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 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
760+ 92.12% |
$33.6K - $38.1K
|
1.59K
$87.1K
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
728+ 2.33% |
$32.1K - $36.5K
|
32K
$1.76M
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
718+ 4.75% |
$31.7K - $36K
|
15.8K
$870K
|
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
678+ 8.67% |
$29.9K - $34K
|
8.5K
$467K
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
541+ 6.79% |
$23.9K - $27.1K
|
8.51K
$468K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
533New |
$23.5K - $26.7K
|
533
$29.3K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
532New |
$23.5K - $26.7K
|
532
$29.2K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
491+ 261.17% |
$21.7K - $24.6K
|
679
$37.3K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
467+ 13.96% |
$20.6K - $23.4K
|
3.81K
$209K
|
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
462+ 2.64% |
$20.4K - $23.2K
|
17.9K
$986K
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
447+ 1.46% |
$19.7K - $22.4K
|
31K
$1.71M
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
381+ 1.52% |
$16.8K - $19.1K
|
25.5K
$1.4M
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
330New |
$14.6K - $16.5K
|
330
$18.1K
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
322+ 4.05% |
$14.2K - $16.1K
|
8.28K
$455K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
318+ 0.48% |
$14K - $15.9K
|
67.2K
$3.69M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
301New |
$13.3K - $15.1K
|
301
$16.5K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
300+ 6.92% |
$13.2K - $15K
|
4.64K
$255K
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
298+ 4.74% |
$13.2K - $14.9K
|
6.58K
$362K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
292New |
$12.9K - $14.6K
|
292
$16K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
281+ 1.01% |
$12.4K - $14.1K
|
28.2K
$1.55M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
265+ 0.3% |
$11.7K - $13.3K
|
87.3K
$4.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
261+ 6.01% |
$11.5K - $13.1K
|
4.61K
$253K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
256New |
$11.3K - $12.8K
|
256
$14.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
248+ 3.58% |
$10.9K - $12.4K
|
7.17K
$394K
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
243+ 0.95% |
$10.7K - $12.2K
|
25.8K
$1.42M
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
222New |
$9.8K - $11.1K
|
222
$12.2K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
220+ 0.93% |
$9.71K - $11K
|
24K
$1.32M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
215+ 143.33% |
$9.49K - $10.8K
|
365
$20.1K
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
192+ 1.33% |
$8.48K - $9.63K
|
14.7K
$805K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
179+ 3.93% |
$7.9K - $8.98K
|
4.73K
$260K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
171+ 3.29% |
$7.55K - $8.57K
|
5.37K
$295K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
158+ 0.18% |
$6.98K - $7.92K
|
85.9K
$4.72M
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
152+ 2.4% |
$6.71K - $7.62K
|
6.48K
$356K
|
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
150+ 0.09% |
$6.62K - $7.52K
|
168K
$9.25M
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
147+ 1.88% |
$6.49K - $7.37K
|
7.97K
$438K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
138+ 15.0% |
$6.09K - $6.92K
|
1.06K
$58.1K
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
127+ 3.03% |
$5.61K - $6.37K
|
4.32K
$237K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
125+ 1.39% |
$5.52K - $6.27K
|
9.1K
$500K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
123+ 0.36% |
$5.43K - $6.17K
|
34K
$1.87M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
119+ 0.97% |
$5.25K - $5.97K
|
12.4K
$682K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
100+ 0.74% |
$4.42K - $5.01K
|
13.5K
$743K
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.33% |
$4.42K - $5.01K
|
30.5K
$1.68M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
97+ 0.73% |
$4.28K - $4.86K
|
13.3K
$733K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
96New |
$4.24K - $4.81K
|
96
$5.27K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
77+ 1.15% |
$3.4K - $3.86K
|
6.77K
$372K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
73+ 2.69% |
$3.22K - $3.66K
|
2.78K
$153K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
66+ 4.38% |
$2.91K - $3.31K
|
1.57K
$86.4K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
65New |
$2.87K - $3.26K
|
65
$3.57K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
59+ 3.05% |
$2.6K - $2.96K
|
1.99K
$110K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
56+ 0.42% |
$2.47K - $2.81K
|
13.2K
$727K
|