Purchases and Sales Made in Q2 2021 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.41M+ 7.42% |
$110M - $117M
|
34.9M
$1.98B
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.26M+ 21.38% |
$58M - $61.4M
|
7.18M
$407M
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
914K+ 4994.16% |
$41.9M - $44.4M
|
932K
$52.9M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
271KNew |
$12.4M - $13.2M
|
271K
$15.4M
|
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
228K+ 2018.22% |
$10.5M - $11.1M
|
240K
$13.6M
|
|
|
Aug 11, 2021
Q2 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
210K+ 72.8% |
$9.63M - $10.2M
|
498K
$28.3M
|
|
|
Jul 14, 2021
Q2 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
155KNew |
$7.1M - $7.52M
|
155K
$8.78M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
152KNew |
$6.97M - $7.38M
|
152K
$8.61M
|
|
|
Apr 07, 2022
Q2 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
139KNew |
$6.39M - $6.76M
|
139K
$7.9M
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
132K+ 25.97% |
$6.04M - $6.39M
|
638K
$36.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
110K+ 115.58% |
$5.03M - $5.32M
|
204K
$11.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
106K+ 358.46% |
$4.85M - $5.14M
|
135K
$7.67M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
104KNew |
$4.76M - $5.04M
|
104K
$5.88M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
77.5K+ 12.53% |
$3.55M - $3.76M
|
696K
$39.5M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
68.3KNew |
$3.13M - $3.32M
|
68.3K
$3.87M
|
|
|
Jul 29, 2021
Q2 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
63.9K+ 55.71% |
$2.93M - $3.11M
|
179K
$10.1M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.7K+ 373.62% |
$2.92M - $3.1M
|
80.8K
$4.58M
|
|
|
Jul 19, 2021
Q2 2021
|
Retirement Planning Group
|
BUY
|
- |
58.8K+ 7.55% |
$2.7M - $2.85M
|
837K
$47.5M
|
|
|
Jul 30, 2021
Q2 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
50.9K+ 12.86% |
$2.34M - $2.47M
|
447K
$25.3M
|
|
|
Jul 09, 2021
Q2 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
50KNew |
$2.29M - $2.43M
|
50K
$2.84M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
49.8K+ 21.17% |
$2.28M - $2.42M
|
285K
$16.2M
|
|
|
Jul 28, 2021
Q2 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
47.6KNew |
$2.18M - $2.31M
|
47.6K
$2.7M
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
36.5K+ 87.51% |
$1.68M - $1.77M
|
78.3K
$4.44M
|
|
|
Aug 05, 2021
Q2 2021
|
Penobscot Wealth Management
|
BUY
|
- |
36.3KNew |
$1.67M - $1.76M
|
36.3K
$2.06M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.7K+ 309.5% |
$1.64M - $1.74M
|
47.3K
$2.68M
|
|
|
Aug 02, 2021
Q2 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
33.9K+ 7.96% |
$1.55M - $1.65M
|
460K
$26.1M
|
|
|
Jul 29, 2021
Q2 2021
|
Spc Financial, Inc.
|
BUY
|
- |
29.4K+ 42.03% |
$1.35M - $1.43M
|
99.4K
$5.64M
|
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
29K+ 5.53% |
$1.33M - $1.41M
|
554K
$31.4M
|
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
28.2K+ 66.53% |
$1.29M - $1.37M
|
70.6K
$4.01M
|
|
|
Jul 13, 2021
Q2 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
26.7K+ 57.55% |
$1.23M - $1.3M
|
73.1K
$4.15M
|
|
|
Jul 13, 2021
Q2 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
23KNew |
$1.06M - $1.12M
|
23K
$1.31M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
20.5K+ 64.92% |
$942K - $997K
|
52.1K
$2.96M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.5K+ 5.45% |
$941K - $997K
|
397K
$22.5M
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
18.5KNew |
$848K - $898K
|
18.5K
$1.05M
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
16.7K+ 7.03% |
$764K - $810K
|
254K
$14.4M
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16.6KNew |
$763K - $809K
|
16.6K
$944K
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
16.6K+ 115.62% |
$760K - $804K
|
30.9K
$1.75M
|
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.6K+ 115.44% |
$714K - $756K
|
29K
$1.65M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15KNew |
$689K - $730K
|
15K
$852K
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
BUY
|
- |
14.9KNew |
$683K - $723K
|
14.9K
$845K
|
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
BUY
|
- |
14.2K+ 8.94% |
$652K - $691K
|
173K
$9.83M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.1K+ 17.5% |
$599K - $634K
|
87.6K
$4.97M
|
|
|
Jul 22, 2021
Q2 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12.6K+ 1.69% |
$577K - $612K
|
755K
$42.8M
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
12.4K+ 28.78% |
$568K - $601K
|
55.4K
$3.14M
|
|
|
Jul 27, 2021
Q2 2021
|
Wbh Advisory Inc
|
BUY
|
- |
12.4K+ 10.53% |
$568K - $601K
|
130K
$7.37M
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 41.19% |
$560K - $593K
|
41.8K
$2.37M
|
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
12.2KNew |
$558K - $591K
|
12.2K
$690K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.1K+ 1.8% |
$554K - $587K
|
681K
$38.7M
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.9KNew |
$547K - $579K
|
11.9K
$676K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
11.3KNew |
$519K - $550K
|
11.3K
$642K
|