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 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-25.1K- 5.41% |
$1.36M - $1.5M
|
439K
$24.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-28.1K- 10.26% |
$1.52M - $1.67M
|
246K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-34.6K- 24.05% |
$1.87M - $2.06M
|
109K
$6.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-58K- 56.65% |
$3.14M - $3.45M
|
44.4K
$2.49M
|
|
|
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
$6.83M
|
|
|
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
$51.5M
|