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 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.34K+ 2.62% |
$72.5K - $79.8K
|
52.4K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.34K+ 10.12% |
$72.3K - $79.5K
|
14.5K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3K+ 12.37% |
$70.4K - $77.5K
|
11.8K
$612K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.29K+ 7.33% |
$69.7K - $76.7K
|
18.9K
$976K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.29K+ 1.48% |
$69.6K - $76.6K
|
88.2K
$4.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.27KNew |
$68.9K - $75.8K
|
1.27K
$65.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.26KNew |
$68.3K - $75.1K
|
1.26K
$65.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.25K+ 24.84% |
$67.6K - $74.3K
|
6.27K
$325K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.25K+ 0.6% |
$67.4K - $74.2K
|
211K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.24K+ 5.82% |
$67.2K - $73.9K
|
22.6K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.23K+ 4.56% |
$66.5K - $73.1K
|
28.2K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.22K+ 7.46% |
$66K - $72.7K
|
17.6K
$910K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.17KNew |
$63.2K - $69.6K
|
1.17K
$60.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.16K+ 102.37% |
$63K - $69.3K
|
2.3K
$119K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 1.68% |
$62K - $68.2K
|
69.3K
$3.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.13K+ 13.12% |
$61.1K - $67.2K
|
9.73K
$504K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.12K+ 5.2% |
$60.7K - $66.8K
|
22.7K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.12K+ 4.27% |
$60.7K - $66.8K
|
27.4K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.1K+ 29.02% |
$59.5K - $65.5K
|
4.89K
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.09K+ 4.97% |
$58.7K - $64.6K
|
22.9K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.06K+ 5.5% |
$57.2K - $62.9K
|
20.3K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.01K+ 8.7% |
$54.7K - $60.2K
|
12.6K
$653K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
998New |
$54K - $59.4K
|
998
$51.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
987+ 3.97% |
$53.4K - $58.8K
|
25.9K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
979+ 4.03% |
$53K - $58.3K
|
25.3K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
970+ 12.57% |
$52.5K - $57.8K
|
8.69K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
959+ 7.79% |
$51.9K - $57.1K
|
13.3K
$687K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
931+ 16.31% |
$50.4K - $55.5K
|
6.64K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
928+ 1.29% |
$50.2K - $55.3K
|
73K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
912+ 18.68% |
$49.4K - $54.3K
|
5.8K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
900New |
$48.7K - $53.6K
|
900
$46.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
862+ 1231.43% |
$46.7K - $51.3K
|
932
$48.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
812+ 9.69% |
$44K - $48.4K
|
9.19K
$476K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
808+ 6.0% |
$43.7K - $48.1K
|
14.3K
$739K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
731+ 18.83% |
$39.6K - $43.5K
|
4.61K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
653+ 4.42% |
$35.3K - $38.9K
|
15.4K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
639+ 0.54% |
$34.6K - $38.1K
|
118K
$6.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
639+ 7.99% |
$34.6K - $38.1K
|
8.64K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
632+ 1.93% |
$34.2K - $37.6K
|
33.4K
$1.73M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
601New |
$32.5K - $35.8K
|
601
$31.1K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
586New |
$31.7K - $34.9K
|
586
$30.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
580+ 1.75% |
$31.4K - $34.5K
|
33.8K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
564+ 1.87% |
$30.5K - $33.6K
|
30.7K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
561+ 0.3% |
$30.4K - $33.4K
|
187K
$9.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
551+ 3.92% |
$29.8K - $32.8K
|
14.6K
$757K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
546+ 30.07% |
$29.6K - $32.5K
|
2.36K
$122K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
528+ 9.73% |
$28.6K - $31.4K
|
5.95K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
525+ 2.82% |
$28.4K - $31.3K
|
19.2K
$991K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
511+ 1.57% |
$27.7K - $30.4K
|
33.1K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
500+ 6.25% |
$27.1K - $29.8K
|
8.5K
$440K
|