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
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
206+ 69.83% |
$9.45K - $10K
|
501
$28.2K
|
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
BUY
|
- |
189+ 95.94% |
$8.67K - $9.18K
|
386
$21.7K
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
186+ 3.51% |
$8.53K - $9.04K
|
5.49K
$308K
|
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
180+ 352.94% |
$8.26K - $8.74K
|
231
$13K
|
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
150New |
$6.88K - $7.29K
|
150
$8.43K
|
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
128+ 0.41% |
$5.87K - $6.22K
|
31.1K
$1.75M
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
104+ 13.9% |
$4.77K - $5.05K
|
852
$47.9K
|
|
|
Aug 12, 2021
Q2 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
90+ 0.28% |
$4.13K - $4.37K
|
32.1K
$1.8M
|
|
|
Jul 27, 2021
Q2 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
83+ 0.9% |
$3.81K - $4.03K
|
9.3K
$523K
|
|
|
Aug 04, 2021
Q2 2021
|
Ballast, Inc.
|
BUY
|
- |
77+ 1.71% |
$3.53K - $3.74K
|
4.59K
$258K
|
|
|
Aug 10, 2021
Q2 2021
|
American Money Management, LLC
|
BUY
|
- |
77+ 1.34% |
$3.53K - $3.74K
|
5.84K
$328K
|
|
|
Aug 02, 2021
Q2 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
76+ 1.6% |
$3.49K - $3.69K
|
4.83K
$272K
|
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
48+ 0.59% |
$2.2K - $2.33K
|
8.23K
$462K
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
44+ 0.68% |
$2.02K - $2.14K
|
6.52K
$367K
|
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
31+ 0.04% |
$1.42K - $1.51K
|
74.1K
$4.16M
|
|
|
Jul 15, 2021
Q2 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
29+ 0.34% |
$1.33K - $1.41K
|
8.62K
$485K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
25New |
$1.15K - $1.21K
|
25
$1.41K
|
|
|
Jul 16, 2021
Q2 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
25+ 0.38% |
$1.15K - $1.21K
|
6.68K
$375K
|
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
22+ 0.35% |
$1.01K - $1.07K
|
6.36K
$358K
|
|
|
Aug 16, 2021
Q2 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
16+ 0.11% |
$734 - $777
|
14.3K
$803K
|
|
|
Jul 27, 2021
Q2 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
8+ 0.14% |
$367 - $389
|
5.78K
$325K
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.11% |
$275 - $291
|
5.57K
$313K
|
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6+ 0.12% |
$275 - $291
|
4.85K
$272K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.24% |
$275 - $291
|
2.47K
$139K
|
|
|
Aug 12, 2021
Q2 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$183 - $194
|
37.1K
$2.08M
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.32% |
$138 - $146
|
940
$52.8K
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3+ 0.16% |
$138 - $146
|
1.93K
$108K
|
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3+ 0.43% |
$138 - $146
|
706
$39.7K
|
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.49% |
$91.7 - $97.2
|
414
$23.3K
|
|
|
Aug 17, 2021
Q2 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
2New |
$91.7 - $97.2
|
2
$112
|
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$45.9 - $48.6
|
1.23K
$69.4K
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.02% |
$45.9 - $48.6
|
5.19K
$292K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4- 0.03% |
$183 - $194
|
14.9K
$839K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11- 44.0% |
$505 - $534
|
14
$787
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-13Closed |
$596 - $632
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Gleason Group, Inc.
|
SELL
|
- |
-13- 20.97% |
$596 - $632
|
49
$2.75K
|
|
|
Jul 23, 2021
Q2 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-25- 13.51% |
$1.15K - $1.21K
|
160
$8.99K
|
|
|
Aug 12, 2021
Q2 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-38- 0.81% |
$1.74K - $1.85K
|
4.68K
$263K
|
|
|
Aug 30, 2021
Q2 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-44- 3.29% |
$2.02K - $2.14K
|
1.29K
$72.7K
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-52- 0.65% |
$2.39K - $2.53K
|
7.96K
$447K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-52- 2.33% |
$2.39K - $2.53K
|
2.18K
$122K
|
|
|
Jul 11, 2022
Q2 2021
|
Range Financial Group LLC
|
SELL
|
- |
-91- 0.27% |
$4.17K - $4.42K
|
34.2K
$1.92M
|
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-118- 0.9% |
$5.41K - $5.73K
|
13K
$730K
|
|
|
Jul 23, 2021
Q2 2021
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-124- 2.07% |
$5.69K - $6.02K
|
5.87K
$330K
|
|
|
Jul 08, 2021
Q2 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-125- 2.08% |
$5.73K - $6.07K
|
5.88K
$330K
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-126Closed |
$5.78K - $6.12K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-160- 41.56% |
$7.34K - $7.77K
|
225
$12.6K
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
SELL
|
- |
-171- 1.99% |
$7.84K - $8.31K
|
8.42K
$473K
|
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-184- 86.79% |
$8.44K - $8.94K
|
28
$1.57K
|