Purchases and Sales Made in Q3 2022 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.49% |
$116 - $139
|
610
$35K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.04% |
$116 - $139
|
7.92K
$454K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.04% |
$77.1 - $92.3
|
5.57K
$320K
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$77.1 - $92.3
|
19.7K
$1.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.01% |
$38.6 - $46.2
|
19.1K
$1.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.43% |
$38.6 - $46.2
|
234
$13.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.02% |
$38.6 - $46.2
|
5.56K
$319K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$38.6 - $46.2
|
1.68K
$96.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.01% |
$38.6 - $46.2
|
9.19K
$527K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.59% |
$38.6 - $46.2
|
64
$3.67K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.53% |
$38.6 - $46.2
|
190
$10.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8- 0.92% |
$308 - $369
|
860
$49.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-11- 0.78% |
$424 - $508
|
1.41K
$80.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 20.0% |
$501 - $600
|
52
$2.98K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-24- 9.45% |
$925 - $1.11K
|
230
$13.2K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-40- 21.39% |
$1.54K - $1.85K
|
147
$8.43K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-50- 0.3% |
$1.93K - $2.31K
|
16.7K
$958K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-60- 0.23% |
$2.31K - $2.77K
|
26.2K
$1.5M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-61- 12.55% |
$2.35K - $2.82K
|
425
$24.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-62- 0.95% |
$2.39K - $2.86K
|
6.45K
$370K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-70- 75.27% |
$2.7K - $3.23K
|
23
$1.32K
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-71- 0.7% |
$2.74K - $3.28K
|
10.1K
$579K
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-75- 0.39% |
$2.89K - $3.46K
|
18.9K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-97- 1.73% |
$3.74K - $4.48K
|
5.51K
$316K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-101- 15.96% |
$3.89K - $4.66K
|
532
$30.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-101- 1.48% |
$3.89K - $4.66K
|
6.73K
$386K
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-115- 1.45% |
$4.43K - $5.31K
|
7.84K
$450K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-130- 1.04% |
$5.01K - $6K
|
12.3K
$708K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-169- 0.47% |
$6.51K - $7.8K
|
35.5K
$2.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-177- 1.96% |
$6.82K - $8.17K
|
8.86K
$508K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-179- 1.91% |
$6.9K - $8.26K
|
9.21K
$528K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-179- 2.21% |
$6.9K - $8.26K
|
7.92K
$454K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-190- 4.18% |
$7.32K - $8.77K
|
4.36K
$250K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-206- 1.35% |
$7.94K - $9.51K
|
15K
$860K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-208- 3.37% |
$8.02K - $9.6K
|
5.96K
$342K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-210- 3.53% |
$8.1K - $9.7K
|
5.74K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-233- 3.38% |
$8.98K - $10.8K
|
6.65K
$382K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-243- 0.12% |
$9.37K - $11.2K
|
205K
$11.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-245- 2.07% |
$9.44K - $11.3K
|
11.6K
$665K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-261- 2.46% |
$10.1K - $12.1K
|
10.3K
$593K
|
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-268- 3.39% |
$10.3K - $12.4K
|
7.64K
$438K
|
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-370- 2.66% |
$14.3K - $17.1K
|
13.5K
$776K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-372- 20.42% |
$14.3K - $17.2K
|
1.45K
$83.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-373- 5.91% |
$14.4K - $17.2K
|
5.94K
$341K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-382- 2.12% |
$14.7K - $17.6K
|
17.6K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-402- 84.28% |
$15.5K - $18.6K
|
75
$4.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-500- 2.13% |
$19.3K - $23.1K
|
23K
$1.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-512- 1.48% |
$19.7K - $23.6K
|
34K
$1.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-518- 7.27% |
$20K - $23.9K
|
6.61K
$379K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-529- 7.98% |
$20.4K - $24.4K
|
6.1K
$350K
|