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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
267+ 1.53% |
$11.3K - $12.3K
|
17.7K
$974K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
237+ 4.68% |
$10K - $10.9K
|
5.31K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
206+ 14.2% |
$8.7K - $9.45K
|
1.66K
$91K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
203+ 3.13% |
$8.57K - $9.32K
|
6.68K
$367K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
198+ 30.09% |
$8.36K - $9.09K
|
856
$47K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
195+ 2.1% |
$8.23K - $8.95K
|
9.5K
$522K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
188+ 1.91% |
$7.94K - $8.63K
|
10K
$550K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
179New |
$7.56K - $8.21K
|
179
$9.83K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
175+ 2.26% |
$7.39K - $8.03K
|
7.91K
$434K
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
136+ 0.96% |
$5.74K - $6.24K
|
14.3K
$784K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
125+ 0.35% |
$5.28K - $5.74K
|
35.8K
$1.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
122+ 2.23% |
$5.15K - $5.6K
|
5.6K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
118+ 132.58% |
$4.98K - $5.42K
|
207
$11.4K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
114New |
$4.81K - $5.23K
|
114
$6.26K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
103+ 0.54% |
$4.35K - $4.73K
|
19.1K
$1.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
97+ 1.76% |
$4.09K - $4.45K
|
5.6K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
87New |
$3.67K - $3.99K
|
87
$4.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
71+ 4.77% |
$3K - $3.26K
|
1.56K
$85.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
64+ 0.85% |
$2.7K - $2.94K
|
7.56K
$415K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
63+ 11.84% |
$2.66K - $2.89K
|
595
$32.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
56+ 0.59% |
$2.36K - $2.57K
|
9.63K
$529K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
54New |
$2.28K - $2.48K
|
54
$2.97K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
53+ 0.67% |
$2.24K - $2.43K
|
8K
$439K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
53+ 11.13% |
$2.24K - $2.43K
|
529
$29.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
51+ 0.15% |
$2.15K - $2.34K
|
34.4K
$1.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
45New |
$1.9K - $2.07K
|
45
$2.47K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
40+ 0.06% |
$1.69K - $1.84K
|
63.4K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
38+ 0.43% |
$1.6K - $1.74K
|
8.9K
$489K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
35+ 0.27% |
$1.48K - $1.61K
|
12.9K
$708K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
30+ 0.45% |
$1.27K - $1.38K
|
6.74K
$370K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
28+ 0.41% |
$1.18K - $1.28K
|
6.94K
$381K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
25+ 0.14% |
$1.06K - $1.15K
|
17.7K
$971K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
23New |
$971 - $1.06K
|
23
$1.26K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21New |
$886 - $964
|
21
$1.15K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
19+ 0.19% |
$802 - $872
|
9.86K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.05% |
$718 - $780
|
32.4K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8+ 0.02% |
$338 - $367
|
33.6K
$1.85M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
7+ 0.04% |
$295 - $321
|
17.2K
$943K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7+ 0.14% |
$295 - $321
|
4.85K
$267K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 0.3% |
$295 - $321
|
2.36K
$129K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
7+ 0.12% |
$295 - $321
|
5.7K
$313K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5+ 0.1% |
$211 - $229
|
4.86K
$267K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5+ 0.34% |
$211 - $229
|
1.47K
$80.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 16.67% |
$211 - $229
|
35
$1.92K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
5+ 41.67% |
$211 - $229
|
17
$934
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5+ 0.02% |
$211 - $229
|
21.7K
$1.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4+ 0.07% |
$169 - $184
|
5.93K
$326K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.01% |
$84.4 - $91.8
|
14.9K
$820K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2+ 0.04% |
$84.4 - $91.8
|
5.56K
$306K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.33% |
$84.4 - $91.8
|
617
$33.9K
|