Purchases and Sales Made in Q2 2022 in Spdr Portfolio (SPMD)

SPMD Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q2 2022. 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 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
1.21M
+ 2.72%
$47M - $57.6M
45.9M $2.52B
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.02M
+ 15.04%
$39.3M - $48.2M
7.77M $427M
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

BUY
 -
411K
+ 6.09%
$15.9M - $19.5M
7.16M $394M
Aug 03, 2022 Q2 2022
Tiedemann Advisors, LLC

BUY
 -
408K
+ 6.27%
$15.8M - $19.4M
6.91M $380M
Aug 15, 2022 Q2 2022
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
321K
New
$12.4M - $15.2M
321K $17.6M
Jul 27, 2022 Q2 2022
Advisor Resource Council

BUY
 -
236K
+ 471.95%
$9.14M - $11.2M
286K $15.7M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
231K
New
$8.92M - $11M
231K $12.7M
Aug 09, 2022 Q2 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
226K
New
$8.74M - $10.7M
226K $12.4M
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
159K
+ 21.8%
$6.16M - $7.56M
890K $48.9M
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
148K
+ 36.6%
$5.73M - $7.03M
553K $30.4M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
137K
+ 14.5%
$5.29M - $6.49M
1.08M $59.3M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
130K
+ 33.17%
$5.01M - $6.15M
520K $28.6M
Aug 04, 2022 Q2 2022
Cornerstone Wealth Management, LLC

BUY
 -
107K
+ 15.41%
$4.13M - $5.06M
799K $43.9M
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
72.6K
+ 47.95%
$2.81M - $3.45M
224K $12.3M
Aug 04, 2022 Q2 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
62.1K
+ 495.06%
$2.4M - $2.95M
74.6K $4.1M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
60.9K
New
$2.35M - $2.89M
60.9K $3.35M
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

BUY
 -
60.8K
+ 64.16%
$2.35M - $2.88M
155K $8.54M
Aug 16, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
60.3K
+ 3923.24%
$2.33M - $2.86M
61.8K $3.4M
Jul 27, 2022 Q2 2022
Garrett Investment Advisors LLC

BUY
 -
60K
+ 53.59%
$2.32M - $2.85M
172K $9.45M
Jul 12, 2022 Q2 2022
Resonant Capital Advisors, LLC

BUY
 -
55.5K
+ 123.73%
$2.14M - $2.63M
100K $5.51M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
52.4K
+ 71.39%
$2.03M - $2.49M
126K $6.91M
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
50.9K
+ 55.42%
$1.97M - $2.42M
143K $7.85M
Aug 05, 2022 Q2 2022
Financial Gravity Asset Management, Inc.

BUY
 -
43.8K
+ 97.09%
$1.7M - $2.08M
89K $4.89M
Aug 12, 2022 Q2 2022
Hrt Financial LP

New York, NY
BUY
 -
40.8K
+ 944.89%
$1.58M - $1.94M
45.1K $2.48M
Aug 02, 2022 Q2 2022
Cx Institutional

BUY
 -
37K
+ 39.0%
$1.43M - $1.75M
132K $7.24M
Aug 12, 2022 Q2 2022
Wealthquest Corp

Cincinnati, OH
BUY
 -
33.9K
+ 107.0%
$1.31M - $1.61M
65.6K $3.6M
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
31.9K
+ 20.46%
$1.23M - $1.51M
188K $10.3M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
30.9K
+ 16.95%
$1.19M - $1.46M
213K $11.7M
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
29.2K
+ 11.92%
$1.13M - $1.38M
274K $15M
Jul 28, 2022 Q2 2022
Reston Wealth Management LLC

BUY
 -
28.5K
+ 194.54%
$1.1M - $1.35M
43.2K $2.37M
Jul 21, 2022 Q2 2022
Peterson Wealth Advisors, LLC

BUY
 -
28K
+ 5.48%
$1.08M - $1.33M
538K $29.6M
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
27.6K
New
$1.07M - $1.31M
27.6K $1.52M
Aug 10, 2022 Q2 2022
Doyle Wealth Management

St. Petersburg, FL
BUY
 -
26.9K
+ 79.12%
$1.04M - $1.28M
61K $3.35M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
26.3K
+ 19.22%
$1.02M - $1.25M
163K $8.96M
Aug 14, 2024 Q2 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
25.4K
+ 36.59%
$980K - $1.2M
94.6K $5.2M
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
25.3K
+ 33.26%
$977K - $1.2M
101K $5.56M
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
24.7K
+ 2.55%
$957K - $1.17M
993K $54.6M
Aug 08, 2022 Q2 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
22.8K
+ 415.78%
$883K - $1.08M
28.3K $1.56M
Aug 03, 2022 Q2 2022
Smithbridge Asset Management Inc

BUY
 -
22.5K
New
$868K - $1.07M
22.5K $1.23M
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

BUY
 -
21.8K
+ 12.38%
$842K - $1.03M
198K $10.9M
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
20.2K
+ 82.9%
$782K - $960K
44.6K $2.45M
Jul 27, 2022 Q2 2022
Levy Wealth Management Group, LLC

BUY
 -
20.1K
New
$778K - $955K
20.1K $1.11M
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

BUY
 -
19.2K
+ 6.03%
$744K - $912K
338K $18.6M
Aug 15, 2022 Q2 2022
St Germain D J CO Inc

Springfield, MA
BUY
 -
19.1K
+ 11.97%
$740K - $909K
179K $9.84M
Jul 08, 2022 Q2 2022
Koss Olinger Consulting, LLC

BUY
 -
18.7K
+ 3.69%
$724K - $888K
526K $28.9M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
16.7K
+ 13.43%
$648K - $795K
141K $7.77M
Jul 19, 2022 Q2 2022
Cahaba Wealth Management, Inc.

BUY
 -
16.4K
+ 8.36%
$633K - $776K
212K $11.6M
Aug 15, 2022 Q2 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
15.8K
+ 99.69%
$610K - $749K
31.6K $1.74M
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
15.8K
+ 13.69%
$610K - $749K
131K $7.2M

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