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 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-3.31K- 2.28% |
$138K - $158K
|
142K
$7.8M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.32K- 95.59% |
$138K - $158K
|
153
$8.41K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.81K- 10.77% |
$159K - $182K
|
31.6K
$1.73M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.05K- 29.73% |
$169K - $193K
|
9.57K
$526K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.49K- 0.77% |
$187K - $214K
|
576K
$31.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.6K- 2.08% |
$192K - $220K
|
217K
$11.9M
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.64K- 11.6% |
$193K - $221K
|
35.3K
$1.94M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.68K- 6.89% |
$195K - $223K
|
63.2K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-5.23K- 22.84% |
$218K - $249K
|
17.7K
$970K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-5.72K- 2.93% |
$238K - $273K
|
190K
$10.4M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-6.13K- 14.46% |
$255K - $292K
|
36.2K
$1.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.43K- 2.7% |
$268K - $307K
|
232K
$12.7M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.51K- 12.6% |
$271K - $311K
|
45.1K
$2.48M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.66K- 25.75% |
$277K - $318K
|
19.2K
$1.05M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.83K- 56.54% |
$284K - $326K
|
5.25K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.79K- 2.22% |
$324K - $372K
|
342K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.99K- 42.93% |
$333K - $381K
|
10.6K
$583K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.38K- 4.7% |
$349K - $400K
|
170K
$9.34M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-8.84K- 28.46% |
$368K - $422K
|
22.2K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-9.44K- 44.77% |
$393K - $451K
|
11.6K
$640K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.49K- 15.9% |
$395K - $453K
|
50.2K
$2.76M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-13K- 49.77% |
$543K - $623K
|
13.2K
$723K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-13.1K- 1.68% |
$546K - $625K
|
766K
$42.1M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-13.1K- 13.43% |
$547K - $627K
|
84.6K
$4.65M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.2K- 29.08% |
$550K - $630K
|
32.2K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-14.1K- 7.03% |
$589K - $675K
|
187K
$10.3M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-16.7K- 71.27% |
$695K - $796K
|
6.73K
$369K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.2K- 5.34% |
$718K - $823K
|
305K
$16.8M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20.6K- 15.56% |
$860K - $986K
|
112K
$6.16M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-24.6K- 18.88% |
$1.02M - $1.17M
|
105K
$5.8M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41.7K- 77.55% |
$1.74M - $1.99M
|
12.1K
$663K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-42.7K- 98.89% |
$1.78M - $2.04M
|
479
$26.3K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-49.3K- 95.75% |
$2.05M - $2.35M
|
2.19K
$120K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-56K- 26.08% |
$2.33M - $2.67M
|
159K
$8.72M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-63.3K- 26.53% |
$2.64M - $3.02M
|
175K
$9.63M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-69.7K- 72.3% |
$2.91M - $3.33M
|
26.7K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-82.2K- 31.39% |
$3.43M - $3.92M
|
180K
$9.87M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-84.8K- 87.62% |
$3.53M - $4.05M
|
12K
$659K
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-108K- 13.46% |
$4.49M - $5.15M
|
693K
$38.1M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-108K- 85.83% |
$4.51M - $5.17M
|
17.9K
$982K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-114K- 53.79% |
$4.73M - $5.42M
|
97.5K
$5.36M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-142K- 27.39% |
$5.94M - $6.8M
|
378K
$20.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-256K- 87.25% |
$10.7M - $12.2M
|
37.4K
$2.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-794K- 11.69% |
$33.1M - $37.9M
|
6M
$330M
|