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 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-25.6K- 27.13% |
$990K - $1.22M
|
68.8K
$3.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-28.3KClosed |
$1.09M - $1.34M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-30.5KClosed |
$1.18M - $1.45M
|
0
$0
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-30.5KClosed |
$1.18M - $1.45M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-32.3K- 18.71% |
$1.25M - $1.53M
|
140K
$7.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-32.5K- 16.49% |
$1.25M - $1.54M
|
164K
$8.93M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.5K- 1.9% |
$1.26M - $1.54M
|
1.68M
$91.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-33.7KClosed |
$1.3M - $1.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36K- 66.0% |
$1.39M - $1.71M
|
18.6K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.4K- 14.37% |
$1.45M - $1.78M
|
223K
$12.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.6KClosed |
$1.53M - $1.88M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-44K- 16.5% |
$1.7M - $2.09M
|
223K
$12.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-48.9K- 33.19% |
$1.89M - $2.32M
|
98.4K
$5.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-52.8K- 28.46% |
$2.04M - $2.5M
|
133K
$7.2M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.8K- 32.52% |
$2.12M - $2.6M
|
114K
$6.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58.4K- 68.01% |
$2.26M - $2.77M
|
27.5K
$1.49M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-60K- 97.05% |
$2.32M - $2.85M
|
1.82K
$99K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-60.3K- 90.1% |
$2.33M - $2.86M
|
6.63K
$360K
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-67.6K- 22.91% |
$2.62M - $3.21M
|
228K
$12.4M
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-77.4KClosed |
$2.99M - $3.67M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-87.2KClosed |
$3.37M - $4.14M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-95.3K- 28.72% |
$3.69M - $4.52M
|
237K
$12.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-96.8K- 46.46% |
$3.74M - $4.6M
|
112K
$6.06M
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-125KClosed |
$4.85M - $5.95M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-144K- 29.62% |
$5.56M - $6.82M
|
342K
$18.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-148KClosed |
$5.71M - $7.01M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-185K- 52.11% |
$7.17M - $8.8M
|
170K
$9.26M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-198K- 34.67% |
$7.64M - $9.37M
|
372K
$20.2M
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-223KClosed |
$8.63M - $10.6M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-230K- 79.46% |
$8.88M - $10.9M
|
59.3K
$3.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-231KClosed |
$8.92M - $11M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-278K- 31.5% |
$10.8M - $13.2M
|
605K
$32.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-314K- 45.02% |
$12.2M - $14.9M
|
384K
$20.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-363KClosed |
$14M - $17.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-553K- 41.25% |
$21.4M - $26.2M
|
787K
$42.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-797K- 71.57% |
$30.8M - $37.8M
|
317K
$17.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.03M- 98.49% |
$39.9M - $49M
|
15.8K
$858K
|