Purchases and Sales Made in Q1 2023 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q1 2023. 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 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.87M+ 3.61% |
$77.9M - $89.2M
|
53.6M
$2.94B
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
673K+ 73.12% |
$28.1M - $32.1M
|
1.59M
$87.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
592K+ 116.02% |
$24.6M - $28.2M
|
1.1M
$60.5M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
520K+ 161.48% |
$21.6M - $24.8M
|
841K
$46.2M
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
431KNew |
$18M - $20.6M
|
431K
$23.7M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
279KNew |
$11.6M - $13.3M
|
279K
$15.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
256KNew |
$10.7M - $12.2M
|
256K
$14.1M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
244K+ 141.2% |
$10.2M - $11.7M
|
417K
$22.9M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
220K+ 17.94% |
$9.15M - $10.5M
|
1.44M
$79.3M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
203K+ 5465.45% |
$8.46M - $9.7M
|
207K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
199K+ 168.82% |
$8.29M - $9.5M
|
317K
$17.4M
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
195KNew |
$8.12M - $9.31M
|
195K
$10.7M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
181K+ 3.58% |
$7.56M - $8.66M
|
5.25M
$288M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
166KNew |
$6.91M - $7.92M
|
166K
$9.12M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
157K+ 31.43% |
$6.53M - $7.48M
|
656K
$36M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 1.46% |
$5.58M - $6.4M
|
9.29M
$510M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
129K+ 12.42% |
$5.36M - $6.14M
|
1.16M
$64M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
119KNew |
$4.96M - $5.68M
|
119K
$6.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
105K+ 83.46% |
$4.36M - $4.99M
|
230K
$12.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
101K+ 6.54% |
$4.23M - $4.85M
|
1.65M
$90.8M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
99.5K+ 183.99% |
$4.14M - $4.75M
|
154K
$8.43M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
95.5K+ 196.91% |
$3.98M - $4.56M
|
144K
$7.91M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
82.2KNew |
$3.42M - $3.92M
|
82.2K
$4.52M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
81.9K+ 8.13% |
$3.41M - $3.91M
|
1.09M
$59.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
78.6KNew |
$3.28M - $3.75M
|
78.6K
$4.32M
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
78.1K+ 651.65% |
$3.25M - $3.73M
|
90.1K
$4.95M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
74.5K+ 838.28% |
$3.11M - $3.56M
|
83.4K
$4.58M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.9K+ 33.55% |
$2.91M - $3.34M
|
278K
$15.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68.5K+ 44.21% |
$2.86M - $3.27M
|
224K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
68.1K+ 12.03% |
$2.84M - $3.25M
|
634K
$34.8M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
65.7K+ 150.58% |
$2.74M - $3.14M
|
109K
$6.01M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.6K+ 57.44% |
$2.73M - $3.13M
|
180K
$9.88M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
64.6K+ 14.95% |
$2.69M - $3.08M
|
496K
$27.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
50.9KNew |
$2.12M - $2.43M
|
50.9K
$2.79M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
48.2KNew |
$2.01M - $2.3M
|
48.2K
$2.65M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
40.9K+ 18.26% |
$1.7M - $1.95M
|
265K
$14.5M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
37.5KNew |
$1.56M - $1.79M
|
37.5K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.7K+ 6.27% |
$1.53M - $1.75M
|
622K
$34.1M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.9K+ 77.26% |
$1.5M - $1.72M
|
82.4K
$4.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
35.6KNew |
$1.49M - $1.7M
|
35.6K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
34.5K+ 45.33% |
$1.44M - $1.65M
|
111K
$6.08M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
33.6KNew |
$1.4M - $1.6M
|
33.6K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32.4KNew |
$1.35M - $1.55M
|
32.4K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
28.7K+ 18.89% |
$1.2M - $1.37M
|
181K
$9.93M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.7K+ 3.57% |
$1.15M - $1.32M
|
804K
$44.2M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
27.6K+ 30.2% |
$1.15M - $1.32M
|
119K
$6.53M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
26KNew |
$1.08M - $1.24M
|
26K
$1.43M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
25.8K+ 8.8% |
$1.07M - $1.23M
|
319K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.7KNew |
$1.07M - $1.23M
|
25.7K
$1.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
25.5K+ 18.47% |
$1.06M - $1.22M
|
163K
$8.97M
|