Purchases and Sales Made in Q2 2022 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
415+ 5.76% |
$16K - $19.7K
|
7.62K
$421K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
396+ 1.55% |
$15.3K - $18.8K
|
25.9K
$1.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
388New |
$15K - $18.4K
|
388
$21.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
382+ 2.08% |
$14.8K - $18.1K
|
18.8K
$1.04M
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
310+ 5.92% |
$12K - $14.7K
|
5.55K
$307K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
300+ 1.6% |
$11.6K - $14.2K
|
19K
$1.05M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
264+ 2.56% |
$10.2K - $12.5K
|
10.6K
$586K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
261+ 0.48% |
$10.1K - $12.4K
|
54.6K
$3.02M
|
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
BUY
|
- |
231+ 4.59% |
$8.93K - $11K
|
5.27K
$291K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
219New |
$8.47K - $10.4K
|
219
$12.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
200+ 35.09% |
$7.73K - $9.49K
|
770
$42.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
191+ 9.92% |
$7.39K - $9.06K
|
2.12K
$117K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
152+ 0.99% |
$5.88K - $7.21K
|
15.5K
$857K
|
|
|
Jul 29, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
150+ 0.09% |
$5.8K - $7.12K
|
172K
$9.49M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
150+ 41.1% |
$5.8K - $7.12K
|
515
$28.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
148+ 2.42% |
$5.72K - $7.02K
|
6.26K
$346K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
148+ 0.79% |
$5.72K - $7.02K
|
18.8K
$1.04M
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
145+ 0.62% |
$5.61K - $6.88K
|
23.5K
$1.3M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
138+ 48.25% |
$5.34K - $6.55K
|
424
$23.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
122+ 22.63% |
$4.72K - $5.79K
|
661
$36.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
109+ 0.26% |
$4.22K - $5.17K
|
42.4K
$2.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
69+ 0.52% |
$2.67K - $3.27K
|
13.3K
$736K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
68New |
$2.63K - $3.23K
|
68
$3.76K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
68+ 0.46% |
$2.63K - $3.23K
|
14.9K
$822K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
63New |
$2.44K - $2.99K
|
63
$3.48K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
61+ 0.25% |
$2.36K - $2.89K
|
24.2K
$1.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
58+ 0.47% |
$2.24K - $2.75K
|
12.5K
$690K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
56+ 0.18% |
$2.17K - $2.66K
|
31K
$1.71M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56+ 0.67% |
$2.17K - $2.66K
|
8.47K
$468K
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
54+ 0.8% |
$2.09K - $2.56K
|
6.83K
$377K
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
40+ 0.46% |
$1.55K - $1.9K
|
8.75K
$484K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
36+ 1.8% |
$1.39K - $1.71K
|
2.04K
$113K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
34+ 54.84% |
$1.31K - $1.61K
|
96
$5.31K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
33New |
$1.28K - $1.57K
|
33
$1.82K
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
27+ 0.16% |
$1.04K - $1.28K
|
17.1K
$944K
|
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
20+ 0.24% |
$773 - $949
|
8.52K
$471K
|
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
BUY
|
- |
17+ 0.05% |
$657 - $807
|
34.5K
$1.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
17+ 0.85% |
$657 - $807
|
2.01K
$111K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
14+ 36.84% |
$541 - $664
|
52
$2.88K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
12+ 0.21% |
$464 - $569
|
5.82K
$322K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
7+ 0.11% |
$271 - $332
|
6.64K
$367K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.04% |
$77.3 - $94.9
|
5.57K
$308K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 2.78% |
$77.3 - $94.9
|
74
$4.09K
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.02% |
$38.7 - $47.5
|
5.56K
$307K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.43% |
$38.7 - $47.5
|
233
$12.9K
|
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-8- 0.12% |
$309 - $380
|
6.51K
$360K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9- 0.06% |
$348 - $427
|
14.9K
$826K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-19- 16.96% |
$735 - $902
|
93
$5.14K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28- 1.86% |
$1.08K - $1.33K
|
1.48K
$81.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-30- 10.56% |
$1.16K - $1.42K
|
254
$14K
|