Purchases and Sales Made in Q3 2021 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.58KNew |
$71.1K - $76.8K
|
1.58K
$86.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.58K+ 5.57% |
$71.1K - $76.8K
|
29.9K
$1.64M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 20.55% |
$70.2K - $75.8K
|
9.14K
$502K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.51K+ 5.0% |
$68.1K - $73.6K
|
31.8K
$1.75M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.38K+ 490.07% |
$62.3K - $67.3K
|
1.66K
$91.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.36K+ 20.78% |
$61K - $65.9K
|
7.88K
$433K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 0.78% |
$60.3K - $65.1K
|
172K
$9.46M
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.28K+ 2.98% |
$57.6K - $62.2K
|
44.2K
$2.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.25K+ 5.83% |
$56.4K - $61K
|
22.7K
$1.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
1.21K+ 1.21% |
$54.3K - $58.7K
|
101K
$5.56M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.19K+ 54.7% |
$53.7K - $58K
|
3.37K
$185K
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.19K+ 2.22% |
$53.6K - $57.9K
|
54.7K
$3.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.19K+ 3.24% |
$53.4K - $57.7K
|
37.8K
$2.07M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
1.17K+ 4.97% |
$52.8K - $57K
|
24.7K
$1.36M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.16K+ 2.99% |
$52.3K - $56.5K
|
40K
$2.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.1K+ 24.27% |
$49.7K - $53.7K
|
5.65K
$310K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.03K+ 3.3% |
$46.5K - $50.2K
|
32.3K
$1.77M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.02K+ 72.08% |
$46K - $49.6K
|
2.44K
$134K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
925+ 1.14% |
$41.7K - $45K
|
81.8K
$4.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
878+ 6.04% |
$39.6K - $42.7K
|
15.4K
$847K
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
873+ 4.01% |
$39.3K - $42.5K
|
22.6K
$1.24M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
873+ 4.4% |
$39.3K - $42.5K
|
20.7K
$1.14M
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
783+ 3.99% |
$35.3K - $38.1K
|
20.4K
$1.12M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
665+ 3.42% |
$30K - $32.4K
|
20.1K
$1.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
622+ 7.2% |
$28K - $30.3K
|
9.26K
$509K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
617+ 0.55% |
$27.8K - $30K
|
113K
$6.23M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
592+ 8.36% |
$26.7K - $28.8K
|
7.68K
$422K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
586+ 6.96% |
$26.4K - $28.5K
|
9.01K
$495K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
564+ 13.17% |
$25.4K - $27.4K
|
4.85K
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
552+ 35.11% |
$24.9K - $26.9K
|
2.12K
$117K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
536+ 30.2% |
$24.1K - $26.1K
|
2.31K
$127K
|
|
|
Oct 21, 2021
Q3 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
510+ 1.03% |
$23K - $24.8K
|
50K
$2.75M
|
|
|
Nov 05, 2021
Q3 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
406+ 1.76% |
$18.3K - $19.8K
|
23.4K
$1.29M
|
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
BUY
|
- |
387+ 1.46% |
$17.4K - $18.8K
|
26.9K
$1.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
353+ 7.69% |
$15.9K - $17.2K
|
4.94K
$272K
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
335+ 6.53% |
$15.1K - $16.3K
|
5.46K
$300K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
288+ 2.81% |
$13K - $14K
|
10.6K
$580K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
286New |
$12.9K - $13.9K
|
286
$15.7K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
286New |
$12.9K - $13.9K
|
286
$15.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
283+ 52.02% |
$12.7K - $13.8K
|
827
$45.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
283+ 25.75% |
$12.7K - $13.8K
|
1.38K
$75.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
262+ 1.03% |
$11.8K - $12.8K
|
25.6K
$1.41M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
240+ 3.33% |
$10.8K - $11.7K
|
7.44K
$409K
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
234+ 0.88% |
$10.5K - $11.4K
|
26.7K
$1.47M
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
225+ 3.54% |
$10.1K - $11K
|
6.59K
$362K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
191+ 4.3% |
$8.6K - $9.3K
|
4.64K
$255K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
160+ 9.44% |
$7.21K - $7.79K
|
1.86K
$102K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
146+ 2.1% |
$6.58K - $7.11K
|
7.1K
$390K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
124New |
$5.59K - $6.04K
|
124
$6.81K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
117+ 2.72% |
$5.27K - $5.69K
|
4.42K
$243K
|