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 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.24K+ 5.43% |
$218K - $250K
|
102K
$5.6M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.14KNew |
$214K - $245K
|
5.14K
$282K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
5.02K+ 2.4% |
$209K - $240K
|
214K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.02KNew |
$209K - $240K
|
5.02K
$276K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.02KNew |
$209K - $240K
|
5.02K
$276K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.77K+ 36.73% |
$199K - $228K
|
17.8K
$976K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.68KNew |
$195K - $223K
|
4.68K
$257K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.64KNew |
$193K - $221K
|
4.64K
$255K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.6KNew |
$192K - $220K
|
4.6K
$253K
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
4.59KNew |
$191K - $219K
|
4.59K
$252K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.55K+ 9.25% |
$189K - $217K
|
53.7K
$2.95M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.89K+ 6.26% |
$162K - $185K
|
66K
$3.62M
|
|
|
May 04, 2023
Q1 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
3.79K+ 3.16% |
$158K - $181K
|
124K
$6.79M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.76K+ 8.95% |
$157K - $180K
|
45.8K
$2.52M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.75K+ 16.44% |
$156K - $179K
|
26.6K
$1.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.63K+ 8.56% |
$151K - $173K
|
46K
$2.53M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.58K+ 2.49% |
$149K - $171K
|
148K
$8.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.47K+ 45.43% |
$144K - $165K
|
11.1K
$610K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.46K+ 48.08% |
$144K - $165K
|
10.7K
$586K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.44K+ 3.15% |
$143K - $164K
|
113K
$6.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.33K+ 16.25% |
$139K - $159K
|
23.8K
$1.31M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.32K+ 2169.28% |
$138K - $158K
|
3.47K
$191K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
3.31K+ 4.28% |
$138K - $158K
|
80.7K
$4.43M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
3.3K+ 3.11% |
$138K - $158K
|
110K
$6.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.08K+ 2.95% |
$128K - $147K
|
108K
$5.91M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.99K+ 0.91% |
$125K - $143K
|
333K
$18.3M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.9K+ 50.54% |
$121K - $138K
|
8.64K
$475K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
2.86K+ 26.93% |
$119K - $136K
|
13.5K
$739K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 2.79% |
$119K - $136K
|
105K
$5.76M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.79K+ 5.89% |
$116K - $133K
|
50.2K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.66K+ 4.57% |
$111K - $127K
|
60.9K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.5K+ 20.38% |
$104K - $119K
|
14.8K
$811K
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.45K+ 5.82% |
$102K - $117K
|
44.6K
$2.45M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.19KNew |
$91.2K - $104K
|
2.19K
$120K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.11K+ 13.78% |
$88.1K - $101K
|
17.5K
$959K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.03KNew |
$84.4K - $96.7K
|
2.03K
$111K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2K+ 7.78% |
$83.4K - $95.5K
|
27.7K
$1.52M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.94K+ 0.19% |
$80.9K - $92.7K
|
1.01M
$55.2M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.88K+ 18.29% |
$78.5K - $89.9K
|
12.2K
$669K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.87K+ 12.2% |
$77.8K - $89.1K
|
17.2K
$943K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.86K+ 6.94% |
$77.5K - $88.7K
|
28.6K
$1.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.83K+ 1.08% |
$76.4K - $87.5K
|
172K
$9.46M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
1.75K+ 4.02% |
$72.7K - $83.3K
|
45.1K
$2.48M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.7K+ 8.79% |
$70.8K - $81.1K
|
21K
$1.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.67K+ 1.86% |
$69.6K - $79.7K
|
91.5K
$5.03M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.65K+ 26.31% |
$68.6K - $78.6K
|
7.91K
$434K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.63K+ 11.3% |
$67.7K - $77.6K
|
16K
$880K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.6KNew |
$66.5K - $76.1K
|
1.6K
$87.6K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.59K+ 2.99% |
$66.4K - $76K
|
54.8K
$3.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 5.39% |
$65.5K - $75K
|
30.7K
$1.69M
|