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 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.3KNew |
$518K - $549K
|
11.3K
$635K
|
|
|
Aug 10, 2021
Q2 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
11KNew |
$505K - $535K
|
11K
$619K
|
|
|
Jul 12, 2021
Q2 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
11K+ 13.36% |
$504K - $534K
|
93.3K
$5.24M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9K+ 24.99% |
$498K - $528K
|
54.3K
$3.05M
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.6K+ 4.69% |
$488K - $517K
|
238K
$13.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.6K+ 24.48% |
$487K - $516K
|
54K
$3.04M
|
|
|
Jul 14, 2021
Q2 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 4.59% |
$477K - $505K
|
237K
$13.3M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
10K+ 145.23% |
$460K - $487K
|
16.9K
$952K
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10K+ 12.22% |
$459K - $486K
|
91.9K
$5.17M
|
|
|
Aug 06, 2021
Q2 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
9.43K+ 6.35% |
$433K - $458K
|
158K
$8.88M
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.18K+ 43.54% |
$421K - $446K
|
30.3K
$1.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.8K+ 30.14% |
$404K - $428K
|
38K
$2.14M
|
|
|
Aug 12, 2021
Q2 2021
|
Pecaut & Co.
|
BUY
|
- |
8.43KNew |
$387K - $409K
|
8.43K
$474K
|
|
|
Aug 09, 2021
Q2 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
8.42KNew |
$386K - $409K
|
8.42K
$473K
|
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.42KNew |
$386K - $409K
|
8.42K
$473K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.58KNew |
$348K - $368K
|
7.58K
$426K
|
|
|
Jul 29, 2021
Q2 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.46K+ 9.51% |
$342K - $362K
|
85.9K
$4.83M
|
|
|
Aug 16, 2021
Q2 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
7.45K+ 9.55% |
$342K - $362K
|
85.4K
$4.8M
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
7.44KNew |
$341K - $361K
|
7.44K
$418K
|
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
7.22K+ 2.51% |
$331K - $351K
|
295K
$16.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.78KNew |
$311K - $329K
|
6.78K
$381K
|
|
|
Aug 05, 2021
Q2 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6.72KNew |
$308K - $327K
|
6.72K
$378K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
6.61K+ 5.66% |
$303K - $321K
|
123K
$6.94M
|
|
|
Aug 16, 2021
Q2 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
6.4KNew |
$294K - $311K
|
6.4K
$360K
|
|
|
Aug 10, 2021
Q2 2021
|
Psi Advisors, LLC
|
BUY
|
- |
6.29K+ 9.65% |
$288K - $305K
|
71.4K
$4.01M
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.12KNew |
$281K - $297K
|
6.12K
$344K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.52K+ 8.31% |
$253K - $268K
|
72K
$4.05M
|
|
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
5.48KNew |
$252K - $266K
|
5.48K
$308K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.25KNew |
$241K - $255K
|
5.25K
$295K
|
|
|
Aug 09, 2021
Q2 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
5.13KNew |
$235K - $249K
|
5.13K
$288K
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.95K+ 34.17% |
$227K - $241K
|
19.5K
$1.09M
|
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.91KNew |
$225K - $238K
|
4.91K
$276K
|
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.83K+ 3.94% |
$221K - $234K
|
127K
$7.15M
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.81K+ 3640.91% |
$220K - $233K
|
4.94K
$278K
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.72K+ 4.69% |
$216K - $229K
|
105K
$5.92M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.65K+ 11.4% |
$213K - $226K
|
45.4K
$2.55M
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.55KNew |
$208K - $221K
|
4.55K
$255K
|
|
|
Aug 10, 2021
Q2 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.53K+ 23.65% |
$208K - $220K
|
23.7K
$1.33M
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.52K+ 3.19% |
$207K - $220K
|
146K
$8.22M
|
|
|
Jul 20, 2021
Q2 2021
|
Financial Management Network Inc
|
BUY
|
- |
4.44K+ 23.17% |
$203K - $216K
|
23.6K
$1.33M
|
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.36K+ 18.25% |
$200K - $212K
|
28.2K
$1.59M
|
|
|
Aug 16, 2021
Q2 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
4.3K+ 18.22% |
$197K - $209K
|
27.9K
$1.57M
|
|
|
Aug 06, 2021
Q2 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.3KNew |
$197K - $209K
|
4.3K
$242K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.29KNew |
$197K - $209K
|
4.29K
$241K
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.28KNew |
$197K - $208K
|
4.28K
$241K
|
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.24KNew |
$195K - $206K
|
4.24K
$239K
|
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.24KNew |
$195K - $206K
|
4.24K
$238K
|
|
|
Oct 02, 2024
Q2 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.57KNew |
$164K - $174K
|
3.57K
$201K
|
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.52K+ 51.88% |
$162K - $171K
|
10.3K
$580K
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.57K+ 35.66% |
$118K - $125K
|
9.76K
$548K
|