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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2021
Q2 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-3.12KClosed |
$143K - $152K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.34K- 3.76% |
$153K - $162K
|
85.4K
$4.8M
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.57K- 1.01% |
$164K - $173K
|
351K
$19.7M
|
|
|
Jul 28, 2021
Q2 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.58K- 36.37% |
$164K - $174K
|
6.26K
$352K
|
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
SELL
|
- |
-3.8K- 30.14% |
$174K - $184K
|
8.8K
$494K
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3.82K- 11.84% |
$175K - $186K
|
28.5K
$1.6M
|
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.89K- 3.73% |
$178K - $189K
|
100K
$5.63M
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-3.99K- 69.19% |
$183K - $194K
|
1.78K
$99.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.06K- 8.64% |
$186K - $197K
|
42.9K
$2.41M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.2K- 44.86% |
$193K - $204K
|
5.17K
$290K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.23KClosed |
$194K - $206K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.86K- 40.69% |
$223K - $236K
|
7.08K
$398K
|
|
|
Aug 13, 2021
Q2 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.96K- 8.48% |
$228K - $241K
|
53.5K
$3.01M
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.86K- 28.75% |
$269K - $285K
|
14.5K
$816K
|
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.08KClosed |
$279K - $295K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-6.25K- 0.97% |
$287K - $304K
|
637K
$35.8M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.77K- 8.62% |
$311K - $329K
|
71.8K
$4.04M
|
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.79K- 6.32% |
$311K - $330K
|
101K
$5.66M
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.05K- 7.9% |
$323K - $342K
|
82.2K
$4.62M
|
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7.09K- 5.91% |
$325K - $344K
|
113K
$6.34M
|
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-7.55K- 3.85% |
$346K - $367K
|
188K
$10.6M
|
|
|
Aug 11, 2021
Q2 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-7.6K- 6.99% |
$349K - $369K
|
101K
$5.68M
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.09KClosed |
$371K - $393K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Trh Financial, LLC
|
SELL
|
- |
-8.54K- 4.4% |
$392K - $415K
|
186K
$10.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.78KClosed |
$448K - $475K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.85K- 4.02% |
$452K - $479K
|
235K
$13.2M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 5.58% |
$463K - $490K
|
171K
$9.6M
|
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-10.3K- 12.4% |
$473K - $501K
|
72.8K
$4.09M
|
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
SELL
|
- |
-10.9K- 89.83% |
$498K - $528K
|
1.23K
$69.1K
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-11K- 2.26% |
$505K - $535K
|
475K
$26.7M
|
|
|
Aug 12, 2021
Q2 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11.8K- 14.01% |
$542K - $574K
|
72.5K
$4.08M
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.4K- 8.12% |
$567K - $600K
|
140K
$7.85M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.6K- 22.98% |
$625K - $662K
|
45.6K
$2.57M
|
|
|
Aug 10, 2021
Q2 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-13.7K- 9.72% |
$627K - $664K
|
127K
$7.14M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.1KClosed |
$693K - $734K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.4K- 21.7% |
$708K - $750K
|
55.7K
$3.13M
|
|
|
Jul 20, 2021
Q2 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-15.8K- 54.53% |
$723K - $766K
|
13.1K
$739K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 2.94% |
$998K - $1.06M
|
719K
$40.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-24.6K- 11.93% |
$1.13M - $1.19M
|
181K
$10.2M
|
|
|
Jul 13, 2021
Q2 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-24.7K- 16.62% |
$1.13M - $1.2M
|
124K
$6.96M
|
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-35.8KClosed |
$1.64M - $1.74M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-35.8K- 7.02% |
$1.64M - $1.74M
|
474K
$26.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-36.4K- 85.93% |
$1.67M - $1.77M
|
5.97K
$336K
|
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-37.3K- 24.87% |
$1.71M - $1.81M
|
113K
$6.33M
|
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-40.9KClosed |
$1.88M - $1.99M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-45K- 43.44% |
$2.06M - $2.18M
|
58.5K
$3.29M
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-50.8KClosed |
$2.33M - $2.47M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-66.1K- 0.86% |
$3.03M - $3.21M
|
7.59M
$427M
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-89.1KClosed |
$4.09M - $4.33M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-129K- 1.9% |
$5.91M - $6.26M
|
6.67M
$375M
|