Purchases and Sales Made in Q3 2021 in Spdr Portfolio (SPMD)

SPMD Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q3 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
Oct 26, 2021 Q3 2021
Garrett Wealth Advisory Group, LLC

BUY
 -
9.35K
+ 100.47%
$421K - $455K
18.6K $1.05M
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
8.95K
+ 12.54%
$403K - $436K
80.4K $4.52M
Nov 03, 2021 Q3 2021
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
8.78K
New
$396K - $427K
8.78K $494K
Nov 02, 2021 Q3 2021
Tectonic Advisors LLC

Plano, TX
BUY
 -
8.3K
New
$374K - $404K
8.3K $466K
Oct 12, 2021 Q3 2021
Ifg Advisory, LLC

BUY
 -
8.05K
+ 26.05%
$362K - $392K
38.9K $2.19M
Nov 15, 2021 Q3 2021
Wealthquest Corp

Cincinnati, OH
BUY
 -
8.02K
+ 72.83%
$361K - $390K
19K $1.07M
Nov 05, 2021 Q3 2021
Arq Wealth Advisors, LLC

BUY
 -
7.42K
+ 3.13%
$334K - $361K
244K $13.7M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
7.33K
+ 10.19%
$330K - $357K
79.3K $4.46M
Nov 01, 2021 Q3 2021
Moisand Fitzgerald Tamayo, LLC

BUY
 -
7.24K
+ 5.72%
$326K - $352K
134K $7.52M
Oct 15, 2021 Q3 2021
Cahaba Wealth Management, Inc.

BUY
 -
7.2K
+ 3.97%
$324K - $350K
189K $10.6M
Nov 12, 2021 Q3 2021
Windsor Capital Management, LLC

BUY
 -
6.83K
+ 2.82%
$308K - $332K
249K $14M
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
6.75K
New
$304K - $328K
6.75K $379K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
BUY
 -
6.39K
New
$288K - $311K
6.39K $359K
Oct 21, 2021 Q3 2021
Peterson Wealth Advisors, LLC

BUY
 -
6.29K
+ 1.37%
$283K - $306K
466K $26.2M
Oct 26, 2021 Q3 2021
Financial Counselors Inc

BUY
 -
5.98K
+ 20.4%
$269K - $291K
35.3K $1.98M
Nov 10, 2021 Q3 2021
Wrapmanager Inc

BUY
 -
5.9K
+ 3.68%
$266K - $287K
166K $9.34M
Nov 04, 2021 Q3 2021
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
5.85K
+ 3.27%
$263K - $284K
185K $10.4M
Nov 09, 2021 Q3 2021
Sawtooth Solutions, LLC

BUY
 -
5.84K
+ 20.1%
$263K - $284K
34.9K $1.96M
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
5.15K
+ 11.64%
$232K - $251K
49.4K $2.78M
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
4.99K
New
$225K - $243K
4.99K $280K
Nov 12, 2021 Q3 2021
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
4.87K
+ 71.75%
$219K - $237K
11.6K $655K
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
4.86K
New
$219K - $237K
4.86K $273K
Oct 06, 2021 Q3 2021
Richard P Slaughter Associates Inc

BUY
 -
4.46K
+ 4.78%
$201K - $217K
97.7K $5.49M
Oct 27, 2021 Q3 2021
Private Wealth Group, LLC

BUY
 -
4.46K
+ 2.82%
$201K - $217K
163K $9.13M
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

BUY
 -
4.44K
+ 8.04%
$200K - $216K
59.6K $3.35M
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

BUY
 -
4.39K
+ 71.63%
$198K - $213K
10.5K $591K
Oct 21, 2021 Q3 2021
Tfg Advisers LLC

BUY
 -
4.34K
New
$195K - $211K
4.34K $244K
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
4.31K
New
$194K - $210K
4.31K $242K
Nov 04, 2021 Q3 2021
Nova Point Capital, LLC

BUY
 -
4.14K
+ 4.85%
$187K - $202K
89.6K $5.03M
Nov 04, 2021 Q3 2021
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
3.84K
+ 45.63%
$173K - $187K
12.3K $689K
Nov 15, 2021 Q3 2021
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
3.77K
+ 5.2%
$170K - $183K
76.3K $4.29M
Nov 15, 2021 Q3 2021
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
3.39K
+ 65.32%
$153K - $165K
8.59K $483K
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
3.24K
+ 1.72%
$146K - $158K
192K $10.8M
Oct 29, 2021 Q3 2021
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
3.08K
+ 8.78%
$139K - $150K
38.1K $2.14M
Oct 26, 2021 Q3 2021
Hudson Valley Investment Advisors Inc

BUY
 -
2.81K
+ 54.74%
$127K - $137K
7.95K $447K
Nov 03, 2021 Q3 2021
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
2.75K
+ 9.76%
$124K - $134K
31K $1.74M
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
2.67K
+ 11.35%
$120K - $130K
26.2K $1.47M
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
2.67K
New
$120K - $130K
2.67K $150K
Oct 12, 2021 Q3 2021
Apella Capital, LLC

BUY
 -
2.46K
+ 13.33%
$111K - $120K
20.9K $1.18M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
2.3K
+ 4.41%
$104K - $112K
54.4K $3.06M
Oct 25, 2021 Q3 2021
Wbh Advisory Inc

BUY
 -
2.26K
+ 1.74%
$102K - $110K
132K $7.43M
Oct 12, 2021 Q3 2021
Kohmann Bosshard Financial Services, LLC

BUY
 -
2.16K
+ 2.96%
$97.4K - $105K
75.3K $4.23M
Oct 22, 2021 Q3 2021
Gsb Wealth Management, LLC

BUY
 -
2.14K
+ 2.49%
$96.5K - $104K
88K $4.95M
Nov 16, 2021 Q3 2021
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
2.1K
+ 1.35%
$94.7K - $102K
158K $8.87M
Oct 28, 2021 Q3 2021
Sterling Financial Planning, Inc.

BUY
 -
1.9K
New
$85.6K - $92.5K
1.9K $107K
Nov 02, 2021 Q3 2021
Baker Tilly Wealth Management, LLC

BUY
 -
1.84K
+ 6.78%
$82.8K - $89.4K
28.9K $1.63M
Nov 03, 2021 Q3 2021
Bison Wealth, LLC

BUY
 -
1.75K
+ 23.56%
$78.9K - $85.3K
9.19K $516K
Nov 15, 2021 Q3 2021
Vista Investment Management

Pittsburgh, PA
BUY
 -
1.75K
+ 2.99%
$78.7K - $85.1K
60.1K $3.38M
Oct 19, 2021 Q3 2021
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
1.75K
+ 4.11%
$78.7K - $85K
44.2K $2.49M

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