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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-92- 1.37% |
$4.14K - $4.48K
|
6.62K
$364K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-100- 0.91% |
$4.51K - $4.87K
|
10.9K
$597K
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-102- 1.63% |
$4.6K - $4.96K
|
6.16K
$338K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-104- 12.21% |
$4.69K - $5.06K
|
748
$41.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-121- 0.81% |
$5.45K - $5.89K
|
14.9K
$819K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-134- 1.18% |
$6.04K - $6.52K
|
11.2K
$615K
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-144- 0.16% |
$6.49K - $7.01K
|
87.3K
$4.8M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-148- 0.64% |
$6.67K - $7.2K
|
23.1K
$1.27M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-150Closed |
$6.76K - $7.3K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-166- 1.61% |
$7.48K - $8.08K
|
10.2K
$558K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-167- 1.98% |
$7.52K - $8.13K
|
8.25K
$453K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-170- 0.72% |
$7.66K - $8.27K
|
23.5K
$1.29M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-176- 2.21% |
$7.93K - $8.57K
|
7.78K
$428K
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-194- 2.08% |
$8.74K - $9.44K
|
9.14K
$502K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-200- 1.04% |
$9.01K - $9.73K
|
19K
$1.04M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-215Closed |
$9.69K - $10.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-278Closed |
$12.5K - $13.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-282- 4.12% |
$12.7K - $13.7K
|
6.57K
$361K
|
|
|
Oct 12, 2021
Q3 2021
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-287- 4.89% |
$12.9K - $14K
|
5.58K
$307K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-355- 0.78% |
$16K - $17.3K
|
45.3K
$2.49M
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-363- 11.0% |
$16.4K - $17.7K
|
2.94K
$161K
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-543- 1.88% |
$24.5K - $26.4K
|
28.4K
$1.56M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-546- 8.98% |
$24.6K - $26.6K
|
5.54K
$304K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-546- 0.76% |
$24.6K - $26.6K
|
71.3K
$3.92M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-591- 3.49% |
$26.6K - $28.8K
|
16.3K
$898K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-600- 6.82% |
$27K - $29.2K
|
8.2K
$450K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-600- 48.78% |
$27K - $29.2K
|
630
$34.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-650- 45.68% |
$29.3K - $31.6K
|
773
$42.5K
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-668- 46.45% |
$30.1K - $32.5K
|
770
$42.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-719- 10.03% |
$32.4K - $35K
|
6.45K
$354K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-721- 4.97% |
$32.5K - $35.1K
|
13.8K
$758K
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
SELL
|
- |
-770- 1.45% |
$34.7K - $37.5K
|
52.3K
$2.88M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-968- 61.46% |
$43.6K - $47.1K
|
607
$33.3K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.04K- 1.04% |
$46.9K - $50.6K
|
99.1K
$5.45M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.08K- 11.11% |
$48.8K - $52.8K
|
8.67K
$476K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 9.49% |
$51K - $55K
|
10.8K
$593K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.13K- 0.48% |
$51K - $55.1K
|
234K
$12.9M
|
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.17K- 32.65% |
$52.6K - $56.8K
|
2.41K
$132K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.18K- 94.61% |
$53K - $57.2K
|
67
$3.68K
|
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.34K- 20.89% |
$60.2K - $65.1K
|
5.06K
$278K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.38KClosed |
$62K - $67K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.48K- 11.27% |
$66.7K - $72.1K
|
11.7K
$641K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.57K- 11.16% |
$70.7K - $76.4K
|
12.5K
$686K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.64K- 2.25% |
$73.9K - $79.9K
|
71.2K
$3.91M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.03K- 13.38% |
$91.2K - $98.6K
|
13.1K
$720K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.47KClosed |
$111K - $120K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.49K- 24.12% |
$112K - $121K
|
7.83K
$430K
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.49K- 35.16% |
$112K - $121K
|
4.59K
$252K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.6K- 4.78% |
$117K - $126K
|
51.7K
$2.84M
|
|
|
Oct 04, 2021
Q3 2021
|
Penobscot Wealth Management
|
SELL
|
- |
-2.7K- 7.44% |
$122K - $131K
|
33.6K
$1.85M
|