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
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
54+ 0.23% |
$2.38K - $2.71K
|
23.3K
$1.28M
|
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
52+ 0.26% |
$2.3K - $2.61K
|
20.1K
$1.11M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
41New |
$1.81K - $2.06K
|
41
$2.25K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
39+ 0.44% |
$1.72K - $1.96K
|
8.91K
$489K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
28+ 0.05% |
$1.24K - $1.4K
|
62.2K
$3.42M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
26+ 0.3% |
$1.15K - $1.3K
|
8.71K
$479K
|
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
BUY
|
- |
20+ 0.31% |
$883 - $1K
|
6.52K
$358K
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
18+ 0.08% |
$795 - $903
|
23.5K
$1.29M
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 0.22% |
$486 - $552
|
5.1K
$280K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 3.83% |
$442 - $501
|
271
$14.9K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
10+ 0.07% |
$442 - $501
|
14.9K
$821K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7+ 10.77% |
$309 - $351
|
72
$3.96K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5+ 0.1% |
$221 - $251
|
4.86K
$267K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.42% |
$177 - $201
|
952
$52.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.06% |
$177 - $201
|
6.25K
$343K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.01% |
$44.2 - $50.1
|
19.3K
$1.06M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$44.2 - $50.1
|
5.57K
$306K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.02% |
$44.2 - $50.1
|
5.24K
$288K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.43% |
$44.2 - $50.1
|
232
$12.7K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$44.2 - $50.1
|
1.23K
$67.8K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1- 0.01% |
$44.2 - $50.1
|
7.19K
$395K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6- 0.11% |
$265 - $301
|
5.22K
$287K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 40.0% |
$442 - $501
|
15
$824
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11- 0.23% |
$486 - $552
|
4.86K
$267K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-11- 0.2% |
$486 - $552
|
5.49K
$302K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-11- 0.45% |
$486 - $552
|
2.41K
$133K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-17Closed |
$751 - $852
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-19- 6.27% |
$839 - $953
|
284
$15.6K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-24- 17.65% |
$1.06K - $1.2K
|
112
$6.15K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-30- 2.81% |
$1.32K - $1.5K
|
1.04K
$57K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-33- 0.59% |
$1.46K - $1.65K
|
5.55K
$305K
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-42- 0.12% |
$1.85K - $2.11K
|
34.5K
$1.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-46- 0.2% |
$2.03K - $2.31K
|
23.3K
$1.28M
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-49Closed |
$2.16K - $2.46K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-50- 0.74% |
$2.21K - $2.51K
|
6.7K
$368K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-58Closed |
$2.56K - $2.91K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-70- 11.49% |
$3.09K - $3.51K
|
539
$29.6K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-94- 0.91% |
$4.15K - $4.71K
|
10.2K
$562K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-112- 5.3% |
$4.94K - $5.62K
|
2K
$110K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-113- 6.21% |
$4.99K - $5.67K
|
1.71K
$93.8K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-125- 0.13% |
$5.52K - $6.27K
|
98.7K
$5.42M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-127- 6.19% |
$5.61K - $6.37K
|
1.93K
$106K
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-129- 2.19% |
$5.7K - $6.47K
|
5.76K
$316K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-136- 1.46% |
$6K - $6.82K
|
9.15K
$503K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-142- 23.39% |
$6.27K - $7.12K
|
465
$25.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-166- 3.19% |
$7.33K - $8.32K
|
5.03K
$277K
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
SELL
|
- |
-173- 0.33% |
$7.64K - $8.67K
|
52.9K
$2.9M
|
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-180- 3.14% |
$7.95K - $9.03K
|
5.56K
$305K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-201- 3.02% |
$8.87K - $10.1K
|
6.46K
$355K
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-211- 1.54% |
$9.32K - $10.6K
|
13.5K
$739K
|