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 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.32% |
$108 - $119
|
631
$35.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 1.75% |
$108 - $119
|
116
$6.45K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.19% |
$54.1 - $59.6
|
527
$29.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$54.1 - $59.6
|
960
$53.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$54.1 - $59.6
|
36.8K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.43% |
$108 - $119
|
460
$25.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-5- 0.54% |
$271 - $298
|
917
$51K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6- 0.1% |
$325 - $357
|
6.09K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-10- 17.86% |
$541 - $596
|
46
$2.56K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-11- 0.25% |
$595 - $655
|
4.32K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-14- 0.2% |
$758 - $834
|
6.93K
$386K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-15- 0.43% |
$812 - $893
|
3.51K
$195K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-16- 1.55% |
$866 - $953
|
1.01K
$56.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-18- 0.37% |
$974 - $1.07K
|
4.84K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-20- 0.4% |
$1.08K - $1.19K
|
4.96K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-31- 72.09% |
$1.68K - $1.85K
|
12
$667
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-35- 0.93% |
$1.89K - $2.08K
|
3.74K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-37- 6.32% |
$2K - $2.2K
|
548
$30.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-37- 0.06% |
$2K - $2.2K
|
63.8K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-41- 0.03% |
$2.22K - $2.44K
|
118K
$6.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-46- 1.0% |
$2.49K - $2.74K
|
4.57K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-51- 20.4% |
$2.76K - $3.04K
|
199
$11.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-58- 5.48% |
$3.14K - $3.45K
|
1K
$55.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-61- 0.47% |
$3.3K - $3.63K
|
12.9K
$718K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-76- 0.48% |
$4.11K - $4.53K
|
15.8K
$878K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-79- 0.43% |
$4.28K - $4.71K
|
18.1K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-83- 2.35% |
$4.49K - $4.94K
|
3.45K
$192K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-93- 1.07% |
$5.03K - $5.54K
|
8.58K
$477K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-97- 1.19% |
$5.25K - $5.78K
|
8.06K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-108- 0.23% |
$5.85K - $6.43K
|
47.3K
$2.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-112- 1.43% |
$6.06K - $6.67K
|
7.73K
$430K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-123- 2.98% |
$6.66K - $7.33K
|
4.01K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-125- 3.18% |
$6.77K - $7.45K
|
3.8K
$211K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-125- 0.34% |
$6.77K - $7.45K
|
36.2K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-136- 2.99% |
$7.36K - $8.1K
|
4.42K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-136- 1.54% |
$7.36K - $8.1K
|
8.68K
$482K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-149- 2.07% |
$8.07K - $8.87K
|
7.06K
$393K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-173- 3.36% |
$9.36K - $10.3K
|
4.97K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-181- 1.65% |
$9.8K - $10.8K
|
10.8K
$601K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-191- 1.06% |
$10.3K - $11.4K
|
17.9K
$995K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-203- 4.06% |
$11K - $12.1K
|
4.8K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-218- 0.97% |
$11.8K - $13K
|
22.3K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-222- 15.37% |
$12K - $13.2K
|
1.22K
$68K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-228- 2.93% |
$12.3K - $13.6K
|
7.54K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-229- 3.76% |
$12.4K - $13.6K
|
5.86K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-230- 2.64% |
$12.4K - $13.7K
|
8.49K
$472K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-240- 1.46% |
$13K - $14.3K
|
16.2K
$902K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-241- 6.13% |
$13K - $14.4K
|
3.69K
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-242- 5.94% |
$13.1K - $14.4K
|
3.83K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-246- 5.83% |
$13.3K - $14.7K
|
3.97K
$221K
|