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 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
497+ 3.21% |
$26.9K - $29.6K
|
16K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
489New |
$26.5K - $29.1K
|
489
$25.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
481New |
$26K - $28.6K
|
481
$24.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
469New |
$25.4K - $27.9K
|
469
$24.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
461+ 8.59% |
$25K - $27.5K
|
5.83K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
450+ 6.06% |
$24.4K - $26.8K
|
7.87K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
443+ 0.95% |
$24K - $26.4K
|
46.9K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
413+ 5.43% |
$22.4K - $24.6K
|
8.02K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
397New |
$21.5K - $23.6K
|
397
$20.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
377+ 0.76% |
$20.4K - $22.5K
|
50.3K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
363+ 2.91% |
$19.6K - $21.6K
|
12.8K
$664K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
308+ 0.7% |
$16.7K - $18.3K
|
44.4K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
300+ 3.91% |
$16.2K - $17.9K
|
7.98K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
276+ 1.67% |
$14.9K - $16.4K
|
16.8K
$869K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
273New |
$14.8K - $16.3K
|
273
$14.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
268+ 2.98% |
$14.5K - $16K
|
9.27K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
267+ 3.46% |
$14.5K - $15.9K
|
7.97K
$413K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
256New |
$13.9K - $15.2K
|
256
$13.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
254+ 0.13% |
$13.7K - $15.1K
|
192K
$9.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
250New |
$13.5K - $14.9K
|
250
$12.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
200+ 4.19% |
$10.8K - $11.9K
|
4.97K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
193+ 0.89% |
$10.4K - $11.5K
|
21.9K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
190New |
$10.3K - $11.3K
|
190
$9.83K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
189+ 1.83% |
$10.2K - $11.3K
|
10.5K
$545K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
170New |
$9.2K - $10.1K
|
170
$8.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
169+ 2.0% |
$9.15K - $10.1K
|
8.64K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
156+ 3.01% |
$8.44K - $9.29K
|
5.34K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
155+ 1.33% |
$8.39K - $9.23K
|
11.8K
$613K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
153+ 2.65% |
$8.28K - $9.11K
|
5.93K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
151New |
$8.17K - $8.99K
|
151
$7.82K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
131+ 0.62% |
$7.09K - $7.8K
|
21.4K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
120+ 0.5% |
$6.5K - $7.15K
|
24K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
118+ 0.23% |
$6.39K - $7.03K
|
51.5K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
114+ 46.72% |
$6.17K - $6.79K
|
358
$18.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
111+ 2.34% |
$6.01K - $6.61K
|
4.85K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
111+ 1.48% |
$6.01K - $6.61K
|
7.62K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
111+ 1.91% |
$6.01K - $6.61K
|
5.93K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
108+ 1800.0% |
$5.85K - $6.43K
|
114
$5.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100+ 2.6% |
$5.41K - $5.96K
|
3.95K
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
90New |
$4.87K - $5.36K
|
90
$4.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
89+ 1.94% |
$4.82K - $5.3K
|
4.68K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
88+ 2.09% |
$4.76K - $5.24K
|
4.3K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
85New |
$4.6K - $5.06K
|
85
$4.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
81+ 0.4% |
$4.38K - $4.82K
|
20.3K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
80New |
$4.33K - $4.76K
|
80
$4.14K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
77+ 0.7% |
$4.17K - $4.59K
|
11.1K
$577K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
77+ 4.1% |
$4.17K - $4.59K
|
1.96K
$101K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
73+ 1216.67% |
$3.95K - $4.35K
|
79
$4.09K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
67New |
$3.63K - $3.99K
|
67
$3.47K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64+ 4.12% |
$3.46K - $3.81K
|
1.62K
$83.7K
|