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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.7K- 2.11% |
$417K - $459K
|
357K
$20.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-7.89K- 39.84% |
$427K - $470K
|
11.9K
$676K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-8.68K- 6.24% |
$470K - $517K
|
130K
$7.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-10.7K- 6.37% |
$577K - $635K
|
157K
$8.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-12.3K- 31.94% |
$667K - $734K
|
26.3K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-12.4K- 85.58% |
$673K - $740K
|
2.1K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13.1K- 72.9% |
$710K - $781K
|
4.88K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-16.4K- 48.39% |
$886K - $975K
|
17.5K
$990K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22.4K- 60.47% |
$1.21M - $1.33M
|
14.6K
$830K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-28.1K- 10.26% |
$1.52M - $1.67M
|
246K
$13.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-58K- 56.65% |
$3.14M - $3.45M
|
44.4K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-69.2K- 12.7% |
$3.74M - $4.12M
|
476K
$27M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-70.2K- 57.44% |
$3.8M - $4.18M
|
52K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-97.8K- 80.78% |
$5.29M - $5.83M
|
23.3K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-105K- 46.4% |
$5.69M - $6.26M
|
121K
$6.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-233K- 80.32% |
$12.6M - $13.9M
|
57.2K
$3.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-254K- 21.71% |
$13.8M - $15.1M
|
917K
$52M
|