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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-223- 4.02% |
$9.85K - $11.2K
|
5.33K
$295K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-230- 0.12% |
$10.2K - $11.5K
|
187K
$10.3M
|
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-236- 4.25% |
$10.4K - $11.8K
|
5.32K
$294K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-271- 2.56% |
$12K - $13.6K
|
10.3K
$571K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-278Closed |
$12.3K - $13.9K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-292- 2.96% |
$12.9K - $14.6K
|
9.56K
$529K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-300- 1.58% |
$13.2K - $15K
|
18.7K
$1.03M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-309- 2.05% |
$13.6K - $15.5K
|
14.8K
$818K
|
|
|
May 11, 2022
Q1 2022
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-312- 0.62% |
$13.8K - $15.6K
|
50.1K
$2.77M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-319- 1.1% |
$14.1K - $16K
|
28.7K
$1.59M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-321- 11.36% |
$14.2K - $16.1K
|
2.5K
$138K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-360Closed |
$15.9K - $18.1K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-377- 3.09% |
$16.6K - $18.9K
|
11.8K
$654K
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-380- 7.27% |
$16.8K - $19.1K
|
4.85K
$268K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-410- 4.33% |
$18.1K - $20.6K
|
9.05K
$500K
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-424- 3.93% |
$18.7K - $21.3K
|
10.4K
$573K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-457- 1.91% |
$20.2K - $22.9K
|
23.5K
$1.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-496- 1.96% |
$21.9K - $24.9K
|
24.8K
$1.37M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-546- 11.8% |
$24.1K - $27.4K
|
4.08K
$226K
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-547- 0.58% |
$24.2K - $27.4K
|
94.4K
$5.22M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-549- 6.06% |
$24.2K - $27.5K
|
8.51K
$470K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-560- 1.81% |
$24.7K - $28.1K
|
30.4K
$1.68M
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-638- 10.37% |
$28.2K - $32K
|
5.52K
$305K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-688- 2.66% |
$30.4K - $34.5K
|
25.2K
$1.39M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-737Closed |
$32.5K - $37K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-737Closed |
$32.5K - $37K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-746- 2.21% |
$32.9K - $37.4K
|
33K
$1.83M
|
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-760Closed |
$33.6K - $38.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-773- 1.63% |
$34.1K - $38.8K
|
46.5K
$2.57M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-860Closed |
$38K - $43.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-953- 5.76% |
$42.1K - $47.8K
|
15.6K
$862K
|
|
|
May 10, 2022
Q1 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-985- 0.57% |
$43.5K - $49.4K
|
173K
$9.55M
|
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.04K- 7.68% |
$45.8K - $52K
|
12.5K
$690K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.27K- 0.7% |
$56.2K - $63.9K
|
182K
$10.1M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.42KClosed |
$62.5K - $71K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.5K- 51.19% |
$66.2K - $75.2K
|
1.43K
$79.1K
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.51K- 7.37% |
$66.4K - $75.5K
|
18.9K
$1.05M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.58KClosed |
$69.8K - $79.3K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.7KClosed |
$75.1K - $85.2K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-1.74K- 5.86% |
$76.6K - $87K
|
27.9K
$1.54M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.85K- 21.79% |
$81.5K - $92.6K
|
6.63K
$367K
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.89K- 0.39% |
$83.4K - $94.7K
|
485K
$26.8M
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.02K- 11.73% |
$89.1K - $101K
|
15.2K
$839K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.12K- 0.96% |
$93.4K - $106K
|
219K
$12.1M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.14K- 23.23% |
$94.6K - $107K
|
7.08K
$392K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.16K- 67.6% |
$95.5K - $108K
|
1.04K
$57.3K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.26K- 72.4% |
$99.6K - $113K
|
860
$47.6K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.27K- 3.24% |
$100K - $114K
|
67.8K
$3.75M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.32K- 28.81% |
$102K - $116K
|
5.73K
$317K
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.38K- 29.45% |
$105K - $120K
|
5.71K
$316K
|