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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-26.2KClosed |
$1.16M - $1.31M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-30.5K- 14.11% |
$1.34M - $1.53M
|
185K
$10.2M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.1K- 36.28% |
$1.37M - $1.56M
|
54.6K
$3M
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-32.5K- 83.46% |
$1.43M - $1.63M
|
6.44K
$354K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-33.4K- 26.06% |
$1.47M - $1.67M
|
94.8K
$5.21M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.3K- 52.95% |
$1.51M - $1.72M
|
30.4K
$1.67M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-35.2K- 5.89% |
$1.56M - $1.77M
|
563K
$30.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-40.7K- 30.71% |
$1.8M - $2.04M
|
91.9K
$5.05M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-42.1K- 12.73% |
$1.86M - $2.11M
|
289K
$15.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-49.9K- 8.05% |
$2.2M - $2.5M
|
570K
$31.3M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-51.4K- 70.05% |
$2.27M - $2.58M
|
22K
$1.21M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-54.7K- 6.96% |
$2.41M - $2.74M
|
731K
$40.2M
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-59.1KClosed |
$2.61M - $2.96M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Trh Financial, LLC
|
SELL
|
- |
-61.4K- 64.5% |
$2.71M - $3.08M
|
33.8K
$1.86M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-72.1K- 97.91% |
$3.18M - $3.62M
|
1.54K
$84.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-101KClosed |
$4.47M - $5.07M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-135KClosed |
$5.96M - $6.77M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-137K- 12.66% |
$6.04M - $6.85M
|
943K
$51.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-163KClosed |
$7.2M - $8.17M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-165K- 42.44% |
$7.27M - $8.26M
|
223K
$12.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-165KClosed |
$7.28M - $8.27M
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-197K- 75.79% |
$8.69M - $9.86M
|
62.8K
$3.45M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-200K- 2.98% |
$8.83M - $10M
|
6.5M
$357M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-242K- 82.85% |
$10.7M - $12.1M
|
50.1K
$2.75M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-381KClosed |
$16.8M - $19.1M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-529K- 37.48% |
$23.4M - $26.5M
|
883K
$48.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-647K- 68.68% |
$28.6M - $32.4M
|
295K
$16.2M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.14MClosed |
$50.5M - $57.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.91MClosed |
$128M - $146M
|
0
$0
|