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 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.27K+ 38.36% |
$189K - $214K
|
15.4K
$847K
|
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.11K+ 2.5% |
$181K - $206K
|
168K
$9.24M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.06K+ 83.81% |
$179K - $204K
|
8.91K
$490K
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.88K+ 3.2% |
$171K - $195K
|
125K
$6.89M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.88K+ 61.25% |
$171K - $195K
|
10.2K
$562K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.88K+ 61.25% |
$171K - $195K
|
10.2K
$562K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.79K+ 6.01% |
$167K - $190K
|
66.9K
$3.68M
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.44KNew |
$152K - $173K
|
3.44K
$189K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.37K+ 22.43% |
$149K - $169K
|
18.4K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.32K+ 36.06% |
$147K - $167K
|
12.5K
$689K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3.09K+ 4.4% |
$136K - $155K
|
73.3K
$4.03M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.02K+ 14.1% |
$133K - $151K
|
24.4K
$1.34M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
2.89KNew |
$128K - $145K
|
2.89K
$159K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.84K+ 27.04% |
$125K - $142K
|
13.4K
$734K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.75K+ 8.78% |
$121K - $138K
|
34K
$1.87M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.71K+ 12.77% |
$120K - $136K
|
23.9K
$1.31M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.54K+ 6.87% |
$112K - $128K
|
39.6K
$2.17M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.5KNew |
$110K - $125K
|
2.5K
$137K
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.44K+ 16.69% |
$108K - $122K
|
17K
$936K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.29K+ 16.78% |
$101K - $115K
|
16K
$877K
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.22K+ 4.8% |
$98K - $111K
|
48.5K
$2.66M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
2.07KNew |
$91.3K - $104K
|
2.07K
$114K
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 2.37% |
$90.6K - $103K
|
88.6K
$4.87M
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
2.05K+ 9.26% |
$90.3K - $103K
|
24.1K
$1.33M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2K+ 5.7% |
$88.5K - $100K
|
37.1K
$2.04M
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.87K+ 16.51% |
$82.7K - $93.9K
|
13.2K
$726K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.79K+ 1.99% |
$79.2K - $90K
|
91.9K
$5.05M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.76K+ 2.7% |
$77.9K - $88.4K
|
67.1K
$3.69M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.73K+ 27.72% |
$76.2K - $86.5K
|
7.95K
$437K
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.58K+ 24.26% |
$69.6K - $79.1K
|
8.08K
$444K
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.55K+ 3.9% |
$68.5K - $77.8K
|
41.3K
$2.27M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.54KNew |
$68K - $77.2K
|
1.54K
$84.6K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.52K+ 17.58% |
$67.1K - $76.2K
|
10.2K
$558K
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.47K+ 31.62% |
$64.8K - $73.6K
|
6.11K
$336K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.39K+ 5.03% |
$61.2K - $69.5K
|
28.9K
$1.59M
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.2K+ 27.53% |
$52.9K - $60.1K
|
5.56K
$305K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.19K+ 25.69% |
$52.4K - $59.5K
|
5.81K
$319K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.14K+ 1.88% |
$50.2K - $57K
|
61.6K
$3.38M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.13K+ 7.45% |
$49.7K - $56.4K
|
16.2K
$891K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.12K+ 3.31% |
$49.3K - $56K
|
34.8K
$1.91M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.08KNew |
$47.7K - $54.2K
|
1.08K
$59.3K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
992+ 17.78% |
$43.8K - $49.7K
|
6.57K
$361K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
942+ 0.76% |
$41.6K - $47.2K
|
125K
$6.85M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
889+ 2.42% |
$39.2K - $44.6K
|
37.6K
$2.07M
|
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
871+ 3.19% |
$38.5K - $43.7K
|
28.1K
$1.55M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
833+ 2.54% |
$36.8K - $41.8K
|
33.6K
$1.85M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
832+ 7.71% |
$36.7K - $41.7K
|
11.6K
$639K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
819+ 12.55% |
$36.2K - $41.1K
|
7.35K
$404K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
774+ 10.75% |
$34.2K - $38.8K
|
7.98K
$438K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
771New |
$34K - $38.7K
|
771
$42.4K
|