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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2021
Q2 2021
|
S.A. Mason LLC
|
BUY
|
- |
2.55K+ 17.33% |
$117K - $124K
|
17.3K
$970K
|
|
|
Jul 26, 2021
Q2 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.3K+ 7.24% |
$106K - $112K
|
34.1K
$1.92M
|
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.24K+ 16.5% |
$103K - $109K
|
15.8K
$887K
|
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.21K+ 1.77% |
$101K - $107K
|
127K
$7.11M
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.17K+ 11.26% |
$99.7K - $106K
|
21.5K
$1.21M
|
|
|
Jul 22, 2021
Q2 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.08K+ 7.9% |
$95.2K - $101K
|
28.3K
$1.59M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.91K+ 29.04% |
$87.4K - $92.5K
|
8.47K
$476K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.86K+ 15.22% |
$85.2K - $90.3K
|
14.1K
$790K
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 4.17% |
$83.9K - $88.9K
|
45.7K
$2.57M
|
|
|
Aug 12, 2021
Q2 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.78K+ 5.11% |
$81.6K - $86.4K
|
36.6K
$2.06M
|
|
|
Aug 12, 2021
Q2 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.75K+ 0.73% |
$80.3K - $85K
|
242K
$13.6M
|
|
|
Jul 14, 2021
Q2 2021
|
Mjp Associates Inc
|
BUY
|
- |
1.64K+ 3.19% |
$75.3K - $79.7K
|
53.1K
$2.98M
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.58KNew |
$72.2K - $76.5K
|
1.58K
$88.5K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.42K+ 12.1% |
$65.2K - $69K
|
13.2K
$740K
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.42KNew |
$64.9K - $68.7K
|
1.42K
$79.5K
|
|
|
Sep 08, 2021
Q2 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.38KNew |
$63.1K - $66.8K
|
1.38K
$77.3K
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.32K+ 1.66% |
$60.6K - $64.2K
|
80.7K
$4.54M
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1.18K+ 1755.22% |
$53.9K - $57.1K
|
1.24K
$69.9K
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.15KNew |
$52.8K - $55.9K
|
1.15K
$64.7K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.12K+ 5.46% |
$51.5K - $54.5K
|
21.7K
$1.22M
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.07K+ 4.77% |
$49.2K - $52.1K
|
23.6K
$1.32M
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
924+ 1.7% |
$42.4K - $44.9K
|
55.2K
$3.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
917+ 1.15% |
$42.1K - $44.5K
|
80.9K
$4.55M
|
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
846+ 0.55% |
$38.8K - $41.1K
|
156K
$8.75M
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
845+ 99.41% |
$38.8K - $41.1K
|
1.7K
$95.3K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
835New |
$38.3K - $40.6K
|
835
$46.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
832+ 0.96% |
$38.2K - $40.4K
|
87.4K
$4.91M
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
809+ 3.6% |
$37.1K - $39.3K
|
23.3K
$1.31M
|
|
|
Aug 03, 2021
Q2 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
804+ 2.64% |
$36.9K - $39.1K
|
31.2K
$1.76M
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
774+ 2.94% |
$35.5K - $37.6K
|
27.1K
$1.52M
|
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
BUY
|
- |
756+ 0.76% |
$34.7K - $36.7K
|
100K
$5.62M
|
|
|
Jul 27, 2021
Q2 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
651+ 1.56% |
$29.9K - $31.6K
|
42.5K
$2.39M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
650+ 84.09% |
$29.8K - $31.6K
|
1.42K
$80K
|
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
647+ 10.67% |
$29.7K - $31.4K
|
6.71K
$377K
|
|
|
Jul 23, 2021
Q2 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
580+ 12.97% |
$26.6K - $28.2K
|
5.05K
$284K
|
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
577+ 110.54% |
$26.5K - $28K
|
1.1K
$61.8K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
553+ 6.84% |
$25.4K - $26.9K
|
8.64K
$486K
|
|
|
Dec 19, 2024
Q2 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
552+ 6.28% |
$25.3K - $26.8K
|
9.34K
$525K
|
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
544New |
$25K - $26.4K
|
544
$30.6K
|
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
482New |
$22.1K - $23.4K
|
482
$27.1K
|
|
|
Jul 22, 2021
Q2 2021
|
G&S Capital LLC
|
BUY
|
- |
473+ 1.82% |
$21.7K - $23K
|
26.5K
$1.49M
|
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
434+ 4.41% |
$19.9K - $21.1K
|
10.3K
$577K
|
|
|
Jul 19, 2021
Q2 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
377+ 0.96% |
$17.3K - $18.3K
|
39.6K
$2.23M
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
278New |
$12.8K - $13.5K
|
278
$15.6K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
272+ 20.92% |
$12.5K - $13.2K
|
1.57K
$88.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
271+ 5.31% |
$12.4K - $13.2K
|
5.37K
$302K
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
250New |
$11.5K - $12.1K
|
250
$14.1K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
246+ 6.02% |
$11.3K - $12K
|
4.33K
$244K
|
|
|
Jul 07, 2021
Q2 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
217+ 4.41% |
$9.95K - $10.5K
|
5.14K
$289K
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
208+ 3.23% |
$9.54K - $10.1K
|
6.64K
$373K
|