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 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-15- 0.07% |
$625 - $716
|
22.6K
$1.23M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26Closed |
$1.08K - $1.24K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-39- 2.55% |
$1.63K - $1.86K
|
1.49K
$80.9K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-43- 18.3% |
$1.79K - $2.05K
|
192
$10.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-49- 0.82% |
$2.04K - $2.34K
|
5.94K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-57- 1.08% |
$2.38K - $2.72K
|
5.23K
$284K
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-59- 0.99% |
$2.46K - $2.82K
|
5.93K
$322K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-62- 0.63% |
$2.58K - $2.96K
|
9.82K
$533K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-64- 1.47% |
$2.67K - $3.06K
|
4.3K
$233K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-70- 1.03% |
$2.92K - $3.34K
|
6.71K
$364K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-84- 0.6% |
$3.5K - $4.01K
|
14K
$761K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-95- 0.82% |
$3.96K - $4.54K
|
11.5K
$624K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-99- 0.11% |
$4.13K - $4.73K
|
88K
$4.78M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-102- 0.17% |
$4.25K - $4.87K
|
60.9K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-112- 1.41% |
$4.67K - $5.35K
|
7.83K
$425K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-115- 0.18% |
$4.79K - $5.49K
|
63.9K
$3.47M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.56% |
$4.88K - $5.59K
|
20.8K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-135- 2.42% |
$5.63K - $6.44K
|
5.45K
$296K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-136- 1.4% |
$5.67K - $6.49K
|
9.58K
$520K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-140- 2.31% |
$5.83K - $6.68K
|
5.91K
$321K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-146- 1.74% |
$6.08K - $6.97K
|
8.26K
$449K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-149- 2.22% |
$6.21K - $7.11K
|
6.55K
$356K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-155- 2.2% |
$6.46K - $7.4K
|
6.88K
$374K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-185- 3.54% |
$7.71K - $8.83K
|
5.05K
$274K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-190- 3.88% |
$7.92K - $9.07K
|
4.7K
$255K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-196- 0.77% |
$8.17K - $9.36K
|
25.2K
$1.37M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-204- 1.11% |
$8.5K - $9.74K
|
18.1K
$985K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-204- 0.15% |
$8.5K - $9.74K
|
135K
$7.32M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-212- 1.43% |
$8.83K - $10.1K
|
14.6K
$795K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-275- 0.46% |
$11.5K - $13.1K
|
59.4K
$3.23M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-276- 1.27% |
$11.5K - $13.2K
|
21.4K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-279- 4.84% |
$11.6K - $13.3K
|
5.48K
$298K
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-287- 0.45% |
$12K - $13.7K
|
64.1K
$3.48M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-298- 1.68% |
$12.4K - $14.2K
|
17.4K
$946K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-319- 10.26% |
$13.3K - $15.2K
|
2.79K
$151K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-324- 3.26% |
$13.5K - $15.5K
|
9.61K
$522K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-361- 7.06% |
$15K - $17.2K
|
4.75K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-392- 5.83% |
$16.3K - $18.7K
|
6.34K
$344K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-406- 4.52% |
$16.9K - $19.4K
|
8.58K
$466K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-410- 3.46% |
$17.1K - $19.6K
|
11.4K
$621K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-414- 6.43% |
$17.3K - $19.8K
|
6.03K
$327K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-454- 8.55% |
$18.9K - $21.7K
|
4.85K
$264K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-509- 1.98% |
$21.2K - $24.3K
|
25.2K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-520- 1.98% |
$21.7K - $24.8K
|
25.8K
$1.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-600- 24.19% |
$25K - $28.6K
|
1.88K
$102K
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-603- 4.13% |
$25.1K - $28.8K
|
14K
$760K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-620- 4.45% |
$25.8K - $29.6K
|
13.3K
$723K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-650- 1.91% |
$27.1K - $31K
|
33.3K
$1.81M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-651- 0.43% |
$27.1K - $31.1K
|
151K
$8.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-699- 3.66% |
$29.1K - $33.4K
|
18.4K
$999K
|