Purchases and Sales Made in Q1 2022 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.64M+ 6.27% |
$116M - $132M
|
44.7M
$2.47B
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.19M+ 228.35% |
$52.5M - $59.6M
|
1.71M
$94.5M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.02M+ 3936.53% |
$45.1M - $51.2M
|
1.05M
$57.9M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
800K+ 255.24% |
$35.3M - $40.1M
|
1.11M
$61.6M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
683K+ 7383.26% |
$30.2M - $34.3M
|
693K
$38.3M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
514K+ 8.24% |
$22.7M - $25.8M
|
6.76M
$374M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
208KNew |
$9.2M - $10.5M
|
208K
$11.5M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
200K+ 17.53% |
$8.83M - $10M
|
1.34M
$74.1M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
164K+ 243.83% |
$7.23M - $8.21M
|
231K
$12.8M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
156KNew |
$6.87M - $7.8M
|
156K
$8.61M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
139K+ 27.04% |
$6.12M - $6.95M
|
651K
$36M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
130K+ 15.55% |
$5.75M - $6.53M
|
968K
$53.6M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
118K+ 119.81% |
$5.21M - $5.92M
|
216K
$12M
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
115K+ 19.78% |
$5.09M - $5.78M
|
698K
$38.6M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
98.3KNew |
$4.34M - $4.93M
|
98.3K
$5.43M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
80.4K+ 1467.74% |
$3.55M - $4.03M
|
85.9K
$4.75M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
69.9K+ 20.86% |
$3.08M - $3.5M
|
405K
$22.4M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
58.7KNew |
$2.59M - $2.94M
|
58.7K
$3.25M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
53K+ 127.28% |
$2.34M - $2.66M
|
94.7K
$5.24M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.4K+ 26.05% |
$2.23M - $2.53M
|
244K
$13.5M
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
44.8KNew |
$1.98M - $2.25M
|
44.8K
$2.48M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.6K+ 13.95% |
$1.92M - $2.19M
|
356K
$19.7M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
37.7K+ 26.09% |
$1.66M - $1.89M
|
182K
$10.1M
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
36.3K+ 22.59% |
$1.6M - $1.82M
|
197K
$10.9M
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
35.6K+ 12.55% |
$1.57M - $1.79M
|
320K
$17.7M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
34.5K+ 0.51% |
$1.52M - $1.73M
|
6.75M
$373M
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
33.7KNew |
$1.49M - $1.69M
|
33.7K
$1.86M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
33.5K+ 11.76% |
$1.48M - $1.68M
|
319K
$17.6M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.5KNew |
$1.43M - $1.63M
|
32.5K
$1.8M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
31.5K+ 291.72% |
$1.39M - $1.58M
|
42.3K
$2.34M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
30.5KNew |
$1.35M - $1.53M
|
30.5K
$1.69M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.9K+ 3.27% |
$1.32M - $1.5M
|
943K
$52.1M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
27.6K+ 96.89% |
$1.22M - $1.38M
|
56.1K
$3.1M
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
27KNew |
$1.19M - $1.36M
|
27K
$1.5M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.5K+ 19.57% |
$1.13M - $1.28M
|
156K
$8.61M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25.5K+ 5799.09% |
$1.12M - $1.28M
|
25.9K
$1.43M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25.3K+ 562.42% |
$1.12M - $1.27M
|
29.8K
$1.65M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 6.42% |
$1.04M - $1.18M
|
391K
$21.6M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
23.3KNew |
$1.03M - $1.17M
|
23.3K
$1.29M
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
22.4K+ 24.44% |
$991K - $1.13M
|
114K
$6.32M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
21.6K+ 17.11% |
$952K - $1.08M
|
148K
$8.17M
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
21.2K+ 2.69% |
$935K - $1.06M
|
808K
$44.7M
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
21.1K+ 9.43% |
$930K - $1.06M
|
245K
$13.5M
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
19.9KNew |
$880K - $999K
|
19.9K
$1.1M
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
19.7KNew |
$871K - $989K
|
19.7K
$1.09M
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
19.4K+ 28.56% |
$856K - $972K
|
87.2K
$4.82M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2K+ 35.34% |
$846K - $961K
|
73.4K
$4.06M
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
19.1KNew |
$842K - $957K
|
19.1K
$1.06M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.3K+ 12.87% |
$762K - $866K
|
151K
$8.37M
|
|
May 11, 2022
Q1 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
16.5K+ 9.98% |
$729K - $828K
|
182K
$10.1M
|