Purchases and Sales Made in Q1 2023 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q1 2023. 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 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
25.3K+ 41.65% |
$1.06M - $1.21M
|
86.1K
$4.68M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.7K+ 12.81% |
$1.03M - $1.18M
|
218K
$11.8M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
23.8K+ 26.86% |
$992K - $1.14M
|
112K
$6.11M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
23.5K+ 13.94% |
$978K - $1.12M
|
192K
$10.4M
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
23.5K+ 6.1% |
$977K - $1.12M
|
408K
$22.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
22.6KNew |
$941K - $1.08M
|
22.6K
$1.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22.6KNew |
$941K - $1.08M
|
22.6K
$1.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22.4K+ 42.89% |
$932K - $1.07M
|
74.5K
$4.05M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 3.6% |
$819K - $938K
|
566K
$30.8M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.3K+ 1.75% |
$805K - $922K
|
1.12M
$60.8M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
19.2K+ 7.69% |
$800K - $917K
|
269K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.1KNew |
$794K - $910K
|
19.1K
$1.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
16.9K+ 10.92% |
$702K - $805K
|
171K
$9.3M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.6K+ 24.25% |
$693K - $794K
|
85.3K
$4.63M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
16.6KNew |
$692K - $793K
|
16.6K
$902K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15.7KNew |
$654K - $749K
|
15.7K
$852K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 14.03% |
$649K - $743K
|
126K
$6.87M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.6K+ 83.25% |
$606K - $695K
|
32K
$1.74M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.6K+ 3.91% |
$566K - $648K
|
361K
$19.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.2KNew |
$549K - $629K
|
13.2K
$715K
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
13.1K+ 143.58% |
$547K - $626K
|
22.3K
$1.21M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13K+ 2.23% |
$543K - $623K
|
599K
$32.5M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
12.8K+ 122.63% |
$533K - $611K
|
23.2K
$1.26M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
12.3KNew |
$513K - $588K
|
12.3K
$669K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.2K+ 6.13% |
$509K - $583K
|
212K
$11.5M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.6K+ 108.81% |
$482K - $552K
|
22.2K
$1.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$440K - $504K
|
10.6K
$574K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$426K - $488K
|
10.2K
$555K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.97K+ 27.75% |
$415K - $476K
|
45.9K
$2.49M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.23KNew |
$385K - $441K
|
9.23K
$501K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
9.19K+ 1.57% |
$383K - $439K
|
594K
$32.2M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
8.77K+ 3.85% |
$366K - $419K
|
237K
$12.9M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.45KNew |
$352K - $403K
|
8.45K
$459K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
7.93K+ 129.85% |
$330K - $379K
|
14K
$762K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
7.9KNew |
$329K - $377K
|
7.9K
$429K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.69K+ 4.07% |
$320K - $367K
|
196K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.14K+ 6.39% |
$297K - $341K
|
119K
$6.46M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.07K+ 12.57% |
$295K - $338K
|
63.3K
$3.44M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.84K+ 10.38% |
$285K - $326K
|
72.7K
$3.95M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.84K+ 10.38% |
$285K - $326K
|
72.7K
$3.95M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.83K+ 130.09% |
$284K - $326K
|
12.1K
$656K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.48KNew |
$270K - $309K
|
6.48K
$352K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6.45K+ 38.16% |
$269K - $308K
|
23.3K
$1.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.3K+ 12.69% |
$262K - $301K
|
55.9K
$3.04M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.28K+ 24.01% |
$262K - $300K
|
32.4K
$1.76M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
6.2KNew |
$258K - $296K
|
6.2K
$337K
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
6.07K+ 65.35% |
$253K - $290K
|
15.3K
$833K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.61KNew |
$234K - $268K
|
5.61K
$304K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.5K+ 1.56% |
$229K - $262K
|
359K
$19.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
5.41K+ 3.23% |
$226K - $258K
|
173K
$9.39M
|