Purchases and Sales Made in Q1 2022 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.32K- 28.81% |
$102K - $116K
|
5.73K
$296K
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.38K- 29.45% |
$105K - $120K
|
5.71K
$296K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-2.39KClosed |
$106K - $120K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.4K- 5.29% |
$106K - $121K
|
43.1K
$2.23M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.44K- 4.56% |
$108K - $122K
|
51K
$2.64M
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.44KClosed |
$108K - $122K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.83K- 5.97% |
$125K - $142K
|
44.6K
$2.31M
|
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-2.85K- 0.78% |
$126K - $143K
|
363K
$18.8M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.89K- 8.16% |
$128K - $145K
|
32.5K
$1.68M
|
|
|
Apr 22, 2022
Q1 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-2.92K- 33.43% |
$129K - $146K
|
5.81K
$301K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.94K- 37.62% |
$130K - $148K
|
4.88K
$253K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.01K- 39.63% |
$133K - $151K
|
4.58K
$237K
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.1KClosed |
$137K - $155K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.18K- 2.38% |
$140K - $159K
|
130K
$6.73M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.35K- 28.48% |
$148K - $168K
|
8.41K
$435K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.43KClosed |
$151K - $172K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.62K- 4.69% |
$160K - $182K
|
73.6K
$3.81M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.7K- 42.38% |
$163K - $186K
|
5.03K
$260K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.04KClosed |
$178K - $203K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-4.1KClosed |
$181K - $206K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.18K- 7.84% |
$185K - $210K
|
49.2K
$2.54M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.45KClosed |
$196K - $223K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.01K- 32.79% |
$221K - $251K
|
10.3K
$531K
|
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-5.14KClosed |
$227K - $258K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.21K- 5.67% |
$230K - $261K
|
86.7K
$4.49M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.22K- 44.14% |
$231K - $262K
|
6.61K
$342K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.41KClosed |
$239K - $271K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-6.01K- 17.53% |
$266K - $302K
|
28.3K
$1.46M
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-6.21K- 6.4% |
$274K - $311K
|
90.8K
$4.7M
|
|
|
Oct 04, 2022
Q1 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-6.3K- 7.52% |
$278K - $316K
|
77.4K
$4.01M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.81K- 2.35% |
$300K - $341K
|
283K
$14.6M
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-6.9K- 3.99% |
$305K - $346K
|
166K
$8.58M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.98K- 13.38% |
$308K - $350K
|
45.2K
$2.34M
|
|
|
May 06, 2022
Q1 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-7.14K- 26.63% |
$315K - $358K
|
19.7K
$1.02M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-7.72K- 3.05% |
$341K - $387K
|
245K
$12.7M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.03KClosed |
$354K - $402K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-8.55K- 31.4% |
$378K - $429K
|
18.7K
$967K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-8.96K- 8.9% |
$396K - $449K
|
91.8K
$4.75M
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-9.48K- 39.63% |
$418K - $475K
|
14.4K
$747K
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-10.6K- 5.21% |
$466K - $529K
|
192K
$9.94M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.7K- 40.0% |
$562K - $639K
|
19.1K
$989K
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.2K- 75.39% |
$584K - $663K
|
4.32K
$224K
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-15.7K- 14.05% |
$691K - $785K
|
95.7K
$4.95M
|
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-15.8K- 9.69% |
$698K - $793K
|
147K
$7.62M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.3KClosed |
$809K - $919K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19K- 5.4% |
$837K - $951K
|
332K
$17.2M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19KClosed |
$838K - $952K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.5K- 6.98% |
$862K - $979K
|
260K
$13.5M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.9KClosed |
$878K - $997K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-20.2K- 60.39% |
$892K - $1.01M
|
13.3K
$686K
|