15.9K
$866K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
237+ 2.3% |
$9.66K - $11.7K
|
10.6K
$574K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
235+ 8.19% |
$9.58K - $11.6K
|
3.1K
$169K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
225+ 2.47% |
$9.17K - $11.1K
|
9.34K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
221+ 0.78% |
$9.01K - $10.9K
|
28.4K
$1.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
217+ 0.85% |
$8.84K - $10.7K
|
25.6K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
208+ 1.58% |
$8.48K - $10.2K
|
13.4K
$725K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
196+ 50.91% |
$7.99K - $9.64K
|
581
$31.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
159+ 7.52% |
$6.48K - $7.82K
|
2.27K
$124K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
142+ 2.62% |
$5.79K - $6.99K
|
5.57K
$302K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
118+ 655.56% |
$4.81K - $5.81K
|
136
$7.39K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
102+ 0.47% |
$4.16K - $5.02K
|
22K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
95+ 1.67% |
$3.87K - $4.67K
|
5.78K
$314K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
90+ 0.35% |
$3.67K - $4.43K
|
25.5K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
75+ 1.08% |
$3.06K - $3.69K
|
7.04K
$382K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
65+ 0.64% |
$2.65K - $3.2K
|
10.2K
$556K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
64+ 0.36% |
$2.61K - $3.15K
|
18.1K
$980K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
64+ 1.35% |
$2.61K - $3.15K
|
4.8K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
61+ 1.05% |
$2.49K - $3K
|
5.88K
$319K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
59New |
$2.4K - $2.9K
|
59
$3.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
54+ 0.44% |
$2.2K - $2.66K
|
12.3K
$671K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
53New |
$2.16K - $2.61K
|
53
$2.88K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
49New |
$2K - $2.41K
|
49
$2.66K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
48+ 0.12% |
$1.96K - $2.36K
|
38.6K
$2.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
45+ 1.43% |
$1.83K - $2.21K
|
3.18K
$173K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
43+ 0.88% |
$1.75K - $2.12K
|
4.9K
$266K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
42+ 2.06% |
$1.71K - $2.07K
|
2.09K
$113K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42New |
$1.71K - $2.07K
|
42
$2.28K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39+ 0.01% |
$1.59K - $1.92K
|
324K
$17.6M
|