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 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.72K+ 58.74% |
$201K - $221K
|
10K
$520K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.72KNew |
$201K - $221K
|
3.72K
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.71K+ 3.03% |
$201K - $221K
|
126K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.68KNew |
$199K - $219K
|
3.68K
$190K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.67KNew |
$198K - $218K
|
3.67K
$190K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.66KNew |
$198K - $218K
|
3.66K
$190K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.6K+ 10.02% |
$195K - $214K
|
39.5K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.44K+ 9.38% |
$186K - $205K
|
40.1K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
3.25K+ 132.65% |
$176K - $194K
|
5.7K
$295K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
3.22K+ 19.75% |
$174K - $192K
|
19.5K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.18K+ 14.63% |
$172K - $190K
|
24.9K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
3.17K+ 1.23% |
$171K - $189K
|
261K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.16K+ 21.42% |
$171K - $188K
|
17.9K
$927K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.15K+ 5.69% |
$170K - $187K
|
58.4K
$3.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.03K+ 24.5% |
$164K - $180K
|
15.4K
$797K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.02K+ 24.7% |
$164K - $180K
|
15.3K
$790K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.92K+ 14.6% |
$158K - $174K
|
22.9K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.75K+ 46.98% |
$149K - $164K
|
8.6K
$445K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.63K+ 6.5% |
$142K - $157K
|
43.1K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.63K+ 55.53% |
$142K - $156K
|
7.36K
$381K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
2.59K+ 0.93% |
$140K - $154K
|
281K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.57K+ 9.6% |
$139K - $153K
|
29.4K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.56K+ 8.55% |
$138K - $152K
|
32.5K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.56K+ 3.42% |
$138K - $152K
|
77.2K
$3.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.48KNew |
$134K - $148K
|
2.48K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
2.48KNew |
$134K - $148K
|
2.48K
$128K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.35K+ 19.83% |
$127K - $140K
|
14.2K
$735K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.32K+ 15.02% |
$126K - $138K
|
17.8K
$920K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.28K+ 53.51% |
$124K - $136K
|
6.55K
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.28K+ 53.51% |
$124K - $136K
|
6.55K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.28KNew |
$123K - $136K
|
2.28K
$118K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.06KNew |
$112K - $123K
|
2.06K
$107K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.96K+ 4.32% |
$106K - $117K
|
47.3K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.93KNew |
$104K - $115K
|
1.93K
$99.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.9K+ 2.92% |
$103K - $113K
|
67.2K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.81K+ 1.6% |
$98.2K - $108K
|
115K
$5.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.8K+ 67.8% |
$97.5K - $107K
|
4.46K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 37.55% |
$95.5K - $105K
|
6.47K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.7K+ 18.08% |
$91.9K - $101K
|
11.1K
$574K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.65K+ 2.62% |
$89.3K - $98.3K
|
64.7K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.64K+ 1.98% |
$88.8K - $97.7K
|
84.3K
$4.36M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.62K+ 14.06% |
$87.9K - $96.7K
|
13.2K
$682K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.52K+ 25.23% |
$82.2K - $90.5K
|
7.54K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.5K+ 3.63% |
$81K - $89.1K
|
42.8K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.49KNew |
$80.7K - $88.7K
|
1.49K
$77.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.44KNew |
$78K - $85.8K
|
1.44K
$74.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.41K+ 2.18% |
$76.1K - $83.7K
|
65.8K
$3.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.4KNew |
$75.9K - $83.5K
|
1.4K
$72.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.39K+ 9.48% |
$75.4K - $83K
|
16.1K
$833K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.39K+ 2.74% |
$75.1K - $82.7K
|
52.1K
$2.7M
|