Purchases and Sales Made in Q2 2021 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2021
Q2 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-185- 1.66% |
$8.49K - $8.99K
|
11K
$617K
|
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-209Closed |
$9.59K - $10.2K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-213- 3.02% |
$9.77K - $10.3K
|
6.85K
$385K
|
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-224- 2.19% |
$10.3K - $10.9K
|
10K
$563K
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-225- 1.52% |
$10.3K - $10.9K
|
14.5K
$817K
|
|
|
Jul 15, 2021
Q2 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-230- 3.38% |
$10.6K - $11.2K
|
6.57K
$369K
|
|
|
Jul 27, 2021
Q2 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-237- 1.22% |
$10.9K - $11.5K
|
19.3K
$1.08M
|
|
|
Aug 04, 2021
Q2 2021
|
Graypoint LLC
|
SELL
|
- |
-240- 1.9% |
$11K - $11.7K
|
12.4K
$698K
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-245- 9.3% |
$11.2K - $11.9K
|
2.39K
$134K
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-261- 1.7% |
$12K - $12.7K
|
15.1K
$851K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-264- 3.67% |
$12.1K - $12.8K
|
6.94K
$390K
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-332Closed |
$15.2K - $16.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-332- 5.06% |
$15.2K - $16.1K
|
6.23K
$350K
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-360- 3.08% |
$16.5K - $17.5K
|
11.3K
$637K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-383- 6.52% |
$17.6K - $18.6K
|
5.49K
$309K
|
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-410- 8.7% |
$18.8K - $19.9K
|
4.3K
$242K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-435- 9.51% |
$20K - $21.1K
|
4.14K
$233K
|
|
|
Aug 13, 2021
Q2 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-444- 5.83% |
$20.4K - $21.6K
|
7.17K
$403K
|
|
|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-599- 7.8% |
$27.5K - $29.1K
|
7.08K
$398K
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-600- 97.24% |
$27.5K - $29.1K
|
17
$956
|
|
|
Feb 22, 2022
Q2 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-620- 2.77% |
$28.4K - $30.1K
|
21.8K
$1.22M
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-621Closed |
$28.5K - $30.2K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-657- 8.46% |
$30.1K - $31.9K
|
7.11K
$400K
|
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-725- 2.03% |
$33.3K - $35.2K
|
35K
$1.97M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-752- 11.07% |
$34.5K - $36.5K
|
6.04K
$339K
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-882- 0.47% |
$40.5K - $42.8K
|
188K
$10.6M
|
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-883- 2.91% |
$40.5K - $42.9K
|
29.4K
$1.65M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-922- 11.71% |
$42.3K - $44.8K
|
6.95K
$391K
|
|
|
Aug 16, 2021
Q2 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1K- 5.64% |
$45.9K - $48.6K
|
16.7K
$940K
|
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.06K- 10.03% |
$48.5K - $51.4K
|
9.49K
$533K
|
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.07K- 42.69% |
$49.1K - $52K
|
1.44K
$80.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.11K- 1.86% |
$50.7K - $53.7K
|
58.4K
$3.28M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.12K- 4.22% |
$51.3K - $54.3K
|
25.4K
$1.43M
|
|
|
Aug 16, 2021
Q2 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.25K- 5.98% |
$57.3K - $60.7K
|
19.6K
$1.1M
|
|
|
Jul 21, 2021
Q2 2021
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-1.26K- 2.47% |
$57.6K - $61K
|
49.5K
$2.78M
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 1.6% |
$58.3K - $61.8K
|
78.2K
$4.4M
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.34K- 96.2% |
$61.5K - $65.1K
|
53
$2.98K
|
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.35K- 0.7% |
$62K - $65.7K
|
192K
$10.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.39K- 0.5% |
$63.6K - $67.3K
|
273K
$15.4M
|
|
|
Aug 06, 2021
Q2 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-1.39K- 11.88% |
$63.9K - $67.6K
|
10.3K
$580K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.42K- 3.52% |
$65K - $68.8K
|
38.8K
$2.18M
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.61KClosed |
$73.9K - $78.3K
|
0
$0
|
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.67K- 19.95% |
$76.7K - $81.3K
|
6.71K
$377K
|
|
|
Aug 06, 2021
Q2 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.68K- 27.43% |
$77.1K - $81.6K
|
4.45K
$250K
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.76K- 28.67% |
$80.9K - $85.7K
|
4.39K
$247K
|
|
|
Jul 22, 2021
Q2 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-2.02K- 6.53% |
$92.7K - $98.1K
|
28.9K
$1.62M
|
|
|
Aug 05, 2021
Q2 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-2.11K- 9.0% |
$96.8K - $103K
|
21.3K
$1.2M
|
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.56K- 1.83% |
$117K - $124K
|
137K
$7.71M
|
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
SELL
|
- |
-2.58K- 1.59% |
$118K - $125K
|
160K
$9.01M
|
|
|
Jul 28, 2021
Q2 2021
|
Forte Capital LLC
|
SELL
|
- |
-2.75K- 9.42% |
$126K - $134K
|
26.5K
$1.49M
|