Purchases and Sales Made in Q2 2023 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q2 2023. 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 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-416- 6.57% |
$17.6K - $19.1K
|
5.92K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-425- 2.82% |
$17.9K - $19.5K
|
14.6K
$795K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-438- 6.37% |
$18.5K - $20.1K
|
6.44K
$350K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-448- 3.9% |
$18.9K - $20.6K
|
11K
$600K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-450- 6.33% |
$19K - $20.7K
|
6.66K
$362K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-455- 1.86% |
$19.2K - $20.9K
|
24K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-473- 11.73% |
$20K - $21.7K
|
3.56K
$193K
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-503- 7.3% |
$21.2K - $23.1K
|
6.39K
$347K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-511- 1.38% |
$21.6K - $23.4K
|
36.5K
$1.98M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-520- 4.69% |
$21.9K - $23.9K
|
10.6K
$574K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-531- 0.83% |
$22.4K - $24.4K
|
63.6K
$3.45M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-531- 2.39% |
$22.4K - $24.4K
|
21.7K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-553- 89.77% |
$23.3K - $25.4K
|
63
$3.42K
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-570- 2.64% |
$24.1K - $26.2K
|
21K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-577- 2.03% |
$24.4K - $26.5K
|
27.9K
$1.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-597- 4.08% |
$25.2K - $27.4K
|
14K
$763K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-658- 5.14% |
$27.8K - $30.2K
|
12.2K
$660K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-659- 13.13% |
$27.8K - $30.2K
|
4.36K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-733- 4.21% |
$30.9K - $33.6K
|
16.7K
$906K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-747- 13.87% |
$31.5K - $34.3K
|
4.64K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-750- 6.48% |
$31.7K - $34.4K
|
10.8K
$588K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-782- 4.99% |
$33K - $35.9K
|
14.9K
$809K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-795- 12.13% |
$33.6K - $36.5K
|
5.76K
$313K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-801- 9.69% |
$33.8K - $36.8K
|
7.46K
$405K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-838- 8.74% |
$35.4K - $38.5K
|
8.75K
$475K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-873- 8.05% |
$36.8K - $40.1K
|
9.98K
$542K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-889- 2.31% |
$37.5K - $40.8K
|
37.6K
$2.04M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-965- 7.5% |
$40.7K - $44.3K
|
11.9K
$647K
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-968- 1.06% |
$40.9K - $44.4K
|
90.6K
$4.92M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-971- 7.89% |
$41K - $44.6K
|
11.3K
$616K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.16K- 1.6% |
$49K - $53.2K
|
71.5K
$3.88M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.25K- 2.18% |
$52.8K - $57.5K
|
56.3K
$3.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.29K- 1.65% |
$54.5K - $59.2K
|
77.1K
$4.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.49K- 14.34% |
$63K - $68.5K
|
8.91K
$484K
|
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.53K- 0.78% |
$64.5K - $70.1K
|
193K
$10.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.65K- 19.51% |
$69.6K - $75.6K
|
6.8K
$369K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.76K- 20.83% |
$74.2K - $80.7K
|
6.68K
$363K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.76K- 18.35% |
$74.4K - $80.9K
|
7.84K
$426K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.99K- 36.26% |
$84.1K - $91.4K
|
3.5K
$190K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.07K- 2.28% |
$87.4K - $95K
|
88.6K
$4.81M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-2.19K- 9.68% |
$92.4K - $100K
|
20.4K
$1.11M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.24K- 4.97% |
$94.6K - $103K
|
42.9K
$2.33M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.25K- 1.24% |
$94.8K - $103K
|
178K
$9.68M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.26K- 0.33% |
$95.3K - $104K
|
691K
$37.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.3K- 2.04% |
$96.9K - $105K
|
110K
$5.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-2.3K- 8.7% |
$97K - $105K
|
24.1K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.8K- 5.58% |
$118K - $129K
|
47.4K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.84K- 9.5% |
$120K - $130K
|
27.1K
$1.47M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.89K- 1.52% |
$122K - $133K
|
187K
$10.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.92K- 1.38% |
$123K - $134K
|
209K
$11.3M
|