Purchases and Sales Made in Q2 2022 in Spdr Portfolio (SPMD)
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
$2.61B
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.02M+ 15.04% |
$39.3M - $48.2M
|
7.77M
$441M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
411K+ 6.09% |
$15.9M - $19.5M
|
7.16M
$407M
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
408K+ 6.27% |
$15.8M - $19.4M
|
6.91M
$392M
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
321KNew |
$12.4M - $15.2M
|
321K
$18.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
236K+ 471.95% |
$9.14M - $11.2M
|
286K
$16.3M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
231KNew |
$8.92M - $11M
|
231K
$13.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
226KNew |
$8.74M - $10.7M
|
226K
$12.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
159K+ 21.8% |
$6.16M - $7.56M
|
890K
$50.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
148K+ 36.6% |
$5.73M - $7.03M
|
553K
$31.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
137K+ 14.5% |
$5.29M - $6.49M
|
1.08M
$61.3M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
137K+ 14.5% |
$5.29M - $6.49M
|
1.08M
$61.3M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
130K+ 33.17% |
$5.01M - $6.15M
|
520K
$29.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
107K+ 15.41% |
$4.13M - $5.06M
|
799K
$45.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
72.6K+ 47.95% |
$2.81M - $3.45M
|
224K
$12.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
62.1K+ 495.06% |
$2.4M - $2.95M
|
74.6K
$4.23M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60.9KNew |
$2.35M - $2.89M
|
60.9K
$3.46M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
60.8K+ 64.16% |
$2.35M - $2.88M
|
155K
$8.82M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
60.3K+ 3923.24% |
$2.33M - $2.86M
|
61.8K
$3.51M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
60K+ 53.59% |
$2.32M - $2.85M
|
172K
$9.77M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
55.5K+ 123.73% |
$2.14M - $2.63M
|
100K
$5.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.4K+ 71.39% |
$2.03M - $2.49M
|
126K
$7.14M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50.9K+ 55.42% |
$1.97M - $2.42M
|
143K
$8.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
43.8K+ 97.09% |
$1.7M - $2.08M
|
89K
$5.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
40.8K+ 944.89% |
$1.58M - $1.94M
|
45.1K
$2.56M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
37K+ 39.0% |
$1.43M - $1.75M
|
132K
$7.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
33.9K+ 107.0% |
$1.31M - $1.61M
|
65.6K
$3.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.9K+ 20.46% |
$1.23M - $1.51M
|
188K
$10.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30.9K+ 16.95% |
$1.19M - $1.46M
|
213K
$12.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
29.2K+ 11.92% |
$1.13M - $1.38M
|
274K
$15.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
28.5K+ 194.54% |
$1.1M - $1.35M
|
43.2K
$2.45M
|
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
28K+ 5.48% |
$1.08M - $1.33M
|
538K
$30.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.6KNew |
$1.07M - $1.31M
|
27.6K
$1.57M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
26.9K+ 79.12% |
$1.04M - $1.28M
|
61K
$3.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
26.3K+ 19.22% |
$1.02M - $1.25M
|
163K
$9.26M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
25.4K+ 36.59% |
$980K - $1.2M
|
94.6K
$5.37M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25.3K+ 33.26% |
$977K - $1.2M
|
101K
$5.74M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24.7K+ 2.55% |
$957K - $1.17M
|
993K
$56.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
22.8K+ 415.78% |
$883K - $1.08M
|
28.3K
$1.61M
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
22.5KNew |
$868K - $1.07M
|
22.5K
$1.27M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
21.8K+ 12.38% |
$842K - $1.03M
|
198K
$11.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.2K+ 82.9% |
$782K - $960K
|
44.6K
$2.53M
|
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
20.1KNew |
$778K - $955K
|
20.1K
$1.14M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.2K+ 6.03% |
$744K - $912K
|
338K
$19.2M
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
19.1K+ 11.97% |
$740K - $909K
|
179K
$10.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
18.7K+ 3.69% |
$724K - $888K
|
526K
$29.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.7K+ 13.43% |
$648K - $795K
|
141K
$8.02M
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16.4K+ 8.36% |
$633K - $776K
|
212K
$12M
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
15.8K+ 99.69% |
$610K - $749K
|
31.6K
$1.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.8K+ 13.69% |
$610K - $749K
|
131K
$7.44M
|