Purchases and Sales Made in Q3 2021 in Spdr Portfolio (SPMD)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
117+ 2.72% |
$5.27K - $5.69K
|
4.42K
$251K
|
|
|
Jul 29, 2022
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
109+ 0.07% |
$4.91K - $5.31K
|
147K
$8.32M
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
78+ 0.23% |
$3.51K - $3.8K
|
34.3K
$1.95M
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
69+ 7.34% |
$3.11K - $3.36K
|
1.01K
$57.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60+ 4.16% |
$2.7K - $2.92K
|
1.5K
$85.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
44+ 0.53% |
$1.98K - $2.14K
|
8.27K
$469K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42+ 0.97% |
$1.89K - $2.04K
|
4.37K
$248K
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
41+ 0.48% |
$1.85K - $2K
|
8.67K
$491K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
38+ 2.2% |
$1.71K - $1.85K
|
1.76K
$100K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
32+ 0.21% |
$1.44K - $1.56K
|
15K
$848K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
32+ 1.66% |
$1.44K - $1.56K
|
1.96K
$111K
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
29+ 2.24% |
$1.31K - $1.41K
|
1.32K
$75K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28+ 0.21% |
$1.26K - $1.36K
|
13.2K
$748K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
26+ 0.51% |
$1.17K - $1.27K
|
5.08K
$288K
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
21+ 0.31% |
$946 - $1.02K
|
6.75K
$383K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19+ 0.09% |
$856 - $925
|
21.7K
$1.23M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
14+ 0.34% |
$631 - $681
|
4.15K
$236K
|
|
|
Oct 15, 2021
Q3 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
12+ 0.21% |
$541 - $584
|
5.79K
$329K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.2% |
$496 - $535
|
5.5K
$312K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8+ 0.17% |
$360 - $389
|
4.85K
$275K
|
|
|
Oct 21, 2021
Q3 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
5+ 0.07% |
$225 - $243
|
6.68K
$379K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5New |
$225 - $243
|
5
$284
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3+ 0.42% |
$135 - $146
|
709
$40.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.48% |
$90.1 - $97.3
|
416
$23.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.54% |
$45.1 - $48.7
|
187
$10.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.01% |
$45.1 - $48.7
|
19.3K
$1.09M
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1+ 0.01% |
$45.1 - $48.7
|
7.11K
$403K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$45.1 - $48.7
|
5.57K
$316K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.08% |
$45.1 - $48.7
|
1.23K
$69.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-1- 0.02% |
$45.1 - $48.7
|
6.64K
$377K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-2Closed |
$90.1 - $97.3
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-7- 25.0% |
$315 - $341
|
21
$1.19K
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-7- 0.11% |
$315 - $341
|
6.23K
$353K
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-9- 5.63% |
$405 - $438
|
151
$8.56K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-9Closed |
$405 - $438
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-10- 0.03% |
$451 - $487
|
32.1K
$1.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11- 1.32% |
$496 - $535
|
824
$46.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14Closed |
$631 - $681
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-27- 0.45% |
$1.22K - $1.31K
|
6.01K
$341K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-35- 66.04% |
$1.58K - $1.7K
|
18
$1.02K
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-54- 0.44% |
$2.43K - $2.63K
|
12.2K
$693K
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-59- 0.59% |
$2.66K - $2.87K
|
9.96K
$565K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-63- 1.17% |
$2.84K - $3.07K
|
5.31K
$301K
|
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-67- 1.02% |
$3.02K - $3.26K
|
6.5K
$369K
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-73- 0.26% |
$3.29K - $3.55K
|
28.4K
$1.61M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-73- 0.25% |
$3.29K - $3.55K
|
29.4K
$1.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-80- 1.71% |
$3.6K - $3.89K
|
4.6K
$261K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-82- 0.03% |
$3.69K - $3.99K
|
295K
$16.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-89- 0.62% |
$4.01K - $4.33K
|
14.2K
$805K
|