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 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-714- 0.77% |
$29.8K - $34.1K
|
91.5K
$5.03M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-755- 4.77% |
$31.5K - $36K
|
15.1K
$828K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-762- 11.81% |
$31.8K - $36.4K
|
5.69K
$312K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-792- 6.07% |
$33K - $37.8K
|
12.3K
$673K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-794- 1.23% |
$33.1K - $37.9K
|
63.7K
$3.5M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-806- 8.72% |
$33.6K - $38.5K
|
8.44K
$463K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-806- 8.72% |
$33.6K - $38.5K
|
8.44K
$463K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-820- 6.9% |
$34.2K - $39.1K
|
11.1K
$607K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-831- 3.6% |
$34.6K - $39.7K
|
22.2K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-866- 26.14% |
$36.1K - $41.3K
|
2.45K
$134K
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-876- 3.21% |
$36.5K - $41.8K
|
26.4K
$1.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-889- 11.85% |
$37K - $42.4K
|
6.61K
$363K
|
|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-894- 1.74% |
$37.3K - $42.7K
|
50.4K
$2.77M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-930- 2.15% |
$38.8K - $44.4K
|
42.4K
$2.33M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-944- 6.31% |
$39.3K - $45.1K
|
14K
$771K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-966- 1.08% |
$40.3K - $46.1K
|
88.9K
$4.88M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.08K- 11.18% |
$44.9K - $51.5K
|
8.56K
$470K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.12K- 9.7% |
$46.6K - $53.4K
|
10.4K
$572K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.15K- 5.03% |
$47.8K - $54.8K
|
21.7K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.22K- 93.2% |
$50.8K - $58.2K
|
89
$4.89K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.24K- 6.89% |
$51.5K - $59K
|
16.7K
$918K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.26K- 0.48% |
$52.5K - $60.1K
|
263K
$14.4M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.34K- 3.48% |
$55.6K - $63.7K
|
37K
$2.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.34K- 5.2% |
$55.8K - $64K
|
24.4K
$1.34M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.38K- 4.62% |
$57.4K - $65.8K
|
28.5K
$1.56M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.45K- 3.28% |
$60.3K - $69K
|
42.6K
$2.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-1.54K- 6.64% |
$64K - $73.3K
|
21.6K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.58K- 0.22% |
$65.8K - $75.3K
|
721K
$39.6M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.59K- 3.12% |
$66K - $75.7K
|
49.3K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.59K- 6.83% |
$66.2K - $75.8K
|
21.6K
$1.19M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.61K- 16.01% |
$67K - $76.8K
|
8.44K
$464K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.62K- 2.03% |
$67.5K - $77.4K
|
78.4K
$4.31M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.67K- 1.08% |
$69.4K - $79.5K
|
152K
$8.36M
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.73K- 20.02% |
$71.9K - $82.4K
|
6.89K
$379K
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.74K- 2.93% |
$72.4K - $83K
|
57.5K
$3.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.84K- 26.77% |
$76.8K - $88K
|
5.04K
$277K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.94K- 4.8% |
$80.9K - $92.7K
|
38.5K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.98K- 56.88% |
$82.4K - $94.4K
|
1.5K
$82.4K
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.05K- 1.12% |
$85.3K - $97.8K
|
181K
$9.92M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.27K- 29.98% |
$94.5K - $108K
|
5.3K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.36K- 12.88% |
$98.1K - $112K
|
15.9K
$875K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.52K- 16.42% |
$105K - $120K
|
12.8K
$704K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.53K- 5.87% |
$105K - $121K
|
40.6K
$2.23M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.56K- 1.0% |
$107K - $122K
|
254K
$13.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.63K- 1.75% |
$109K - $125K
|
148K
$8.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.87K- 4.53% |
$120K - $137K
|
60.6K
$3.33M
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.9K- 10.2% |
$121K - $138K
|
25.5K
$1.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.94K- 3.96% |
$123K - $140K
|
71.3K
$3.92M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.17K- 13.95% |
$132K - $151K
|
19.5K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.24K- 1.58% |
$135K - $155K
|
202K
$11.1M
|