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 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.2K+ 89.45% |
$769K - $846K
|
30.1K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.4KNew |
$723K - $796K
|
13.4K
$692K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.3KNew |
$722K - $794K
|
13.3K
$690K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.8K+ 6.8% |
$692K - $761K
|
201K
$10.4M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12.6K+ 4.0% |
$683K - $751K
|
328K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 10.07% |
$681K - $749K
|
138K
$7.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.3K+ 4.25% |
$667K - $734K
|
302K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 7.46% |
$667K - $733K
|
177K
$9.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
12.3KNew |
$663K - $730K
|
12.3K
$634K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11.9K+ 6.4% |
$644K - $709K
|
198K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
11.9KNew |
$643K - $707K
|
11.9K
$614K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.7K+ 10.64% |
$634K - $697K
|
122K
$6.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.4K+ 10.3% |
$619K - $681K
|
122K
$6.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
11.3K+ 4.97% |
$610K - $672K
|
238K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
10.9K+ 9.98% |
$590K - $649K
|
120K
$6.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
10.8K+ 9.93% |
$585K - $644K
|
120K
$6.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.3K+ 5.9% |
$557K - $613K
|
185K
$9.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.1K+ 6.65% |
$548K - $603K
|
162K
$8.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
10.1K+ 7.27% |
$548K - $603K
|
149K
$7.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.96KNew |
$539K - $593K
|
9.96K
$516K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9.84K+ 4.88% |
$533K - $586K
|
212K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.62K+ 4.26% |
$521K - $573K
|
236K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.57K+ 7.13% |
$518K - $570K
|
144K
$7.44M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
9.55K+ 1.88% |
$517K - $569K
|
518K
$26.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
9.4KNew |
$509K - $560K
|
9.4K
$487K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
9.19K+ 36.74% |
$498K - $547K
|
34.2K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.83KNew |
$478K - $526K
|
8.83K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.76KNew |
$474K - $522K
|
8.76K
$454K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
8.69KNew |
$470K - $517K
|
8.69K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.43K+ 37.02% |
$456K - $502K
|
31.2K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.34K+ 6.31% |
$452K - $497K
|
141K
$7.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.28K+ 5.97% |
$448K - $493K
|
147K
$7.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
8.2KNew |
$444K - $488K
|
8.2K
$424K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.12K+ 10.69% |
$440K - $484K
|
84.1K
$4.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
8.11K+ 16.36% |
$439K - $483K
|
57.7K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.93K+ 39.1% |
$429K - $472K
|
28.2K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
7.72KNew |
$418K - $460K
|
7.72K
$400K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
7.65KNew |
$414K - $456K
|
7.65K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
7.59K+ 5.23% |
$411K - $452K
|
153K
$7.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.57K+ 4.07% |
$409K - $451K
|
193K
$10M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.43KNew |
$402K - $442K
|
7.43K
$384K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
7.3KNew |
$395K - $435K
|
7.3K
$378K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
7.2K+ 75.17% |
$390K - $429K
|
16.8K
$868K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
7.04K+ 13.92% |
$381K - $419K
|
57.6K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7KNew |
$379K - $417K
|
7K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.83KNew |
$370K - $407K
|
6.83K
$354K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
6.77K+ 8.92% |
$367K - $403K
|
82.7K
$4.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.77K+ 43.34% |
$366K - $403K
|
22.4K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.67KNew |
$361K - $397K
|
6.67K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.57KNew |
$355K - $391K
|
6.57K
$340K
|