Purchases and Sales Made in Q2 2023 in Spdr Portfolio (SPMD)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.7K+ 10.91% |
$1.17M - $1.27M
|
281K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
27.6K+ 8.05% |
$1.16M - $1.26M
|
370K
$20.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
23KNew |
$969K - $1.05M
|
23K
$1.26M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
22.5K+ 14.63% |
$948K - $1.03M
|
176K
$9.67M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22.4K+ 30.02% |
$945K - $1.03M
|
96.9K
$5.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22.2K+ 35.08% |
$938K - $1.02M
|
85.6K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.6KNew |
$910K - $990K
|
21.6K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
21.2KNew |
$894K - $971K
|
21.2K
$1.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.3K+ 2.65% |
$856K - $931K
|
787K
$43.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
19.8KNew |
$837K - $910K
|
19.8K
$1.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
19.6K+ 58.96% |
$829K - $901K
|
52.9K
$2.91M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
18.4K+ 3.19% |
$776K - $844K
|
594K
$32.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
17.8KNew |
$752K - $818K
|
17.8K
$979K
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
17.6K+ 76.67% |
$742K - $806K
|
40.5K
$2.22M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.4K+ 793.01% |
$732K - $796K
|
19.5K
$1.07M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.4K+ 793.01% |
$732K - $796K
|
19.5K
$1.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
17.1K+ 6.12% |
$722K - $785K
|
297K
$16.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.8K+ 19.65% |
$707K - $769K
|
102K
$5.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.4K+ 7.15% |
$694K - $754K
|
246K
$13.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
15.5K+ 14.14% |
$655K - $712K
|
125K
$6.88M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
15KNew |
$632K - $687K
|
15K
$823K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.7KNew |
$578K - $628K
|
13.7K
$752K
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
13.5K+ 7.71% |
$571K - $620K
|
189K
$10.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.5K+ 5.82% |
$569K - $619K
|
245K
$13.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 275.24% |
$552K - $600K
|
17.8K
$980K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.8K+ 5.9% |
$542K - $589K
|
230K
$12.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
12K+ 7.36% |
$508K - $552K
|
175K
$9.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10.9K+ 9.96% |
$460K - $500K
|
120K
$6.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10.9K+ 4.05% |
$459K - $499K
|
280K
$15.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.9K+ 97.67% |
$458K - $498K
|
22K
$1.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
10.7K+ 67.04% |
$453K - $492K
|
26.7K
$1.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$449K - $488K
|
10.6K
$584K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
10.4K+ 120.22% |
$438K - $477K
|
19K
$1.05M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.4KNew |
$438K - $476K
|
10.4K
$570K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
10.2KNew |
$431K - $468K
|
10.2K
$561K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
9.54KNew |
$403K - $438K
|
9.54K
$524K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
9.49K+ 5.98% |
$400K - $435K
|
168K
$9.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.2K+ 47.95% |
$388K - $422K
|
28.4K
$1.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
8.12K+ 15.96% |
$343K - $372K
|
59K
$3.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
7.94K+ 1.95% |
$335K - $364K
|
416K
$22.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.87KNew |
$332K - $361K
|
7.87K
$432K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.72K+ 6.11% |
$326K - $354K
|
134K
$7.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.45KNew |
$315K - $342K
|
7.45K
$409K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.78K+ 7.87% |
$286K - $311K
|
92.9K
$5.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
6.77K+ 15.18% |
$286K - $311K
|
51.4K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.71KNew |
$283K - $308K
|
6.71K
$369K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.57K+ 3.01% |
$277K - $301K
|
225K
$12.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.53K+ 24.46% |
$276K - $300K
|
33.2K
$1.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.47K+ 3.29% |
$273K - $297K
|
203K
$11.1M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
6.43K+ 5.41% |
$271K - $295K
|
125K
$6.88M
|