Purchases and Sales Made in Q1 2023 in Spdr Portfolio (SPMD)

SPMD Quotes by TradingView

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 12, 2023 Q1 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
1.53K
+ 20.1%
$63.8K - $73K
9.14K $502K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.46K
New
$60.9K - $69.8K
1.46K $80.3K
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.46K
+ 15.07%
$60.6K - $69.5K
11.1K $610K
May 15, 2023 Q1 2023
Wealth Advisory Solutions, LLC

BUY
 -
1.41K
+ 3.56%
$58.8K - $67.4K
41K $2.25M
May 15, 2023 Q1 2023
Compass Wealth Management LLC

Guilford, CT
BUY
 -
1.38K
+ 7.98%
$57.5K - $65.9K
18.7K $1.03M
Apr 17, 2023 Q1 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
1.38K
+ 3.65%
$57.3K - $65.6K
39.1K $2.15M
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.33K
+ 26.7%
$55.5K - $63.5K
6.32K $347K
May 09, 2023 Q1 2023
Armor Investment Advisors, LLC

BUY
 -
1.24K
New
$51.7K - $59.2K
1.24K $68.1K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.21K
+ 4.78%
$50.4K - $57.7K
26.5K $1.46M
May 02, 2023 Q1 2023
Vicus Capital

State College, PA
BUY
 -
1.1K
+ 10.39%
$45.8K - $52.5K
11.7K $642K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
1K
+ 236.0%
$41.8K - $47.9K
1.43K $78.5K
Apr 19, 2023 Q1 2023
Tkg Advisors, LLC

BUY
 -
968
+ 7.36%
$40.3K - $46.2K
14.1K $776K
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
949
+ 11.36%
$39.5K - $45.3K
9.3K $511K
Apr 10, 2023 Q1 2023
Wealth Management Resources, Inc.

BUY
 -
928
+ 4.22%
$38.7K - $44.3K
22.9K $1.26M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
927
+ 10.14%
$38.6K - $44.3K
10.1K $553K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
915
+ 7.81%
$38.1K - $43.7K
12.6K $694K
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
888
+ 1.04%
$37K - $42.4K
86.5K $4.75M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
888
+ 0.99%
$37K - $42.4K
90.7K $4.98M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
888
+ 1.04%
$37K - $42.4K
86.5K $4.75M
May 09, 2023 Q1 2023
Riggs Asset Managment Co. Inc.

BUY
 -
867
New
$36.1K - $41.4K
867 $47.6K
Apr 21, 2023 Q1 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
855
+ 8.73%
$35.6K - $40.8K
10.6K $585K
Apr 06, 2023 Q1 2023
Hudson Valley Investment Advisors Inc

BUY
 -
844
+ 8.26%
$35.2K - $40.3K
11.1K $608K
May 09, 2023 Q1 2023
American Money Management, LLC

BUY
 -
800
+ 8.85%
$33.3K - $38.2K
9.84K $541K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
765
+ 2.18%
$31.9K - $36.5K
35.8K $1.97M
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
616
New
$25.7K - $29.4K
616 $33.8K
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
584
+ 1.99%
$24.3K - $27.9K
29.9K $1.64M
May 11, 2023 Q1 2023
Forte Capital LLC

BUY
 -
576
+ 2.8%
$24K - $27.5K
21.1K $1.16M
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
554
New
$23.1K - $26.4K
554 $30.4K
May 15, 2023 Q1 2023
ETF Store, Inc.

BUY
 -
530
+ 9.75%
$22.1K - $25.3K
5.97K $328K
May 09, 2023 Q1 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
496
+ 6.66%
$20.7K - $23.7K
7.95K $436K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
476
New
$19.8K - $22.7K
476 $26.2K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
472
New
$19.7K - $22.5K
472 $25.9K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
472
New
$19.7K - $22.5K
472 $25.9K
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
441
+ 1.58%
$18.4K - $21.1K
28.3K $1.55M
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
428
+ 186.09%
$17.8K - $20.4K
658 $36.2K
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
358
+ 1.92%
$14.9K - $17.1K
19K $1.04M
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
352
+ 2.82%
$14.7K - $16.8K
12.9K $706K
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
343
+ 5.7%
$14.3K - $16.4K
6.37K $350K
Apr 18, 2023 Q1 2023
Sterling Investment Counsel, LLC

BUY
 -
327
+ 3.53%
$13.6K - $15.6K
9.59K $527K
May 10, 2023 Q1 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
316
+ 5.51%
$13.2K - $15.1K
6.05K $332K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
311
+ 122.92%
$13K - $14.8K
564 $31K
May 03, 2023 Q1 2023
Crescent Grove Advisors, LLC

BUY
 -
305
+ 0.83%
$12.7K - $14.6K
37.2K $2.05M
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
301
+ 2.17%
$12.5K - $14.4K
14.2K $780K
Apr 17, 2023 Q1 2023
Mjp Associates Inc

BUY
 -
300
+ 0.6%
$12.5K - $14.3K
49.9K $2.74M
May 15, 2024 Q1 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
288
+ 5.76%
$12K - $13.7K
5.28K $290K
Apr 12, 2023 Q1 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
286
+ 0.55%
$11.9K - $13.7K
52.1K $2.86M
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
258
New
$10.8K - $12.3K
258 $14.2K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
256
New
$10.7K - $12.2K
256 $14.1K
Apr 03, 2023 Q1 2023
M&R Capital Management Inc

BUY
 -
240
+ 154.84%
$10K - $11.5K
395 $21.7K

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