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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-35- 15.77% |
$1.35K - $1.66K
|
187
$10.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-40- 0.08% |
$1.55K - $1.9K
|
50.1K
$2.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-42- 0.53% |
$1.62K - $1.99K
|
7.91K
$437K
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-56- 0.63% |
$2.17K - $2.66K
|
8.85K
$490K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-62- 0.22% |
$2.4K - $2.94K
|
28.7K
$1.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-65Closed |
$2.51K - $3.08K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-67Closed |
$2.59K - $3.18K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-72- 2.03% |
$2.78K - $3.42K
|
3.47K
$192K
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-73- 0.9% |
$2.82K - $3.46K
|
8.01K
$443K
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-78- 0.41% |
$3.02K - $3.7K
|
19K
$1.05M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-96Closed |
$3.71K - $4.56K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100Closed |
$3.87K - $4.75K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-101- 1.11% |
$3.91K - $4.79K
|
9K
$498K
|
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-106- 0.25% |
$4.1K - $5.03K
|
42.9K
$2.37M
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-109- 1.89% |
$4.22K - $5.17K
|
5.65K
$312K
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-115- 1.45% |
$4.45K - $5.46K
|
7.84K
$434K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-125- 1.22% |
$4.83K - $5.93K
|
10.1K
$559K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-131Closed |
$5.07K - $6.22K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-142- 0.72% |
$5.49K - $6.74K
|
19.5K
$1.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-144- 0.28% |
$5.57K - $6.83K
|
50.8K
$2.81M
|
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-145- 2.72% |
$5.61K - $6.88K
|
5.19K
$287K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-166- 1.62% |
$6.42K - $7.88K
|
10.1K
$556K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-166- 1.62% |
$6.42K - $7.88K
|
10.1K
$556K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-166- 0.86% |
$6.42K - $7.88K
|
19.1K
$1.06M
|
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-169- 1.77% |
$6.54K - $8.02K
|
9.39K
$519K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-183- 3.87% |
$7.08K - $8.68K
|
4.55K
$252K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-194- 2.74% |
$7.5K - $9.21K
|
6.89K
$381K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-200- 1.93% |
$7.73K - $9.49K
|
10.2K
$562K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-202- 0.78% |
$7.81K - $9.58K
|
25.6K
$1.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-206- 76.01% |
$7.97K - $9.77K
|
65
$3.59K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-225Closed |
$8.7K - $10.7K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-227- 1.14% |
$8.78K - $10.8K
|
19.7K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-237- 50.97% |
$9.16K - $11.2K
|
228
$12.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-241- 3.73% |
$9.32K - $11.4K
|
6.22K
$344K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-276- 11.03% |
$10.7K - $13.1K
|
2.23K
$123K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-343- 0.92% |
$13.3K - $16.3K
|
36.8K
$2.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-370- 1.54% |
$14.3K - $17.6K
|
23.6K
$1.31M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-389- 2.49% |
$15K - $18.5K
|
15.2K
$841K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-394- 3.49% |
$15.2K - $18.7K
|
10.9K
$603K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-440- 0.48% |
$17K - $20.9K
|
91.3K
$5.05M
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-457- 1.94% |
$17.7K - $21.7K
|
23K
$1.27M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-459- 19.03% |
$17.7K - $21.8K
|
1.95K
$108K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-490- 72.16% |
$18.9K - $23.3K
|
189
$10.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-522- 30.58% |
$20.2K - $24.8K
|
1.19K
$65.5K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-572- 54.06% |
$22.1K - $27.1K
|
486
$26.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-655- 10.48% |
$25.3K - $31.1K
|
5.6K
$309K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-750- 5.2% |
$29K - $35.6K
|
13.7K
$757K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-755- 11.26% |
$29.2K - $35.8K
|
5.95K
$329K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-771Closed |
$29.8K - $36.6K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-788- 3.91% |
$30.5K - $37.4K
|
19.4K
$1.07M
|