Purchases and Sales Made in Q4 2024 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.7K- 1.59% |
$850K - $935K
|
972K
$54.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.3K- 6.16% |
$883K - $971K
|
248K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-16.4K- 48.39% |
$886K - $975K
|
17.5K
$979K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-18.2K- 35.14% |
$984K - $1.08M
|
33.6K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22.4K- 60.47% |
$1.21M - $1.33M
|
14.6K
$821K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-25.1K- 5.41% |
$1.36M - $1.5M
|
439K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-25.2K- 11.88% |
$1.36M - $1.5M
|
187K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-28.1K- 10.26% |
$1.52M - $1.67M
|
246K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-29.1K- 43.84% |
$1.57M - $1.73M
|
37.2K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-34.6K- 24.05% |
$1.87M - $2.06M
|
109K
$6.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-58K- 56.65% |
$3.14M - $3.45M
|
44.4K
$2.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60.2K- 5.07% |
$3.26M - $3.59M
|
1.13M
$63.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-62.2K- 83.69% |
$3.37M - $3.71M
|
12.1K
$680K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-69.2K- 12.7% |
$3.74M - $4.12M
|
476K
$26.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-70.2K- 57.44% |
$3.8M - $4.18M
|
52K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-97.8K- 80.78% |
$5.29M - $5.83M
|
23.3K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-105K- 46.4% |
$5.69M - $6.26M
|
121K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-137K- 77.64% |
$7.42M - $8.17M
|
39.5K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-145K- 94.8% |
$7.84M - $8.63M
|
7.94K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-193K- 3.46% |
$10.5M - $11.5M
|
5.39M
$302M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-233K- 80.32% |
$12.6M - $13.9M
|
57.2K
$3.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-254K- 21.71% |
$13.8M - $15.1M
|
917K
$51.4M
|