Purchases and Sales Made in Q2 2023 in Spdr Portfolio (SPMD)

SPMD Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q2 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
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
4.66M
+ 8.69%
$197M - $214M
58.3M $3.2B
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
1.46M
+ 133.69%
$61.5M - $66.8M
2.55M $140M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
998K
+ 10.75%
$42.1M - $45.8M
10.3M $565M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
912K
+ 82.83%
$38.5M - $41.9M
2.01M $111M
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
585K
+ 117.86%
$24.7M - $26.8M
1.08M $59.4M
Aug 07, 2023 Q2 2023
Texas Permanent School Fund

Austin, TX
BUY
 -
393K
New
$16.6M - $18M
393K $21.6M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
388K
+ 24.32%
$16.4M - $17.8M
1.98M $109M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
226K
+ 147.1%
$9.53M - $10.4M
379K $20.8M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
211K
New
$8.91M - $9.69M
211K $11.6M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
210K
+ 4.0%
$8.86M - $9.63M
5.46M $300M
Jul 28, 2023 Q2 2023
Pachira Investments Inc.

BUY
 -
188K
New
$7.95M - $8.64M
188K $10.3M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
144K
+ 12.83%
$6.06M - $6.59M
1.26M $69.4M
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
126K
+ 10.78%
$5.3M - $5.76M
1.29M $70.9M
Jul 20, 2023 Q2 2023
Measured Wealth Private Client Group, LLC

BUY
 -
99K
+ 27.56%
$4.18M - $4.54M
458K $25.2M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
94.7K
+ 65.76%
$4M - $4.34M
239K $13.1M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
87.6K
+ 24.27%
$3.7M - $4.02M
449K $24.6M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
85.8K
New
$3.62M - $3.94M
85.8K $4.71M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
83.4K
+ 12.73%
$3.52M - $3.83M
739K $40.6M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
71.4K
+ 11.48%
$3.01M - $3.27M
693K $38.1M
Jul 24, 2023 Q2 2023
Kwb Wealth

Redlands, CA
BUY
 -
70.2K
+ 49.51%
$2.96M - $3.22M
212K $11.6M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
68.8K
+ 490.63%
$2.91M - $3.16M
82.9K $4.55M
Aug 11, 2023 Q2 2023
Cavalier Investments, LLC

BUY
 -
65.1K
New
$2.75M - $2.99M
65.1K $3.58M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
59.5K
+ 8.25%
$2.51M - $2.73M
780K $42.9M
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
58.2K
+ 320.98%
$2.46M - $2.67M
76.4K $4.2M
Jul 13, 2023 Q2 2023
Financial Strategies Group, Inc.

BUY
 -
57K
+ 17.12%
$2.41M - $2.62M
390K $21.4M
Aug 10, 2023 Q2 2023
Private Wealth Group, LLC

BUY
 -
55.1K
+ 155.89%
$2.33M - $2.53M
90.4K $4.97M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
51K
+ 6.35%
$2.15M - $2.34M
855K $47M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
48.5K
+ 925.08%
$2.05M - $2.23M
53.8K $2.96M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
47.3K
+ 920.33%
$1.99M - $2.17M
52.4K $2.88M
Jul 26, 2023 Q2 2023
Cx Institutional

BUY
 -
45.6K
New
$1.93M - $2.09M
45.6K $2.51M
Aug 08, 2023 Q2 2023
Econ Financial Services Corp

BUY
 -
44.1K
+ 334.94%
$1.86M - $2.02M
57.3K $3.15M
Jul 13, 2023 Q2 2023
Prairie Sky Financial Group LLC

Westchester, IL
BUY
 -
43.9K
New
$1.86M - $2.02M
43.9K $2.41M
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
43.3K
+ 16.89%
$1.83M - $1.98M
299K $16.4M
Jul 17, 2023 Q2 2023
First International Bank & Trust

Watford City, ND
BUY
 -
43K
+ 9.98%
$1.82M - $1.97M
474K $26M
Jul 31, 2023 Q2 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
40.5K
+ 2.45%
$1.71M - $1.86M
1.69M $93M
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
35.2K
+ 11.05%
$1.49M - $1.62M
354K $19.4M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
35K
+ 11.47%
$1.48M - $1.61M
340K $18.7M
Jul 28, 2023 Q2 2023
Koss Olinger Consulting, LLC

BUY
 -
34.2K
+ 5.4%
$1.45M - $1.57M
668K $36.7M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
33.6K
+ 12.8%
$1.42M - $1.54M
296K $16.3M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
32.6K
+ 39.51%
$1.37M - $1.49M
115K $6.32M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
32K
+ 31.42%
$1.35M - $1.47M
134K $7.35M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
31.9K
+ 510.2%
$1.35M - $1.46M
38.2K $2.1M
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
31.4K
+ 26.42%
$1.33M - $1.44M
150K $8.26M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
30.7K
+ 209.8%
$1.3M - $1.41M
45.3K $2.49M
Aug 14, 2023 Q2 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
30.3K
+ 15.8%
$1.28M - $1.39M
222K $12.2M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
29.8K
+ 20.16%
$1.26M - $1.37M
178K $9.76M
Jul 20, 2023 Q2 2023
Bensler, LLC

Bellevue, WA
BUY
 -
28.7K
+ 51.34%
$1.21M - $1.32M
84.7K $4.65M
Aug 07, 2023 Q2 2023
Securian Asset Management, Inc

BUY
 -
28.4K
New
$1.2M - $1.3M
28.4K $1.56M
Aug 10, 2023 Q2 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
28.3K
New
$1.2M - $1.3M
28.3K $1.56M

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